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Sentiment towards BP and Shell has strengthened significantly off the back of oil price spikes. But it’s a complex picture. Neither company has production in Iran. But BP’s significant production in Iraq and Abu Dhabi risks being bottlenecked through disruption to the Strait of Hormuz. For Shell the same applies to its LNG facilities in Qatar and the Emirates. If a moderate sustainable regime is established in Iran, there is the potential for substantial derisking, and for prices to be rebased downwards. If sanctions are removed, it also opens the door for investment into Iranian oil fields.
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专家还表示，现在在网络上，大家对于安全问题的关注度非常高。很多人都会希望，今天就有一个什么样的情况，是不是明天就能够马上把结果讲出来。尤其是作为企业方，是不是也应该第一时间站出来跟大家讲清楚到底发生了什么情况。