ROADSHOWS: Software Coverage & Ideas - Blair Abernethy /Rosenblatt Securities   •   London   18 - 19 Aug 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.