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Geopolitical tension in the Middle East has re‑emerged as one of the most important catalysts for global energy markets. But the U.S./Israel strikes on Iran aren’t hitting a closed system, they’re happening in a global oil and gas landscape that the Enverus Intelligence® Research macro fundamentals team already projects will tighten dramatically through 2035.
In this special edition of our Fundamental Edge, the Enverus Intelligence® Research team hosts a session focused on unpacking the immediate risks tied to the Strait of Hormuz, Kharg Island and LNGO flows; and the long-term structural trends that will dictate the prices of tomorrow.
In this online session we dive into:
The combination of short‑term geopolitical risk and long‑term structural tightening presents a fundamentally different horizon for operators, LNG players, traders, and institutional investors. Iran remains both a current flashpoint and a critical swing factor in long‑run supply security.
This session gives you the integrated context to understand both timelines.
Senior Vice President, Enverus Intelligence® Research
Gibson joined Enverus (Ross Smith) in June 2004 after working for two years in Talisman Energy’s land A&D group. While at Talisman, Gibson was responsible for land contracts analysis, post-closing due diligence and systems integration. In 2002, Gibson graduated from the University of Western Ontario with a bachelor degree in administrative and commercial studies, specializing in finance and administration, and earned his CFA charter in 2009. Gibson is a frequent presenter at industry conferences and a team lead on consulting/advisory projects. At Enverus, Gibson oversees rapidly growing teams of analysts, engineers, data scientists and programmers using advanced analytics to provide actionable insights to institutional and corporate clients. With hands-on oilfield service and E&P experience, Gibson is uniquely positioned to provide relevant solutions that support strategic alliances with firms looking to lever more value from their data and maximize returns.
Director of Macro Research, Enverus Intelligence® Research
Al Salazar is a seasoned member of the Enverus Intelligence team, bringing more than 23 years of experience in the energy industry with a focus on fundamental analysis of oil, natural gas and power. Throughout his career, Al has held key positions at EnCana/Cenovus and Suncor, where he honed his skills in forecasting, hedging and corporate strategy. Al’s 15-year tenure at EnCana/Cenovus was particularly impactful, where he contributed significantly to the company’s success. Al earned his bachelor’s degree in Applied Energy Economics from the University of Calgary in 2000, followed by an MBA with honors from Syracuse University in 2007. Al’s academic background, coupled with his extensive professional experience, has equipped him with a deep understanding of the energy industry’s complexities and the necessary skills to navigate them effectively.
Senior Analyst, Enverus Intelligence® Research
Josephine is a senior analyst on the Macro Intelligence team at Enverus. She joined the team in 2022 after graduating from chemical engineering at Queen’s University. Based in Calgary, Josephine researches oil and natural gas balances with a focus on LNG.
About Enverus Intelligence® | Research
Enverus Intelligence® | Research, Inc. (EIR) is a subsidiary of Enverus that publishes energy-sector research focused on the oil, natural gas, power and renewable industries. EIR publishes reports including asset and company valuations, resource assessments, technical evaluations, and macro-economic forecasts and helps make intelligent connections for energy industry participants, service companies, and capital providers worldwide. See additional disclosures here.
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