{"podcast":{"title":"The Spillover","slug":"the-spillover-7704010","podcast_index_feed_id":7704010,"rss_url":"https://feed.podbean.com/thespillover/feed.xml","website_url":"https://thespillover.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22006505/SpillOver.jpg","author":"Council on Foreign Relations","episode_count":24,"summary":"How do critical international developments shape economic and financial markets worldwide? Each week, The Spillover traces the ripple effects of global events, exploring the intersection of policy, geopolitics, economics, technology, and finance. This podcast helps you better understand what’s happening, and why it matters to businesses, the markets, and the world.","last_synced_at":"2026-07-09T22:19:51.760160+00:00","page_url":"https://stenobird.com/podcast/the-spillover-7704010"},"episode":{"title":"Iran War Ignites Oil-Shock Stagflation Fears + Who Really Controls the Energy Market?","slug":"iran-war-ignites-oil-shock-stagflation-fears-who-really-controls-the-energy-market","published_at":"2026-03-04T18:04:13+00:00","page_url":"https://stenobird.com/podcast/the-spillover-7704010/iran-war-ignites-oil-shock-stagflation-fears-who-really-controls-the-energy-market","show_page_url":"https://stenobird.com/podcast/the-spillover-7704010","url":"https://thespillover.podbean.com/e/iran-war-ignites-oil-shock-stagflation-fears-who-really-controls-the-energy-market/","audio_url":"https://mcdn.podbean.com/mf/web/9thwvvjp4u9cpeur/260304_The-Spillover_MASTER.mp3","summary":"U.S. and Israeli strikes on Iran are disrupting energy markets. Iran’s production capacity has been hit, the Strait of Hormuz has essentially been closed, and Iran’s energy-producing neighbors have been dragged into the conflict. This episode looks at the spillovers from the resulting energy price shock and explores how structural shifts, including a surge in U.S. oil production, China’s emergence as a dominant buyer, and the growth of renewables have reshaped oil’s geopolitical and economic role. Hosts: Sebastian Mallaby, Paul A. Volcker Senior Fellow for International Economics, Council on Foreign Relations (CFR) Rebecca Patterson, Senior Fellow, Council on Foreign Relations (CFR) Guest: Natasha Kaneva, Head of Global Commodities Research, J.P. Morgan Mentioned on the Episode: “Outlook for Energy Demand,” International Energy Agency (IEA) Ignacio Presno and Andrea Prestipino, “Oil Price Shocks and Inflation in a DSGE Model of the Global Economy,” Federal Reserve John Kehoe, “Iran War Oil Inflation is a Nightmare for RBA,” Financial Review Want to keep up with The Spillover? Sign up to receive an email alert when new episodes are released! The Spillover is a production of the Council on Foreign Relations. The opinions expressed on the show are solely those of the hosts and guests, not of the Council, which takes no institutional positions on matters of policy.","meta_description":"U.S. and Israeli strikes on Iran are disrupting energy markets. Iran’s production capacity has been hit, the Strait of Hormuz has essentially been closed,…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2639,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-spillover-7704010/episodes/iran-war-ignites-oil-shock-stagflation-fears-who-really-controls-the-energy-market/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-spillover-7704010/iran-war-ignites-oil-shock-stagflation-fears-who-really-controls-the-energy-market.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}