Episode Details

Today’s Daily Energy Markets examined whether a new Oman-Iran framework for managing the Strait of Hormuz could fundamentally reshape global oil trade and pricing long after the conflict ends. Ali Al Riyami outlined negotiations over the Strait’s future governance, Vandana Hari warned markets remain focused on stranded barrels and China's eventual buying return, while Kate Dourian argued geopolitical risks and supply disruptions remain significantly underpriced.