Top Podcasts on US-Iran Tensions & Oil Prices
Updated: Mar 07, 2026 – 31 episodes
Rising tensions between the United States and Iran have led to a surge in oil prices, surpassing $100 per barrel. This escalation is causing increased economic uncertainty globally, as higher energy costs could impact various industries and consumer spending. The situation highlights the geopolitical risks affecting the global economy.
Three very different takes here — start with The Adam Mockler Show for a deep dive into the potential economic chaos if oil prices hit $150 per barrel. PBD Podcast offers a mixed perspective, discussing both the immediate impacts on U.S. oil producers and the broader geopolitical stakes. For a broader economic view, The Rundown breaks down how the market is reacting to these tensions and the potential for long-term instability. Each podcast provides unique insights into the complex dynamics at play.
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Ridealong has curated the best podcasts and clips about US-Iran Tensions Push Oil Prices Over $100, Sparking Economic Concerns. Listen now.
Podcast Episodes Covering This Story
“"A commercial oil tanker was set ablaze in the state of Hormuz after it was struck by an Iranian suicide drone... As a result, U.S. oil prices shot up $20 a barrel in a week. Now it's $30, $40 a barrel... And the longer time it takes, the longer the straits are closed, the more you're going to have supply issues."”
Ridealong summary
While geopolitical tensions are driving oil prices up, benefiting some U.S. oil producers, the prolonged closure of the Strait of Hormuz could lead to significant global supply issues and further price hikes.
“Wall Street might finally be taking this war seriously as a threat to global energy production and transit. S&P futures are off 1.8% as of 6 a.m. Eastern, while the Nasdaq has tumbled over 2.3%. If the sell-off holds, it would mark a departure from yesterday, when traders bought the dip on the hope that the war would be short-lived and not spill over to the global economy.”
Ridealong summary
The escalation of conflict involving US airstrikes on Iran is causing significant disruptions in global energy markets, with potential benefits for US LNG exporters but severe consequences for European energy prices.
“This massive global crisis has been unleashed by Donald Trump and his despicable regime right now. And the people of Iran more entrenched against Trump and this regime than ever before. And what's Donald Trump doing again? He was walking around Doral, his resort in Miami, Florida yesterday, golfing and sending messages like this. This is a real post from Donald Trump last night.”
Ridealong summary
Trump's aggressive policies towards Iran have triggered a massive global crisis, destabilizing oil markets and exacerbating geopolitical tensions.
“Oil prices continue to skyrocket as the de facto shutdown of the Strait of Hormuz lingers, blocking the flow of energy out of the Middle East. This very narrow shipping lane is responsible for roughly 20 to 30% of the world's oil passing through it. Iran is the vast majority of it. They are quite literally able to just choke it off, block it, and that is causing a massive spike in oil prices.”
Ridealong summary
The de facto shutdown of the Strait of Hormuz is causing a massive spike in oil prices, with potential to drive prices to $150 a barrel, exacerbating global economic instability.
“No, there's definitely a reason to be concerned, but you've got to realize this is Iran's only weapon. The only thing they have left is the price of oil and the leverage that they have over China. Nothing else. They really don't have – I mean – Not even drones. No. Drones are a little bit of a nuisance, annoyance here. But what they really have, the only pressure point that they can really use is the Strait of Hormuz.”
Ridealong summary
Iran's threat to close the Strait of Hormuz is its only leverage, aiming to spike oil prices and pressure China, but the U.S. strategy counters this by targeting Iranian capabilities.
“So, how have oil markets responded to all this chaos? Well, they're kind of panicking right now. Before the US and Israel launched their strikes against Iran, crude oil was trading around $72 a barrel. Right now, as I record this, prices are over $90 a barrel. In fact, crude oil prices have now gone up more than 50% in 2026. And depending on when you're watching this, that number might be much higher.”
Ridealong summary
Oil prices are surging due to geopolitical tensions and logistical disruptions, with potential to reach $150 per barrel, causing market panic and economic instability.
“Oil spiked as much as 8% but also came back down to earth, still climbing more than 4% on the day. Investors were breathing a sigh of relief after President Trump made assurances around transit through the Strait of Hormuz... From the past few days of trading, it appears that Wall Street views the war as having mostly insignificant impacts on the economy, with some potential for serious damage should the Strait of Hormuz stay closed for much longer.”
Ridealong summary
The economic impact of US-Iran tensions is significant, but Wall Street views the war as having mostly insignificant impacts on the economy unless the Strait of Hormuz remains closed.
“But they don't just need there to not be a problem they have a problem they need to solve before this began which is people don't believe they're focused on bringing down the cost of living. In fact, they've come to believe that Trump is doing the opposite of helping this with tariffs and now with this. And so they may not, like, I don't know what the long-term political ramifications of this conflict will be.”
Ridealong summary
The ongoing US-Iran tensions exacerbate existing economic issues, with oil price spikes highlighting the lack of confidence in resolving geopolitical instability.
“Donald Trump's war against Iran is spiraling out of control. Donald Trump is trying to pretend to be tough, but everybody in the world just sees how weak he is right now... It's just so utterly despicable that we have a regime that lies about literally everything. And Donald Trump says that if Iran chooses the next Ayatollah without consulting Donald Trump, he said the new one won't last long.”
Ridealong summary
Trump's aggressive policies towards Iran are reckless, leading to unnecessary war and chaos without a clear exit strategy, exacerbating instability in the Middle East.
“We're looking at a serious energy crunch in Asia. You've got one in 10 of the world's oil tankers trapped in the Persian Gulf at the moment. Goldman Sachs is talking about oil prices going to $150, possibly even $200 a barrel. It's not just oil that is being squeezed when the Straits of Hormuz are shut. You've also got sulfur, you've got fertilizer, you've got aluminium, a whole bunch of things, commodities, knock on a commodities that come from that region that are also being squeezed at the moment.”
Ridealong summary
The economic impact of US-Iran tensions is severe, with potential long-term disruptions to global oil supply chains and a shift away from the petrodollar threatening economic stability.
“The price of oil is so expensive right now that this is a massive, massive win for Russia. They're going to take that money that Russia is getting in order to buy weapons to further attack Ukraine... But just look at it. The price of gas rose immediately. And with all of this taking place, you have the top U.S. officials going on TV... now saying U.S. is going to seize all the oil from Iran.”
Ridealong summary
The U.S. strategy to seize Iranian oil is a short-term pain for a long-term gain, aiming to remove oil from terrorist control despite immediate price hikes.
“Fast forward to now, says climate economist Gernot Wagner at Columbia Business School. The world moved from the U.S. being the biggest oil importer to the U.S. being the biggest oil exporter. But there's a catch. Even with massive new U.S. oil fields, American businesses and consumers still pay the global market price. And yeah, those prices just shot up.”
Ridealong summary
Despite the U.S. becoming a major oil exporter, the global market still dictates prices, making the economy vulnerable to geopolitical tensions like those with Iran.
“We're now helping Iran make more money by empowering Russia as well. And so Russia is going to help Iran as Russia gets rich. And this is all screwing the United States. I mean, it harms the United States. You couldn't have a more stupid foreign policy. And by the way, there were anti-American protests taking place across the world right now as a result of this.”
Ridealong summary
Trump's foreign policy towards Iran and Russia is disastrously weakening the United States and causing global instability.
“This will result in a volatile market. Now, whether we see this happening in risk assets, Bitcoin, if we see this happening in gold or the S&P 500, all of this is going to roll down into what you and I are going to be dealing with going forward. Other things that are going to happen here, of course, is the price of oil. This is another issue that will affect the interest of inflation.”
Ridealong summary
The US-Iran tensions and resulting oil price surge are creating market volatility and fracturing Trump's promise of affordability for Americans.
“Donald Trump came out a couple of days ago and he said United States will underwrite the insurance for those ships that's a big deal and we will escort those ship we will make sure those ships do not stop in the straits of our moves. So we're saying the Navy is going to protect all of the oil that is moving out. Now, it's interesting that, again, there's such a slowdown that CNBC calls it a virtual shutdown, that nothing is moving right now with this.”
Ridealong summary
Donald Trump's strategic actions, including underwriting insurance for oil shipments, prevent oil prices from spiking despite geopolitical tensions with Iran.
“Qatar predicts that all Gulf energy exporters will shut down production within days, and even if the war then ends immediately, all of a sudden, Donald Trump declares fake victory, even though he's a loser. Qatar says, look, it'll take us weeks or even months to return to normal. And Qatar predicts that natural gas prices are now going to rise 400%. percent. Qatar says that global GDP will be hit in massive ways.”
Ridealong summary
The escalation of US-Iran tensions under Trump's impulsive actions could lead to a global economic depression, with oil prices potentially soaring to $150 per barrel and Gulf countries shutting down production.
“I think people are still investors are still expecting this thing to blow over pretty quickly. Maybe it not going to be in a day or two like Venezuela but more like a week or two. So if that's the case, then $10 on a barrel of oil, a couple of three percentage points off stock prices, bond yields up a little bit. It's consistent with that perspective.”
Ridealong summary
The current market reaction to US-Iran tensions is moderate, with expectations that the situation will resolve within weeks, not causing long-term economic disruption.
“The interview gets worse and worse, but a 27% increase in the course of seven days is massive. We've seen a 50% increase in oil prices since the beginning of the year, and that's at a time when tariffs are squeezing American families, health care is squeezing American families, and there is a human death toll to this war overseas. I mean, most of all, if we just take a step back, Donald Trump didn't run on, and no American signed up for, a war with Iran where we have any sort of disruption or any sort of massive spike in prices.”
Ridealong summary
Trump's actions towards Iran have led to a massive spike in oil prices, which is squeezing American families and was not part of what Americans signed up for.
“So, I guess the point of this war now is that Donald Trump wanted to win for Qatar and the UAE and Saudi. That's what he says here, right? He doesn't say that Iran was trying to rule America. He says Iran was trying to rule the other countries in the Middle East. And so, okay, why are six Americans dying for Qatar? I don't even think that's true but like even if it were true didn't have to make the case to the American people that we wanted to get involved in a war that's costing us a billion to two billion dollars a day and risking lives in order to save Donald Trump's crypto partner at the UAE or his investment partner in Saudi Arabia.”
Ridealong summary
Trump's actions towards Iran are driven by personal financial interests rather than genuine geopolitical strategy, leading to unnecessary conflict and instability.
“Predictably, he manipulated the markets. The S&P erased its losses. We saw the markets rise on Donald Trump, saying that essentially the United States is surrendering to Iran. The U.S. has not achieved any of the goals that the Trump regime stated, which is get rid of the regime. In fact, we put in someone even more extreme than the original Ayatollah Khomeini.”
Ridealong summary
Trump's actions are seen as a strategic manipulation to stabilize markets, despite failing to meet his administration's stated goals in Iran.
