In today's Daily Energy Markets Podcast, Alan Gelder (Wood Mackenzie) and Laury Haytayan (National Resource Governance Institute) discussed rising geopolitical risks from the Russia-Ukraine war, Iran tensions, and their impact on oil supply. They examined Russian refinery outages supporting diesel prices, East Med gas prospects, China’s storage buildup, weak petrochemical margins, and OPEC+ output strategy—highlighting continued market uncertainty despite resilient refining margins.
