How much oil is missing from markets?

Today’s Daily Energy Markets podcast featured Osama Rizvi, Laury Haytayan, and Neil Atkinson discussing the credibility of ongoing geopolitical negotiations and their impact on global energy markets. Osama highlighted Pakistan’s mediation role and regional stakes, Laury questioned the substance of talks amid escalating conflict, while Neil emphasized severe supply disruptions, market disconnects, and the risk of prolonged economic fallout from constrained oil flows.