# Ep. 354: Nader Itayim on Iran's Hormuz Stranglehold, GCC Tensions, and the Oil Market's Recovery

Page: https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-354-nader-itayim-on-iran-s-hormuz-stranglehold-gcc-tensions-and-the-oil-market-s-recovery
Text version: https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-354-nader-itayim-on-iran-s-hormuz-stranglehold-gcc-tensions-and-the-oil-market-s-recovery.md
Podcast: [Macro Hive Conversations With Bilal Hafeez](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900)
Published: 2026-04-17T09:02:00+00:00
Episode link: https://macrohive.libsyn.com/ep-354-nader-itayim-on-irans-hormuz-stranglehold-gcc-tensions-and-the-oil-markets-recovery
Audio file: https://traffic.libsyn.com/secure/macrohive/MH_w_ITALYM2.mp3?dest-id=1929056
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/macro-hive-conversations-with-bilal-hafeez-524900/episodes/ep-354-nader-itayim-on-iran-s-hormuz-stranglehold-gcc-tensions-and-the-oil-market-s-recovery
Duration seconds: 2849

## Resource

Nader i s Argus' Middle East editor, based in Dubai. Argus is a leading independent provider of global energy and commodity market intelligence. Nader has more than 15 years of experience covering oil and gas in the region, and today heads up the company's Middle East and OPEC coverage. Prior to moving to Argus in 2015, Nader spent five years with the Middle East Economic Survey (MEES) weekly in Cyprus. In this podcast, we discuss: Fragmented GCC Stances Iran's Hormuz "Stranglehold" The "Zero Enrichment" Stalemate The Hormuz Transit Toll US Naval Blockade Tactics Downstream Infrastructure Damage Returning Shut-in Production Bypassing the Strait

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## Transcript

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