Gulf Intelligence Podcasts

The Daily Energy Markets podcast discussed U.S.–Gulf security tensions after Israeli attacks on Qatar, with Rachel Ziemba stressing Gulf states’ search for diverse partnerships. Paul Hickin noted conflicting IEA/OPEC forecasts and China’s stockpiling role in stabilizing prices. Arne Rasmussen warned of weakening global demand, fragile U.S. growth, and OPEC+ struggling to sustain cohesion amid market shifts.

On the September 11 Daily Energy Markets podcast, Clyde Russell (Reuters), Jamal Qureshi (Petrologistics), and Meliha Bengali (MB Commodity Corner) discussed Middle East geopolitics after Israel’s strike on Qatar, China’s oil storage strategy, U.S. recession risks, Fed policy, and OPEC+ supply dynamics. They also examined India’s defiance on Russian oil, shifting trade alliances, and gold’s rally.

The Daily Energy Markets podcast, hosted by Sean Evers from APPEC Singapore, featured Jamie Ingram (MEES), Mukesh Sahdev (Rystad Energy), and Mike McGlone (Bloomberg Intelligence). Discussion centered on Israel’s strike on Qatar, its geopolitical fallout, muted oil market reaction, OPEC+ supply increases, China’s stockpiling, and U.S. economic weakness, with insights on energy security, crude prices, and global demand outlook.

Podcast Caption: The Daily Energy Markets Podcast (Sept. 9) featured Ole Hansen (Saxo Bank), Osama Rizvi (Primary Vision), and Omar Al-Ubaydli (Bahrain Center for Strategic Studies). Hansen noted China’s stockpiling as key to oil stability despite OPEC supply hikes. Ubaydli highlighted geopolitics shaping OPEC strategy, while Rizvi discussed U.S.–Pakistan tariff dynamics. Speakers also assessed U.S. rate cuts, dollar weakness, and Gulf strategies amid volatile oil markets.

The Daily Energy Markets podcast kicks off this morning with a view of the outlook from APPEC in Singapore, with Sean Evers hosting speakers Omar Najia (BB Energy), Michelle Wiese Bockmann (Windward), and Choeib Boutamine (Ranadrill Energy). They debate Platts’ forecast of a $10 Brent drop, with Omar stressing US fiscal dominance, Michelle warning of tanker risks and sanctions, and Choeib analyzing OPEC+ supply, market share battles, and fragile producer finances.

In this Month in Review edition of the Daily Energy Markets podcast, Sean Evers speaks with Christof Rühl (Columbia University) and Mark Finley (Baker Institute, Rice University). Discussion highlights include oil’s September sell-off, OPEC+ supply increases, U.S. rate cut expectations, Chinese demand, and the geopolitical implications of U.S., Russian, and Saudi policies.

In this end-of-week Daily Energy Markets Podcast, panelists Daniel Rahmat, Anoop Singh, and Dr. Andrei Belyi analyze OPEC+ deliberations, Iran’s oil export challenges, dark fleet dynamics, and Europe’s weakening economic outlook. Discussion spans U.S. jobs data, Fed rate-cut expectations, and implications for demand. With Brent trading softer, markets weigh supply risks against slowing growth.

The Daily Energy Markets podcast’s 4th episode of the week was joined by energy analysts from all corners of the world with Robin Mills from Dubai, Mark Oswald in London, and Yuri Humber based in Tokyo. The panel discussed OPEC+ supply decisions, Asian economic resilience, Japan’s shifting security and trade challenges, U.S.-India tensions, and LNG dynamics. Geopolitical developments and U.S. Fed policy shifts also featured prominently in shaping oil and energy markets.

In today's Daily Energy Markets Podcast, Dyala Sabbagh hosts Niamh McBurney, Andy Laven, and Victor Yang. They discuss Xi’s military parade, Russia-China-India energy ties, sanctions impacts, oversupply risks, China’s weakening trade with the U.S., Gulf tensions, OPEC+ strategy, Libya’s gradual recovery, Iran’s disguised crude flows, and China’s fragile property sector amid a 5% GDP target.

In today’s Daily Energy Markets Podcast, Peter McGuire highlighted soaring gold and silver alongside weak, range-bound oil with potential Q4 oversupply. Adi Imsirovic stressed oil’s structural weakness despite refinery turnarounds, citing geopolitical uncertainties. Narendra Taneja defended India’s Russian crude imports against Trump’s tariff threats, framing decisions as economic sovereignty. Discussion also covered China’s stimulus-led stock rally, Fed rate cuts, and OPEC’s strategic balancing.

The Daily Energy Markets podcast returns with Vandana Hari, Neil Atkinson, and Omar Najia analyzing oil’s Q4 outlook. They debate oversupply risks, resilient demand from China and India, Fed-driven macro liquidity, and fading geopolitical risk—offering sharp insights on crude prices, global energy trends, and shifting market sentiment.

As the Daily Energy Markets Podcast wraps up its 2024-2025 season, experts dissect whether Brent crude can hold above $70 or retreat into the 60s amid tightening supply and tariff headwinds. Paul Horsnell of Standard Chartered unpacks OPEC’s outlook and spare capacity myths, while Rachel Ziemba warns of tariff-driven macro risks and shifting Chinese demand. James Lear adds traders’ technical insights on price floors and beachside stop-loss strategies. It’s a vital pulse check before the market drifts into a volatile summer lull.

On today’s Daily Energy Markets podcast, host Sean Evers welcomes Peter McGuire, Carol Nakhle, and Omar Al-Ubaydli to debate whether Brent crude’s $70 mark is now a price floor or ceiling amid fresh Trump tariff chaos. From OPEC’s balancing act and China’s resilience to the impact of geopolitical flashpoints from Gaza to Bab al-Mandab, the panel unpacks the market’s muted shock and the US dollar’s decline. Tune in for sharp insights on what could shake oil prices next. Does Trump Tariff chaos make $70 a floor or ceiling for oil market? Have your say here: https://x.com/gulf_intel/status/1943198013804945792 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7348963776601161728

Brent crude tests $70 as experts unpack what’s driving oil prices — from macro speculation and a weaker dollar to China’s mixed demand signals and ongoing geopolitical risks. In today’s Daily Energy Markets Podcast, Maleeha Bengali, Clyde Russell, and Laury Haytayan explore Fed policy, tariffs, and Europe’s defense spending amid global uncertainty. Last month, Israel’s war on Iran drove Brent crude to $70+ -- what is the biggest driver in July? Have your say here: https://x.com/gulf_intel/status/1942838948671443103 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7348604657155411972

This Daily Energy Markets episode explores the oil market’s struggle as Brent crude hovers around $70, caught in a geopolitical ping pong. With fresh tariffs, trade tensions, and OPEC+ moves, the panel debates whether this “tariff movie” is any different this time. Hear Bloomberg’s Mike McGlone, India’s Narendra Taneja, and China analyst Victor Yang unpack the shifting energy outlook, from deflationary forces to strategic alliances reshaping global supply, demand, and market psychology. Have your say here: https://x.com/gulf_intel/status/1942471106264174664 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7348236401190023168

Oil markets shrug off OPEC+’s surprise “supply plus” plan as prices hold steady. Analysts say financial flows and global liquidity now outweigh old supply-demand thinking. Saudi Arabia’s higher Asia oil prices signal confidence in demand, but real questions remain about spare capacity, refinery cycles, and geopolitical risks ahead. Tune in for a deeper dive as the Daily Energy Markets address the results of recent OPEC+ decision, with Omar Najia, Derivatives Trader, BB Energy; Amena Bakr, Head of Middle East Energy & OPEC-plus Research, KPLER; and Mukesh Sahdev, Global Head, Commodities Markets-Oil, Rystad Energy. Have your say here: https://x.com/gulf_intel/status/1942117884773167160 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7347883407445520384

How will OPEC+ supply hikes, China’s stimulus shifts, and Trump’s economic surprises shape oil markets? Mainstay Month in Review & Outlook Ahead speaker Christoph Rühl, Senior Research Scholar at Center on Global Energy Policy in Columbia University was joined by Yang Liang Miao, Chief Strategist at China International Capital Corp, on Sunday to unpack the latest OPEC+ decision, China’s resilient demand outlook, and the impact of tariffs and trade tensions. Insightful views on peaking oil demand, inventory strategies, and global macroeconomic shifts round out this essential energy markets conversation.

The Daily Energy Markets podcast tackled the ripple effects of a sweeping new US spending bill adding $3 trillion to debt while slashing taxes and gutting key social and climate programs — a clear political win for Trump but raising concerns over debt and dollar pressure. Guests debated how a weaker dollar could support oil prices, the impact of OPEC+ unwinding supply cuts amid tight compliance, and the market’s focus on upcoming US tariffs. Uncertainty remains a key theme, with refinery cracks widening and Europe bracing for further trade friction as oil markets watch volatile supply-demand balances. Tune in for more insights from Patrick Kulsen, CEO of Insights Global; Rosemary Griffin, OPEC+ Lead Reporter at S&P Global Commodity Insights; and Raad Alkadiri, Managing Partner of 3TEN32 Associates.

Amid volatile oil prices, energy and commodities experts Choeib Boutamine, Nadia Martin Wiggen, and Ahmed Mehdi unpacked the ripple effects of Trump’s vast budget bill, OPEC+ supply decisions, and global trade negotiations on energy markets. With inventories high in China and US stockpiles surprising to the upside, the panel weighed whether OPEC+ can sustain production unwinds without risking a price drop below $60. Tune in to learn more about how a weakening dollar and fragile trade deals could impact revenues for oil producers, while refining capacity closures and resilient demand in China may lend support, in today’s the Daily Energy Markets podcast.

Is traditional oil market supply-demand research still fit for purpose? As OPEC+ pushes ahead with its plans to unwind historic supply cuts, what does this mean for the future trajectory of oil markets? The Daily Energy Markets Podcast unpacks these questions from multiple angles, featuring insights from Ali Al Riyami, Consultant and Former Director General of Marketing at Oman’s Ministry of Energy & Minerals; Neil Atkinson, Former Head of the Oil Markets Division at the International Energy Agency; and Jamie Ingram, Managing Editor at the Middle East Economic Survey. Tune in now to hear where these experts believe the market is headed — and why old forecasting models might be overdue for a rethink. Share your perspective and join the debate: https://x.com/gulf_intel/status/1940305602485666119 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7346071398961901568