Live Briefings
Every year, Rapidan produces over 50 live briefings that cover the timely topics our clients - and the industry - need to know. Ranging across oil and gas markets and outlooks, to the latest in energy policy, to the impact of current geopolitical activities around the world, our briefings answer all questions your business needs to know in today’s energy landscape.
Upcoming Live Briefing
LNG Impass - Impacts of Sanctions on 2026 LNG Development
What are Brussels and Washington planning for the next round of sanctions on Russia? Could President Trump’s upcoming meeting with President Putin in Budapest pave the way for a sustainable ceasefire in Ukraine? How might Israel-Iran tensions evolve in the coming months? And where are US-Venezuela relations headed — and what could that mean for crude flows?
Service: Global Gas Service
Thursday, October 30, 2025
11:00am ET (16:00 UK time)
Recent Live Briefings
Oil Tsunami Appears on the Horizon – What Gives Next?
As latest price, curve and fundamental data show the long-warned, widely expected supply surplus is materializing, Rapidan's Global Oil Service will review prospective fundamentals and brief on possible and likely supply responses from OPEC+, sanctions on Russia and Iran, and US shale producers.
Host: Global Oil Service
Date released: 10/23/2025
September Geopolitical Risk Outlook
Please join our GRS team for a refreshed rundown on key geopolitical risk drivers heading into 4Q25. The discussion will cover the risk of another flare-up between Israel and Iran, the outlook for sanctions on Russia and Iran, a bird's-eye view of the upcoming policy shifts in China, and other emerging risks on the horizon.
Host: Geopolitical Risk Service
Date released: 9/18/2025
October Surprise — Sanctions, Ceasefires and Geopolitical Tensions Shaping Energy Markets
What are Brussels and Washington planning for the next round of sanctions on Russia? Could President Trump’s upcoming meeting with President Putin in Budapest pave the way for a sustainable ceasefire in Ukraine? How might Israel-Iran tensions evolve in the coming months? And where are US-Venezuela relations headed — and what could that mean for crude flows?
Host: Geopolitical Risk Service
Date released: 10/21/2025
What to expect in China’s upcoming 4th plenary session
Top party leaders are expected to use the upcoming key session to not only set the policy tone for the next 12 months, but more importantly, to lay the foundation for the next 5-year plan. The outcome of various policies and plans will have a significant impact on US-China relations and the country's economic performance in the coming years.
Host: Geopolitical Risk Service and China Advisory Service
Date released: 9/18/2025
Keep calm, but Buckle up: 65% Odds of a US-China Deal in the Next 4 Months
Washington and Beijing are taking steps to de-escalate last week’s tensions. Looking ahead, while there may be more white-knuckle moments, we expect brinkmanship will be limited to rhetoric and threats, stopping short of policy actions that disrupt trade. We ultimately assess 65% odds that the two sides will announce an agreement within two to four months, averting President Trump’s threatened November 1 tariff increase along the way.
Host: All Services
Date released: 10/16/2025
The Great Brent Steepener: Short and Medium Term Fundamental Outlook
Rapidan expects a “Great Crude Steepener” to occur over the next 12 months. This will feature lower spot prices driven by large surpluses next year, while simultaneously, the consensus shifts away from its 2030 peak demand consensus.
Host: Global Oil Service
Date released: 9/16/2025