What does the Israel–Iran conflict mean for oil supply? | June 2025

The webinar focused on the escalating Israel–Iran conflict and its implications for global oil supply. We walked through key risks to exports, maritime flows, and market balance, as well as potential OPEC+ responses. Topics covered included: - Disruption risks to Iran’s exports, the - Strait of Hormuz, and regional shipping - Possible OPEC+ responses amid geopolitical escalation - Implications for oil prices in the short and medium term