The Middle East conflict has exposed just how vulnerable global energy markets remain to supply disruptions. With commercial shipping through the Strait of Hormuz still severely constrained, investors are grappling with volatile oil prices, shifting trade flows and growing concerns over long-term energy security.
In this episode of INN Conversation, Georgia Williams speaks with Kojo Orgle, market analyst for US oil, gas and NGLs at ICIS, about why oil prices may be underestimating the true impact of ongoing supply disruptions. They discuss the outlook for crude and natural gas, how the US is positioned to meet rising global demand, why LNG investment could accelerate and the role Canada could play as refiners seek more heavy crude.
Kojo also explains why energy security has become a strategic priority, how countries are rethinking supply chains and why he believes investors should keep a close eye on market fundamentals rather than short-term sentiment.
This interview was recorded on August 5, 2026.
#oil #gas #energy #middleeast #energy #investing
0:00 Intro
00:57 - Why the Strait of Hormuz disruption could keep oil markets tight into 2027
06:57 - How the conflict is reshaping global energy security
11:57 - US natural gas, LNG exports and changing market dynamics
15:58 - Does the Middle East conflict change the global LNG outlook?
20:58 - Canada's growing role in supplying heavy crude
24:35 - Outro
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