Bora Bariman

Marc Howson, an LNG and Asian gas markets analyst, outlines surging spot LNG prices and tightening supply. Bora Bariman, a Turkey policy and maritime chokepoints specialist, examines Ankara’s limited options and Europe’s constrained response. Osama Rizvi, a South Asia risk strategist, highlights Pakistan’s economic and sectarian vulnerabilities. Rad Alkadiri, a regional geopolitical analyst, warns of prolonged instability and reconstruction risks.

Colby Connolly, Head of Middle East Content at Energy Intelligence, joins Rustin Edwards, a crude oil trading expert, and Bora Bariman, a geopolitical analyst at Hormuz Straits Partnership. They dive into Mark Carney’s warning about global order disruptions and their effects on oil prices. Discussions include tight oil fundamentals, China's stockpiling, and the implications of geopolitical risks from Iran and Venezuela. The guests explore how these dynamics shape tanker rates, market volatility, and the broader energy sector outlook.

Niamh McBurney, an Associate Director at Control Risks, shares her expertise on geopolitics and energy security. Ole Hansen, Head of Commodity Strategy at Saxo Bank, provides insights into commodity markets. Bora Bariman, Managing Partner at Hormuz Straits Partnership, focuses on trade flows and investment in the Middle East. They discuss the potential impact of a Russia-Ukraine ceasefire on oil prices, delve into BRICS’ rising influence, and analyze the complexities of oil dynamics amid geopolitical tensions and changing demand patterns.