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Paul Horsnell
Independent energy consultant and chair of the board of governors of the Oxford Institute for Energy Studies, with expertise in oil markets, OPEC+ dynamics and commodity strategy.
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Nov 26, 2025
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OIES Podcast – Navigating Oil Narratives
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In this insightful discussion, Paul Horsnell, an independent energy consultant and expert in oil markets, shares key findings from the OIES Oil Day. He emphasizes resilient global oil demand and the unexpected growth in Africa. Paul explores China's strategic stockpiling and the nuances of crude on water versus land stock. He explains OPEC+'s decision to unwind voluntary cuts and the emerging role of hedge funds in the market. Also discussed are projections for U.S. shale's performance and pivotal factors shaping the future oil landscape.
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