EPISODE · Jun 29, 2026 · 41 MIN
PODCAST: Daily Energy Markets - June 29th
from Gulf Intelligence Podcasts · host Gulf Intelligence
Today’s Daily Energy Markets examined whether oil markets are treating renewed US-Iran tensions as sideline noise rather than a real threat to supply. Omar Najia questioned heavy bearish positioning, Henning Gloystein highlighted Ukraine’s attacks on Russian energy infrastructure, Liao Na explained China’s weaker oil demand, while James McCallum warned equipment and workforce shortages could delay.
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PODCAST: Daily Energy Markets - June 29th
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