Ashok Dutta
Senior Upstream Editor focused on shale and production trends, providing analysis on U.S. and Canadian supply dynamics and industry operational constraints.
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Mar 31, 2026 • 20min
CERAWEEK 2026: With Hormuz shut, who fills the gap?
Binish Azhar, oil news editor tracking Gulf Coast exports and logistics. Eamonn Brennan, oil policy reporter focused on geopolitics and Washington messaging. Ashok Dutta, senior upstream editor covering shale and production trends. They discuss the Strait of Hormuz shutdown and who can replace that supply. They cover US Gulf Coast export surges, pipeline and completion limits, rising Canadian Pacific flows, and Venezuela’s reform pitch.
