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Oil & Gas Capex Rebound: Will the Iran Conflict Trigger the Next Cycle?

April 30, 2026
About the Speakers
  • Xavier Smith

    Director E&I Research, AlphaSense
  • Chris Baker, CFA

    Managing Director E&P Research, Evercore ISI

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This session explored how a market shift toward energy security could accelerate offshore as well as onshore activity.

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Oil & Gas Capex Rebound: Will the Iran Conflict Trigger the Next Cycle?