Energy and Geopolitics

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Shocks and Aftershocks | Energy Shots

This biweekly video series, hosted by Joseph Majkut and Kevin Book, delivers clear insights, visuals, and straight talk on the latest energy trends.

Event — April 10, 2026

What’s Next for Oil Markets After the Ceasefire Agreement?

The ceasefire announcement leaves more questions than answers for Gulf oil and gas exports. Iran is still in control of whether and when ships can pass—and how much that might cost under a new tolling requirement.

Critical Questions by Clayton Seigle — April 8, 2026

The Alluring Potential of an Integrated Venezuelan Gas Industry

Venezuela’s vast gas reserves have long been stranded. Political change in Caracas could revive partnership with Trinidad, unlocking LNG for Europe, strengthening Western Hemisphere integration, and adding an Atlantic Basin supply option amid diversification efforts.

Commentary by Leslie Palti-Guzman — April 7, 2026

Russian Roulette

How the Iran War and the Price of Oil Impact the Kremlin's Calculus

Max and Maria are joined by Hanna Notte and Janis Kluge for a deep dive on how the Iran war and turmoil in global energy markets continue to impact Russian foreign policy.

Podcast Episode by Max Bergmann, Maria Snegovaya, Hanna Notte, and janis Kluge — April 2, 2026

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Iran Conflict Heightens Cyber Threats to U.S. Energy Infrastructure

As the Iran conflict intensifies, U.S. energy infrastructure faces escalating cyber threats from nation-state actors. Scale, age, and regulatory fragmentation leave the sector uniquely exposed. A successful attack would cascade across the entire U.S. economy.

Commentary by Leslie Abrahams and Lauryn Williams — April 2, 2026

Iran, Fertilizer, and Food Security: Risks, Impacts, and Policy Responses

The war with Iran is threatening global agriculture markets and food prices, with some impacts emerging and more expected in the coming months. What can policymakers do to protect farmers and consumers—in the United States and around the world? 

Critical Questions by Caitlin Welsh — April 1, 2026