Webinar on-demand: Oil markets and the Iran conflict

March 4, 2026

What was covered in the webinar:


  • Geopolitical escalation in the Middle East: Analysis of the US–Israel–Iran conflict, including military strikes, retaliatory actions, and threats to regional energy infrastructure.
  • Major supply and shipping disruptions: Updates on refinery and LNG shutdowns, halted oil flows through the Strait of Hormuz, and the impact on global oil and gas trade routes.
  • Market and price impacts: Examination of sharp moves in oil, gas, and product prices, surging freight rates, and the challenges facing refiners and traders.
  • OPEC+ and spare capacity: Discussion of limited ability for OPEC+ and US shale to offset lost supply, and implications for market balances and future price risks.
  • Real-time data and scenario outlook: Use of satellite monitoring and EA Live updates to track developments, with scenario analysis on how the conflict could evolve and affect energy markets.


Webinar recorded on 3 March 2026.

Our expert analysts speaking in this webinar:

Dr Amrita Sen

Dr Amrita Sen


Founder and Director of Market Intelligence
Richard Bronze

Richard Bronze


Head of Geopolitics
Tim Skirrow

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