Middle East conflict – Oil and gas market implications: A continuing assessment | 5 March

Описание: As the situation in the Middle East develops at pace, our analysts keep you updated in our most recent webinar with real-time data and expert insight across oil and gas markets.

Gas session

• LNG infrastructure status and vessel positioning across the region
• Recent price action and its significance for global gas markets
• LNG demand-side management responses emerging in Asia and Europe
• Impact of Israeli pipeline gas export disruptions on Egypt and Jordan

Oil session

• Oil infrastructure damage and closures – what do we know so far?
• Regional refinery operational status and oil field shut-ins – assessing the impact to date
• Is the Strait of Hormuz closed, and how long could traffic remain disrupted?
• Alternative routes for crude oil – what capacity is available?
• First impacts visible in flows and pricing – is demand destruction already underway, and where?
• After Iraq, how long until other countries in the region cut production?
• Will Trump's vessel insurance plan for the Strait work – and which vessels will qualify?
• Why are prices still not breaking past the $80s – and what would change that?
• Feasible scenarios from here: how long will this conflict last, and what is the end game?