Why Iranian oil could be the biggest energy story of the decade, with Aditya Saraswat

Let’s Talk Energy and evaluate the long-term implications of the Middle East war on the region’s oil and gas industries. The disruptions from the war are being felt across the globe daily, but the longer-term impacts on the region could be even more significant. In the near-term, countries will work to repair damaged infrastructure and restart delayed projects, while pushing ahead with plans to expand capacity. Looking ahead, upstream dynamics in the region have already changed following the departure of the UAE from OPEC and further shifts are likely as countries navigate a complex economic and geopolitical climate.

• Has the war between the US and Iran changed the outlook for the upstream industry in the Middle East, and how long could it take to bring back shut production?
• How are countries around the Gulf pursuing options to bypass the Strait of Hormuz, and just how much oil and gas could find alternative ways to market?
• Will this experience change the way international and national oil companies from outside the region look at investment there as they seek to replenish their own dwindling reserves?