With three decades of experience as an oil market strategist, Yasser brings a deep, real-time perspective to one of the most consequential energy shocks in recent history.

Drawing on his experience at the centre of global energy markets, Yasser breaks down the escalation in the Middle East, the shutdown of the Strait of Hormuz, and why, in his view, markets may be underestimating both the magnitude and duration of the disruption.

He explains how oil markets rebalance under stress, what it would take to force demand destruction, and why price remains the ultimate signal in energy.

Looking beyond the current crisis, Yasser challenges the concept of peak oil demand and outlines a structural bull case for energy, driven by years of underinvestment and a global shift toward energy security.

Whether you are an investor or simply trying to make sense of the headlines, this conversation offers a clear framework for understanding one of the most important forces shaping the global economy today.