Name
Panel Discussion: Tariffs & Trade Wars: Challenges and Opportunities
Date & Time
Wednesday, November 12, 2025, 9:30 AM - 10:10 AM
Speakers
Jesus De La Cerda Jr., Mitsui E&P USA
Ryan Carr, Kodiak Gas Services
Joel Shibley, Helmerich & Payne, Inc.
Peter Dill, Huntsman
Ryan Carr, Kodiak Gas Services
Joel Shibley, Helmerich & Payne, Inc.
Peter Dill, Huntsman




Description
• Analyzing tariff impacts on import costs to secure greater cost predictability and protect profit margins
• Mitigating supply-chain disruptions by diversifying supplier bases, ensuring uninterrupted operations and reduced single-source risk
• Leveraging scenario-planning tools to model trade-war outcomes and maintain a competitive advantage in volatile markets