Gulf Intelligence Podcasts

AI Arabia Center of Excellence Dialogues | Roundtable Podcast 5 "Part B" In Part B of The AI Arabia Dialogues Podcast Series, leading experts from technology, banking, sustainability, cybersecurity, and digital transformation continue the conversation on how nations and enterprises can leverage AI infrastructure, data economies, and digital ecosystems to strengthen competitiveness in the...

Is China emerging as the key power broker in the Middle East conflict? Today’s Daily Energy Markets Podcast explored Beijing’s growing diplomatic leverage, fragile Gulf ceasefire efforts, and why oil traders remain surprisingly calm with Brent above $110. Andrei Covatariu said China is positioning itself as a global mediator, James Lear highlighted a “fair value” oil market despite volatility, whi...

AI Arabia Center of Excellence Dialogues | Roundtable Podcast 5 "Part A" 𝙃𝙤𝙬 𝘾𝙖𝙣 𝙩𝙝𝙚 𝘿𝙖𝙩𝙖 𝙀𝙘𝙤𝙣𝙤𝙢𝙮 𝙖𝙣𝙙 𝘿𝙞𝙜𝙞𝙩𝙖𝙡 𝙄𝙣𝙛𝙧𝙖𝙨𝙩𝙧𝙪𝙘𝙩𝙪𝙧𝙚 𝘿𝙧𝙞𝙫𝙚 𝙂𝙡𝙤𝙗𝙖𝙡 𝘾𝙤𝙢𝙥𝙚𝙩𝙞𝙩𝙞𝙫𝙚𝙣𝙚𝙨𝙨 𝙞𝙣 𝙩𝙝𝙚 𝘼𝙄 𝙀𝙧𝙖? In this episode of The AI Arabia Dialogues Podcast Series, leading voices from technology, banking, sustainability, cybersecurity, consulting, and digital transformation explore how nations and enterprises can leverage da...

Today’s Daily Energy Markets Podcast explored an oil market trapped between diplomacy and disruption, as fears over the Strait of Hormuz, inflation and tightening global supplies kept traders on edge. China strategist Liao Na said the Trump-Xi summit was “damage control” rather than détente, while Gulf analyst Yesar Al-Maleki warned the region cannot afford renewed conflict with Iran. Algeria’s Ch...

As Brent climbed above $111 and fears over Hormuz disruption intensified, today’s Daily Energy Markets Podcast questioned why oil still isn’t pricing a full-scale supply shock. Omar Najia argued weakening demand, rising inflation and bloated storage point to lower prices ahead. Laury Haytayan warned Middle East “ceasefires” are largely symbolic. Mukesh Sahdev highlighted looming US gasoline shorta...

Today’s Daily Energy Markets Podcast examined the growing disconnect between record-breaking equity markets and mounting energy market risks linked to the Strait of Hormuz crisis. Toby Copson warned volatility is becoming entrenched as traders brace for prolonged disruption. Peter McGuire highlighted rising US inflation and bond yields as major threats to markets, while David Elward warned acceler...

Today’s Daily Energy Markets Podcast exposed how the Hormuz crisis is accelerating a global scramble for energy security, supply diversification, and geopolitical leverage. Sara Akbar warned Gulf states would never accept Iran becoming the “gatekeeper” of the Strait of Hormuz, arguing the region may prefer renewed conflict over surrendering energy security. James McCallum said the world is enterin...

AI Arabia Center of Excellence Dialogues | Roundtable Podcast 4 – Part B In Part B of The AI Arabia Dialogues Podcast Series, industry leaders and technology experts continue the conversation on how nations can accelerate AI adoption through scalable infrastructure, compute capacity, and cross-sector collaboration. The discussion explores the growing demand for AI-ready energy systems, sovereign A...

AI Arabia Center of Excellence Dialogues | Roundtable Podcast 4 – Part A Theme: How Can National AI Infrastructure and Compute Capacity Enable Scalable Adoption Across Key Sectors? In this episode of the Arabia Dialogues Podcast Series, leading experts from across industry, energy, technology, and digital transformation come together to explore how nations can build the AI infrastructure, compute...

Today’s Daily Energy Markets Podcast examined why oil markets remain deceptively calm despite mounting geopolitical and supply chain risks. Adi Imsirovic warned inventories are nearing critical lows, Maleeha Bengali highlighted Pakistan’s worsening energy shortages and geopolitical balancing act, while Clyde Russell cautioned China’s sulfur and battery supply chains could become the next major pre...

Today’s Daily Energy Markets Podcast unpacked rising geopolitical and energy market stress as Brent climbed above $105. Omar Najia warned Trump is “checkmated” on Iran, Raad Alkadiri said Tehran seeks security guarantees over symbolism, Russell Robertson highlighted Asia’s race for supply resilience, while Alan Gelder cautioned Europe’s fuel inventories remain deceptively fragile despite calm mark...

Today’s Daily Energy Markets podcast unpacked the fragile Iran-US diplomacy keeping Brent above $100 and the outlook for Trump-Xi Jinping Summit. Ali Al-Riyami warned GCC divisions and Strait of Hormuz tensions will outlast any short-term deal, Amena Bakr focused on OPEC+ cohesion and the UAE’s gradual production strategy, Marc Oswald highlighted China’s growing leverage and “just in case” energy...

AI Arabia Center of Excellence Dialogues | Roundtable Podcast 3 – Part B In Part B of the Arabia Dialogues Podcast Series, our expert panel continues the conversation on how nations can effectively develop and scale the talent needed to thrive in an AI-driven future. Building on the insights from Part A, this session dives deeper into actionable strategies, cross-sector collaboration, and the role...

Today’s Daily Energy Markets podcast, guest hosted by Mukesh Sahdev, examines why oil markets are pricing a longer geopolitical standoff. Ramin Lakani warns uncontrolled IRGC actions could turn Hormuz “more off than on,” Nadia Martin Wiggen flags severe gasoline blending shortages and collapsing OECD inventories ahead of summer, while Victor Yang says China is unlikely to bow to escalating U.S. sa...

Today’s Daily Energy Markets podcast, guest hosted by Paul Hickin, opens with overnight escalation as Iran targeted UAE tankers and energy assets, threatening the fragile ceasefire and jolting oil markets. June Goh highlights tightening supply from Hormuz disruptions, Narendra Taneja warns of potential conflict escalation, Omar Al-Ubaydli sees cautious negotiation progress, while Charles Ellinas u...

AI Arabia Center of Excellence Dialogues | Roundtable Podcast 3 – Part A Theme: How Can Nations Build the Talent and Skills Required to Sustain AI-Driven Economies? In this episode of the Arabia Dialogues Podcast Series, leading experts from across industry and technology come together to explore one of the most critical challenges of our time—developing the talent and skills needed to power AI-dr...

Today’s Daily Energy Markets podcast guest host Frank Kane led a discussion where Omar Najia warned oil is bearish amid diplomacy and demand destruction. Michelle Bockmann questioned “Project Freedom” and shipping safety. Brian Pieri highlighted rising US consumer pressures. Robin Mills cautioned an imminent supply crunch, followed by inventory rebuilds that could later push prices lower.

Today's podcast explores surging oil prices driven by prolonged geopolitical tensions. Carole Nakhle highlights market volatility and OPEC dynamics, Yuriy Humber examines Japan’s energy security and supply diversification, and Walter Simpson outlines the operational risks of shutting and restarting oil fields, emphasizing uncertainty, investment challenges, and the likelihood of lasting struct...

AI Arabia Center of Excellence Dialogues | Roundtable Podcast 2 – Part B What does it really take to scale AI from strategy to sustained enterprise impact? In Part B of our second episode, industry leaders dive deeper into the practical realities of deployment—exploring governance, infrastructure, and the organizational shifts required to unlock AI at scale across resource-rich economies.🎙️ Featur...

Today’s podcast examined UAE’s exit from OPEC amid a Hormuz crisis. Jamie Ingram highlighted weakened OPEC cohesion but limited near-term impact. Laurie Haytayan stressed geopolitical rifts and Iran tensions shaping the timing. Rahul Kapoor warned prolonged Hormuz disruption is crippling shipping flows and could drive higher prices despite temporary market resilience in global energy markets.

The podcast discusses surging oil prices above $110 driven by Gulf supply disruptions and geopolitical stalemate. Neil Atkinson highlights prolonged market tightness and recession risks. Pamela Munger analyzes shipping flows, Iranian exports, and logistical constraints. Jorge Montepeque examines Asian dynamics, China’s resilience, and sanction impacts, concluding shortages persist despite leakages...

AI Arabia Center of Excellence Dialogues | Roundtable Podcast 2 – Part A How can AI innovation ecosystems move beyond experimentation and scale into real enterprise deployment? In Part A of our second episode, senior leaders from across technology, energy, and finance explore the critical shift from innovation to implementation—and what it takes to make AI work at scale in complex, resource-rich e...

This Monday morning, Omar Najia warned oil and equities face downside as tensions and recession risks mount, urging cash over risk assets. Marc Howson highlighted tightening LNG supply and rising Asian prices driving demand destruction. Rachel Ziemba stressed US resilience and inflation pressures. Paul Hickin underscored unprecedented uncertainty, prices, and timing risks between supply shocks and...

Today’s Daily Energy Markets podcast featured Vibhuti Garg, Iman Nasseri, Arne Lohmann Rasmussen, and Giacomo Prandelli discussing the Strait of Hormuz crisis and its global energy impact. Vibhuti highlighted India’s supply vulnerability, Iman assessed Gulf disruptions and storage dynamics, Arne outlined Europe’s limited response, while Giacomo explored geopolitical tensions, shipping risks, and m...

Trump’s indefinite ceasefire masks unresolved tensions, with Bill Spindle expecting a JCPOA-style framework but warning conflict could resume. Rustin Edwards highlights soaring freight costs squeezing refining margins. Bora Bariman sees prolonged economic fallout and geopolitical fragmentation. Daejin Lee stresses constrained shipping capacity and risks to energy and food supply chains if disrupti...