Bunkers Only Podcast
Date: 24 April 2026
The commodity and equity markets have been telling different stories about the war in the Middle East. We must go beyond the headlines.
The disruption to global supply chains – ranging from feedstock to fertilizer and fuel – is very real and very disturbing. It is also extremely complex. In this debut episode of the Bunkers Only podcast, our Chief Analyst Arne Lohmann Rasmussen sits down with Ole Sloth Hansen, Head of Commodity Strategy at Saxo Bank and host Ash Gavin from Bunker Holding.
Arne and Ole explore the likely impact to both supply chains and financial markets should the Strait of Hormuz open soon. They also share their deep concern regarding the long-term impact on both markets and the global economy in the case of prolonged tensions.
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