Oil Execs Fear Strikes Back: Middle East Mayhem Threatens Energy Flow, Hmmm?

A Disturbance in the Force There Is

Troubled the Force is. Conflict I sense. Between Israel and Iran alarm bells are ringing hmm? Top oil chiefs worried they are. Escalation they fear. Energy infrastructure vulnerable it is. The dark side of geopolitics this is. Like a bantha in a china shop this conflict is disrupting everything. Global energy system at risk it is. Uncertainty a shroud it casts. Geopolitical volatility a storm brewing it is.

Shell Shocked They Are

Shell CEO Wael Sawan spoken he has. "Concerning," he says the situation is. Significant footprint in the Middle East Shell has. Operated assets many they have. Shipments frequent they are. Navigating the coming days crucial it is. Like walking through a minefield this is. Top of mind the situation is for the leadership team hmmm.

Higher Oil Prices Climb

Higher oil prices climb. Like a youngling reaching for a lightsaber prices surge. Brent crude futures up they are. West Texas Intermediate likewise. The Israel Iran conflict a significant event it is. Since Russia's invasion of Ukraine this is the biggest tremor hmmm. The Force imbalanced it feels.

TotalEnergies Concerned for Their Own They Are

TotalEnergies CEO Patrick Pouyanné spoken he has also. Security of regional employees their primary concern it is. Largest international oil company in the region they are. Born in Iraq 100 years ago they were. Operations in Iraq Abu Dhabi Qatar and Saudi Arabia still they have. Strikes on oil installations a problematic hit they would be. Safety and hazards risks they bring. Global markets affected they would be hmmm.

Strait of Hormuz a Chokepoint it Is

The Strait of Hormuz a critical waterway it is. Like the Kessel Run but much more dangerous hmmm. Connecting the Persian Gulf to the Arabian Sea it does. One of the world's most important oil chokepoints it is. The inability of oil to traverse a catastrophe it would be. Global energy prices skyrocketing they would be. Shipping costs rising they would be. Supply delays significant they would be. Closing the waterway Iran will market watchers doubt. Physically impossible some suggest. A trap this situation is a trap!

Volatility the Year of It Is

2025 "the year of volatility," they call it. Amjad Bseisu CEO of EnQuest spoken he has. Every day something different we see. The war between Israel and Iran another step up it is. An end to this terrible conflict the sooner the better hmmm. Overall markets better they would be. Short to medium term well supplied the market is he believes. Hope there is still. May the Force be with us always.