
Nik Burns
Head of Energy Research at Jarden, providing expert analysis on oil, LNG and global energy markets with extensive experience evaluating supply shocks and their investment implications.
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Mar 30, 2026 • 12min
Q+A: Why this oil crisis won’t unwind quickly
Nik Burns, Head of Energy Research at Jarden, offers sharp analysis of oil, LNG and global energy markets. He explains why the Middle East conflict may be a structural shock, outlines scenarios for reopening the Strait of Hormuz, and sizes the massive restocking need. He also names potential winners from higher prices and discusses limits on fuel substitution and implications for EV demand.


