The Daily Energy Markets Podcast kicked off the conversation in Q4 with divided outlook in oil markets: Omar Najia (BB Energy) forecasted higher prices driven by persistent inflation, a weakening dollar, and stalled AI progress delaying deflationary effects. Janiv Shah (Rystad Energy), however, projected downside risks amid oversupply, easing demand, and refinery maintenance. Both noted tightening spare capacity and geopolitical fragility as key factors shaping short-term price direction.
