The U.S.-Israel strike on Iran introduced a significant supply and geopolitical risk premium into global oil and gas markets, with implications that extend well beyond the immediate price response.
Questions around production recovery timelines, demand resilience, gas market divergence, and the durability of U.S. shale output are now front and centre for market participants across the industry.
General Index and Rystad Energy came together for a fireside discussion that brought a rigorous, data-led view of the market across the full value chain - from upstream supply dynamics and Hormuz risk to U.S. shale economics, global demand trends, and the evolving role of oil and gas in the energy transition.
We discussed:
- What’s next in global oil & gas supply and how long before production gets back to normal?
- What’s happening with overall demand and the global economy?
- The Strait of Hormuz and geopolitical risk: how do you price and hedge?
- The gas divergence: U.S. vs European TTF- U.S. shale: resilient, but for how long?
- The hybrid reality: oil and gas in the transition era
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