EPISODE · Nov 11, 2025 · 31 MIN
PODCAST: Daily Energy Markets - Nov 11th
from Gulf Intelligence Podcasts · host Gulf Intelligence
Oil markets remain caught between oversupply and policy uncertainty. Maleeha Bengali (MB Commodity Corner), Andrew Laven (E-Cons), and Jamie Ingram (MEES) discuss whether Brent’s $65 range is a pause or a warning, as weak U.S. data, cautious Chinese demand, and OPEC+ restraint shape sentiment. The panel also weighs the Fed’s next move, Trump’s economic playbook, and the outlook for gold and risk assets. Listen in for clear-eyed market commentary as the year winds down.
What this episode covers
Oil markets remain caught between oversupply and policy uncertainty. Maleeha Bengali (MB Commodity Corner), Andrew Laven (E-Cons), and Jamie Ingram (MEES) discuss whether Brent’s $65 range is a pause or a warning, as weak U.S. data, cautious Chinese demand, and OPEC+ restraint shape sentiment. The panel also weighs the Fed’s next move, Trump’s economic playbook, and the outlook for gold and risk assets. Listen in for clear-eyed market commentary as the year winds down.
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PODCAST: Daily Energy Markets - Nov 11th
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