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Webinar

The Roundtables | Oil & Gas: Same shock, different strategy?

When

10:00 am - 11:00 am CEST

Information

The first half of 2026 has been defined by the biggest oil and gas market disruption in recent history. The near-closure of the Strait of Hormuz transformed a market on the brink of oversupply into one facing a severe supply deficit. In this Roundtable, four Rystad Energy experts examined how the crisis is reshaping OPEC's role, rewriting the winners and losers, and forcing supermajors to reassess their strategic models.

Our team4

Sindre  Knutsson

Sindre Knutsson

Global Head of Commodity Markets

Iben Fürst Frimann-Dahl

Iben Fürst Frimann-Dahl

Partner, Advisory

Olga Savenkova

Olga Savenkova

Head of Oil & Gas Corporate Strategy

Artem Abramov

Artem Abramov

Head of Oil & Gas

Description

Topics include:

The Strait of Hormuz. OPEC's next move. The future of the supermajor model. The first half of 2026 has forced every major player in oil and gas to rethink their strategy, and the answers aren't simple.

Join Rystad Energy's leading oil and gas analysts for an unscripted roundtable debate on the decisions shaping the industry right now. No presentations. No consensus. Just four experts, live data, and the questions the market is asking.

What's on the table:

  • Is OPEC still relevant as a swing producer, or has the Hormuz crisis exposed its limits?
  • Who are the real winners when Middle East supply is disrupted, and for how long?
  • Does the supermajor model still hold, or is vertical integration the only hedge that works?

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