What War in Iran Means for China's Teapot Oil RefineriesDate: 3/13/2026Podcast: Odd Lots↗Barbell SummaryShow NotesShare episodeInsightsTranscriptSegmentsPlay episodeChatChat with transcriptBullish:$ENERGY - US energy exports benefit from Middle East disruption as Europe needs alternatives to Iranian oil and US is an oil exporter with opportunities for increased gas exports.“So, obviously, in The US, we're swimming with oil. We're an oil exporter. This could be very good also for our gas exports to Europe.”Joe·3:27“already, we've seen this big increase in gas exports from The US to Europe, particularly just in the wake of the ongoing war in Ukraine. So this could create further opportunities.”Joe·3:35Search across episodes