Today’s Daily Energy Markets podcast featured James Lear, Mita Chaturvedi, and Victor Yang discussing Brent above $70 amid Iran-U.S. tensions and OPEC+ uncertainty. James highlighted limited supply disruption and steady Asian demand; Mita pointed to elevated speculative positioning and product market weakness; while Victor assessed China’s stockpiling strategy, softer post-holiday demand, and diversification risks amid escalating geopolitical uncertainty and volatility.