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Global Oil and Gas Market: Iran War Fallout and Future Outlook

By Xavier Smith, Director of Research, Energy & Industrials and Sean Carmichael
IndustryEnergy

The global energy market is navigating an unprecedented crisis, with the Strait of Hormuz disruption exposing severe supply-chain vulnerabilities. Amid intermittent signals of diplomacy, the timeline for a full-flow recovery remains highly contested and uncertain.

Drawing on broker research, industry tracking data, and expert analysis available in the AlphaSense platform, this report covers how governments, corporations, and investors are adapting amid uncertainty.

About the Authors

  • Xavier Smith, Director of Research, Energy & Industrials

    Xavier serves as the Director of Research, Energy and Industrials at AlphaSense. Before joining AlphaSense, Xavier worked as an equity portfolio manager at various firms including Goldman Sachs, and Gugenheim. Xavier has equity market experience in London as well as New York. Xavier received an MBA from the Wharton School and a BA from Tulane University.

  • Sean Carmichael

    Sean is a Business & Finance Editor at AlphaSense, specializing in sector-specific content production. Previously, he spent nearly a decade in various roles across financial services, where he was responsible for equity research and content generation geared toward institutional investors.

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APAC Macro Briefing 2026: Risk Meets Opportunity

In this report, we show how resources and workflows available in the AlphaSense platform can help contextualize the APAC macro environment, exploring the key implications for corporate leaders and investors across sectors.
Report
Title slide for "APAC Macro Briefing 2026: Risk Meets Opportunity" with a map of the Asia-Pacific region.

Top AI Use Cases for Private Equity

In this report, discover how private equity teams are leveraging AI to accelerate conviction with speed. With purpose built, AI-driven solutions like AlphaSense, teams are gaining a competitive advantage with custom workflows and unmatched content sets for the most differentiated deal intelligence.
Report
Top AI Use Cases For Private Equity by Barb Tague, Financial Research Leader. Illustration featuring isometric buildings and currency symbols.

AI in Drug Development 2026: From Experimentation to Execution

Learn how AI is reshaping drug development in real time, turning AI execution into a key competitive differentiator.
Report
Presentation slide titled "AI in Drug Development 2026: From Experimentation to Execution" by Sara Mallatt and Sean Carmichael, with line art of laboratory equipment.

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