PODCAST: Daily Energy Markets - Feb 4th

What this episode covers

Geopolitical noise failed to lift oil meaningfully as fundamentals dominated. Adi Imsirovic highlighted short-term supply tightness masking surplus barrels absorbed by China. Osama Rizvi weighed U.S.–Iran escalation risks against domestic U.S. politics and regional diplomacy. James McCallum stressed muted shale growth and Venezuela as the real upside for oil services.

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Frequently Asked Questions

How long is this episode of Gulf Intelligence Podcasts?

This episode is 32 minutes long.

When was this Gulf Intelligence Podcasts episode published?

This episode was published on February 4, 2026.

What is this episode about?

Geopolitical noise failed to lift oil meaningfully as fundamentals dominated. Adi Imsirovic highlighted short-term supply tightness masking surplus barrels absorbed by China. Osama Rizvi weighed U.S.–Iran escalation risks against domestic U.S....

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