Sustainable connections
In ERM's podcast, host Mark Lee, Global Director of Thought Leadership, speaks to some of the most innovative and boundary-pushing minds in the field, examining the connections necessary to make sustainable business a reality - across sectors and systems, and up and down organizations. Topics cover the breadth of the sustainability agenda, including net zero, nature positive, biodiversity, equity, resources and frameworks, and more.
Sustainable connections
Episode 41: Inflection Point - The Iran War and the Energy Transition
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In this episode, ERM Partners Andrew Probert, Amy McDonald, and Todd Hall join host Mark Lee to explore how the current Iran War and the closure of the Strait of Hormuz are reshaping the global energy landscape. They examine what this means for energy security, interest rates, and capital project decisions, and how it could either slow or accelerate the low-carbon transition. The conversation highlights how policy choices, financing conditions, and supply chain vulnerabilities can turn conflict into either a setback or a catalyst for greener, more resilient systems.
Their conversation covers:
- Initial reactions to the Strait of Hormuz closure
- Geopolitics, energy markets, and emerging pressure points
- Regional policy realities: U.S., Europe, and APAC
- How lenders and corporate leaders are responding
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