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.
Reuters reported that Aramco CEO Amin Nasser expected demand growth to continue in 2026, described global stocks as low and put spare production capacity below the level he considered necessary.
Taped April 23 and aired April 26, Wirth described Hormuz exposure, inventory drawdowns and uneven recovery times for damaged production and LNG infrastructure.
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.
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