EPISODE · Feb 5, 2026 · 30 MIN
PODCAST: Daily Energy Markets - Feb 5th
from Gulf Intelligence Podcasts · host Gulf Intelligence
Oil remains rangebound as geopolitics clash with fundamentals. Gemma Parker highlights structural signals and Iran risk linking headlines to supply. Mike McGlone argues Western Hemisphere oversupply and macro deflation point to a bear market and lower prices. Nadia Martin Wiggen counters that geopolitical disruptions, strong refining demand, China stockpiling, and OPEC constraints underpin upside risks.
What this episode covers
Oil remains rangebound as geopolitics clash with fundamentals. Gemma Parker highlights structural signals and Iran risk linking headlines to supply. Mike McGlone argues Western Hemisphere oversupply and macro deflation point to a bear market and lower prices. Nadia Martin Wiggen counters that geopolitical disruptions, strong refining demand, China stockpiling, and OPEC constraints underpin upside risks.
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PODCAST: Daily Energy Markets - Feb 5th
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