Wolfe Power Club Podcast

Hosted by experienced Energy Director, Alex Wolfe, the Wolfe Power Club Podcast is where the world’s most critical energy debates come to life. Every Wednesday, we gather leading voices from industry, business, and government to tackle the challenges and opportunities shaping the global energy transition.

Born from frustration with oversimplified narratives, Wolfe Power Club aims to cut through noise and deliver dynamic, solution-focused dialogue. From breakthroughs in sustainable aviation fuel and record years in nuclear trading, to diversity in leadership, we navigate the energy trilemma. Our conversations bring insight, authority and clarity to one of the world’s most vital industries.

Whether you’re in the boardroom, at a trade show, or simply passionate about the future of energy... download, listen and run with the pack!

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Wolfe Power Club Podcast

How Has the Iran War Affected Our Investments?

March 25, 2026 • Studio 55 Group Limited • Season 2 • Episode 30

0:00 | 23:32

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This week on Wolfe Power Club, we dive into the extraordinary impact of the Iran conflict on energy markets and the companies we invested in at the start of 2026.

Since our January 5th purchases, major energy companies like ExxonMobil, Shell and BP have seen share price increases of nearly 30%, with total market cap gains across our ten tracked companies reaching $249 billion. We break down what drove these gains, which sectors benefited most and how this volatility is reshaping global energy markets.

We also highlight key UK winners, including Harbour Energy and Sirocco Energy, whose valuations soared more than 50% in just 12 weeks. Renewable-adjacent companies like Albemarle Corp also showed growth, reflecting ongoing demand for battery materials in the EV sector.

Finally, we examine broader economic impacts, including pressures on US markets and rising costs for UK businesses, providing insight into how energy volatility affects companies and consumers alike.

DISCLAIMER: We are not financial advisors. This podcast has no influence or responsibility if your shares will make or lose money in the next year. We are only covering what Alex is spending.

Season Two is in Partnership with The Spectator

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Wolfe Power Club Production Team

Account Manager: Emilia Donovan

Director of Government Relations: Max Austin

Sales & Development Executive: Jacob Ryder

Wolfe List Chair: Judith Patten MBE