Bonus: A US shale pioneer on the Middle East war

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• 00:01

  Since the beginning of the Iran war, global oil markets have experienced a seismic shock.

• 00:09

  The conflict has sparked what the head of the International Energy Agency calls the worst oil supply crisis in history.

• 00:18

  Shipping traffic in the Strait of Hormuz has been effectively stifled,

• 00:22

  although both Iran and the United States have expressed some willingness to reopen the strait.

• 00:28

  Parts of the world are already grappling with higher gas prices and energy shortages.

• 00:35

  I'm Michaela Tendera, and today on a special edition of the FT News Briefing,

• 00:40

  we 're taking a deep dive into how the oil sector is coping with this unprecedented disruption.

• 00:55

  Jamie Smith is the FT's U.S. Energy editor,

• 00:57

  and he 's been focused on making sense of this constantly changing situation in the oil and gas industry.

• 01:04

  Hi, Jamie.

• 01:05

  Hello, Michaela.

• 01:06

  We're sitting down on a Friday afternoon after the U.S.

• 01:09

  And Iran both said they wanted to reopen the Strait of Hormuz.

• 01:13

  But there's still disagreement and a lot's up in the air here.

• 01:16

  Can you just recap for us a bit?

• 01:18

  You know, since the war began in February, what has the impact of that been on oil?

• 01:24

  What we're seeing is the Iran war has created this blockage in the Strait of Hormuz.

• 01:31

  That 's this narrow waterway between Iran and Oman,

• 01:34

  which carries about a fifth of the world's oil and about a fifth of the world's liquefied natural gas.

• 01:41

  So Iran started firing missiles at tankers and that sort of shut things down.

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