Macro Voices Episode 497, released on September 11th, 2025, features an interview with Dr. Anas Alhajji, Managing Partner at Energy Outlook Advisors, focusing on energy markets. The discussion covers the Group of Eight meeting, oil production cuts, the unwinding of those cuts, and the factors influencing these decisions, including inventory levels and demand growth. Dr. Alhajji also addresses the impact of U.S. policies, such as tariffs on India and sanctions on Russia and Iran, on global energy dynamics, as well as the Power of Siberia 2 pipeline project and the exaggeration of EV adoption rates in China. Patrick Ceresna provides a market analysis and trade idea based on Dr. Alhajji's views, suggesting a strategy involving selling puts on crude oil futures.
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