# Iran War Winners and Losers: North American Energy || Peter Zeihan

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Text version: https://stenobird.com/podcast/the-peter-zeihan-podcast-series-5965677/iran-war-winners-and-losers-north-american-energy-peter-zeihan.md
Podcast: [The Peter Zeihan Podcast Series](https://stenobird.com/podcast/the-peter-zeihan-podcast-series-5965677)
Published: 2026-04-24T10:00:00+00:00
Episode link: https://rss.com/podcasts/zeihan/2744083
Audio file: https://content.rss.com/episodes/180325/2744083/zeihan/2026_04_17_17_44_01_809cfa15-0a97-4d98-84e6-9bfdf1c37196.mp3
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Duration seconds: 519

## Resource

As Persian Gulf and Russian exports collapse, global prices will rise, which should benefit the U.S. and Canada. However, if exports are halted to keep gasoline prices down, then North America would become oversupplied. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://bit.ly/489rNHd

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## Transcript

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