After the Iran–Israel clash: Mapping the crude landscape now | July 2025

The webinar focuses on the aftermath of the Iran-Israel conflict and how the current ceasefire shapes the crude market outlook. We’ll examine the evolving risk landscape for oil flows, freight routes, and balances, and assess how OPEC+, US shale, and regional players may reposition in response. - 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 S&D models and market positioning.