Find the research behind the podcast episode here.
This discussion examines the current geopolitical dynamics and their impact on energy markets. Key points include the rapid developments in Syria, the fall of the Assad regime, and the implications for international actors, including the US, Russia, and regional forces. The Iraq-Kurdistan pipeline dispute and its potential effects on negotiations are covered. Additionally, the conversation highlights the US-Russia tensions over Ukraine and Syria. OPEC's revised global oil demand forecasts for 2024 and 2025 are analyzed in light of recent geopolitical shifts. The US-Canada energy trade discussions and contrasting perspectives from Ontario and Alberta premiers are explored. The script also includes an analysis of natural gas storage reports and the effects of weather-dependent energy production in the US and Europe.
