Oil & Gas Sector: From Oil Shock to Energy Opportunity
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A geopolitical crisis can therefore create winners and losers within the same sector. That distinction has become particularly important in 2026. The continuing conflict involving the U.S. and Iran has once again pushed energy security to the centre of the global economic debate. Brent crude initially crossed USD 110 per barrel as supply disruptions and concerns over the Strait of Hormuz heightened the risk premium. Although prices have since eased, they remain elevated at around USD 90 per barrel.
A geopolitical crisis can therefore create winners and losers within the same sector. That distinction has become particularly important in 2026. The continuing conflict involving the U.S. and Iran has once again pushed energy security to the centre of the global economic debate. Brent crude initially crossed USD 110 per barrel as supply disruptions and concerns over the Strait of Hormuz heightened the risk premium. Although prices have since eased, they remain elevated at around USD 90 per barrel.
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