Gulf Intelligence Podcasts

Today’s Daily Energy Markets podcast featured Omar Najia, Jorge Montepeque, Narendra Taneja, and Omar Al-Ubaydli discussing the Iran-driven oil crisis. Najia warned markets are irrational and a deal is ultimately inevitable; Montepeque stressed SPR releases are mostly symbolic amid tight physical supply; Taneja highlighted India’s mediation efforts; and Al-Ubaydli underscored insurance and securit...

Considering the deep economic implications of the closure of the Strait of Hormuz to the energy markets, and the global economy, can this situation be resolved even before US-Israel war on Iran ends? Guest speakers Raad Alkadiri warned of prolonged regional instability; Osama Rizvi highlighted Pakistan’s economic and sectarian vulnerabilities; Bora Bariman assessed Turkey and Europe’s constrained...

The Daily Energy Markets Podcast examined the recent developments in China, following its decision to close the taps for its refined products exports, amidst escalating Middle East tensions and increasing risk to global energy flows. Vandana Hari warned China’s halt to fuel exports reflects governments prioritising domestic supply security. Robin Mills highlighted shipping dangers and insurance hu...

The Daily Energy Markets Podcast asked whether Trump’s pledge to reopen the Strait of Hormuz is a game changer for oil markets. Guest speakers Maleeha Bengali said supply isn’t lost, only delayed; Brian Pieri noted muted U.S. market reaction but rising inflation risks; and Liao Na highlighted China’s vast inventories and strategic buffers, suggesting Beijing can weather disruptions.

Today’s Daily Energy Markets podcast featured Sara Akbar, Ahmed Mehdi, and Laury Haytayan discussing the escalating US–Iran conflict and its impact on oil and gas markets. Sara outlined Kuwait’s security challenges, production shut-in readiness, and water vulnerability; Ahmed analyzed freight spikes, supply disruptions, and Iraq’s export constraints; while Laury assessed Hezbollah’s involvement an...

Today’s Daily Energy Markets podcast featured Omar Najia, Adi Imsirovic, and Russell Robertson discussing escalating Middle East conflict and its impact on oil and LNG markets. Omar warned of prolonged war and sharply higher prices; Adi highlighted strategic reserves and supply buffers tempering panic; while Russell assessed Asian demand, China’s inventories, and rising volatility risks

Today’s Daily Energy Markets podcast featured Danial Rahmat, Vibhuti Garg, and Ron Bousso discussing escalating US-Iran tensions, OPEC+ strategy, and shifting oil demand. Danial warned of regional conflict risks and threats to Gulf energy infrastructure; Vibhuti outlined India’s exposure to supply disruptions and higher import costs; while Ron examined preemptive Gulf exports and the likelihood of...

Today’s Daily Energy Markets podcast featured Jorge Montepeque, Kate Dourian, and Arne Lohmann Rasmussen discussing oil prices hovering near $70 amid U.S.–Iran tensions and geopolitical uncertainty. Jorge highlighted fragile market positioning, shrinking spare capacity, and freight distortions; Kate examined OPEC+ decision-making and nuclear negotiations; while Arne assessed Europe’s Russia strate...

Today’s Daily Energy Markets podcast featured James Lear, Mita Chaturvedi, and Victor Yang discussing Brent above $70 amid Iran-U.S. tensions and OPEC+ uncertainty. James highlighted limited supply disruption and steady Asian demand; Mita pointed to elevated speculative positioning and product market weakness; while Victor assessed China’s stockpiling strategy, softer post-holiday demand, and dive...

Today’s Daily Energy Markets podcast featured Bill Spindle, Yuriy Humber, and Ramin Lakani discussing escalating U.S.-Iran tensions and their impact on global oil markets. Bill examined Washington’s political and military calculus, Yuri outlined Japan’s energy vulnerability and nuclear strategy, while Ramin assessed regime-change scenarios, China’s discounted Iranian crude flows, and the potential...

Today’s Daily Energy Markets podcast, guest hosted by Frank Kane, featured Omar Najia, Mukesh Sahdev, and Yan Chong Yaw discussing the fallout from Trump’s tariff ruling, escalating Iran tensions, and OPEC+ strategy. Omar warned of severe price spikes in a potential Iran conflict, Mukesh examined Hormuz control and China implications, while Yan Chong assessed limited immediate disruption and OPEC’...

Today’s Daily Energy Markets podcast featured Amena Bakr, Rustin Edwards, and Zoe Upson discussing escalating U.S.–Iran tensions and their impact on oil and freight markets. Amena examined geopolitical risk premiums, OPEC+ spare capacity, and supply outlooks; Rustin analyzed sanctions, the dark fleet, and surging tanker rates; while Zoe highlighted shifting trading dynamics, talent flows, and grow...

Today’s Daily Energy Markets podcast featured Clyde Russell, Iman Nasseri, and Paul Hickin discussing Brent’s move above $70 amid Iran-US tensions. Clyde highlighted headline-driven risk premiums and China’s strategic stockpiling, Iman assessed limited supply disruption risks and Iran’s production potential, while Paul examined OPEC+ spare capacity constraints, escalation scenarios, and why LNG ma...

Today’s Daily Energy Markets podcast featured Giovanni Stanuovo, Neil Atkinson, and Peter McGuire discussing muted oil price reactions to Iran’s brief Strait of Hormuz closure threat and ongoing U.S.-Iran talks. Giovanni emphasized uninterrupted supply and discounted Russian crude flows, Neil highlighted tightening spare capacity and demand uncertainties, while Peter underscored resilient Asian gr...

Today’s Daily Energy Markets podcast featured Andrew Laven, Anne-Sophie Corbeau, and Henning Gloystein discussing tightening oil fundamentals, sanctions enforcement, and escalating geopolitical risks. Andrew highlighted mounting pressure on Russia’s dark fleet and sanctioned crude flows, Anne-Sophie assessed LNG disruption risks and China’s demand outlook, while Henning examined U.S.–China energy...

Today’s Daily Energy Markets podcast featured Omar Najia, Ali Al Riyami, and David Wech discussing US–Iran tensions, Strait of Hormuz risks, and OPEC+ supply strategy. Omar warned of asymmetric escalation and sharp upside price risks, Ali emphasized diplomacy and gradual OPEC+ output increases, while David pointed to ample global supply and storage buffers keeping Brent steady despite geopolitical...

Today’s Daily Energy Markets podcast featured Charles Ellinas, Ehsan Ulhaq, and Ram Narayanan discussing diverging oil demand forecasts, OPEC+ strategy, and geopolitical uncertainty. Ram highlighted flat Chinese demand and strong Indian growth, Ehsan focused on sanctions, Russia-Ukraine dynamics, and US policy risks, while Charles examined East Med gas investment, Libya’s revival, and Europe’s shi...

Brent nears $70 as US–Iran tensions sustain a geopolitical risk premium, Colby Connelly said, with OPEC+ guided by fundamentals. Michelle Wiese Bockmann highlighted surging tanker rates, dark fleet disruption and weak LNG shipping. Andrei Covatariu warned low EU gas storage, sanctions pressure on Russia and a nuclear revival are reshaping energy security dynamics.

Today’s Daily Energy Markets podcast featured Omar Al-Ubaydli, Choeib Boutamine, and Aldo Flores-Quiroga examining rising geopolitical tensions surrounding Iran, Venezuela, and U.S. tariffs, and their impact on oil markets. Omar highlighted fragile regional dynamics and OPEC cohesion, Choeib emphasized risk premiums and a bullish post-Q1 outlook, while Aldo assessed Latin America’s supply growth a...

In today's Daily Energy Markets Podcast, Mehmet Öğütçü argued geopolitics is largely priced in, with Iran, sanctions and Russia reshaping flows more than lifting prices. Rachel Ziemba said markets await real outages, seeing ample supply despite targeted Iran risks and China dynamics. Marc Ostwald stressed stronger-than-expected demand offsets oversupply, keeping oil capped but biased higher as...

Oil markets look mispriced as bullish macro forces, persistent geopolitical risk and tightening physical fundamentals collide. Omar Najia sees crude undervalued and trending higher, Raad Alkadiri cautions Middle East risks won’t fade, while Jamie Ingram points to resilient demand, constrained spare capacity and overstated oversupply narratives.

Closing the week, markets weighed Iran risk against fundamentals. Robin Mills saw negotiations and sanctions pressure likelier than war, with Gulf states keen to stay neutral. Caroline Bain argued oil’s muted response reflects ample supply, resilient demand and investor rotation into real assets. Clay Seigle stressed Trump’s energy leverage, price sensitivity, and odds of escalation.

Oil remains rangebound as geopolitics clash with fundamentals. Gemma Parker highlights structural signals and Iran risk linking headlines to supply. Mike McGlone argues Western Hemisphere oversupply and macro deflation point to a bear market and lower prices. Nadia Martin Wiggen counters that geopolitical disruptions, strong refining demand, China stockpiling, and OPEC constraints underpin upside...

Geopolitical noise failed to lift oil meaningfully as fundamentals dominated. Adi Imsirovic highlighted short-term supply tightness masking surplus barrels absorbed by China. Osama Rizvi weighed U.S.–Iran escalation risks against domestic U.S. politics and regional diplomacy. James McCallum stressed muted shale growth and Venezuela as the real upside for oil services.

In today's Daily Energy Markets Podcast, Sean Evers led discussions on softer oil prices amid the India–US trade deal. Narendra Taneja argued India won’t abandon Russian crude, flagged agricultural sensitivities, and warned against Iran escalation. Brian Pieri highlighted weak US fuel demand and Venezuela’s infrastructure limits. Maleeha Bengali explained dollar stabilization, metals volatilit...