Navigating Israel-Iran Ceasefire Uncertainties

This episode of Columbia Energy Exchange features Jason Bordoff, Richard Nephew, Karen Young, and Daniel Sternoff discussing the recent conflict between Israel and Iran, the status of Iran's nuclear program, and the implications for energy markets and geopolitics. They analyze the shaky ceasefire brokered by President Trump, the regional response, particularly from the GCC states, and the oil market's reaction, noting the limited impact on prices due to a perceived lack of disruption to oil export infrastructure. The discussion also covers the potential for renewed conflict, the uncertain future of US-Iran relations, the role of China and Russia, and the implications for foreign investment and regional stability.