Fundamentals: Surplus, Disruptions and China's Buying

The Daily Energy Markets podcast features Colby Connolly, Rustin Edwards and Bora Bariman debating Mark Carney’s Davos warning of a rupturing rules-based order. They assess geopolitical risk from Greenland, Iran and Venezuela, oil’s tight fundamentals versus a looming surplus, China’s stockpiling, strong tanker rates, and whether volatility proves bullish or muted for crude into 2026.