PODCAST: Daily Energy Markets - Oct 22nd

from Gulf Intelligence Podcasts · host Gulf Intelligence

Today’s episode featured Mukesh Shadhev (Xanalysts), Rahul Kapoor (S&P Global Commodity Insights), and June Goh (Sparta Commodities) discussing India’s potential deal with the U.S. to reduce Russian oil imports. Speakers noted limited refinery flexibility, enduring Russian crude discounts, and geopolitical pressures. They highlighted resilient Russian flows, weak China demand, and strong jet/diesel margins amid enforcement challenges and shifting global trade dynamics.

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This episode is 32 minutes long.

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This episode was published on October 22, 2025.

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