What Iran’s New Leader Under the Same Regime Could Mean for Oil Markets
Podcast: The Atomic Exchange PodcastPublished On: Thu Mar 12 2026
Description: In the 57th installment of The Atomic Exchange Podcast, co-hosts Dr. Goran Calic and Michael Tadrous build on last week’s Iran discussion by looking at the country’s new Supreme Leader, Mojtaba Khamenei. They walk through who he is, why his appointment likely signals continuity rather than change, and what that could mean for Iran’s posture in the war. The conversation then shifts back to energy, focusing on Iran’s oil exports, the Strait of Hormuz, and several scenarios for how the conflict could affect global oil prices in the weeks ahead.
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