In this timely update, Mark Marifian, Head of Product at Tortoise Capital, discusses how escalating developments in the Middle East are impacting global energy markets. The conversation highlights disruptions around the Strait of Hormuz, evolving oil price scenarios, and what shifting energy flows could mean for investors.
Topics covered include:
- Why the Strait of Hormuz is one of the most critical chokepoints for global energy supply.
- How export disruptions and tanker flows are affecting oil price outlooks.
- What the oil futures curve and refining margins are signaling about market stress.
- How U.S. energy production and infrastructure may help insulate domestic markets.
- Key investment considerations across the energy value chain.
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