Gulf Intelligence Podcasts

Theme: How Can Accountability Be Preserved as AI Reshapes Digital Finance Infrastructure? In Part B, leading voices from across banking, financial technology, Islamic finance, AI and digital transformation continue exploring how financial institutions can embrace AI-driven innovation while maintaining accountability, transparency and trust. The conversation examines the importance of regulatory co...

With Brent surpassing $111, today's Daily Energy Markets Podcast examined mounting geopolitical and market risks. Kate Dourian warned of Saudi supply vulnerabilities and shifting Asian buyers. Arne Lohmann-Rasmussen highlighted Europe's energy insecurity and persistent tanker shortages. Mike McGlone cautioned that US midterm elections, tightening monetary policy and weakening equities coul...

Theme: How Can Accountability Be Preserved as AI Reshapes Digital Finance Infrastructure? In Part A, leading voices from across banking, financial technology, Islamic finance, AI and digital transformation explore how accountability, transparency and governance can be maintained as artificial intelligence transforms financial infrastructure. The conversation examines the opportunities and challeng...

Today's Daily Energy Markets Podcast examined oil’s uncertain direction as Brent struggles to break above $110. Clyde Russell highlighted China’s structurally declining crude demand and refining choices. Adi Imsirovic warned of prolonged geopolitical risks and Europe’s energy vulnerabilities, while Toby Copson emphasized sustained market tightness, cautious trading positions, and uncertainty s...

Today's Daily Energy Markets Podcast featured a spirited debate on oil prices and supply disruptions. Maleeha Bengali warned that weakening Chinese demand and financial pressures could limit price gains. Jorge Montepeque challenged supply recovery narratives, forecasting persistent diesel shortages, while Mehmet Öğütçü highlighted escalating geopolitical risks, Iraq's recovering exports an...

Today's Daily Energy Markets Podcast saw Omar Najia warn of an oil price surge toward record highs amid escalating regional conflict, while Jamie Ingram highlighted the disconnect between futures and physical markets, alongside prolonged supply disruptions into 2027. Tim Mulders emphasized growing demand for reliable storage access, flexibility and strategic energy infrastructure investment.

𝗔𝗜 𝗔𝗿𝗮𝗯𝗶𝗮 𝗖𝗲𝗻𝘁𝗲𝗿 𝗼𝗳 𝗘𝘅𝗰𝗲𝗹𝗹𝗲𝗻𝗰𝗲 | 𝗥𝗼𝘂𝗻𝗱𝘁𝗮𝗯𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 – 𝗣𝗮𝗿𝘁 𝗕 Theme: How Can Enterprises Scale AI Pilots into Measurable Business Value? In Part B, leading voices from across technology, energy, telecommunications, finance and digital innovation examine the challenges of scaling AI adoption, emphasizing cybersecurity, governance, workforce readiness and human oversight. The discussion explores the...

Today's Daily Energy Markets Podcast examined escalating geopolitical risks and mounting winter energy pressures. Osama Rizvi warned Saudi Arabia must de-escalate to protect oil exports. Pamela Munger highlighted resilient Hormuz crude flows and recovering diesel shipments. Anne-Sophie Corbeau cautioned that Europe's low gas storage, intensifying Asian LNG competition and potential US expo...

Theme: How Can Enterprises Scale AI Pilots into Measurable Business Value? In Part A, leading voices from across technology, energy, telecommunications, finance and digital innovation explore how enterprises can move beyond AI experimentation to deliver measurable business value. The discussion examines operational efficiency, return on investment, workforce upskilling, cybersecurity and AI govern...

Oil prices remain rangebound despite escalating geopolitical risks. Victor Yang anticipates stable Chinese crude imports and limited inventory drawdowns in Q4. Alan Gelder warns diesel markets will remain tight despite strategic stock releases, while Peter McGuire highlights persistent inflation, potential Fed tightening and growing equity market vulnerabilities amid mounting geopolitical uncertai...

Today's Daily Energy Markets Podcast examines whether energy markets are adapting to prolonged geopolitical disruption or approaching a deeper crisis. Omar Al Ubaydli challenges assumptions of permanent disruption, highlighting technological solutions; June Goh examines China's strategic oil procurement and resilience; while Paul Hickin warns that worsening diesel shortages and shifting tr...

How is the East-of-Suez energy sector navigating midstream logistics challenges amid geopolitical disruptions? EMF 2026's Industry Leadership Panel explored the shift from “Just in Time” to “Just in Case,” highlighting supply chain resilience, strategic redundancy, infrastructure investment and opportunities for regional cooperation.

Today's Daily Energy Markets Podcast examines the widening disconnect between Brent crude prices and physical market realities. Nadia Martin Wiggen highlights soaring freight costs and resilient product demand; Andy Laven explains why Brent no longer reflects delivered oil costs; while Marc Ostwald warns that sticky inflation, geopolitical uncertainty and weakening US consumer spending threate...

Today’s Daily Energy Markets Podcast featured a spirited debate on escalating geopolitical risks and oil market volatility. Omar Najia forecast Brent reaching $120, citing supply disruptions; Laury Haytayan linked Saudi attacks to Iran’s economic pressures and US elections; while Neil Atkinson questioned Russian diesel deals and strategic stock releases as meaningful supply solutions.

How are governments redefining energy resilience after Hormuz? EMF 2026's National Policy Panel explored infrastructure security, regional cooperation, strategic redundancy and evolving global supply chains.

Oil markets face mounting structural pressure as Danial Rahmat says Iran’s Hormuz strategy is increasingly hurting Tehran itself. Zoe Upson highlights extraordinary tanker costs, with freight now driving Gulf trade economics. David Elward warns tightening diesel supplies and record-low European gas storage are setting up an increasingly difficult winter for global energy markets.

AI Arabia Center of Excellence | Post-Roundtable Podcast – Part BTheme: Which of the Top 5 Takeaways – Consensus Priorities Identified During the AI Arabia Center of Excellence Roundtable at LEAP 2026 Should Saudi Arabia Act on First? The discussion explores which priorities Saudi Arabia should act on first as the Kingdom accelerates its AI ambitions — examining the practical steps needed to trans...

Today’s Daily Energy Markets Podcast examined a market undergoing strategic recalibration. Sara Akbar highlighted recovering Hormuz crude flows and Gulf infrastructure resilience; Narendra Taneja flagged India’s punishing $120–129 landed crude costs; Charles Ellinas warned Europe’s diesel crunch could persist; while Walter Simpson emphasized renewed investment in regional refining, onshoring and a...

AI Arabia Center of Excellence | Post-Roundtable Podcast – Part A Theme: Which of the Top 5 Takeaways – Consensus Priorities Identified During the AI Arabia Center of Excellence Roundtable at LEAP 2026 Should Saudi Arabia Act on First? In Part A of this special Post-Roundtable Podcast, leading voices from across technology, finance, sustainability, innovation and digital transformation come togeth...

Today’s Daily Energy Markets Podcast examines China’s weakening oil demand, tight global LNG supplies, and the rising cost of moving Middle East energy through the Hormuz crisis. Michal Meidan sees China at peak oil demand, with crude buying remaining price-sensitive. Marc Howson expects tight LNG markets through 2027 before new supply eases prices. Carol Nakhle highlights rising Gulf security cos...

Today’s Daily Energy Markets Podcast looks beyond the US midterms to winter’s emerging risks. David Fyfe flags a potential diesel crunch and January-February energy-price breaking point. Kate Dourian sees Gulf export workarounds delaying economic reforms. Mukesh Sahdev highlights China’s crude-conservation strategy and post-election Russia risk, while Sean Evers connects Hormuz disruption, inflati...

Brent opened the week above $107 as winter supply risks and diplomatic deadlock clouded the outlook. Omar Najia sees depleted inventories and geopolitical disruption lifting WTI toward $120. Jolyon Welch says last week’s UN talks offered no clear path to reopen Hormuz. Janiv Shah warns a US diesel export ban would strain Europe and reduce American refinery runs.

Capping the week, moderator Sean Evers asked a question that remains unanswered: how long before dwindling oil inventories trigger a systemic squeeze? Rachel Ziemba saw little substance in US–China talks and no clear path to an Iran deal. Henning Gloystein flagged winter distillate shortages despite China’s substantial crude stocks. James McCallum warned that instability continues to deter long-te...

Oil’s rebound above $103 comes amid persistent supply and shipping strains. Matthew Wright said Gulf tanker rates remain exceptionally high, while prolonged Hormuz disruption threatens European LNG supplies. James Lear said Oman crude commands a premium as traders hedge lasting uncertainty. Yan Chong Yaw expects China’s subdued crude imports to persist through year-end.

Brent’s six-day slide masks supply strains and mounting winter risks. Jamie Ingram sees a higher oil-price floor amid unresolved Gulf tensions and warns a US diesel export ban could hurt Europe. Kona Haque calls the selloff a correction but flags dwindling buffers. Victor Yang expects Chinese crude imports below nine million barrels daily in Q4.