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The column says the Iran conflict and elevated oil prices are forcing oil and gas majors to reassess strategy, while diesel export ban speculation and tighter markets continue to weigh on energy trading.
Reuters columnist Ron Bousso says the world's biggest energy companies are poised to post another quarter of bumper profits, but the Middle East conflict is reshaping supply lines, refining margins and capital allocation. The piece argues majors may need to rethink where they invest as geopolitical risk and longer supp