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PODCAST: Daily Energy Markets - September 26th

EPISODE · Sep 26, 2025 · 32 MIN

PODCAST: Daily Energy Markets - September 26th

from Gulf Intelligence Podcasts · host Gulf Intelligence

Today’s Daily Energy Markets podcast featured Amina Bakr (Kpler), Ahmed Mehdi (Renaissance Energy Advisors/Oxford Institute), and Max Torres (PetroTal). Panelists discussed Brent’s rally toward $70, geopolitical risks, thinning OPEC+ spare capacity, and uneven inventory trends. They shared insights on OPEC+ cohesion, quota limits, and spare capacity dynamics, while also examining U.S. shale’s slowdown, Latin American supply, Iraq’s constraints, and Trump’s shifting Russia stance.

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PODCAST: Daily Energy Markets - September 26th

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