Let's Talk Energy
Rystad Energy
Why Iranian oil could be the biggest energy story of the decade, with Aditya Saraswat
MAY 27, 202633 MIN
Why Iranian oil could be the biggest energy story of the decade, with Aditya Saraswat
MAY 27, 202633 MIN
Description
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Let’s Talk Energy and looks at the 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. The disruptions from the war in the Middle East are being felt across the globe daily, but the longer-term impacts on the most important oil and gas-producing region in the world 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. </p><p>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? </p><p>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? </p><p>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? </p><p><strong>Related Analysis</strong> </p><p><a target="_blank" rel="noreferrer noopener" class="Hyperlink SCXW132488653 BCX0 OWAAutoLink" classname="text-underline" href="https://www.rystadenergy.com/insights/gulf-war-repair-bill-supply-chain-equipment-crunch">Gulf war leaves $58 billion repair bill and a global equipment crunch</a> (available to non-clients) </p><p><a target="_blank" rel="noreferrer noopener" class="Hyperlink SCXW132488653 BCX0 OWAAutoLink" classname="text-underline" href="https://portal.rystadenergy.com/article-detail/716281?qid=b917110b1909148d7f1400fa3fe43361&oid=doc_716281">UAE’s first post-OPEC move – Double the Hormuz bypass by 2027 </a>(clients only) </p><p><a target="_blank" rel="noreferrer noopener" class="Hyperlink SCXW132488653 BCX0 OWAAutoLink" classname="text-underline" href="https://www.rystadenergy.com/insights/asias-energy-buyers-between-a-rock-and-a-hard-place">Asia's Energy Buyers: Between a Rock and a Hard Place</a> (available to non-clients) </p><p><a target="_blank" rel="noreferrer noopener" class="Hyperlink SCXW132488653 BCX0 OWAAutoLink" classname="text-underline" href="https://portal.rystadenergy.com/article-detail/716259?qid=b917110b1909148d7f1400fa3fe43361&oid=doc_716259">Iraq lands surprise Qurnain frontier oil prize amid Middle East shut-ins </a>(clients only) </p><p><a target="_blank" rel="noreferrer noopener" class="Hyperlink SCXW132488653 BCX0 OWAAutoLink" classname="text-underline" href="https://portal.rystadenergy.com/article-detail/698337?qid=b917110b1909148d7f1400fa3fe43361&oid=doc_698337">Western majors’ Middle East portfolios take hit from Gulf crisis </a>(clients only) </p><p><a target="_blank" rel="noreferrer noopener" class="Hyperlink SCXW132488653 BCX0 OWAAutoLink" classname="text-underline" href="https://portal.rystadenergy.com/article-detail/715173?qid=b917110b1909148d7f1400fa3fe43361&oid=doc_715173">Friction to fracture: UAE cuts free of OPEC – who wins, who loses, who’s next?</a> (clients only) </p><p> </p><p><strong>Related Episodes </strong> </p><p><a target="_blank" rel="noreferrer noopener" class="Hyperlink SCXW132488653 BCX0 OWAAutoLink" classname="text-underline" href="https://www.rystadenergy.com/podcasts/how-the-middle-east-war-is-reshaping-asias-upstream-strategy">How the Middle East war is reshaping Asia’s upstream strategy, with Prateek Pandey</a> </p><p><a target="_blank" rel="noreferrer noopener" class="Hyperlink SCXW132488653 BCX0 OWAAutoLink" classname="text-underline" href="https://www.rystadenergy.com/podcasts/could-middle-east-conflict-break-energy-supply-chains">Could Middle East conflict break energy supply chains? With Matthew Fitzsimmons</a> </p><p><a target="_blank" rel="noreferrer noopener" class="Hyperlink SCXW132488653 BCX0 OWAAutoLink" classname="text-underline" href="https://www.rystadenergy.com/podcasts/middle-east-escalation-and-scramble-of-lng">Middle East escalation and the scramble for LNG, with Sindre Knutsson</a> </p><p>Let’s Talk Energy is a <a target="_blank" rel="noreferrer noopener" class="Hyperlink SCXW132488653 BCX0 OWAAutoLink" classname="text-underline" href="http://www.rystadenergy.com/">Rystad Energy</a> Production. <br>
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Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means. <br>
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