EPISODE · Mar 4, 2026 · 34 MIN
PODCAST: Daily Energy Markets - March 4th
from Gulf Intelligence Podcasts · host Gulf Intelligence
The Daily Energy Markets Podcast asked whether Trump’s pledge to reopen the Strait of Hormuz is a game changer for oil markets. Guest speakers Maleeha Bengali said supply isn’t lost, only delayed; Brian Pieri noted muted U.S. market reaction but rising inflation risks; and Liao Na highlighted China’s vast inventories and strategic buffers, suggesting Beijing can weather disruptions.
What this episode covers
The Daily Energy Markets Podcast asked whether Trump’s pledge to reopen the Strait of Hormuz is a game changer for oil markets. Guest speakers Maleeha Bengali said supply isn’t lost, only delayed; Brian Pieri noted muted U.S. market reaction but rising inflation risks; and Liao Na highlighted China’s vast inventories and strategic buffers, suggesting Beijing can weather disruptions.
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PODCAST: Daily Energy Markets - March 4th
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