Upcoming Webinar -
Energy Markets Enter a New Regime
Webinar details
March 04, 2026
2:00 PM US ET
Geopolitics have a major impact on global oil and LNG prices, often causing short-term spikes as markets react to disruptions. The recent attacks on Iran and the risk of escalation in a region central to global energy flows are a reminder of how quickly supply concerns can resurface.
While these moves are sometimes temporary, today’s environment feels different. With tightening structural supply and accelerating long-term demand, traditional energy companies offer a compelling investment case, supported by attractive valuations and strong balance sheets.
- Why this disruption may last longer than past geopolitical shocks
- What supply risks mean for oil and LNG prices
- The investment opportunity in traditional energy amid rising AI-driven energy demand
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