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 · last 12 months

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 · Strait and narrowing: the Iran deal crumbles · 15 Jul 2026 podcast

And consequently, we've seen oil prices start to climb from about $71 a barrel once the MOU was signed to the mid-80s.

Now there's been almost a 20% increase in oil prices over the past 10 days.

No, this all feels very familiar.

I mean, listening to Donald Trump now make threats to attack power plants and bridges, listening to him briefly revive the idea that America might start charging tolls on ships traveling through Hormuz.

And you're right to say that no one wins.

Clearly the Americans don't, because no oil and gas is getting through Hormuz now.

But for Iran, too, this is problematic.

The main reason they signed the MOU in the first place was to secure economic benefits.

By their own estimates, the war has caused $270 billion worth of damage.

And of course, their economy was already reeling from years of sanctions and mismanagement.

So they really needed to unlock sanctions relief that would allow them to start dealing with this economic crisis.

And the MOU did that.

America lifted its sanctions.

On Iranian oil sales, it lifted its blockade of the Strait of Hormuz.

But now, because Iran is attacking ships, because it is insisting on maintaining this control, it has lost those benefits.

And so it's hard to see what Iran gains from any of this.

You have hardliners who think it's important for some ideological or principled reason to maintain their grip on the strait.

But I think in reality, Hormos

Only matters to Iran in terms of what it can get in trade for reopening the straits.

And at the moment, it's not getting anything for holding the strait.

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