Sultan Al Jaber on Hormuz recovery, spare capacity and investment
At Atlantic Council, ADNOC’s CEO described prolonged Hormuz recovery, low spare capacity and the need to rebuild inventories and invest in supply infrastructure.
A source-linked collection of 2026 oil, gas, LNG, refining and oilfield-services CEO interviews, with separate interview and publication dates, structured numbers and Wellficent analysis.
At Atlantic Council, ADNOC’s CEO described prolonged Hormuz recovery, low spare capacity and the need to rebuild inventories and invest in supply infrastructure.
In an 8:04 CNA interview at Gastech, Simonelli said disruption was driving interest in more pipelines, supply routes and resilient infrastructure.
Simonelli appeared on CNBC after Baker Hughes announced three equipment and services awards for Cheniere’s Sabine Pass LNG facility.
CNBC’s August 4 appearance came as BP outlined Q2 results and asset changes, including a North Sea sale process and a renewed focus on oil and gas performance.
Taped April 23 and aired April 26, Wirth described Hormuz exposure, inventory drawdowns and uneven recovery times for damaged production and LNG infrastructure.
In a September 24 sit-down, Wirth discussed project selection, country risk, durable oil investment and competition facing LNG.
Fox Business’s August 3 interview covered geopolitical exposure, US supply, permitting and AI/data-center electricity needs.
Wirth argued the US should develop its energy base and infrastructure as hydrocarbon demand remains resilient and AI adds to electricity needs.
At CERAWeek, Lance said losing 8–10 million barrels per day of oil and roughly one-fifth of LNG supply would have major consequences and force inventory and futures-curve adjustments.
Reuters reported on 12 March that Equinor CEO Anders Opedal said the company had no spare oil or gas capacity to lift output during Middle East supply shortfalls.
At Gastech, PETRONAS’s CEO said regional cooperation, diversified energy supplies and stronger electricity links can improve Asia’s resilience.
Bloomberg reported on 28 April that Shell CEO Wael Sawan saw Hormuz-related oil and LNG shortages lasting for months and possibly into 2027, after large supply losses were partly replaced by inventory drawdowns.
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