PODCAST: Daily Energy Markets - April 27th
From Gulf Intelligence Podcasts by Gulf Intelligence
April 27, 2026 · 37 min
About this episode
The episode discusses the challenges facing oil and equity markets amid rising tensions and recession risks, with insights on LNG supply and US economic resilience.
This Monday morning, Omar Najia warned oil and equities face downside as tensions and recession risks mount, urging cash over risk assets. Marc Howson highlighted tightening LNG supply and rising Asian prices driving demand destruction. Rachel Ziemba stressed US resilience and inflation pressures. Paul Hickin underscored unprecedented uncertainty, prices, and timing risks between supply shocks and demand collapse.
Topics covered
- energy markets
- oil prices
- LNG supply
- Asian demand
- US economy
- inflation
- recession risks
Keywords
- oil
- equities
- LNG
- demand destruction
- inflation
- recession
- supply shocks
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