Iran War: World Races to Protect Oil, Traders Assess Mixed Messages | The Opening Trade 3/11/2026

World governments stepped up efforts to calm energy markets as the US and Israel’s war on Iran chokes off a critical supply waterway, with missile fire on both sides showing no sign of ending. The International Energy Agency is considering a release of emergency oil reserves that would be the largest-ever in its history, with a decision possible later on Wednesday, according to a person familiar with the matter.

The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Lizzy Burden and Tom Mackenzie.

Chapters:
00:00:00 – The Opening Trade
00:01:56 – Iran War: US Energy Secretary Wright’s Deleted X Post
00:05:32 – Worrisome Signals For Private Credit
00:07:46 – Oracle Earnings
00:10:16 – ECB Won’t Allow Repeat of Last Inflation Shock
00:10:51 – Coatue Management Lost 3.8% Last Week
00:10:56 – Bobby Jain’s Fund Posts Small Gain Amid Volality
00:17:38 – Trump Officials’ Mix Iran Messages Spark Volality
00:27:38 – ECB Rate Cut Bets
00:35:22 – Blackstone’s Jon Gray on AI
00:36:35 – Iran’s Low Cost Drones Strain US Defenses
00:47:45 – Stocks to Watch: Energy, AI, Inditex
01:03:00 – Rheinmetall Stock Falls
01:05:56 – Porsche Stock
01:14:44 – IEA Proposes Largest Ever Oil Stockpile Release
01:28:49 – US Says 16 Iranian Mine-laying Ships ‘eliminated’
01:32:14 – US CPI, Inflation Print Today
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