Russia, China and backed-up Russian barrels

Podcast caption -- The Daily Energy Markets podcast returns in 2026, revisiting geopolitics and oil fundamentals with Sean Evers as host, joined by commentators Omar Najia, Pamela Munger and Omar Al-Ubaydli. The panel debates Trump-era shocks, Iran risks, Russia’s stranded barrels, tanker markets, China’s stockpiling, and why ample supply keeps oil prices resilient despite escalating global tensions.