Special report - Middle East conflict implications
Special report - Middle East conflict implications
05 March 2026
Chokepoints, upstream pressure, labor constraints, and $100 oil
The Middle East conflict is having widespread impacts on commodity markets and energy industry operations. This special report is a collection of curated insights, focusing on the Strait of Hormuz closure, upstream pressure, labor availability in the Middle East, and $100 oil scenarios. The report dives into commodity supply constraints, key shipping route disruptions, tanker availability, and what all this means for crude and LNG flows. The report also explores how the conflict could impact regional offshore activity and overall upstream conditions.
How the Middle East conflict is disrupting global gas supply
Nearly 10% of of mainstream oil tankers trapped west of Strait of Hormuz
The impact of the conflict on the local energy industry labor force
Thought experiment: $100 oil and the search for supply outside the Middle East