S1E48 - Why Hormuz Matters
Published: March 5, 2026
Duration: 38:58
We brought in Ed Richardson - tanker maven, shipping expert, and one of the sharpest minds on how the world actually moves its oil. With the Strait of Hormuz effectively shut, we break down why insurance isn't really the problem, what Red Sea Part Two looks like, why India might be the most exposed economy on the planet, and whether this is finally the moment the world starts building around the Middle East rather than through it.
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Timestamps:
(01:02) - Meet Ed Richardson
(01:26) - Why Hormuz Matters
(02:47) - Shipping...