The war in the Middle East has triggered a major oil shock — with supply through the Strait of Hormuz effectively shut and millions of barrels removed from the global market.

Nik Burns, Head of Energy Research at Jarden, says this isn’t just another short-term spike — it could mark a structural shift in global energy markets.

He talks to Sean Aylmer about why prices may stay elevated, what it means for investors, and why the path back to normal could take much longer than expected.

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