40-minute discussion
The Roundtables | Oil & Gas: Same shock, different strategy?
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 in LNG, and forcing supermajors to reassess their strategic models.
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