EPISODE · Feb 4, 2026 · 32 MIN
PODCAST: Daily Energy Markets - Feb 4th
from Gulf Intelligence Podcasts · host Gulf Intelligence
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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PODCAST: Daily Energy Markets - Feb 4th
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