Nick Marsh
đ€ SpeakerAppearances Over Time
Podcast Appearances
This is the very narrow choke point south of Iran, through which a fifth of the world's oil and gas supplies have to pass. The vast majority of it, by the way, Ankur, is destined for Asia. These are all really big manufacturing bases, so you can understand how important it is to the world economy and how sensitive these countries are to any constrictions in the supply. One thing that's important to say, though, is that even though we are seeing a little burst of optimism today,
The facts on the ground haven't changed. So even though Donald Trump says the war is ending very soon, it hasn't ended. And it looks, to be honest, like it's continuing at full pace. And the Iranian Revolutionary Guards say there's no room to negotiate, we're going to carry on. The Strait of Hormuz is still controlled by Iran. There are no vessels that are daring to take the risk to cross it. So long as the facts on the ground don't change, the president's comments can only do so much.
The reason for the big jump is clear. You've got the most crucial choke point for oil tankers in the world effectively becoming a no-go zone overnight. The reason for this easing after that initial spike, not quite as clear, could be traders just taking a breath, looking at the fact that the oil market was generally actually quite oversupplied anyway before these latest developments. Other major producers are stepping up their output, and for now that's
We've only got three confirmed attacks on ships. The Iranians seem to be focusing much more on the US bases, not quite as much on the oil tankers in the Strait of Hormuz. In terms of stock markets, yeah, they're down generally here in Asia. 90% of this oil passing through the Strait of Hormuz goes to Asia, by the way. Gold is also up. That's traditionally a safe haven in times of uncertainty. But generally, we're not seeing dramatic swings because...
Frankly speaking, the market did know that something like this was possible. And if the freezing of the shipping going through the Strait of Hormuz continues, what would that mean for the global economy? The longer it goes on, the more significant it is. The Strait of Hormuz is very, very important. It's this narrow stretch of sea just south of Iran, north of Oman and the UAE. As you say, one in every five barrels of oil consumed globally passes through the Strait of Hormuz.
TÀllÀ hetkellÀ ei ole ennustettavaa palkkauksia, joka vahvistaa tankkaita kestÀmÀÀn tÀmÀn palkkauksen, mutta rannalla on usein huomioitu, etteivÀt vettÀ kestÀvÀt kestÀmÀÀn. KestÀvÀt yritykset ymmÀrrettÀvÀsti eivÀt halua ottaa riskiÀ. Olemme nÀhneet hakemuksia aiemmin. Olemme nÀhneet muutamia hakemuksia tietysti tÀllÀ kertaa. Lopulta, jos kysytÀÀn asioista kuten petroli- tai energiapalveluista, se ei muuta.
Mutta vaikka toiset maat aloittavat tuottaa paljon lisÀÀ öljyÀ, jos tÀmÀ tilanne jatkuu, ja tÀmÀ tÀrkeÀ kohde jatkuu muutaman pÀivÀn tai viikon aikana, öljy ei voi mennÀ johonkÀÀn. Ja se olisi todella vaikuttanut kaupan ja koko maailman ekonomiin. Se vaan todella riippuu siitÀ, kuinka pitkÀÀn tÀmÀ jatkuu. MeillÀ on myös ollut suuri kulutusvaihto Yhdysvalloissa.
KyllÀ, tÀysin. Abu Dhabi, Doha ja Dubai, nÀmÀ kolme mahtavaa liikennettÀvÀstÀ kuljettajasta, kaikki loppuvat airstilanteeseen. Se tarkoittaa, ettÀ on tuhansia ihmisiÀ, joita on ympÀrillÀ. YhdistelmÀt maailmassa katsotaan, miten niitÀ saadaan ulos. Se kertoo myös siitÀ, kuinka kauan tÀmÀ jatketaan.
TÀmÀn jÀlkeen he pÀÀttivÀt toimia ja laittaa suunnitelma, jonka he jo tehivÀt, aloittamalla koko kampanjan alkuperÀisellÀ liikennettÀ. TiedÀmme, ettÀ se pitÀisi olla alkuperÀisellÀ, koska se vaatii muutamaa tuntia Israelin ja Teheranin jÀlkeen, eli noin 90 minuuttia tai kaksi tuntia. Ja tarvitaan avainvarmuus, jotta voidaan pÀÀttÀÀ ja laittaa muutamia asioita kampanjan aloittamalla.
Joten ei ole hyvÀ tietÀÀ, missÀ suurin piirre on nyt. Tarvitse tietÀÀ, missÀ hÀn tulee muutaman kuukauden aikana. Ja se on tietenkin jotain, jota heillÀ oli, ja tietoa muiden piirreiden kanssa samalla. MitÀ se kertoo tietokoneen penetraatioon? Se on suuri. Ja me tiedÀmme sitÀ, ettÀ vaikka viime kesÀnÀ 12-luvun maailmassa, kun Iranin nukleusohjelma otettiin ulos,
and has not been able to close up the vulnerabilities. And they saw it with Ismail Haniya, the head of Hamas, who was killed in an IRGC compound. Exactly. And they saw it a few years ago with Mohsen Fakhrizadeh, who was the head of the Iranian nuclear program, who was taken out on a drive. So they've known for a long time that their top figures are being tracked, and they've not been able to deal with that.
Now whether they've failed to close the gaps or whether the US and Israel have been able to find new ways in, new methods, but a lot of this, and you can see some hints from Donald Trump's social media post, involves tracking. It's likely to be a combination of maybe some human sources, networks in there, but also the ability to do things like track phones, associate with people and get inside the system. Gordon Carrera talking to Christian Fraser.
So instead of tuning into your local broadcaster, you pay for the Premier League app and you get direct access to all of these matches.
People are calling it Premflix, inevitably.
The real name will be Premier League Plus, and it's going to be launched here in Singapore as an experiment in conjunction with Starhub, the local broadcaster.
The details are still being established.
But in any case, it's an interesting experiment.
It's going to give the Premier League complete control when it comes to the pricing, to the production, to the distribution.
If only the smallest percentage of China's retirees take a silver train, this can mean millions of ticket sales.
I'm in a Moscow cinema.