How Geopolitics Are Reshaping Upstream Oil & Gas in 2025 | Global Supply, Risk & Opportunity

Описание: Dig into how shifting geopolitics are redefining upstream oil and gas operations in 2025. From the strategic chokepoint at the Strait of Hormuz to emerging African and Arctic resource fronts, we unpack what global hotspots mean for exploration, production, and investment.

Episode Highlights:

The Middle East Power Keg: Understanding how supply chain risk via the Strait of Hormuz — which handles roughly 20% of global oil — is influencing price volatility and planning.
Russia’s New Alliances: How Moscow’s closer ties with OPEC+ and its potential production over-quota issues are reshaping global supply balances.
The China Factor: What China’s economic slowdown and evolving diplomacy with the U.S. mean for global crude demand and pricing.
Emerging Hotspots: Why Venezuela, Nigeria’s Niger Delta, and the Arctic region are rising on operators’ radar as upstream-risk & upstream-opportunity zones.
Industry Response & Adaptation: How upstream companies are reacting — from diversified sourcing strategies to enhanced geopolitical intelligence and scenario-planning.
Looking Ahead: Why geostrategic risks remain central to upstream success, and how the old oil-shock price correlation may be shifting.
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