He treats OPEC fragmentation as a positive shock and argues U.S. domestic energy abundance can reduce exposure if sustained at scale.
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Energy Policy
He treats OPEC fragmentation as a positive shock and argues U.S.
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Key Notes
Timestamped Evidence
"We're going to have entertainment and sport and so on. You know, we're seeing a dramatic dialing down of investment in things like golf...."
"at our neck where they could just by turning on and off the spigots, they could really throw the American economy into recession and..."
Relevant Lectures And Readings
Jiang reframes Hormuz disruption as a production-system collapse and argues that escalation incentives make the Iran conflict a political-economic choke point beyond price shocks.
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