Asks about oil market reaction given limited infrastructure damage and OPEC production increase.
Vonie Quinn
Anthony DePowla
OPEC move to add more oil than expected was a plan to calm market nerves. Oil had priced in geopolitical risk pre-conflict, but jumped on actual conflict and effective closure of Strait of Hormuz.
Asks about LNG impact, referencing Ukraine war spike and knock-on effects.
Vonie Quinn
Anthony DePowla
LNG will be significantly affected because Qatar, a top exporter, is fully dependent on shipping through the Strait of Hormuz.