Spare Capacity, OPEC Increases and Market Stress

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.