EPISODE · Apr 28, 2026 · 34 MIN
PODCAST: Daily Energy Markets - April 28th
from Gulf Intelligence Podcasts · host Gulf Intelligence
The podcast discusses surging oil prices above $110 driven by Gulf supply disruptions and geopolitical stalemate. Neil Atkinson highlights prolonged market tightness and recession risks. Pamela Munger analyzes shipping flows, Iranian exports, and logistical constraints. Jorge Montepeque examines Asian dynamics, China’s resilience, and sanction impacts, concluding shortages persist despite leakages, with prolonged disruption likely and limited policy relief ahead globally.
What this episode covers
The podcast discusses surging oil prices above $110 driven by Gulf supply disruptions and geopolitical stalemate. Neil Atkinson highlights prolonged market tightness and recession risks. Pamela Munger analyzes shipping flows, Iranian exports, and logistical constraints. Jorge Montepeque examines Asian dynamics, China’s resilience, and sanction impacts, concluding shortages persist despite leakages, with prolonged disruption likely and limited policy relief ahead globally.
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PODCAST: Daily Energy Markets - April 28th
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