Rice University’s Baker Institute for Public Policy
17 episodes
2 weeks ago
Hosted by experts at the Center for Energy Studies at Rice University’s Baker Institute for Public Policy, “The Energy Forum” brings together policymakers, researchers, and industry leaders to explore key topics in energy and sustainability.
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Hosted by experts at the Center for Energy Studies at Rice University’s Baker Institute for Public Policy, “The Energy Forum” brings together policymakers, researchers, and industry leaders to explore key topics in energy and sustainability.
9: The Israel-Iran Conflict and Oil Market Uncertainty
The Energy Forum
23 minutes 48 seconds
5 months ago
9: The Israel-Iran Conflict and Oil Market Uncertainty
Conflict in the Middle East is shaking the global oil market. In this episode of “The Energy Forum,” Abhi Rajendran, a nonresident fellow at the Baker Institute Center for Energy Studies and director of research and advisory at Energy Intelligence, speaks with Skip York, a Center for Energy Studies nonresident fellow and expert in global market dynamics and upstream strategy, about how escalating geopolitical risk has elevated concerns about global oil supply and is driving oil price volatility. Together, they discuss this and more to facilitate a better understanding of a very dynamic market. Topics include: What recent Israel-Iran escalations mean for global oil flows. How markets are pricing risk and uncertainty. OPEC+ policy moves and whether more barrels will materialize. Why U.S. shale supply may have plateaued. The evolving shape of China’s oil demand. What oil prices might look like in late 2025 and into 2026. This conversation was recorded on June 16, 2025. You can follow @BakerInstitute and @CES_Baker_Inst on X, Instagram, LinkedIn, and YouTube. Learn more about our data-driven, nonpartisan policy research and analysis at bakerinstitute.org.
The Energy Forum
Hosted by experts at the Center for Energy Studies at Rice University’s Baker Institute for Public Policy, “The Energy Forum” brings together policymakers, researchers, and industry leaders to explore key topics in energy and sustainability.
