Today’s Daily Energy Markets podcast featured Amena Bakr, Rustin Edwards, and Zoe Upson discussing escalating U.S.–Iran tensions and their impact on oil and freight markets. Amena examined geopolitical risk premiums, OPEC+ spare capacity, and supply outlooks; Rustin analyzed sanctions, the dark fleet, and surging tanker rates; while Zoe highlighted shifting trading dynamics, talent flows, and growing volatility across energy and shipping markets.