Wellficent’s interview page gives 5 August 2026 as its source date, while explicitly saying that this editorial date does not establish the first day the page appeared online; the recording date is not stated. ENPRODE CEO Yuksel Guler’s remarks should therefore be read as views expressed in the interview, not as a market snapshot from a confirmed recording date.

Guler argues that oil markets can no longer be understood through supply, demand and price alone. Chokepoints such as Hormuz, Bab el-Mandeb and Suez, the security of refineries and LNG terminals, pipelines and strategic stocks all shape supply risk. A possible disruption can enter prices as a risk premium before physical flows are interrupted. Strategic reserves may soften temporary shocks, but cannot by themselves resolve a lasting imbalance.

He says AI and data centres could add to electricity demand, putting transmission, distribution, transformers, storage and grid flexibility alongside new generation as investment needs. Guler sees Türkiye’s location as an opportunity only if it is matched by engineering, energy-equipment manufacturing and EPC capacity. These are the executive’s assessments; the interview does not provide an independent demand forecast or an investment projection.