In today's Daily Energy Markets Podcast, Mehmet Öğütçü argued geopolitics is largely priced in, with Iran, sanctions and Russia reshaping flows more than lifting prices. Rachel Ziemba said markets await real outages, seeing ample supply despite targeted Iran risks and China dynamics. Marc Ostwald stressed stronger-than-expected demand offsets oversupply, keeping oil capped but biased higher as inventories adjust and geopolitics simmer.
