Trump's pattern of escalation then retreat

The Daily Energy Markets podcast features Janiv Shah, Bill Spindle and Giacomo Prandelli discussing shifting oil fundamentals as markets refocus on balances over geopolitics. They examine Asia-led demand growth beyond China, tariff uncertainty, Russian and Iranian supply risks, OPEC+ strategy, US LNG dominance in Europe, Japan’s nuclear restarts, and rising energy demand from data centres shaping the outlook for 2025–26.