Analysts from J.P. Morgan Global Research take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.
Episodes
Friday Feb 20, 2026
Friday Feb 20, 2026
Last week we visited the International Energy Week in London and found the market to be rather optimistic, making a bullish case for oil. Respectfully, we disagree. We reiterate our views on resilient Russian supply, discuss the limited Iran risk and point to the accumulation of inventories across the globe.
Speaker:
Natasha Kaneva, Head of Global Commodities Research
This podcast was recorded on February 19, 2026.
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