Today’s Daily Energy Markets podcast featured Bill Spindle, Yuriy Humber, and Ramin Lakani discussing escalating U.S.-Iran tensions and their impact on global oil markets. Bill examined Washington’s political and military calculus, Yuri outlined Japan’s energy vulnerability and nuclear strategy, while Ramin assessed regime-change scenarios, China’s discounted Iranian crude flows, and the potential long-term reopening of Iran’s oil and gas sector.