We continue Global Upheaval in Energy Markets this week with Sean Evers, Founder and Managing Partner of Gulf Intelligence. David Greely sits down with Sean to discuss how the recent conflict in the Gulf is affecting the region; how refining capacity, shipping rates, and insurance costs have become key drivers of energy prices; the movement from “just in time” to “just in case” supply chain infrastructure; and what all of this may mean for the role of the Gulf countries in energy markets in the future.
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David Greely