×
×
×
×
×

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

A Governance-First Foundation to Sustainability in Emerging Markets
Because ESG standards vary widely by country and company, governance offers a practical foundation for evaluating resilience, stewardship and long-term value creation.
Hope Is Not a Strategy: Positioning for Oil Scarcity
Strait of Hormuz disruptions are straining global oil inventories, creating a potential scarcity shock and prompting portfolio changes to hedge against a tighter energy market.
AOR Update: Mailbag Edition
The ClearBridge U.S. Recession Dashboard remains green, and we continue to believe the economic impacts of the Middle East conflict should be manageable, with further pullbacks buying opportunities.
ClearBridge Publishes 2026 Stewardship Report
ClearBridge’s ninth annual report on our stewardship efforts explores our global platform for integrating sustainability factors across sectors, global and local markets, and the market cap spectrum.
Mike Clarfeld Talks Dividends and Hard Assets on WealthTrack
Mike Clarfeld outlines why focusing on dividends, diversification and high-quality, hard asset/low obsolescence (HALO) companies can uncover value in the current environment.
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