Gulf Intelligence Podcasts

🚀 AI Arabia Center of Excellence Dialogues - Roundtable Podcast 1 | Part B What will it take to turn AI ambition into real economic value? In Part B of our discussion, leaders across technology, energy, and finance go deeper into the challenges and opportunities shaping AI-driven diversification—from scaling adoption to aligning investment, talent, and policy. As the Gulf accelerates its transiti...

Oil hovered in the mid-$90s amid geopolitical tensions, with Osama Rizvi highlighting fragile mediation efforts and limited prospects for lasting peace. Kate Dourian warned of tightening physical markets and rising supply risks, while Mehmet Öğütçü outlined complex negotiation hurdles. Jose Chalhoub emphasized Venezuela’s shifting oil dynamics under U.S. influence, with market direction hinging on...

AI Arabia Center of Excellence Dialogues | Roundtable Podcast 1 "Part A "How Can AI Accelerate Economic Diversification in Resource-Rich Economies? In this first episode of the AI Arabia Center of Excellence – Arabia Dialogues Podcast Series, senior leaders from across technology, energy, and finance come together to explore how artificial intelligence is reshaping economic diversificati...

Oil surged above $95, but Omar Najia called volatility “noise,” expecting lower prices. Michal Meidan stressed China’s buffers yet deep exposure to disruptions, while Yan Chong Yaw highlighted Asia’s divide between stockpiled “haves” and vulnerable importers. All warned supply strains persist, with outcomes hinging on conflict duration and a negotiated, not military, resolution.

Today’s Daily Energy Markets podcast examined oil market dislocation, geopolitical risk, and pricing uncertainty. Ron Bousso highlighted investor optimism and market disconnects, Anoop Singh detailed stalled shipping flows and high transit costs, Jamal Qureshi assessed delayed supply impacts and SPR cushioning, and James Lear explained futures market breakdown and recovery in liquidity and price c...

Today’s Daily Energy Markets podcast highlighted oil’s volatility near $95 amid Strait of Hormuz disruptions. Mike McGlone warned prices may fall on demand destruction, while David Fyfe stressed severe supply outages. Jolyon Welsh said the U.S. and Iran both need a deal despite deep mistrust, while Peter McGuire noted resilient Asian markets masking strain.

Today’s Daily Energy Markets podcast examined the fragile Iran-US ceasefire, Hormuz blockades, and oil market uncertainty. Mukesh Sahdev framed the blockade as strategic leverage to pressure Iran and China, Liao Na questioned its effectiveness citing strong Chinese buffers, and Yesar Al-Maleki highlighted escalation risks, market tightness, and challenges in Gulf oil production recovery.

Sean Evers, Founder & Managing Partner of Gulf Intelligence, joins Business Breakfast to break down the recent swings in oil prices, the impact of geopolitical tensions, and what the Strait of Hormuz developments mean for global energy markets and businesses.

Today’s podcast focused on the failed weekend US-Iran talks and ensuing Hormuz escalation, with the US announcing a blockade of Iranian ports, driving oil back above $100. Omar Najia argued this pressure forces a deal. Gisele Widdershoven highlighted severe shipping disruption. David Wech warned of escalation risks, while Choeib Boutamine stressed massive supply losses and market fragility.

Today’s Daily Energy Markets podcast examined fragile ceasefire dynamics, disrupted oil flows, and market volatility ahead of US-Iran talks. Raad Alkadiri assessed competing US-Iran and Israeli objectives, Michelle Wiese Bockmann detailed halted shipping and insurance constraints in Hormuz, Colby Connelly explored Gulf state concerns and uneven supply recovery, and Nadia Martin Wiggen highlighted...

A surprise Iran-US ceasefire triggered sharp market selloffs, but Marc Ostwald warned uncertainty and structural disruptions persist. Anne-Sophie Corbeau highlighted limited LNG exposure yet affordability concerns and demand shifts. Clyde Russell stressed ongoing physical supply tightness in Asia. Toby Copson emphasized fragile sentiment, unchanged fundamentals, and continued volatility despite he...

Today’s Daily Energy Markets podcast examined escalating Gulf tensions, oil market panic, and geopolitical uncertainty. Sara Akbar highlighted regional damage and urgency for de-escalation, Narendra Taneja assessed U.S. pressure and war risks, Adi Imsirovic explained distorted pricing and physical supply stress, and Victor Yang outlined China’s demand slowdown and resilience amid rising energy pri...

Markets opened cautiously after a volatile weekend, with Brent and WTI trading sideways following an initial spike on geopolitical headlines. Omar Najia warned volatility, weak conviction and risks of economic collapse if escalation continues. Ali Al-Riyami stressed maritime law and security in Oman-Iran talks. Andy Laven sees upward bias absent ceasefire. Brian Pieri highlighted supply dislocatio...

Today’s Daily Energy Markets podcast examined oil price volatility, geopolitical uncertainty, and supply disruptions. Omar Al-Ubaydli downplayed escalation risks, Mita Chaturvedi highlighted weakening liquidity and trader caution, Ram Narayanan stressed severe energy shortages across Asia, and Andrei Covatariu emphasized a shift toward physical market fundamentals, with consensus that prolonged di...

Today’s Daily Energy Markets podcast examined tightening oil spreads, geopolitical uncertainty, and macroeconomic strain. June Goh highlighted WTI’s strengthening and normalized Brent spread, Robin Mills assessed Strait of Hormuz risks and Gulf recovery timelines, Maleeha Bengali warned of recession risks from $100 oil, and Dinita Setyawati outlined Asia’s demand shocks, rationing, and acceleratin...

Today’s Daily Energy Markets podcast featured Osama Rizvi, Laury Haytayan, and Neil Atkinson discussing the credibility of ongoing geopolitical negotiations and their impact on global energy markets. Osama highlighted Pakistan’s mediation role and regional stakes, Laury questioned the substance of talks amid escalating conflict, while Neil emphasized severe supply disruptions, market disconnects,...

Markets are struggling to price an unprecedented supply shock amid escalating geopolitical risk, with Brent above $115 despite supply disruptions. Omar Najia warned price signals are distorted and risks skewing the global economy. Zoe Upson highlighted shipping strain and seafarer stress. Jamie Ingram said real shortages are emerging, with demand destruction likely driven by policy, costs, and pro...

Oil markets are pricing uncertainty, not resolution. Yuriy Humber (Japan NRG Platform), Arne Lohmann Rasmussen (Global Risk Management), Iman Nasseri (FGE NexantECA), and Bill Spindle (Energy Analyst) assess whether “talks” are real or just delay, as Hormuz control tightens and LNG markets flip from surplus to scarcity. The panel warns of a world without Hormuz, with demand destruction only kickin...

Today’s podcast said Brent near $100 reflects confusion, not calm: Ramin Lakani stressed contradictory diplomacy and enduring IRGC risk; Kate Dourian warned Gulf disruption, damaged refining and LNG flows will outlast any ceasefire; and Mukesh Sahdev argued crude bypasses work better than product markets, making diesel and jet shortages the real threat.

Markets grapple with extreme volatility as ongoing geopolitical shifts, supply disruptions, and policy reversals reshape oil flows. Anoop Singh highlights Asia’s acute tanker shortages and looming demand destruction; Michelle Wiese Bockmann explains unsanctioned Russian and Iranian barrels boosting revenues; Alan Gelder underscores tightening supply, surging refining stress, and prolonged recovery...

Resuming after Eid, the Daily Energy Markets podcast frames a fragile oil market detached from war headlines. Omar Najia argues intervention and liquidity distort prices despite escalation risks. Rachel Ziemba highlights demand destruction, policy constraints, and supply chain stress. Henning Gloystein underscores Asia’s energy crunch, LNG disruption, and longer-term security shifts, with markets...

This end of the week edition of the Daily Energy Markets Podcast reviews the second week of the U.S.–Israel war with Iran as oil stabilises near $100 after extreme volatility. Mike McGlone warns the energy shock could trigger recession; Peter McGuire highlights Asian market vulnerability and trading volatility; Carole Nakhle assesses geopolitical risks; and David Elward tracks soaring physical oil...

The Daily Energy Markets Podcast examines oil near $100 after a 400-million-barrel SPR release, and analysts say Strait of Hormuz risks could keep crude anchored at or above $100. Gaurav Sharma says delayed supply and Hormuz tensions keep markets volatile; Choeib Boutamine warns disruptions and limited spare capacity could push prices higher despite OPEC; and Charles Ellinas highlights LNG shortag...

The discussion today focused on the escalating energy market disruption from the Strait of Hormuz crisis and whether markets have already priced in a potential G7 strategic petroleum reserve (SPR) release. Nadia Martin-Wiggen highlighted volatility and financial market positioning; Clyde Russell warned of a looming Asian supply crisis; Pamela Munger detailed tanker dislocation and rerouting; and A...

Today’s podcast explored whether the crisis oil price peak is already behind us. Toby Copson argued the real stress is emerging in products and LNG rather than crude. Mehmet Öğütçü warned markets may increasingly discount erratic political messaging and highlighted Russia as a likely economic winner. Marc Ostwald cautioned that supply-chain disruptions could prolong inflation even after fighting e...