Modern Gulf Crisis: Implications and Perspectives

Escalating tensions in the Gulf are reshaping the architecture of global energy security in ways that few anticipated. From risks around the Strait of Hormuz to accelerating shifts in low-carbon investment, energy leaders and policymakers face a landscape where supply disruptions and geopolitical realignments are no longer edge cases — they are live variables. This high-level roundtable brings together senior industry figures to examine what the current Gulf crisis means for Asian energy markets, the pace of the energy transition, and the strategic decisions that boards and governments must take now to build a more resilient energy future. Expect a frank, informed exchange grounded in real-world experience.

 

• Panelists will share their personal views and do not represent their organizations.
• Chatham House Rule applies - insights may be shared, but not attributed to any speaker or organization

SPEAKER PROFILES

 

Sanjeev Gupta is one of Asia Pacific's foremost advisors on energy strategy and cross-border transactions. In his senior leadership role at EY, he has guided sovereign wealth funds, national oil companies, and private equity investors through complex deals across Southeast Asia and the Middle East. With deep expertise spanning upstream oil and gas, LNG infrastructure, and the evolving energy transition landscape, Sanjeev brings a rare blend of financial rigour and strategic foresight. He is a sought-after voice on geopolitical risk, capital allocation in uncertain markets, and the practical pathways companies and governments must navigate as the global energy order is redrawn.

 

Egon van der Hoeven leads ExxonMobil's Asia Pacific operations and spearheads its low-carbon strategy across the region — one of the most consequential energy portfolios in the world. A seasoned executive with decades of experience in international energy markets, Egon's work sits at the intersection of commercial performance and the decarbonisation imperative. He has overseen major investments in carbon capture, hydrogen, and cleaner energy infrastructure, helping shape ExxonMobil's response to both regulatory pressure and market transformation. His perspective on the Gulf crisis draws from operational realities, regional supply dynamics, and the long-term capital planning that defines the world's largest energy companies.