PakEnergy Resource Center

Webinar - Geopolitical Flashpoints Repricing Oil & What They Mean for U.S. Drilling

Written by PakEnergy Team | Jan 28, 2026 4:14:01 PM

Oil in 2026 Won’t Be Set by Geology. It Will Be Set by Geopolitics.

Will crude drift toward $50 or rip toward $100? That single question will determine how U.S. shale operators drill, hedge, and deploy capital heading into 2026.

In this webinar, energy analyst Pat Hinds breaks down the geopolitical flashpoints most likely to disrupt supply, reshape trade flows, and reset oil price volatility, and what each scenario means for North American drilling activity, budgets, and risk exposure.

  • Latin America & Venezuela: Supply rebuild opportunity or renewed fragmentation and decline?
  • Middle East Risk: Iran tensions, Red Sea disruptions, and the strategic vulnerability of the Strait of Hormuz.
  • OPEC+ Strategy: Can the group maintain discipline or will market-share battles return?
  • U.S. Political & Policy Risk: Elections, sanctions enforcement, shale incentives, and regulatory uncertainty.
  • Demand Powerhouses: China, India, and emerging-market demand shifts that will ultimately set the global balance.

Producers, operators, investors, and energy professionals making capital, drilling, and risk decisions for 2026 will get clear-eyed scenarios on where oil prices and U.S. drilling could head next. Save your spot now.