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Today’s podcast said Brent near $100 reflects confusion, not calm: Ramin Lakani stressed contradictory diplomacy and enduring IRGC risk; Kate Dourian warned Gulf disruption, damaged refining and LNG flows will outlast any ceasefire; and Mukesh Sahdev argued crude bypasses work better than product markets, making diesel and jet shortages the real threat.
By Gulf Intelligence5
33 ratings
Today’s podcast said Brent near $100 reflects confusion, not calm: Ramin Lakani stressed contradictory diplomacy and enduring IRGC risk; Kate Dourian warned Gulf disruption, damaged refining and LNG flows will outlast any ceasefire; and Mukesh Sahdev argued crude bypasses work better than product markets, making diesel and jet shortages the real threat.

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