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Cover for Karim Fawaz on the Evaporating Geopolitical Risk Premium we see in Oil Market

Karim Fawaz on the Evaporating Geopolitical Risk Premium we see in Oil Market

July 02, 2025
  • Oil & Gas
  • Karim Fawaz
Oil Ground Up
By Oil Ground Up
Oil Ground Up

Rory Johnston speaks with Karim Fawaz, Director of Oil Markets and Refining at S&P Global Commodity Insights. They discuss the evolving dynamics of the oil market, particularly the geopolitical risk premium, spare capacity, and the changing demand landscape influenced by the US and China. Karim shares insights from his extensive experience in the oil market, highlighting how perceptions of risk have shifted over time and the implications of lower oil prices on supply risks and market behavior.

Oil Ground Up
Oil Ground Up
Host Tony Greer navigates listeners through the financial market dynamics of the world's oil and gas sector. Get the latest fundamentals behind the price action and hear from industry experts from the field and from the corporate offices of the world's leading energy producers.
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