Featured panelists from North Africa and the EastMed - Choeib Boutamine, Charles Ellinas, and Bora Bariman dissected the outlook for oil and gas supply amid U.S.–China trade tensions and Trump’s sanctions push. They discussed OPEC+ capacity limits, India’s reliance on Russian oil, resilient global growth, and moderate pricing near $65. On the EastMed, they noted renewed investment in Egypt’s gas fields and Cyprus’ small plays, conditional on Gaza stability.
