Webinar on-demand: Israel-Iran conflict: Strategic targeting, energy impacts, and diplomatic breakthrough potential
What was covered in the webinar:
- Military balance assessment: An assessment of how Israel has established air superiority and their strategic targeting priorities.
- Impact analysis of Iranian strikes: Examination of recent strikes on energy facilities and their operational consequences.
- Energy infrastructure targeting strategy: How Israeli strikes on two South Pars gas processing plants and fuel storage depots in Tehran were primarily intended as a warning signal.
- Diplomatic developments: The current state of peace negotiations, including Trump's early departure from the G7 meeting to work on what he described as "something bigger than a ceasefire".
Webinar recorded on 17 June 2025.
The energy markets, given the Israel-Iran conflict, are a fluid environment; insights provided were current at the time of publishing.
Watch the webinar
Please fill in your contact details to access
on-demand webinar.
Our expert analysts speaking in this webinar:
Richard Bronze
Head of Geopolitics
Livia Gallarati
Global Crude Lead
George Dix
Refining Lead
Natalia Losada
Senior Oil Products Analyst
Recent insights
Earnings for the big three OFS companies—Baker Hughes, Halliburton and SLB—
rebounded in Q2 25 to hit a combined $2.1 billion, a 40% increase over a torrid Q1 25.
Asian markets now show greater sensitivity to $10-15/MMBtu price changes, with a $1/MMBtu TTF price shift potentially changing demand by 1.82 Mtpa.
Oregon CFP credits have reached their highest point since October 2023, with a premium over California prices that's triggering significant market shifts.
