Gulf Intelligence Podcasts PODCAST: Daily Energy Markets - Oct 13th
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Oct 13, 2025 Victor Yang, an analyst at JLC Network Technology specializing in China’s energy imports, shares insights on how trade tensions with the U.S. are impacting crude buying and tariffs. Meanwhile, Omar Najia from BB Energy discusses the effects of geopolitics and monetary policy on oil price dynamics. They explore the volatility in tanker rates, China's fluctuating crude imports, and the expectations for a year-end oil price rally, highlighting how political statements can create sharp market movements.
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Geopolitics Is Driving Oil And Shipping Volatility
- Geopolitics now drives both oil and shipping volatility simultaneously.
- Russian attacks and US-China tensions are reshaping tanker movements and maritime security.
Ukraine Attacks Alter Diesel But Not Crude Flows
- Attacks on Russian energy assets partly disrupted diesel exports but left crude flows largely unchanged.
- Shadow fleet and safety risks add maritime security concerns despite stable tanker movements.
China Wants Equal Footing In Talks With US
- China says it is open to talks but rejects being threatened or pushed into unequal terms.
- Beijing seeks a level playing field rather than unilateral US demands.