The Iran war is dominating CERAWeek, where attendees hope to hear an end date. (Politico)
The room read: Top Trump energy officials are mingling with oil industry execs, who want a quick resolution. Shares of US LNG gas exporters are up >30% since the war started, but they have a long-term concern: Countries burned by supply disruptions are motivated to invest in closer-to-home alternatives.
Also at the conference: Foreign diplomats, who worry as supplies dwindle and recession looms. For example, Vietnam, Bangladesh, and the Philippines are set to run out of oil in three weeks.