EPISODE · Jul 4, 2025 · 30 MIN
PODCAST: Daily Energy Markets - July 4th
from Gulf Intelligence Podcasts · host Gulf Intelligence
The Daily Energy Markets podcast tackled the ripple effects of a sweeping new US spending bill adding $3 trillion to debt while slashing taxes and gutting key social and climate programs — a clear political win for Trump but raising concerns over debt and dollar pressure. Guests debated how a weaker dollar could support oil prices, the impact of OPEC+ unwinding supply cuts amid tight compliance, and the market’s focus on upcoming US tariffs. Uncertainty remains a key theme, with refinery cracks widening and Europe bracing for further trade friction as oil markets watch volatile supply-demand balances. Tune in for more insights from Patrick Kulsen, CEO of Insights Global; Rosemary Griffin, OPEC+ Lead Reporter at S&P Global Commodity Insights; and Raad Alkadiri, Managing Partner of 3TEN32 Associates.
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PODCAST: Daily Energy Markets - July 4th
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