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 

Related content:

• "The 2026 Middle East War Could Accelerate the Green Transition. But Only If We Choose It."
• ERM 2026 Annual Sustainability Trends Report | Key Issues Shaping Business