Infrastructure optionality and export pathways

Resuming after Eid, the Daily Energy Markets podcast frames a fragile oil market detached from war headlines. Omar Najia argues intervention and liquidity distort prices despite escalation risks. Rachel Ziemba highlights demand destruction, policy constraints, and supply chain stress. Henning Gloystein underscores Asia’s energy crunch, LNG disruption, and longer-term security shifts, with markets pricing higher volatility ahead still.