Webinar on-demand: Hormuz transit - Exploring the new normal for energy markets

What was covered in the webinar:

The strategic importance of the Strait of Hormuz for global energy markets, including crude, refined products, LNG, and LPG flows, and why disruption risk remains a key focus for market participants.
Energy Aspects’ latest view on the geopolitical and security backdrop in the Middle East, including how current tensions are affecting shipping, supply risk, and market pricing.
Scenario analysis on Hormuz transit disruption, covering the scale of upstream shut-ins, the pace of recovery, and why a return to normal flows is unlikely to be immediate.
The implications for oil balances and prices, including the role of SPR releases, the risk of tighter balances over a multi-year horizon, and why prices may remain higher for longer even if near-term flows improve.
The knock-on effects for regional crude and product markets, with discussion of European refining margins, diesel and jet tightness, Atlantic Basin gasoline balances, and the effect on deferred pricing.
The outlook for LNG exports and the use of satellite-based monitoring to track terminal activity and ramp-up trends.