Kareem Fawaz
Director of Energy and Natural Resources at S&P Global, providing expert analysis on oil market flows, balances, and geopolitical risk during major supply shocks.
Best podcasts with Kareem Fawaz
Ranked by the Snipd community
22 snips
Apr 2, 2026 • 58min
Brutal Barrel Math: The Destruction of 10+ Million Barrels a Day Demand
Kareem Fawaz, Director of Energy and Natural Resources at S&P Global, breaks down a four-week Strait of Hormuz shutdown and a 12–13 million bpd physical loss. He explains why futures underprice the shock. Short, urgent talks cover chaotic demand rationing, refining bottlenecks, the “Unilateral Taco” risk of U.S. withdrawal, and how North America might insulate itself.
