CERAWEEK 2026: With Hormuz shut, who fills the gap?

From CERAWEEK 2026 in Houston, host Jeff Mower , Director of Americas Oil News, is joined by Senior Upstream Editor Ashok Dutta , oil news editor Binish Azhar , and oil policy reporter Eamonn Brennan to break down the conference's energy security focus. With the Strait of Hormuz largely closed and the Trump administration negotiating with Tehran while signaling it wants to cap oil price spikes, policymakers and executives clash over how fast supply can respond. The crew explores non-Middle East supply opportunities, including rising US Gulf Coast crude fixtures, constrained by pipeline and completion capacity, and a new wave of Canadian barrels pushing toward Asia via the Pacific. A high-stakes reform pitch for Venezuela meets some skepticism.

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CERAWEEK 2026: With Hormuz shut, who fills the gap? is an episode from Oil Markets by S&P Global Commodity Insights.

This episode is 20:22 long.

This episode was published on Mar 31, 2026.

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