Gulf Intelligence Podcasts

How is “AI” ImpactingPhysical Energy Trading – Winning & Losing Strategies? Richard Frey, CEO, INAIT

The Future Outlook for the East of Suez LPGMarket is Garnering a lot of Attention: Opportunities & Challenges? Mohamad Malas, Trader, BB Energy

Platts Dubai/Oman Crude Oil Benchmarks: All you need to know about S&P Global Platts plans for changing theDubai crude oil benchmark methodology to incorporate Murban more flexibly from2026? Daniel Colover, Head of Global Engagement & Intelligence for Oil & LNG, S&P Global Commodity Insights And Wesley Monteiro, Middle East Lead, Strategic Engagement & Intelligence Group, S&amp...

What does 2025 Global Shifts in Oil Trade Flows, Inventories& Freight tell us about what to expect in 2026? Xavier Tang, Market Analyst, Vortexa

How the Port of Fujairah is Continuing its March Towards becoming one of the world’s Top 3 Global EnergyHubs: Latest Developments & Plans for 2026 and Beyond. . .?Capt. Ali Al Abdouli, Director, Fujairah Oil Tanker Terminals (FOTT), Port of Fujairah And Faisal Al Jassim, Senior Manager – Operations Fujairah Terminals- AD Ports

How Can Saudi Arabia AdvanceVision 2030 Amid Lower Oil Revenues in 2026? Toby Iles, Chief Economist, Jadwa Investment

Gulf States End Oil Price Target Era: Ramifications & Implications? Edward Bell, Acting Chief Economist & Head of Research, Emirates NBD

US Energy Dominance: Who will win as Peak Shale Oil Supply faces-off with Trump’s Demand to Drill Baby Drill? Brian Pieri, Founder & CEO, Energy Rogue

How to Fix the EU’s Failing Energy Strategy to Rescue Europe’s Industrial Competitiveness? Ravi Bhatiani, Executive Director, The Federation of European Tank Storage Associations

The Dark Fleet isn’t that Hard to See so What’s at Stake for Global Trade with this New Normal? Mary Melton, Senior Tanker Analyst, Braemar

How is China Shaping the World Amid U.S. Containment & Global Crises? Victor Gao, Chairman, China Energy Security Institute & VP, Center for China & Globalization

Today’s Daily Energy Markets podcast featured Danial Rahmat, Caroline Bain, and Andy Laven. Rahmat discussed the Gaza peace deal’s limited impact on Iranian oil exports to China and Iran’s deepening ties with Russia amid economic strain. Bain highlighted geopolitical and economic uncertainty driving gold and commodity prices, while Laven noted oversupply pressures on oil, stable Gulf pricing, and...

OPEC+ 2026: What will Hold the Group Together as Producers Move into Winner Takes All Era? FEATURED SPEAKERS: • Vandana Hari, Founder & CEO, Vanda Insights • Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy and Minerals, Oman • Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International MODERATOR: • Manus Cranny, Geo-Econom...

How should India and Pakistan Navigate the U.S.–China Cold War in an increasing With Us or Against Us World? FEATURED SPEAKERS: • Rachel Ziemba, Adjunct Fellow, Center for a New American Security, Senior Advisor, Horizon Engage • Ram Narayanan, Senior Energy & Commodities Executive, India • Osama Rizvi, Energy & Economic Analyst, Primary Vision, Pakistan MODERATOR: • Mehmet Ögütçü, Group C...

In today's Daily Energy Markets Podcast, Ole Hansen of Saxo Bank, Livia Gallarati of Energy Aspects, and Oman’s Ali Riyami discussed Q4 oil market dynamics, balancing bearish sentiment with tight inventories. They examined oversupply fears, OPEC+ strategy, China’s slower demand, and geopolitical risks. Despite forecasts of price softness, speakers noted resilient prices, regional economic pres...

In today's Daily Energy Markets Podcast, Alan Gelder (Wood Mackenzie) and Laury Haytayan (National Resource Governance Institute) discussed rising geopolitical risks from the Russia-Ukraine war, Iran tensions, and their impact on oil supply. They examined Russian refinery outages supporting diesel prices, East Med gas prospects, China’s storage buildup, weak petrochemical margins, and OPEC+ ou...

Today’s Daily Energy Markets podcast featured Paul Horsnell (Oxford Institute for Energy Studies), Patrick Coulson (Insights Global), and Marc Howson (Welligence Analytics). The panel discussed a firming oil outlook supported by tight inventories, Europe’s mixed industrial demand, LNG market expansion led by the U.S., Japan’s potential return as top LNG importer, and OPEC+’s gradual production nor...

The Daily Energy Markets Podcast kicked off the conversation in Q4 with divided outlook in oil markets: Omar Najia (BB Energy) forecasted higher prices driven by persistent inflation, a weakening dollar, and stalled AI progress delaying deflationary effects. Janiv Shah (Rystad Energy), however, projected downside risks amid oversupply, easing demand, and refinery maintenance. Both noted tightening...

Today’s Daily Energy Markets podcast featured Amina Bakr (Kpler), Ahmed Mehdi (Renaissance Energy Advisors/Oxford Institute), and Max Torres (PetroTal). Panelists discussed Brent’s rally toward $70, geopolitical risks, thinning OPEC+ spare capacity, and uneven inventory trends. They shared insights on OPEC+ cohesion, quota limits, and spare capacity dynamics, while also examining U.S. shale’s slow...

On today’s Daily Energy Markets podcast, oil’s 3% surge on U.S. inventory draws sparked debate over IEA vs OPEC demand forecasts. David Wech (Vortexa) stressed supply limits; Scott Livermore (Oxford Economics) noted resilient growth and Gulf fiscal pressures; Henning Gloystein (Eurasia Group) warned of geopolitical risks from Russia, NATO tensions, and Gaza. Consensus leaned toward IEA’s lower dem...

The Daily Energy Markets Podcast featured Peter Maguire (Trading.com), Victor Yang (JLC Network Technology), and David Elward (General Index). Discussions spanned Powell’s cautious rate-cut outlook, gold’s surge past $3,800, oil’s range-bound prices amid China’s stockpiling, and shifting Russian crude flows. Speakers also examined China’s rising jet fuel exports, SAF ambitions, Europe’s transition...

On today’s Daily Energy Markets podcast, Vibhuti Garg (IEEFA) discussed India balancing U.S. pressure over Russian oil with shifting trade and H-1B visa tensions. Neil Atkinson (former IEA) highlighted supply growth versus underestimated demand. Matthew Wright (Kpler) noted resilient freight markets and the “dark fleet” dynamics. Speakers emphasized OPEC+ spare capacity, India’s refining role, and...

Brent crude hovered near $67 as markets shrugged off global tensions. Omar Najia (BB Energy) saw liquidity fueling rallies across assets, including oil. Rad Al-Qadiri (31032 Associates) warned of U.S. polarization and Trump-era geopolitical fractures. Ehsan UlHaq (Petroleum Economist) noted resilient demand offsetting rising supply. Panelists debated sanctions, MAGA divisions, and whether disrupti...

The Daily Energy Markets Podcast concluded the conversation this week with June Goh (Sparta Commodities) discussing why strong demand and Chinese stockpiling may absorb any surplus. Meahile, Bill Spindle (Independent Analyst) highlighted Fed rate cuts, the weak dollar, and U.S. trade leverage. Mehmet Öğütçü (Global Resources Partnership) explored Trump–Putin tensions, Russia’s reliance on China, a...

Today’s Daily Energy Markets podcast (Sept. 18) featured Nadia Martin Wiggen (Svelland Capital), Walter Simpson (former O&G CEO), and James McCallum (Exergy Group/Strathclyde University). Discussion centered on the Fed’s rate cut, OPEC+ spare capacity (estimated 2–3 mb/d), shifting IOC strategies toward deepwater, U.S. shale consolidation, and China’s stockbuilding role in sustaining prices de...