PODCAST: Daily Energy Markets - Jan 29th

from Gulf Intelligence Podcasts · host Gulf Intelligence

From today's Daily Energy Markets Podcast, there is a prevailing view that January’s oil rally is driven less by Chinese demand than by geopolitics, with rising US-Iran tensions restoring risk premiums. Clyde Russell argues China’s stockpiling is price-sensitive and set to slow. David Fyfe sees a tighter-than-expected market from outages and storage. Alan Gelder stresses supply disruptions, cautioning the price spike is likely temporary this year.

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This episode was published on January 29, 2026.

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