On today’s Daily Energy Markets podcast, Vibhuti Garg (IEEFA) discussed India balancing U.S. pressure over Russian oil with shifting trade and H-1B visa tensions. Neil Atkinson (former IEA) highlighted supply growth versus underestimated demand. Matthew Wright (Kpler) noted resilient freight markets and the “dark fleet” dynamics. Speakers emphasized OPEC+ spare capacity, India’s refining role, and shifting global alliances.
