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Synopsis

This analysis provides critical insights for crude oil traders, energy security analysts, and market participants navigating the post-conflict energy landscape and its implications for global oil balances.

What you'll learn

  • Assess the immediate impact of the ceasefire on export flows, freight risk, and regional chokepoints.
  • Understand how OPEC+ and US shale dynamics may shift as market players digest the latest developments.
  • Preview how evolving geopolitical assumptions are feeding into updated SnD models and market positioning.

Meet the speakers

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