In today’s Daily Energy Markets Podcast, Peter McGuire highlighted soaring gold and silver alongside weak, range-bound oil with potential Q4 oversupply. Adi Imsirovic stressed oil’s structural weakness despite refinery turnarounds, citing geopolitical uncertainties. Narendra Taneja defended India’s Russian crude imports against Trump’s tariff threats, framing decisions as economic sovereignty. Discussion also covered China’s stimulus-led stock rally, Fed rate cuts, and OPEC’s strategic balancing.
