Today’s Daily Energy Markets podcast featured Amina Bakr (Kpler), Ahmed Mehdi (Renaissance Energy Advisors/Oxford Institute), and Max Torres (PetroTal). Panelists discussed Brent’s rally toward $70, geopolitical risks, thinning OPEC+ spare capacity, and uneven inventory trends. They shared insights on OPEC+ cohesion, quota limits, and spare capacity dynamics, while also examining U.S. shale’s slowdown, Latin American supply, Iraq’s constraints, and Trump’s shifting Russia stance.