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Peaks and Valleys in the Energy Transition

Columbia Energy Exchange

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Geopolitics and Oil Market Dynamics

This chapter analyzes the intricate relationship between geopolitical tensions in the Middle East and their effects on oil prices, focusing on Iran's oil supply. The discussion reflects on historical disruptions and examines how current supply-demand fundamentals and OPEC dynamics shape the oil market. It also explores the challenges and uncertainties facing the energy sector, particularly in the context of an evolving global economic landscape and future demand trends.

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