On today’s Daily Energy Markets podcast, oil’s 3% surge on U.S. inventory draws sparked debate over IEA vs OPEC demand forecasts. David Wech (Vortexa) stressed supply limits; Scott Livermore (Oxford Economics) noted resilient growth and Gulf fiscal pressures; Henning Gloystein (Eurasia Group) warned of geopolitical risks from Russia, NATO tensions, and Gaza. Consensus leaned toward IEA’s lower demand outlook.