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Gulf Intelligence is a Dubai-based Energy Markets Publisher that offers Think Tank Consultancy services to partners engaged across the full value-chain of the Middle East Energy Sector. GI leverages its unparalleled last mile of connectivity in the Gulf region to facilitate critical knowledge exchange and intimate networking between National and International stakeholders tasked with leading the commercial development and advancement of the East of Suez physical energy markets.
608 Episodes
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Today’s Daily Energy Markets podcast featured Charles Ellinas, Ehsan Ulhaq, and Ram Narayanan discussing diverging oil demand forecasts, OPEC+ strategy, and geopolitical uncertainty. Ram highlighted flat Chinese demand and strong Indian growth, Ehsan focused on sanctions, Russia-Ukraine dynamics, and US policy risks, while Charles examined East Med gas investment, Libya’s revival, and Europe’s shifting energy transition priorities.
Brent nears $70 as US–Iran tensions sustain a geopolitical risk premium, Colby Connelly said, with OPEC+ guided by fundamentals. Michelle Wiese Bockmann highlighted surging tanker rates, dark fleet disruption and weak LNG shipping. Andrei Covatariu warned low EU gas storage, sanctions pressure on Russia and a nuclear revival are reshaping energy security dynamics.
Today’s Daily Energy Markets podcast featured Omar Al-Ubaydli, Choeib Boutamine, and Aldo Flores-Quiroga examining rising geopolitical tensions surrounding Iran, Venezuela, and U.S. tariffs, and their impact on oil markets. Omar highlighted fragile regional dynamics and OPEC cohesion, Choeib emphasized risk premiums and a bullish post-Q1 outlook, while Aldo assessed Latin America’s supply growth and Venezuela’s long-term production recovery trajectory.
In today's Daily Energy Markets Podcast, Mehmet Öğütçü argued geopolitics is largely priced in, with Iran, sanctions and Russia reshaping flows more than lifting prices. Rachel Ziemba said markets await real outages, seeing ample supply despite targeted Iran risks and China dynamics. Marc Ostwald stressed stronger-than-expected demand offsets oversupply, keeping oil capped but biased higher as inventories adjust and geopolitics simmer.
Oil markets look mispriced as bullish macro forces, persistent geopolitical risk and tightening physical fundamentals collide. Omar Najia sees crude undervalued and trending higher, Raad Alkadiri cautions Middle East risks won’t fade, while Jamie Ingram points to resilient demand, constrained spare capacity and overstated oversupply narratives.
Closing the week, markets weighed Iran risk against fundamentals. Robin Mills saw negotiations and sanctions pressure likelier than war, with Gulf states keen to stay neutral. Caroline Bain argued oil’s muted response reflects ample supply, resilient demand and investor rotation into real assets. Clay Seigle stressed Trump’s energy leverage, price sensitivity, and odds of escalation.
Oil remains rangebound as geopolitics clash with fundamentals. Gemma Parker highlights structural signals and Iran risk linking headlines to supply. Mike McGlone argues Western Hemisphere oversupply and macro deflation point to a bear market and lower prices. Nadia Martin Wiggen counters that geopolitical disruptions, strong refining demand, China stockpiling, and OPEC constraints underpin upside risks.
Geopolitical noise failed to lift oil meaningfully as fundamentals dominated. Adi Imsirovic highlighted short-term supply tightness masking surplus barrels absorbed by China. Osama Rizvi weighed U.S.–Iran escalation risks against domestic U.S. politics and regional diplomacy. James McCallum stressed muted shale growth and Venezuela as the real upside for oil services.
In today's Daily Energy Markets Podcast, Sean Evers led discussions on softer oil prices amid the India–US trade deal. Narendra Taneja argued India won’t abandon Russian crude, flagged agricultural sensitivities, and warned against Iran escalation. Brian Pieri highlighted weak US fuel demand and Venezuela’s infrastructure limits. Maleeha Bengali explained dollar stabilization, metals volatility, and why oversupply caps oil prices globally today.
Markets opened February under pressure, with Brent sliding toward $65 as geopolitics failed to bite. Omar Najia remained structurally bullish, dismissing Fed hawkishness and expecting higher oil on easing and geopolitics. Laury Haytayan highlighted calibrated regional strategies over chaotic regime change. Victor Yang stressed weak Chinese margins, muted stockpiling, and cautious demand amid economic transition.
This end-of-week episode caps January with insights from Jamal Qureshi, Mukesh Sahdev and Arne Lohmann Rasmussen. The panel debated whether $70 Brent prices in US-Iran risks, the likelihood of Hormuz disruption, military deterrence and China’s role, with contrasting views on tail risks, dollar debasement and why oil’s rally may stay volatile but capped.
From today's Daily Energy Markets Podcast, there is a prevailing view that January’s oil rally is driven less by Chinese demand than by geopolitics, with rising US-Iran tensions restoring risk premiums. Clyde Russell argues China’s stockpiling is price-sensitive and set to slow. David Fyfe sees a tighter-than-expected market from outages and storage. Alan Gelder stresses supply disruptions, cautioning the price spike is likely temporary this year.
Brent surged above $68 as Sean Evers hosted today's Daily Energy Markets Podcast with Ahmed Mehdi, Asif Shuja and James Lear. Mehdi argued fading glut fears, short-covering and Chinese stockpiling are supporting prices. Shuja warned Iran tensions may reach a decisive phase. Lear said traders see oversupply and spreads, with geopolitics only partially priced in, despite January gains and heightened risk.
Geopolitical tensions around Iran dominate today's discussion, with Yesar Al-Maleki warning military action remains highly uncertain and risky. June Goh says oil markets remain largely indifferent, supported by ample buffers and resilient Asian demand, especially from China’s petrochemical sector. Daniel Richards highlights Gulf economic resilience, diversification, and borrowing capacity insulating growth despite lower oil prices.
Monday’s Daily Energy Markets podcast featured Omar Najia, Niamh McBurney, and Walter Simpson discussing oil’s fragile $60 support, Iran escalation risks, and geopolitical premiums. Najia warned markets are complacent, McBurney downplayed near-term disruption, while Simpson highlighted oversupply, OPEC constraints, and persistent uncertainty shaping energy investment and prices.
Peter McGuire flagged a historic surge in gold and silver as investors flee uncertainty, while oil stays range-bound. David Elward highlighted early-year oil bullishness from Black Sea disruptions and extreme cold driving gas and product volatility. Homayoun Falakshahi stressed tighter-than-expected fundamentals, Venezuelan supply shifts, and Iran risk keeping Brent supported near mid-$60s through early 2026...and that's a wrap for this week's Daily Energy Markets Podcast!
The Daily Energy Markets podcast features Janiv Shah, Bill Spindle and Giacomo Prandelli discussing shifting oil fundamentals as markets refocus on balances over geopolitics. They examine Asia-led demand growth beyond China, tariff uncertainty, Russian and Iranian supply risks, OPEC+ strategy, US LNG dominance in Europe, Japan’s nuclear restarts, and rising energy demand from data centres shaping the outlook for 2025–26.
The Daily Energy Markets podcast features Colby Connolly, Rustin Edwards and Bora Bariman debating Mark Carney’s Davos warning of a rupturing rules-based order. They assess geopolitical risk from Greenland, Iran and Venezuela, oil’s tight fundamentals versus a looming surplus, China’s stockpiling, strong tanker rates, and whether volatility proves bullish or muted for crude into 2026.
Today’s Daily Energy Markets discussion examined Trump’s Greenland push, NATO and Russia implications, and Iran’s internal pressures. Henning Gloystein unpacked geopolitics and Arctic security. Andrew Laven argued oil markets remain rangebound absent supply shocks. Ali Al Riyami assessed OPEC cohesion, crude prices, sanctions, and China-driven demand shaping 2026 as the year opens with elevated uncertainty.
Podcast caption -- The Daily Energy Markets podcast returns in 2026, revisiting geopolitics and oil fundamentals with Sean Evers as host, joined by commentators Omar Najia, Pamela Munger and Omar Al-Ubaydli. The panel debates Trump-era shocks, Iran risks, Russia’s stranded barrels, tanker markets, China’s stockpiling, and why ample supply keeps oil prices resilient despite escalating global tensions.
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