×
×
×
×
×

Tell us once and we'll remember.

I'm an...

Don't worry, you can always change this selection using the icons at the top left of the site.
  
data?.title

Navigating a War Torn Global Energy Market

March 17, 2026

Analyst Adam Meyers compares the current Iran conflict with past Persian Gulf oil shocks, highlighting the key petroleum assets at risk, how global oil & gas supplies will be impacted and the likely role of U.S. oil and LNG producers going forward.

Related Perspectives

Midyear Outlook: Earnings Buoy Case for International Equities
Earnings revisions outside the U.S., particularly in emerging markets, have moved materially higher, with earnings momentum often a key driver of sustained market outperformance.
Orbit Shift: Sizing Up SpaceX and Mega IPOs
The company’s differentiated launch advantage makes SpaceX look less like an traditional aerospace contractor and more like today’s dominant platform companies when they were still defined by a single breakthrough capability.
Pending Mega IPOs Could Curb Passive Positive Feedback Loop
Two new sources of negative feedback are emerging to curb passive’s positive feedback: the disappearance of share buybacks and the pending mega IPOs.
Midyear Outlook: What Wall of Worry?
The AOR team offers a bullish view for the second half of 2026, with a strengthening economy and robust earnings offsetting an energy shock and a hawkish Fed.
Big Shifts for Magnificent Seven in Russell Rebalancing
Trading activity within strategies tied to these two large cap indexes is expected to be higher than normal.
More
  • Past performance is no guarantee of future results. Copyright © 2026 ClearBridge Investments. All opinions and data included in this commentary are as of the publication date and are subject to change. The opinions and views expressed herein are of the author and may differ from other portfolio managers or the firm as a whole, and are not intended to be a forecast of future events, a guarantee of future results or investment advice. This information should not be used as the sole basis to make any investment decision. The statistics have been obtained from sources believed to be reliable, but the accuracy and completeness of this information cannot be guaranteed. Neither ClearBridge Investments, LLC  nor its information providers are responsible for any damages or losses arising from any use of this information.

more