Venu Gopal Narayanan, independent upstream petroleum consultant, discusses energy wars, the Iran ceasefire, and shifting geopolitics in the latest episode of WTM:

• Key takeaways

• Why Washington's real motive is LNG market share, not Iranian nukes

• America as Europe's primary energy supplier, replacing Russia

• Iran pummelled but not defeated — and what that means militarily

• Gulf states' vulnerability: bombed for hosting US bases

• Saudi Arabia's Red Sea pipeline hedge against Persian Gulf disruption

• Food security as the overlooked Gulf crisis

• Europe's unsustainable energy costs and creeping deindustrialisation

• What Beijing learns from the conflict for its Taiwan planning

• Why a Russia-India-China summit may be on the cards this year

• Pakistan's enduring utility value for US