EPISODE · Nov 2, 2025 · 31 MIN
PODCAST: Daily Energy Markets - Nov 2nd
from Gulf Intelligence Podcasts · host Gulf Intelligence
Today’s Month in Review / Outlook Ahead edition of the Daily Energy Markets Podcast featured Christof Rühl, Senior Research Scholar at Columbia University, and Bill Zhao, former Managing Director at CPP Investments. Rühl noted that while the U.S. economy remains resilient, deep structural inequalities pose future risks, and highlighted a “supply conundrum” with surplus oil absorbed into Chinese storage, stabilizing prices near $65. Zhao emphasized China’s pragmatic handling of U.S. trade tensions, its resilient economy, and continued strong oil import demand under its new pro-growth Five-Year Plan.
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PODCAST: Daily Energy Markets - Nov 2nd
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