Why Geopolitics Hasn't Added a Risk Premium

Hosted by Sean Evers, this month’s review featured Christof Rühl, Senior Research Scholar at Columbia University’s Center on Global Energy Policy, and Antoine Halff, Co-founder and Chief Analyst at Kayrros. The discussion examined OPEC+’s production strategy, China’s shifting oil inventories, U.S. economic resilience amid political turbulence, and the geopolitical impact of the Gaza and Ukraine conflicts on global oil markets.