How geopolitics is reshaping energy investments and supply chains

In this episode of the Energy Connects Podcast as part of ADIPEC's Energy and Geopolitics series, Jamie Webster, Partner and Director, Center for Energy Impact at Boston Consulting Group, examines how the Middle East conflict is reshaping global energy dynamics. He discusses the evolving definition of energy security since 2022, the renewed need for energy addition, and the mounting pressures on supply chains beyond oil and gas.

Webster highlights the importance of resilience, diversified sourcing, strategic stockpiling and dialogue between governments, while warning of wider economic effects across chemicals, fertilisers and critical feedstocks. He also reflects on how shifting geopolitics may reshape global partnerships in an increasingly fragmented landscape.