전쟁 터지자 ‘매도 폭탄’, 코스피 5900선 붕괴…매도 사이드카 발동
‘Half of Dubai is booking’: expats drive to Oman and Saudi Arabia to find flights out
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28 January 2026ShareSave
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.