PODCAST: Daily Energy Markets - September 17th

An episode of the Gulf Intelligence Podcasts podcast, hosted by Gulf Intelligence, titled "PODCAST: Daily Energy Markets - September 17th" was published on September 17, 2025 and runs 32 minutes.

September 17, 2025 ·32m · Gulf Intelligence Podcasts

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Summary

David Fyfe, Rustin Edwards, and Bora Bariman discussed Q4 oil market dynamics, highlighting OPEC+ supply, resilient trade, and risks of surplus. Bariman stressed shifting currency flows, gold’s rising role, and Asian demand resilience. Edwards noted Russian refinery disruptions and geopolitical risks supporting prices. The panel also examined Europe’s LNG commitments, U.S. policy pressures, and China’s electrification drive.

Episode Description

David Fyfe, Rustin Edwards, and Bora Bariman discussed Q4 oil market dynamics, highlighting OPEC+ supply, resilient trade, and risks of surplus. Bariman stressed shifting currency flows, gold’s rising role, and Asian demand resilience. Edwards noted Russian refinery disruptions and geopolitical risks supporting prices. The panel also examined Europe’s LNG commitments, U.S. policy pressures, and China’s electrification drive.

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