Claim OwnershipGulf Intelligence Podcasts
Subscribed: 5Played: 572
Subscribe
© Gulf Intelligence
Description
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.
556 Episodes
Reverse
Today’s week-ending Daily Energy Markets podcast featured Bora Bariman, Kate Dourian, and Colby Connelly, who assessed the muted market response to new US sanctions on Russian oil. They highlighted spare Gulf capacity, shifting US-Saudi dynamics, Europe’s exposure, and uncertainty over Ukraine peace efforts. Despite potential supply curbs, weak demand signals kept Brent drifting lower as the week closed.
The Nov. 20 Daily Energy Markets podcast featured June Goh, Robin Mills, and Paul Hickin, who unpacked oil’s struggle near $65, Nvidia’s surge, and geopolitical shifts from the Saudi–US meeting. They highlighted China’s stockpiling capacity, resilient Asian economies, unsettled regional geopolitics, uncertain 2026 demand forecasts, and tightening sanctions reshaping Russian crude flows.
Today’s podcast brings together Livia Gallarati of Energy Aspects, David Wech of Vortexa, and Clyde Russell of Thomson Reuters to unpack oil market dynamics amid “peak Trump” debates, escalating sanctions, and China’s stabilizing demand. Brent steadies near $65 as speakers assess whether market fatigue signals “peak Trump.” Livia sees sanctions risks still underpriced. David flags soaring crude-at-sea and a building oversupply despite tight product markets. Clyde warns Trump’s tariff fallout will hit in 2025, while China continues steady buying and absorbs sanctioned barrels. Sanctions alignment and Asian demand remain pivotal.
In today’s podcast, David Elward highlighted the stark split between weak crude prices and a strong diesel rally driven by tightening sanctions. Narendra Taneja discussed India’s careful balancing between Russian oil flows and U.S. trade talks, alongside a solid economic outlook. Mehmet Öğütçü shared China’s cautious approach to sanctioned crude and its push for greater influence in global energy pricing.
The week opened with Sean Evers hosting Omar Najia, Michelle Bockmann, and Omar Al-Ubaydli to assess weak oil prices, shifting geopolitical risks, and Russian supply disruptions. Najia highlighted profit-taking and long-term bullish fundamentals, while Bockmann noted rising oil-on-water and tighter sanctions pressure. Al-Ubaydli discussed U.S.–Saudi dynamics, Iran’s strategy, and regional tensions shaping the energy outlook.
Today’s Friday podcast looks at a market trying to steady itself as fresh policy shifts and changing trade flows shape expectations for the months ahead. Charles Ellinas, CEO of Cyprus Natural Hydrocarbons Co. and Senior Fellow at the Atlantic Council; David Fyfe, Chief Economist at Argus Media; and Ram Narayanan, Senior Energy & Commodities Executive in India, break down the IEA’s revised demand signals, the impact of tighter Russian sanctions, and the ripple effects of U.S. tariff moves. With India easing off Russian barrels and Europe facing renewed energy-security risks, the discussion explores what it will take for Brent to finally break out of its narrow trading range.
Oil steadies near the low 60s as the market digests the IEA’s sharp turn back toward a more oil-heavy future. Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence; Nadia Martin Wiggen, Director at Svelland Capital; and Choeib Boutamine, Energy Advisor and CEO of Ranadrill Energy, break down what the shift signals for supply expectations, investor sentiment, and the path ahead for OPEC+. They look at the pressure on Russian barrels, the risk of a deeper contango, and why crude may struggle to find support if global markets wobble. A clear, grounded read on a market searching for direction.
The energy debate heats up as the IEA shifts course, projecting a longer life for oil in the global mix. Neil Atkinson, Former Head of Oil Markets Division at the International Energy Agency; Vibhuti Garg, Director – South Asia at IEEFA; and Ali Al Riyami, Consultant and Former Director General of Marketing at Oman’s Ministry of Energy & Minerals, unpack what’s behind the agency’s change of tune — and whether U.S. pressure is steering the outlook. The conversation spans OPEC+’s production pause, India’s balancing act between growth and green goals, and how new sanctions could redraw trade flows. With spare capacity tightening and demand holding firm, the panel asks: Is the world entering an era of “energy addition” rather than transition?
Oil markets remain caught between oversupply and policy uncertainty. Maleeha Bengali (MB Commodity Corner), Andrew Laven (E-Cons), and Jamie Ingram (MEES) discuss whether Brent’s $65 range is a pause or a warning, as weak U.S. data, cautious Chinese demand, and OPEC+ restraint shape sentiment. The panel also weighs the Fed’s next move, Trump’s economic playbook, and the outlook for gold and risk assets. Listen in for clear-eyed market commentary as the year winds down.
Today’s Daily Energy Markets podcast features Omar Najia, Derivatives Trader at BB Energy; Rachel Ziemba, Adjunct Fellow at the Center for a New American Security and Senior Advisor at Horizon Engage; and Marc Ostwald, Chief Economist and Global Strategist at ADM Investor Services International. The panel unpacks the tug of war shaping oil prices into year-end, from the potential resolution of the US government shutdown and OPEC+ supply decisions to China’s import appetite and the shifting outlook for global trade tensions. Listen in for a concise, timely, markets-focused take on what matters most for crude in the coming weeks globally.
Today’s podcast features Adi Imsirovic, Director at Surrey Clean Energy; Mukesh Sahdev, CEO of X-Analysts; and Osama Rizvi, Global Market Strategist at Primary Vision. The panel examined oil’s stagnant prices amid weak demand, oversupply, and OPEC+ recalibration. They discussed sanctions on Russia, U.S. shale’s plateau, AI’s growing role in oil production, and geopolitical risks from Venezuela to U.S.-China trade tensions.
In today’s Daily Energy Markets Podcast, Janiv Shah (Rystad Energy) said bearish oil fundamentals persist amid oversupply and weak demand, though refining margins remain firm and geopolitics could lend support. Arne Rasmussen (Global Risk Management) noted 200m barrels of oil at sea indicating overproduction, with $60 a likely price floor. Yuriy Humber (Japan NRG) discussed Japan’s new prime minister, her diplomatic balancing with the U.S., and early economic measures like cutting fuel taxes to ease living costs and sustain market confidence.
Host Dyala Sabbagh was joined by Clay Seigle (CSIS), Matthew Wright (Kpler), and Peter McGuire (Trading.com). Discussion centered on oil demand resilience, and OPEC+ restraint into Q1 2026. Speakers analyzed China’s inventory strategy, U.S. sanctions on Russia and Iran, Australia–China trade tensions, U.S. output trends, and central bank gold buying momentum.
In today's Daily Energy Markets Podcast, Sean Evers spoke with Vandana Hari, Bill Farren-Price, and Sara Vakhshouri. Vandana noted OPEC+’s cautious freeze reflects weak demand and fragile balances. Bill highlighted sanctions uncertainty and Europe’s gas dependence shifting to U.S. LNG. Sara discussed Trump’s energy dominance agenda, sanctions on Russia, and AI-driven U.S. demand, with the Gulf emerging as a stable AI hub.
On today’s podcast from ADIPEC 2025, Omar Najia (BB Energy) predicted oil prices will rise sharply, dismissing bearish EIA forecasts and calling current prices “cheap.” Anoop Singh (Oil Brokerage) highlighted Chinese buying and storage as key price supports, while Yan Chong Yaw (Wood Mackenzie) remained short-term bearish, citing stagnant Chinese demand and limited global spare capacity.
Today’s Month in Review / Outlook Ahead edition of the Daily Energy Markets Podcast featured Christof Rühl, Senior Research Scholar at Columbia University, and Bill Zhao, former Managing Director at CPP Investments. Rühl noted that while the U.S. economy remains resilient, deep structural inequalities pose future risks, and highlighted a “supply conundrum” with surplus oil absorbed into Chinese storage, stabilizing prices near $65. Zhao emphasized China’s pragmatic handling of U.S. trade tensions, its resilient economy, and continued strong oil import demand under its new pro-growth Five-Year Plan.
Today’s DEM podcast featured Brian Pieri (Energy Rogue), Danial Rahmat (Tehran-based energy consultant), and Asif Shuja (GeoPoConsult) analyzing the aftermath of the Trump–Xi “Super Bowl of Summits.” Speakers agreed China holds the upper hand in the ongoing trade war. Discussion covered Iran’s discounted oil exports to China, U.S. shale’s stagnation at $60 WTI, and OPEC+’s delicate supply balancing ahead of Sunday’s meeting.
Today’s DEM Podcast featured Jamal Qureshi (Petro Logistics), Gemma Parker (FGE Nexant), and Xavier Tang (Vortexa). They discussed muted market reaction to the Trump–China summit, resilient oil demand despite trade tensions, and a likely supply surplus offset by Russian sanctions. Panelists highlighted China’s slower crude imports, OPEC+’s potential output rise, and ongoing geopolitical risks shaping oil prices around $65 Brent.
In today’s episode, Ilia Bouchouev, Walter Simpson, and Laury Haytayan discussed how US FED easing, OPEC+ supply growth, and global geopolitics intersect. Haytayan said market reaction remains muted despite Gaza and Ukraine crises; Simpson highlighted constrained spare capacity; and Bouchouev pointed to investor flows and algorithmic trading as key market drivers amid subdued volatility.
Today’s Daily Energy Markets podcast featured Ehsan Ul-Haq, Victor Yang and Bill Spindle. Ul-Haq discussed OPEC+’s cautious stance amid steady oil prices, potential supply gluts, and shifting Russian exports under tighter sanctions. Yang outlined softer Chinese crude imports and stable stimulus, while Spindle examined U.S. election politics, Venezuelan tensions, and Europe’s continued dependence on U.S. LNG for energy security.
Comments
Download from Google Play
Download from App Store
United States