How to manage an oil shock

应对石油危机的冲击

Money Talks from The Economist

2026-03-12

35 分钟
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The Iran war has sparked the largest energy-supply shock in history. Despite a record-breaking release of oil from strategic reserves, prices remain high as Iran has ramped up attacks designed to disrupt energy supplies. How is the crisis rippling through economies—and can anything be done to limit the damage? Guests and hosts: Vijay Vaitheeswaran, The Economist’s global energy and climate innovation editor Ethan Wu, co-host of “Money Talks” Mike Bird, co-host of “Money Talks” Alice Fulwood, co-host of “Money Talks” Topics covered: Iran war energy crisis International Energy Agency 1970s oil shocks Transcripts of our podcasts are available via economist.com/podcasts. Listen to what matters most, from global politics and business to science and technology—subscribe to Economist Podcasts+. For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.
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  • The Economist.

  • As the war against Iran rages on, oil has soared.

  • Brent Crude is the world's benchmark for oil prices.

  • It has already crossed $80 a barrel.

  • US oil prices have topped $100 a barrel for the first time since 2022.

  • Brent Crude near $120 a barrel.

  • Traders are anxious that the war will drag on, further deepening the crisis.

  • And so President Trump has tried to calm the markets.

  • Thank you Mr. President.

  • On Iran, you called it an excursion, you said it would be over soon.

  • Are you thinking this week it will be over or are you talking about days?

  • No, very soon.

  • I think so.

  • Okay, and with respect to Very soon.

  • Look, everything they have is gone, including their leadership.

  • And countries, including the US, have reached deep into their strategic petroleum reserves

  • to try and mitigate the supply shock.

  • That's something that's only happened a few times since the oil crises of the 1970s.

  • 400 million barrels of oil.

  • That's how much the International Energy Agency is releasing from its strategic reserve