On this episode of the podcast, Amanda Head talks with U.S. Oil and Gas Association President Tim Stewart on how the escalating Iranian crisis is already impacting Americans at the pump. Gas prices jumped 20-30 cents over the weekend, but is this just the beginning?

Stewart explains how the U.S., now producing nearly 13 million barrels of oil per day, is far more insulated than it was during the energy shocks of the 1970s. Still, aging refinery infrastructure, reliance on Canadian and Venezuelan crude, and global instability create ongoing vulnerabilities.

The conversation also explores the geopolitical ripple effects of U.S. energy policy, the potential for new refineries in states like Nevada and Arizona, and what California’s policies could mean for the broader energy landscape. Plus, they discuss the possibility of Iranian regime change and what it would mean for global oil markets. What happens overseas doesn’t stay overseas — especially when it comes to energy.

You can learn more about the U.S. Oil and Gas Association, along with this podcast and Amanda Head by following their respective X accounts: @FurthermorePod, @AmandaHead, @US_OGA.