睿咨得能源：2026年弥合即将到来的产能缺口：全球市场变革中海上油气作用分析白皮书（英文版）

The global energy market is going through a period of transition, and the events of 2026 have brought energy security back to the forefront. On the surface, the market still looks well supplied in the near term. But the ongoing escalation in the Middle East, along with disruptions to key maritime routes, has highlighted how fragile that balance really is. Global markets are seeing a disconnect: short-term supply looks comfortable, but the system is more exposed than it appears. Offshore oil p