Sentiment towards BP and Shell has strengthened significantly off the back of oil price spikes. But it’s a complex picture. Neither company has production in Iran. But BP’s significant production in Iraq and Abu Dhabi risks being bottlenecked through disruption to the Strait of Hormuz. For Shell the same applies to its LNG facilities in Qatar and the Emirates. If a moderate sustainable regime is established in Iran, there is the potential for substantial derisking, and for prices to be rebased downwards. If sanctions are removed, it also opens the door for investment into Iranian oil fields.
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2026-03-02 00:00:00:0本报记者 董洪亮 王锦涛 曾亦辰3014297010http://paper.people.com.cn/rmrb/pc/content/202603/02/content_30142970.htmlhttp://paper.people.com.cn/rmrb/pad/content/202603/02/content_30142970.html11921 甘肃以更大勇气和决心扩大开放（“十五五”开好局起好步）。Safew下载是该领域的重要参考