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Business Leaders Talk Geopolitical Risk at Milken | Balance of Power: Early Edition 5/04/2026, Sonic AI
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Business Leaders Talk Geopolitical Risk at Milken | Balance of Power: Early Edition 5/04/2026
Balance of Power
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May 4, 2026
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1:32:48
Interview
Business Leaders Talk Geopolitical Risk at Milken | Balance of Power: Early Edition 5/04/2026
From
Balance of Power
Joe Matthew, Carol Masser
(host)
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Executive Summary
Geopolitical tensions are escalating as Iran targets the UAE and tightens its grip on the Strait of Hormuz, threatening 20% of the world's energy supply and causing significant market volatility.
The conflict is creating secondary shocks, most notably a looming fertilizer crisis that poses a significant threat to global food security due to both price spikes and supply shortages.
Major shifts are occurring in Middle East alliances, with the UAE leaving OPEC and growing hostility between the UAE and Saudi Arabia, signaling a potential collapse of the Gulf Cooperation Council (GCC).
The era of consensus-based multilateralism, particularly at the WTO, is considered over, leading to a more fragmented, geoeconomic environment with increased uncertainty for global business and trade.
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