Luncheon GYP - Oil, War & Markets: What the Middle East Means for Houston

The world runs on a bottleneck. Nearly 20% of global oil passes through the Strait of Hormuz — and right now, that bottleneck is under more pressure than it's been in decades.

Conflict, sanctions, shifting alliances, and trade disruptions across the Middle East aren't just geopolitical headlines. They're moving markets, rewriting contracts, and forcing energy companies, financial institutions, and governments to rethink everything about how the world's most critical commodity flows.

And Houston — the energy capital of the world — is at the center of every decision that follows.

Join the World Affairs Council of Greater Houston and the Association of International Energy Negotiators (AIEN) for an exclusive luncheon panel at Latham & Watkins, where five senior experts from the legal, financial, and energy sectors will get into what's actually happening — and what it means for the industry, the markets, and the professionals shaping both.

What the panel will cover:

• Supply disruption risk and how companies are stress-testing for a Hormuz shutdown
• How trade flows are already shifting — and which players are winning
• Contractual and regulatory exposure in an era of rapidly changing sanctions
• The role of key producers like Saudi Arabia, UAE, and Iran in what comes next
• How current events are reshaping long-term energy investment and security decisions

This isn't a think-tank panel. The people in this room are the ones making the calls.

Panelists:

• Kenan Arkan — Managing Director, Commodities Origination, J.P. Morgan
• Gabriel Collins — Baker Botts Fellow in Energy & Environmental Regulatory Affairs, Baker Institute
• James Langlois — Associate, Latham & Watkins LLP
• Alycia Leatherby — Cross Book Analyst, Shell
• Matthew McCauley — Global Co-Leader of Energy & Process Industries, Partner & Managing Director, AlixPartners

Agenda 11:30 AM — Registration & Lunch 12:00 PM — Panel Discussion 1:00 PM — Networking

Lunch provided. Exclusive luncheon for Global Young Professionals, presented by the World Affairs Council of Greater Houston. Sponsored by Latham & Watkins. Powered by AIEN. Nonpartisan. Open to all industries.

Know what’s Happening Next — before everyone else does.

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Host or Publisher The World Affairs Council of Greater Houston