ROADSHOWS: Data-Driven Supply/Demand Analysis That Identifies High-Conviction Oil and Gas Themes Where Their View Diverges From Consensus - Matthieu Raimbault /Palissy Advisors   •   New York   31 Aug - 01 Sep 26       Satellite-Driven Market Intelligence for Commodities - Dr. Christian Jasperneite /Cap2   •   London   07 - 07 Sep 26      

Is It Really Over in the Middle East?

Greenmantle

Thu 23 Jul 2026 - 15:00 BST / 16:00 CEST / 10:00 EDT

Topics

• Who were the winners and losers of Gulf War III?

• What, if anything, are the implications for a future Taiwan Contingency?

• Will the Memorandum of Understanding hold?

• Can regional and global actors truly derisk and diversify from the Strait of Hormuz?

• The regional outlook for 2H26 and beyond.