ab 22 June 2026 Global Research European Energy Postcard from North America Hormuz uncertainty dominates We return from a week of marketing in the US and Canada, during which the conflict in the Middle East and implications for oil & gas continued to drive a lot of the discussions. Despite the potential clearing event of the US and Iran signing a deal and oil prices pulling back, we sensed little urgency to increase positions in European Energy. Many investors were concerned that the momentum could remain n ...