Webinar replay - Oil Markets 2026+: Geopolitical Risks and Supply Dynamics Beyond the Glut

GULF COUNTRIES - Report 20 Mar 2026 by Justin Alexander

As geopolitics overshadow supply in Venezuela, Iran, Russia and Kazakhstan, OPEC+ looks towards its second decade amidst an oil glut. What key local developments should market participants focus on to make sense of the oil market outlook in 2026 and beyond?

Could Kazakhstan's chronic overproduction undermine OPEC+ cohesion? What can Russia do to navigate constraints related to oil transportation? How quickly can Venezuela's oil production ramp up? How will US relations and interests affect the global oil supply and trade, especially considering tensions with Iran? What are bilateral relations and strategic differences between major OPEC+ producers such as Saudi Arabia, the UAE, Iraq, Russia and Kazakhstan?

Watch the replay of our webinar featuring GlobalSource Partners' Analysts Justin Alexander (Gulf Countries), Evgeny Gavrilenkov (Kazakhstan and Russia) and Ruth Krivoy (Venezuela) discussing the oil market outlook in an event moderated by Amarpreet Singh, Chief Oil Strategist at Barclays Capital.

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