The Daily Energy Markets podcast discussed U.S.–Gulf security tensions after Israeli attacks on Qatar, with Rachel Ziemba stressing Gulf states’ search for diverse partnerships. Paul Hickin noted conflicting IEA/OPEC forecasts and China’s stockpiling role in stabilizing prices. Arne Rasmussen warned of weakening global demand, fragile U.S. growth, and OPEC+ struggling to sustain cohesion amid market shifts.