Episode

Emergency Pod: Gulf War III and Commodities

Podcast: The HC Commodities Podcast
Published: Mar 4, 2026
Duration seconds: 2675
Processing state: not_requested
Canonical source: https://www.hcgroup.global/
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Summary

Nick Kumleben, Director of the Geopolitical Risk Consultancy founded by Niall Ferguson, Greenmantle, rejoins us to discuss the latest events in Middle East. What are the short, medium and long-term consequences of Israel and the US's joint attack on global trade and commodities. What are some non-linear effects and why ultimately duration is key.