# Mad Max: Hormuz Warrior

Page: https://stenobird.com/podcast/geopolitical-cousins-7251738/mad-max-hormuz-warrior
Text version: https://stenobird.com/podcast/geopolitical-cousins-7251738/mad-max-hormuz-warrior.md
Podcast: [Geopolitical Cousins](https://stenobird.com/podcast/geopolitical-cousins-7251738)
Published: 2026-03-27T12:30:00+00:00
Episode link: https://geopolitical-cousins.captivate.fm/episode/mad-max-hormuz-warrior
Audio file: https://episodes.captivate.fm/episode/a4610660-5284-42ed-8038-cd5338cb35de.mp3
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JSON: https://stenobird.com/v1/public/podcasts/geopolitical-cousins-7251738/episodes/mad-max-hormuz-warrior
Duration seconds: 6332

## Resource

The boys are back! It's only been like 13 days!! Chill!! Also - the Iran conflict isn't just a headline risk - it's a physical supply crisis hiding in plain sight. Despite oil sitting at $93, Marko argues the world is weeks away from a non-linear cliff: floating storage is depleting, Iranian and Russian sanctioned oil relief is a 30-day band-aid, and by mid-April, petrochemicals, LNG, semiconductors, and plastics all face cascading disruption. His verdict: this resolves, or it goes Mad Max. -- Timestamps: 00:00 Welcome 01:32 Beer And Banter 05:05 Trump Pause And Troops 06:43 Oil Shock Timeline 08:41 Houthis And Red Sea 11:31 Shortages Beyond Oil 13:43 Troop Math Reality 18:06 War Outlook Shifts 24:38 Island Invasion Scenarios 28:50 Iran Constraints Debate 32:20 Market Mispricing Pain 34:12 China And Allies Fallout 35:09 China Leverage on Iran 36:55 Low Conviction Warnings 37:53 Middle East War Normalized 40:00 Tacit Rules of Engagement 42:19 Pushback and Pain Threshold 48:36 Markets Start to Crack 53:24 Munitions and Time Limits 54:55 Europe Energy Exposure 56:52 Europe Must Get Real 59:51 Germany Nuclear Wake Up 01:07:05 Multipolar Pragmatism 01:09:56 Europe Virtue Signaling 01:12:37 Summing Up the Fog 01:14:19 Two Week Ticking Clock 01:16:11 Constraint Framework Equilibrium 01:17:32 Israel Leverage And Lebanon 01:20:19 Age Of Revisionism 01:24:46 Realism And The 19th Century 01:27:55 Inequality And Soft Power 01:29:39 NBA Talk Starts Here 01:30:10 Relegation And 30 Teams 01:34:13 Baseball Overtakes Basketball 01:43:01 Wrap Up Mad Max Title -- Referenced in the Show: -- Geopolitical Cousins is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and af…

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## Transcript

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