Carlyle's Jeff Curie: U.S. will be the last to feel energy disruptions from war in Iran

• The U.S. will be the last to experience energy disruptions from a war in Iran, with WTI oil being less immediately affected than Brent.
• Asia is expected to feel physical disruptions within 2-3 days, with countries like the Philippines, New Zealand, and Australia already experiencing impacts.
• Jet fuel prices in some parts of the world are already over $300 a barrel, and Oman oil traded in Asia is at $150-$160 a barrel.
• Europe is projected to face disruptions within the next week or two, emphasizing that physical realities drive physical prices.

Carlyle's Jeff Currie discusses the potential energy disruptions from a war in Iran, stating that the U.S. will be the last to feel the impact due to its Western Hemisphere oil supply. Asia and Europe are expected to experience physical disruptions and significant price increases for oil and jet fuel much sooner, with some regions already seeing prices of $150-$300 a barrel.