Gregg Carlstrom

speaker

496 appearances 6 recordings 1 series first heard May 2026 last heard 21 Jul

Gregg Carlstrom’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 6 in all, peaking in Jun 2026 with 3.

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The Intelligence from The Economist · No big deal: murky Iran-war negotiations · 26 May 2026 podcast

They would make their way through the Strait of Hormos if a deal

That would bring some relief to energy markets.

But there's a limited number of those ships.

After that, to really get things flowing again, what needs to happen?

Hundreds of other tankers would need to make their way back to the Gulf.

Some of them now are as far away as the Atlantic Ocean, where they're picking up cargoes from America or from elsewhere.

So it's going to take them months to finish those voyages and then come back.

And then you would also need energy firms in the Gulf to restart all the things that they've shut down during the war.

So, all of this, the timeline for restarting energy production and energy shipments is going to take a lot longer than the 60 days envisioned by this interim agreement.

And that leaves all of these companies producers, shippers, insurers, with a bit of a dilemma.

Do you try to go back to normal?

you send your tankers back to the Gulf when you don't know if America and Iran will actually reach a final agreement or whether this might all fall apart.

So whatever happens in the next few days, I'm sure Donald Trump and the Iranians will try to sell it.

As if this is some great achievement and it's a war ending deal.

But in fact, I think the uncertainty of this war is going to be with us for some time to come.

Thank you, Jason.

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