Producers and Consumers at a Crossroads
Date & Time
Wednesday, October 5, 2022, 11:30 AM - 12:15 PM
Jason Bordoff Ben Harris Dev Sanyal Abhi Rajendran

With spare capacity dwindling, and new upstream investment tight, oil markets appear to be facing a volatile few years. How will high oil prices and scarce supply redefine the relationship between producing and consuming nations – and affect demand growth? What does the West’s isolation of Russia mean for the geopolitical balance of oil supply and demand? Will high prices unlock upstream investment among Opec-plus producers (large and small), US shale or others?