Gulf Intelligence Podcasts

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 direct...

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...

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 i...

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...

AI is redefining global energy trading—reshaping strategies, driving efficiency, and unlocking immense value. In this transformative session, experts explored AI’s game-changing role, from leveraging generative models to managing data as the new oil. As industries navigate innovation, regulation, and ethical challenges, the future of energy trading promises smarter, faster decisions powered by AI....

With non-OPEC supply surging, demand uncertainty, and geopolitical pressures, can OPEC+ maintain its pivotal role? Experts Amena Bakr, Dr. Yousef AlShammari, and Choeib Boutamine provided insights on cohesion, production strategies, and global market dynamics. As Saudi Arabia and Russia navigate shifting alliances and economic pressures, the path ahead remains complex yet crucial for global energy...

Speakers explored the Gulf's dual focus on energy security and transition, highlighting ambitious projects like Kuwait’s $30B infrastructure plan and SNOC’s decarbonization efforts. The discussion underscored the region's strategic role in stabilizing global energy markets, balancing oil capacity growth with renewable initiatives. Despite challenges, Gulf nations remain committed to long-term ener...

This session brings together industry experts from South Asia, featuring energy analysts Vibhuti Garg, Osama Rizvi, and Ram Narayanan. They explored how the subcontinent balances rapid economic growth, rising energy needs, and environmental challenges. Key insights highlighted renewables, fossil fuels, and geopolitical factors shaping the region's energy future. #EnergyTransition #SouthAsia #Globa...

Experts explored how Asia’s evolving energy landscape impacts global oil markets. Key insights included China’s shift to a “new normal” with tempered oil demand growth, India’s steady rise, and the strategic dominance of refined products across the region. With Brent crude hovering near $75, Asia’s influence remains pivotal amid a complex energy transition. #EnergyOutlook2025 #GlobalOilMarkets

Experts unpacked US energy dominance, its impact on China and India, and evolving trade systems. Key themes: Gulf region tensions, renewable energy security, and systemic trade rewiring. Insights from Rachel Ziemba, Dr. Raad Alkadiri, and Bill Spindle revealed the geopolitical complexities of a transforming energy landscape. A pivotal discussion for the global market’s future! #EnergyGeopolitics #...

An expert panel discussion at Global Energy Outlook Forum 2025 delves into 2025 shipping industry challenges, sanctions impacts, and geopolitical risks. Michelle Bockmann of Lloyd’s List Intelligence, David Wech of Vortexa, and Richard Bronze of Energy Aspects explore global trade dynamics, volatile markets, and the gray fleet. Moderated by Andy Critchlow of S&P Global Commodity Insights, the...

This panel examines Middle Eastern perspectives on 2025 oil markets, focusing on price trends, US policies under Trump, Iran’s supply role, and China’s shifting energy demand. Geopolitical risks, shipping disruptions, and stabilization of oil prices between $70–$80 are key themes, reflecting cautious optimism for the year ahead.

This panel on Middle East geopolitics explores 2025 energy dynamics, focusing on Trump’s policy shifts, Israel’s influence, and Syria’s reconstruction. Key insights include Gulf investment strategies, Turkey’s growing regional role, and China’s mediation impact. Experts highlight the challenges in balancing energy security, infrastructure, and geopolitical stability while navigating partnerships a...

This panel discusses how Southeast Asia's growing economies will drive LNG demand, while Japan’s imports stabilize amid energy policy shifts. Tight supply and high prices, bolstered by colder winters and limited new projects, remain critical. Asia’s price sensitivity and diverse energy landscapes challenge affordability, with LNG pivotal in transition plans.

This panel explores key trends shaping the US energy industry, focusing on the impacts of a Trump 2.0 presidency. Expert panelists analyze oil and LNG production, market dynamics, sustainability, and geopolitical influences. Discussions highlight the role of supermajors, infrastructure bottlenecks, and the balance between profitability and production growth.

This panel focuses on China Macro Outlook & Oil Demand Growth in 2025. What to expect: A 5% growth rate for China this year is plausible; Economic growth in China is increasingly driven by new energy and technology industries; and Chinese refineries are evolving to focus on chemicals rather than gasoline or diesel.

Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; Rosemary Griffin, OPEC+ Lead Reporter, S&P Global Commodity Insights; and Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies weighed in their views on the recent geopolitical development in the Middle East. The Daily Energy Markets Podcast also asked the participants today: Canada said yesterday...

The Daily Energy Markets Podcast continues this week with our top speakers from Europe: Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Dr. Carole Nakhle, CEO, Crystol Energy; and Gaurav Sharma, Journalist and Energy Analyst. What will have greatest impact on direction of oil markets in Q1: OPEC+ Supply Cuts; China Stimulus; Trump Arrival; OR Geopolitics? Share you...

The Daily Energy Markets Podcast went deeper into analyzing OPEC+’s recent decision – are they still in the driver’s seat in the current market? Listen in to hear expert views from Mukesh Sahdev, Global Head - Commodities Markets Oil, Rystad Energy; Peter McGuire, CEO, XM Australia; and Jamie Ingram, Senior Editor, Middle East Economic Survey. The panel also dig into China’s new stimulus campaign....

The collapse of the Assad regime in Syria will make a regional war between Israel and Iran: Less Likely; More Likely; OR No Impact? Omar Najia, Global Head, Derivatives, BB Energy; Viktor Katona, Head of Oil Analysis, KPLER; Bora Bariman, Managing Partner, Hormuz Straits Partnership, weighed in their views in today’s Daily Energy Markets Podcast. Share your views here: https://x.com/gulf_intel/sta...