Gulf Intelligence Podcasts

Markets opened February under pressure, with Brent sliding toward $65 as geopolitics failed to bite. Omar Najia remained structurally bullish, dismissing Fed hawkishness and expecting higher oil on easing and geopolitics. Laury Haytayan highlighted calibrated regional strategies over chaotic regime change. Victor Yang stressed weak Chinese margins, muted stockpiling, and cautious demand amid econo...

This end-of-week episode caps January with insights from Jamal Qureshi, Mukesh Sahdev and Arne Lohmann Rasmussen. The panel debated whether $70 Brent prices in US-Iran risks, the likelihood of Hormuz disruption, military deterrence and China’s role, with contrasting views on tail risks, dollar debasement and why oil’s rally may stay volatile but capped.

From today's Daily Energy Markets Podcast, there is a prevailing view that January’s oil rally is driven less by Chinese demand than by geopolitics, with rising US-Iran tensions restoring risk premiums. Clyde Russell argues China’s stockpiling is price-sensitive and set to slow. David Fyfe sees a tighter-than-expected market from outages and storage. Alan Gelder stresses supply disruptions, ca...

Brent surged above $68 as Sean Evers hosted today's Daily Energy Markets Podcast with Ahmed Mehdi, Asif Shuja and James Lear. Mehdi argued fading glut fears, short-covering and Chinese stockpiling are supporting prices. Shuja warned Iran tensions may reach a decisive phase. Lear said traders see oversupply and spreads, with geopolitics only partially priced in, despite January gains and height...

Geopolitical tensions around Iran dominate today's discussion, with Yesar Al-Maleki warning military action remains highly uncertain and risky. June Goh says oil markets remain largely indifferent, supported by ample buffers and resilient Asian demand, especially from China’s petrochemical sector. Daniel Richards highlights Gulf economic resilience, diversification, and borrowing capacity insu...

Monday’s Daily Energy Markets podcast featured Omar Najia, Niamh McBurney, and Walter Simpson discussing oil’s fragile $60 support, Iran escalation risks, and geopolitical premiums. Najia warned markets are complacent, McBurney downplayed near-term disruption, while Simpson highlighted oversupply, OPEC constraints, and persistent uncertainty shaping energy investment and prices.

Peter McGuire flagged a historic surge in gold and silver as investors flee uncertainty, while oil stays range-bound. David Elward highlighted early-year oil bullishness from Black Sea disruptions and extreme cold driving gas and product volatility. Homayoun Falakshahi stressed tighter-than-expected fundamentals, Venezuelan supply shifts, and Iran risk keeping Brent supported near mid-$60s through...

The Daily Energy Markets podcast features Janiv Shah, Bill Spindle and Giacomo Prandelli discussing shifting oil fundamentals as markets refocus on balances over geopolitics. They examine Asia-led demand growth beyond China, tariff uncertainty, Russian and Iranian supply risks, OPEC+ strategy, US LNG dominance in Europe, Japan’s nuclear restarts, and rising energy demand from data centres shaping...

The Daily Energy Markets podcast features Colby Connolly, Rustin Edwards and Bora Bariman debating Mark Carney’s Davos warning of a rupturing rules-based order. They assess geopolitical risk from Greenland, Iran and Venezuela, oil’s tight fundamentals versus a looming surplus, China’s stockpiling, strong tanker rates, and whether volatility proves bullish or muted for crude into 2026.

Today’s Daily Energy Markets discussion examined Trump’s Greenland push, NATO and Russia implications, and Iran’s internal pressures. Henning Gloystein unpacked geopolitics and Arctic security. Andrew Laven argued oil markets remain rangebound absent supply shocks. Ali Al Riyami assessed OPEC cohesion, crude prices, sanctions, and China-driven demand shaping 2026 as the year opens with elevated un...

Podcast caption -- The Daily Energy Markets podcast returns in 2026, revisiting geopolitics and oil fundamentals with Sean Evers as host, joined by commentators Omar Najia, Pamela Munger and Omar Al-Ubaydli. The panel debates Trump-era shocks, Iran risks, Russia’s stranded barrels, tanker markets, China’s stockpiling, and why ample supply keeps oil prices resilient despite escalating global tensio...

In this Global Energy Outlook Forum closinginterview, Anas Al Hajji argues oil prices remain rangebound asstrategic stockpiling, not oversupply, shapes markets. He says China’s recordinventories reflect national security strategy, not weak demand. Alhajji warnsVenezuela’s impact is about crude quality, not volume, while AI-driven powerdemand and geopolitics pose underpriced upside risks for oil ma...

In this Global Energy Outlook Forum Americas panel, JoseChalhoub describes growing instability and economic strain insideVenezuela. Rachel Ziemba warns US control of Venezuelan oil riskshumanitarian fallout and deters investment. Raad Alkadiri arguesWashington’s coercive hemispheric strategy sets dangerous precedents,unsettling OPEC cohesion, global energy governance, and long-term marketstability...

In this Global Energy Outlook Forum Americas panel, BrianPieri says “drill baby drill” rhetoric masks weak shale economics atsub-$60 prices. Mike McGlone warns oil faces a low-price cure, with WTIpotentially testing the $40s. Aldo Flores-Quiroga argues Venezuelaunderscores geopolitical disorder, with institutional instability limitinginvestment and reshaping the Americas’ role as the world’s key o...

In this Global Energy Outlook Forum Americas interview, Karen Young says the US security umbrella for Gulf producersis weakening, replaced by a more transactional energy dominance doctrine. Sheargues Washington prioritises low oil prices, capital inflows, and hemisphericcontrol, creating uncertainty for GCC producers. Young warns US actions onVenezuela and China risk fragmenting global energy mark...

In this Global Energy Outlook Forum Americas interview, Nadia Martin Wiggen says energy is re-emerging as a coreportfolio long, not just a cyclical trade. She highlights investor interestshifting from oil prices to resilient E&P equities, while power, grids,LNG, nuclear, and critical minerals gain momentum. Wiggen argues AI-drivenelectricity demand, LNG flexibility, and infrastructure investme...

In this Global Energy Outlook Forum Europe panel, MarcOstwald warns Europe’s energy vulnerability stems from geopolitics, weakleadership, and high power prices. David Wech argues Europe is morediversified and secure than perceived, with strong LNG optionality. JamesMcCallum says Europe must cut electricity costs, unlock domestic supply,and cooperate regionally, rejecting any return to Russian gas...

In this Global Energy Outlook Forum Europe interview, Christof Rühl says 2026 will remain shaped by geopolitical and macrouncertainty, with inflation a key risk in advanced economies. He expects USgrowth to outperform, supported by fiscal policy, while oil demand slows andgas and power demand rise. Rühl argues AI-driven electricity demand and USenergy dominance reinforce fundamentals over geopolit...

In this Global Energy Outlook Forum Europe interview, Anne-Sophie Corbeau says Europe is too far along to return meaningfullyto Russian gas, even under a peace deal. She notes weather and storage levelsnow drive price risk. Corbeau warns Europe’s rising reliance on US LNGincreases exposure to global competition, as Asian demand rebounds and new LNGsupply is absorbed unevenly.

In this Global Energy Outlook Forum Europe panel, PaulHorsnell argues the widely cited oil glut is overstated, with strategicstorage and data gaps masking tighter balances. Neil Atkinson saysdemand is consistently undercounted, not overstated supply. Paul Hickin stresses OPEC+ retains strong market control, with limited US shale growth andno sustained contango likely in 2026.

In this Global Energy Outlook Forum 2026 interview, DaveErnsberger says fragile supply-demand balances will give way to lowerprices, with Brent averaging near $59 as markets rebalance. He expects oildemand growth to recover to around one million bpd, driven by price-sensitivebuyers. Ernsberger argues that lowest-cost producers will dominate, marketshare is back in focus, and geopolitics now plays...

In this Global Energy Outlook Forum Europe panel, AdiImsirovic says sanctions only work with coordinated US–EU enforcement amidTrump-era uncertainty. Michelle Wiese Bockmann highlights tighter action ondark fleets and stateless tankers as a new enforcement template. Arne LohmannRasmussen warns Europe’s sanctions face political strain, with gas security andshipping risks shaping 2026 outcomes.

In this Global Energy Outlook Forum 2026 interview, MehmetÖğütçü says Turkey seeks strategic autonomy rather than acting as a transitbridge between East and West. He argues Europe has not fully integrated Turkeyinto its energy security architecture, despite the Ukraine war. Öğütçühighlights Turkey’s balancing role in the Black Sea, growing Black Sea gasproduction, and its potential to quietly faci...

In this Global Energy Outlook Forum Middle Eastpanel, Charles Ellinas says Egypt’s LNG role will increasingly serveregional demand, not exports. Laury Haytayan argues East Med gas needs aregional, US-backed strategy to unlock investment. Kate Dourian highlights persistent geopolitics, weak export economics, and rising domesticdemand as key constraints on Egypt becoming a true regional LNG hub.

In this Global Energy Outlook Forum Middle Easttrading panel, Omar Najia says Venezuela headlines dent sentiment butwon’t materially shift supply near term. Tom Baker highlights microimpacts on spreads as traders position for potential Venezuelan re-entry. SrikanthMadhav Vaidya argues stable prices and diversified sourcing keep India wellpositioned, with oil markets entering a “Goldilocks” phase d...