The HC Commodities Podcast

Trapped in Hormuz: Total War or a New World Disorder? with Jeff Currie

August 18, 2026·53 min
Episode Description from the Publisher

Ultimately, the US faces a stark binary choice. Defeat Iran or retreat. And both have profound ramifications for the post-war Bretton-Woods order that has shipped modern economies and the commodity flows that support them. Indeed, it is precisely those commodity flows that both shape the binary choice and prevent commitment to one or the other. Jeff Currie, Co-Founder of 1947 Oil and Gas returns to the show to lay out this stark reality and its consequence for the world (and why he launched an oil & gas company). For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

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