EPISODE · Sep 16, 2026 · 31 MIN
PODCAST: Daily Energy Markets - September 16
from Gulf Intelligence Podcasts · host Gulf Intelligence
A tense, wide-ranging discussion weighed geopolitical supply risks against mounting macroeconomic pressure. Mike McGlone argued Fed tightening and an overextended stock market could trigger recession, demand destruction and lower commodities. Andrei Covatariu highlighted election politics, Russian refinery attacks and Europe’s winter vulnerability. Abhishek Kumar stressed refinery disruptions, costly rerouting and persistent regional Hormuz risk premiums.
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PODCAST: Daily Energy Markets - September 16
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