The Energy Forum

17: Oil Markets: Resilience, Risks, and What’s Next


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CES non-resident fellows Abhi Rajendran of Energy Intelligence and Skip York of Turner Mason & Co. join The Energy Forum to examine the state of global oil markets in 2025. Drawing on themes from the Annual Energy Summit (Panel: 1:15:49 – 2:20:39) and the latest Energy Insights Report, they discuss market flexibility, risk premiums, shale’s slowdown, and what to watch as prices test new lows heading into 2026.


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This episode was recorded on October 20, 2025. 

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The Energy ForumBy Rice University’s Baker Institute for Public Policy