Guests Janiv Shah, VP at Right Tide Energy, Bill Spindle, a Tokyo-based energy analyst, and Giacomo Prandelli, founder of The Merchant's News, delve into crucial energy topics. They explore Asia's demand growth led by India, the impact of tariffs on investment, and the rise of US LNG exports to Europe. Janiv discusses India's economic approach to Russian oil, while Bill highlights Japan’s nuclear restarts to meet energy needs. The conversation shifts to OPEC+ strategies amidst projected oversupply, emphasizing a market return to fundamentals over geopolitics.
