Palisades Gold Radio · Thursday, October 1, 2026
Recent disruptions in the Strait of Hormuz due to the Iran war have significantly increased the focus on sovereign energy security. Justin Huhn notes that this has exposed countries' vulnerabilities to energy shipments from volatile regions and highlighted the potential for fuel shortages and price spikes. This theme of energy security is expected to remain a critical factor for many years to come, influencing decisions around energy sources and infrastructure.
“Kind of the broader theme of the disruption that we've seen in the Strait of Hormuz with the Iran war is that there's been a much, much more focus on sovereign energy security.”
“It's exposed kind of who's vulnerable, and it's highlighted the importance of energy security.”
“That's kind of a broader theme. I expect that that broader theme is going to be a continued theme for many, many years to come.”