Today’s Daily Energy Markets Podcast examined the growing disconnect between record-breaking equity markets and mounting energy market risks linked to the Strait of Hormuz crisis. Toby Copson warned volatility is becoming entrenched as traders brace for prolonged disruption. Peter McGuire highlighted rising US inflation and bond yields as major threats to markets, while David Elward warned accelerating demand destruction and shrinking fuel inventories are masking the scale of the global energy crisis.