David Fyfe, Rustin Edwards, and Bora Bariman discussed Q4 oil market dynamics, highlighting OPEC+ supply, resilient trade, and risks of surplus. Bariman stressed shifting currency flows, gold’s rising role, and Asian demand resilience. Edwards noted Russian refinery disruptions and geopolitical risks supporting prices. The panel also examined Europe’s LNG commitments, U.S. policy pressures, and China’s electrification drive.
