Gulf Intelligence Podcasts

In this Global Energy Outlook Forum Middle Eastpanel, Amena Bakr explains OPEC+’s move to audit maximum sustainablecapacity to restore credibility and reset baselines. Choeib Boutamine warns geopolitics, rising non-OPEC supply, and competing energies are reshapingmarket balance. Sara Akbar says OPEC+ cohesion remains strong, arguingdisciplined supply management is vital to energy security in an in...

In this Global Energy Outlook Forum 2026 keynoteinterview, Fuad Siniora argues the US national security strategy marks ashift toward spheres of influence, with reduced Middle East engagement and afocus on energy dominance. He says Iran faces isolation, militarised non-stateactors are unsustainable, and lasting regional stability requires a renewed,peaceful Arab-led initiative to resolve the Palest...

In this Global Energy Outlook Forum Middle Eastpanel, Iman Nasseri says Iran’s sanctions-evasion network remainsresilient, limiting US leverage. Jamie Ingram warns Venezuela signals atougher US playbook that could destabilise Tehran internally. Danial Rahmat highlights rising geopolitical risk, warning any hard US action could disruptIranian exports, escalate regional tensions, and threaten oil fl...

In this GlobalEnergy Outlook Forum Middle East panel, Toby Iles says Saudi Arabiais reprioritising spending while using renewables and gas to free crude forexports. Sajjad Jafri highlights the UAE’s pragmatic “energy addition”strategy across oil, gas, nuclear, and renewables. Robin Mills arguesclean energy investment will keep rising globally, while Gulf producers facegrowing competition and lower...

In this Global Energy Outlook Forum interview, H.E.Khamis Al Mazrouei , CEO of Sharjah National Oil Corporation, highlightsSNOC’s focus on gas security, decarbonisation, and resilience. He points tosolar, hydrogen, and CCS projects alongside new gas discoveries as key toSharjah’s energy mix, supporting net zero goals while ensuring reliable supplyamid rising regional demand.

In this Global Energy Outlook Forum interview, CaroleNakhle says OPEC has successfully stabilised prices through caution andcohesion, but faces rising uncertainty. She argues Gulf producers’ low cost andlow carbon intensity remain key advantages. Nakhle warns Venezuela’s potentialreturn could reshape OPEC dynamics, pressure sour crude markets, and introducenew geopolitical risks for global oil bal...

In this Global Energy Outlook Forum Asia panel, MarcHowson forecasts a 5–10% rebound in Asian LNG demand in 2026 as new supplylowers prices. Ashore Wei says China’s imports rise on long-termcontracts despite weak demand and higher domestic output. Yuriy Humber warns Japan’s LNG imports will fall as nuclear restarts, coal use, andinflation pressures reshape its energy mix.

In this Global Energy Outlook Forum Asia session, VibhutiGarg highlights South Asia’s rapid demand growth and the urgent need forrenewables, storage, and grid integration. Ram Narayanan says politicalbarriers, not economics, limit regional energy cooperation despite clearbenefits. Osama Rizvi argues Pakistan’s challenge is demand-supplymismatch, stressing domestic oil, gas, and refining as essenti...

In this Global Energy Outlook Forum 2026 interview, NarendraTaneja says India’s economy remains resilient, sustaining 7%+ growthdespite trade tensions and geopolitical pressure. He argues low oil pricessupport affordability, while India will balance discounted Russian crude withexpanding US energy imports. Taneja warns Venezuela marks a shift toward a morevolatile global order reshaping oil geopol...

In this Global Energy Outlook Forum Asia discussion, MukeshSahdev says fear-driven stockpiling and India’s diesel demand could liftconsumption. Jorge Montepeque argues China’s oil consumption is peaking,but strategic crude storage is accelerating. Anoop Singh highlightsresilient Chinese demand, shipping disruptions, and geopolitics sustainingglobal oil flows.

Experts Victor Yang , Yan Chong Yaw , and PeterMcGuire unpack Asia’s 2026 energy demand outlook, focusing on China’s shifting energy security strategy, slower crude stockpiling, and rising petrochemical-driven oil demand. Victor Yang expects inventory builds to slow. Yan Chong Yaw sees modest oil growth led by petchems. Peter McGuire says Asia’s strong growth keeps oil and gas central despite ener...

In this Global Energy Outlook Forum 2026 interview, AliciaGarcia Herrero , Chief Economist for Asia Pacific at Natixis CIB, saystariffs are no longer Asia’s main risk, with geopolitics and trade disruptionstaking priority. She highlights China’s structural slowdown and energyself-reliance, while arguing India’s rapid growth, delayed transition, andrising electricity demand will drive global energy...

In this Global Energy Outlook Forum 2026 interview, KieranGallagher , Head of Asia at Vitol, says Asia’s growth remains resilientabove 3% despite China’s property slowdown. He highlights continued Chinesecrude stockpiling at low prices, strong petrochemical-driven demand,accelerating energy transition targets, and potential LNG demand growth as newsupply comes online, while geopolitical risks keep...

Today’s Daily Energy Markets podcast wrapped the season with Brian Pieri, Mukesh Sahdev, and James McCallum offering sharp insights on weakening U.S. economic signals, China’s strategic buying of discounted barrels, and OPEC+’s steady hand amid soft prices. Markets appear set to hover near $60–65. We’ll be off-air for all of December and return January 8 for the Global Energy Outlook Forum.

In today’s Daily Energy Markets podcast, analysts Paul Horsnell, Giacomo Prandelli, and Danial Rahmat unpack oil market stability, shifting geopolitical pressures, and the evolving roles of Europe, China, and Iran in global energy dynamics. Paul Horsnell notes oil markets remain steady, with backwardation and little evidence of a widely discussed supply glut. Giacomo Prandelli highlights Europe’s...

The Daily Energy Markets podcast featured Yesar Al-Maleki, Henning Gloystein, and Peter McGuire, who discussed OPEC+’s cautious stance ahead of Sunday’s meeting, deepening Russia-Ukraine tensions, and commodity market reactions. Insights covered Iraq’s production risks, resilient Iranian oil flows, China’s steady demand outlook, and shifting U.S.–Gulf relations amid lower expected oil prices and r...

Today’s podcast featured Sara Akbar, Bill Spindle, and Alan Gelder, who unpacked geopolitics, market balances, and regional energy shifts. Bill highlighted Russia-Ukraine peace dynamics, Japan’s hawkish turn, and U.S. oil headwinds. Alan discussed distillate tightness, China’s inventory strategy, and Europe’s industrial pressures. Sara provided insight on OPEC+ stability, Iranian flows, and Kuwait...

This week’s Daily Energy Markets podcast kicked off featuring Omar Najia, Laurie Haytayan, and Victor Yang, who unpacked shifting geopolitics and market drivers. Omar highlighted distillate-led oil dynamics and the inevitability of aggressive U.S. rate cuts. Laury assessed rising Middle East and Ukraine–Russia tensions and their implications for Europe. Victor detailed escalating China–Japan frict...

Today’s week-ending Daily Energy Markets podcast featured Bora Bariman, Kate Dourian, and Colby Connelly, who assessed the muted market response to new US sanctions on Russian oil. They highlighted spare Gulf capacity, shifting US-Saudi dynamics, Europe’s exposure, and uncertainty over Ukraine peace efforts. Despite potential supply curbs, weak demand signals kept Brent drifting lower as the week...

The Nov. 20 Daily Energy Markets podcast featured June Goh, Robin Mills, and Paul Hickin, who unpacked oil’s struggle near $65, Nvidia’s surge, and geopolitical shifts from the Saudi–US meeting. They highlighted China’s stockpiling capacity, resilient Asian economies, unsettled regional geopolitics, uncertain 2026 demand forecasts, and tightening sanctions reshaping Russian crude flows.

Today’s podcast brings together Livia Gallarati of Energy Aspects, David Wech of Vortexa, and Clyde Russell of Thomson Reuters to unpack oil market dynamics amid “peak Trump” debates, escalating sanctions, and China’s stabilizing demand. Brent steadies near $65 as speakers assess whether market fatigue signals “peak Trump.” Livia sees sanctions risks still underpriced. David flags soaring crude-at...

In today’s podcast, David Elward highlighted the stark split between weak crude prices and a strong diesel rally driven by tightening sanctions. Narendra Taneja discussed India’s careful balancing between Russian oil flows and U.S. trade talks, alongside a solid economic outlook. Mehmet Öğütçü shared China’s cautious approach to sanctioned crude and its push for greater influence in global energy...

The week opened with Sean Evers hosting Omar Najia, Michelle Bockmann, and Omar Al-Ubaydli to assess weak oil prices, shifting geopolitical risks, and Russian supply disruptions. Najia highlighted profit-taking and long-term bullish fundamentals, while Bockmann noted rising oil-on-water and tighter sanctions pressure. Al-Ubaydli discussed U.S.–Saudi dynamics, Iran’s strategy, and regional tensions...

Today’s Friday podcast looks at a market trying to steady itself as fresh policy shifts and changing trade flows shape expectations for the months ahead. Charles Ellinas, CEO of Cyprus Natural Hydrocarbons Co. and Senior Fellow at the Atlantic Council; David Fyfe, Chief Economist at Argus Media; and Ram Narayanan, Senior Energy & Commodities Executive in India, break down the IEA’s revised dem...

Oil steadies near the low 60s as the market digests the IEA’s sharp turn back toward a more oil-heavy future. Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence; Nadia Martin Wiggen, Director at Svelland Capital; and Choeib Boutamine, Energy Advisor and CEO of Ranadrill Energy, break down what the shift signals for supply expectations, investor sentiment, and the path ahead for OP...