Today’s podcast featured Sara Akbar, Bill Spindle, and Alan Gelder, who unpacked geopolitics, market balances, and regional energy shifts. Bill highlighted Russia-Ukraine peace dynamics, Japan’s hawkish turn, and U.S. oil headwinds. Alan discussed distillate tightness, China’s inventory strategy, and Europe’s industrial pressures. Sara provided insight on OPEC+ stability, Iranian flows, and Kuwait’s advancing offshore developments.

This week’s Daily Energy Markets podcast kicked off featuring Omar Najia, Laurie Haytayan, and Victor Yang, who unpacked shifting geopolitics and market drivers. Omar highlighted distillate-led oil dynamics and the inevitability of aggressive U.S. rate cuts. Laury assessed rising Middle East and Ukraine–Russia tensions and their implications for Europe. Victor detailed escalating China–Japan frictions and China’s shifting crude demand and product export outlook.

Today’s week-ending Daily Energy Markets podcast featured Bora Bariman, Kate Dourian, and Colby Connelly, who assessed the muted market response to new US sanctions on Russian oil. They highlighted spare Gulf capacity, shifting US-Saudi dynamics, Europe’s exposure, and uncertainty over Ukraine peace efforts. Despite potential supply curbs, weak demand signals kept Brent drifting lower as the week closed.

The Nov. 20 Daily Energy Markets podcast featured June Goh, Robin Mills, and Paul Hickin, who unpacked oil’s struggle near $65, Nvidia’s surge, and geopolitical shifts from the Saudi–US meeting. They highlighted China’s stockpiling capacity, resilient Asian economies, unsettled regional geopolitics, uncertain 2026 demand forecasts, and tightening sanctions reshaping Russian crude flows.

Today’s podcast brings together Livia Gallarati of Energy Aspects, David Wech of Vortexa, and Clyde Russell of Thomson Reuters to unpack oil market dynamics amid “peak Trump” debates, escalating sanctions, and China’s stabilizing demand. Brent steadies near $65 as speakers assess whether market fatigue signals “peak Trump.” Livia sees sanctions risks still underpriced. David flags soaring crude-at-sea and a building oversupply despite tight product markets. Clyde warns Trump’s tariff fallout will hit in 2025, while China continues steady buying and absorbs sanctioned barrels. Sanctions alignment and Asian demand remain pivotal.

In today’s podcast, David Elward highlighted the stark split between weak crude prices and a strong diesel rally driven by tightening sanctions. Narendra Taneja discussed India’s careful balancing between Russian oil flows and U.S. trade talks, alongside a solid economic outlook. Mehmet Öğütçü shared China’s cautious approach to sanctioned crude and its push for greater influence in global energy pricing.

The week opened with Sean Evers hosting Omar Najia, Michelle Bockmann, and Omar Al-Ubaydli to assess weak oil prices, shifting geopolitical risks, and Russian supply disruptions. Najia highlighted profit-taking and long-term bullish fundamentals, while Bockmann noted rising oil-on-water and tighter sanctions pressure. Al-Ubaydli discussed U.S.–Saudi dynamics, Iran’s strategy, and regional tensions shaping the energy outlook.

Today’s Friday podcast looks at a market trying to steady itself as fresh policy shifts and changing trade flows shape expectations for the months ahead. Charles Ellinas, CEO of Cyprus Natural Hydrocarbons Co. and Senior Fellow at the Atlantic Council; David Fyfe, Chief Economist at Argus Media; and Ram Narayanan, Senior Energy & Commodities Executive in India, break down the IEA’s revised demand signals, the impact of tighter Russian sanctions, and the ripple effects of U.S. tariff moves. With India easing off Russian barrels and Europe facing renewed energy-security risks, the discussion explores what it will take for Brent to finally break out of its narrow trading range.

Oil steadies near the low 60s as the market digests the IEA’s sharp turn back toward a more oil-heavy future. Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence; Nadia Martin Wiggen, Director at Svelland Capital; and Choeib Boutamine, Energy Advisor and CEO of Ranadrill Energy, break down what the shift signals for supply expectations, investor sentiment, and the path ahead for OPEC+. They look at the pressure on Russian barrels, the risk of a deeper contango, and why crude may struggle to find support if global markets wobble. A clear, grounded read on a market searching for direction.

The energy debate heats up as the IEA shifts course, projecting a longer life for oil in the global mix. Neil Atkinson, Former Head of Oil Markets Division at the International Energy Agency; Vibhuti Garg, Director – South Asia at IEEFA; and Ali Al Riyami, Consultant and Former Director General of Marketing at Oman’s Ministry of Energy & Minerals, unpack what’s behind the agency’s change of tune — and whether U.S. pressure is steering the outlook. The conversation spans OPEC+’s production pause, India’s balancing act between growth and green goals, and how new sanctions could redraw trade flows. With spare capacity tightening and demand holding firm, the panel asks: Is the world entering an era of “energy addition” rather than transition?