Geopolitical timing ahead of Trump-Xi meeting

The Daily Energy Markets Podcast asked whether Trump’s pledge to reopen the Strait of Hormuz is a game changer for oil markets. Guest speakers Maleeha Bengali said supply isn’t lost, only delayed; Brian Pieri noted muted U.S. market reaction but rising inflation risks; and Liao Na highlighted China’s vast inventories and strategic buffers, suggesting Beijing can weather disruptions.