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.