Events
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Webinar
On demand | Middle East conflict: Oil and gas market implications
When
2:00 pm - 3:00 pm CET
Information
Note: this webinar was broadcast live to clients at 2:00pm CET on Monday, 2 March 2026. Join us for a rapid‑response webinar unpacking the latest geopolitical developments in the Middle East followed by real‑time insights on oil and gas market reactions and the implications for global upstream investment. Our experts will cover the immediate market signals, shifting risk dynamics and what these developments mean for FID activity across key regions. Featuring perspectives from our geopolitical and macro leads, our Chief Economist, the oil and gas market teams, and a focused upstream outlook from our specialists.
Description
1. What just happened - and what could come next?
Rapid recap of events, escalation pathways and key regional risk dynamics.
2. Immediate oil market signals
Price reaction, physical flows, spare capacity risks, and short-term supply scenarios.
3. Gas and LNG exposure
Implications for LNG trade flows, European and Asian balances, and price volatility.
4. Upstream oil and gas implications
Impact on global upstream investment climate, project timing in the Middle East and other regions, and what a prolonged conflict means for the long-term supply outlook.
5. Macroeconomic implications from high oil prices
What could the conflict mean for inflation, central banks policies, GDP growth and US policy response.
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