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Gulf Intelligence Podcasts

Author: Gulf Intelligence

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Gulf Intelligence (GI) is the leading strategic consulting group in the Middle East focused on the international energy & natural resources industry. The Dubai-based firm uses more than 10 years of operational experience in the region to offer trusted, fully compliant, and strategic advice. The GI consultancy provides expert and hands-on assistance to international clients looking for opportunities or seeking solutions in the Arab Gulf, as well as supporting national energy stakeholders expand their global engagement.
385 Episodes
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Brent oil prices averaged $75 in first half of Q1, will it be higher or lower in 2nd half of Q1: HIGHER or LOWER? The Daily Energy Markets Podcast capped the week with an outlook on risks, refining, and Middle East geopolitics. Listen in with Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Alan Gelder, SVP Refining, Chemicals & Oil Markets, Wood Mackenzie; Danial Rahmat, Senior Energy Security Consultant, Iran.
The Daily Energy Markets Podcast posed this question today: Oil markets are overreacting to possibility of Russia-Ukraine ceasefire – Agree or Disagree? We also heard from seasoned journalists Paul Hickin, Chief Economist & Editor-in-Chief, Petroleum Economist; Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and Bill Spindle, Senior Global Correspondent, Cipher News, on their views about India’s energy sector, US markets and energy transition, and shipping and sanctions.
US FED says it's in No Hurry to Lower Rates Further -- is this Bullish, Bearish or No Impact for oil prices in 2025? The discussion on Trump 2.0 impact on energy markets continue in the Daily Energy Markets Podcast with today’s speakers: Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Maleeha Bengali, Founder, MB Commodity Corner; and Janiv Shah, Vice President, Oil Markets; Refinery and Crude Balances Lead, Rystad Energy.
How will Trump's suspension of law banning bribery of foreign officials and other regulatory oversights impact oil markets: Bullish; Bearish; OR No Impact? David Fyfe, Chief Economist, Argus Media; Amena Bakr, Head of Middle East Energy & OPEC+, KPLER; and Osama Rizvi, Energy & Economic Analyst, Primary Vision, weighed in their views in today’s Daily Energy Markets Podcast.
The Daily Energy Markets Podcast kicked off this Monday morning in Dubai with this question: Oil markets are immune to Trump rhetoric: Agree or Disagree? Listen in for market-moving views from seasoned commentators Omar Najia, Head of Trading (Derivatives), BB Energy; Niamh McBurney, Associate Director, Control Risks; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International.
The Daily Energy Markets Podcast capped the week, leaving this question to listeners: OPEC+ will need to keep ALL oil supply cuts in place through to end of year to see Brent crude average above $70 in 2025 – AGREE or DISAGREE? Listen in for more views on OPEC+ and Iran from Robin Mills, CEO, Qamar Energy; US oil production and new energy policy impact from Brian Pieri, Founder, Energy Rogue; and fossil fuel storage outlook and insights from Patrick Kulsen, CEO, Insights-Global.
The Daily Energy Markets Podcast moves through the week with this question: What Brent crude oil is more likely to hit first - $70 or $80? Listen in to get a pulse from participants. The discussion further explored US-Middle East geopolitics, gas, and oil flows outlook with key insights from Dimitri Zabelin, Founder, Pantheon Insights; Anne-Sophie Corbeau, Global Research Scholar, Center on Global Energy Policy; and Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa.
The Daily Energy Markets Podcast theme of the day: Energy Markets are underestimating the geopolitical risk that Trump's radical plans for the Middle East could have on regional oil flows: AGREE or DISAGREE? Listen in further for technical updates on energy prices in Europe and beyond from Clive Lambert, Founder, FuturesTechs; geopolitical risks outlook on the back of recent announcements by US president Trump from Henning Gloystein, Head of Energy, Climate & Resources, Eurasia Group; and outlook for Middle East economies from Daniel Richards, MENA economist, Emirates NBD.
The Daily Energy Markets Podcast continues to unpack US President Trump’s recent imposition of tariffs on Canada and Mexico. Was he bluffing on tariffs or did he win concessions? Listen in to hear views from Peter McGuire, CEO, XM Australia; Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters.
Do you expect Trump's Tariff war to disrupt oil supplies: YES or NO? Market experts and observers weighed in their views on US’ decision to impose 25% tariffs to Canada’s exports in the country. Hear from Omar Najia, Head of Trading (Derivatives), BB Energy; Rosemary Griffin, OPEC+ Lead Reporter, S&P Global Commodity Insights; and Anoop Singh, Global Head of Shipping Research, Oil Brokerage.
Why do the oil markets appear unconcerned about Trump's 25% tariffs due to land on Mexico & Canada Feb. 1st: 1. Because won't include oil; 2. Trade war won't last long; 3. Ample oil supply in the world; OR 4. None of the above? Andrew Laven, Managing Director, E-Cons; James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University; and Gaurav Sharma, UK-based Journalist and Energy Analyst, weighed in their views as the Daily Energy Markets Podcast wraps up this week.
TRUMP will have to choose between Lower FED rates or Higher Tariffs: Agree or Disagree? The Daily Energy Markets Podcast tries to make sense of US President Trump’s ‘wish’ list with leading energy markets analysts Jamal Qureshi, Managing Director, Analysis & Strategy, Petro-Logistics; Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; and Matthew Wright, Senior Freight Analyst, Kpler.
What will have the biggest impact on oil prices in Q1 – Trump 2.0; China's Stimulus; or Geopolitics? The Daily Energy Markets Podcast continues to unpack what is in store for 2025 with views from Libya by Mohamed Eljarh, Co-Founder, Libya Outlook for Research and Consulting; macroeconomics outlook from Bora Bariman, Managing Partner, Hormuz Straits Partnership; and oil producers’ investment direction from Salih Yilmaz, Senior Energy Equity Analyst, Bloomberg Intelligence.
Today’s Inquiry: Is "AI" deployment bullish or bearish for oil markets – bull, bear, or neutral? This and more in today’s Daily Energy Markets Podcast: outlook on EastMed gas from Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; views on Russian sanctions from Kate Dourian, FEI, MEES Contributing Editor &Non-Resident Fellow, The Arab Gulf States Institute in Washington; and comments about OPEC+ from Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman.
After ONE WEEK of Trump 2.0, will his policies be bullish or bearish for oil prices in 2025? The Daily Energy Markets Podcast 2025 kicks off today with outlook from Omar Najia, Head of Trading (Derivatives), BB Energy; Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange; and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies.
Exploring the evolving dynamics of US-LATAM energy trade, experts debate the potential impacts of Trump tariffs on key players like Venezuela and Mexico, and the rising influence of China in the region. Listen in to this panel session which unpacks the strategic shifts, energy opportunities, and geopolitical challenges shaping 2025. #EnergyTrade #USLatAm #GlobalOutlook2025
Experts unpack the global energy demand outlook for 2025, emphasizing key trends such as China's shifting dynamics, US recession risks, India's and Africa's emerging roles, and evolving oil demand trends. The discussion navigates macro uncertainties, policy impacts, and market shifts shaping the future.
This session explores key trends shaping the energy market, including robust non-OPEC supply growth, OPEC+ strategies amid oversupply, and geopolitical shifts like U.S.-Iran dynamics. Panelists also discuss China's evolving energy demand, the rise of U.S. LNG exports, and the potential impacts of energy transitions on Gulf producers.
Listen in to leading experts as they navigate Europe’s evolving energy landscape in the wake of the Ukraine war. With LNG infrastructure expansion, renewable goals, and geopolitical challenges at the forefront, this panel explores Europe’s strides toward energy independence and the balancing act of security, sustainability, and affordability. From U.S. LNG reliance to renewable integration, dive into key insights shaping the continent’s energy future in a dynamic global context.
This CEO Panel explores three key trends shaping oil markets in 2025: geopolitical tensions, including U.S.-China relations and Middle East dynamics, driving market volatility; the ongoing energy transition competing with energy security concerns, particularly in Europe and China; and the shifting balance between OPEC’s cautious supply strategies and the rise of non-OPEC production. Dive into the complexities of a volatile yet evolving energy landscape! #EnergyOutlook2025 #OilMarkets
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