Events
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Webinar
On demand | APAC Regional Webinar | Middle East conflict: Extra time on Hormuz
When
10:00 am - 10:45 am SGT
Information
The Middle East conflict has reshaped market dynamics, bringing supply-and-demand fundamentals back into focus. As attention turns to recovery and supply restoration, the extent of demand loss and the pace of flow normalization are being reassessed on multiple fronts. Available on demand: This regional webinar session brought a structured lens to the evolving situation across the energy sector, with focused analysis, scenario stress-testing and an interactive Q&A.
Description
Key discussion topics
- Executive summary
- Oil market update: The long whistle
- Deal - narrow in scope, slow in reaction?
- Price - lower on peace, but overdone?
- Barrel - China retreats, a relief for the world - but for how long?
- Gas market update: LNG passes through Hormuz again, but flexibility remains scarce
- Reopening Hormuz is not the same as restoring LNG flexibility
- Atlantic LNG cannot fully replace the disrupted Middle East supply
- Has energy security become a luxury good?
- Impact assessment deep dive (medium-long term implications): Asia's game plan for extra time
- Oil opportunities surprise return in Asia
- Capital discipline and geostrategic portfolio re-balancing
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