Gulf Intelligence Podcasts

David Fyfe, Rustin Edwards, and Bora Bariman discussed Q4 oil market dynamics, highlighting OPEC+ supply, resilient trade, and risks of surplus. Bariman stressed shifting currency flows, gold’s rising role, and Asian demand resilience. Edwards noted Russian refinery disruptions and geopolitical risks supporting prices. The panel also examined Europe’s LNG commitments, U.S. policy pressures, and Ch...

Laury Haytayan, Iman Nasseri, and Charles Elinas joined host Sean Evers to discuss Israel’s unprecedented strike on Qatar, muted Arab responses, and why markets remain unfazed with oil stuck in a $65–67 band. Speakers highlighted OPEC+ supply moves, Fed rate decisions, U.S. pressure on Europe’s energy policy, and East Med gas dependencies shaping regional dynamics.

The Daily Energy Markets podcast opened the week with insights from Omar Najia (BB Energy), Brian Pieri (Energy Rogue), and Yan Chong Yaw (Wood Mackenzie). Speakers debated oil’s lack of direction, Fed rate cuts, China’s stockpiling, and geopolitical risks. Views diverged on timing, but all agreed Q4 prices hinge on macro forces, sentiment, and supply dynamics.

The Daily Energy Markets podcast discussed U.S.–Gulf security tensions after Israeli attacks on Qatar, with Rachel Ziemba stressing Gulf states’ search for diverse partnerships. Paul Hickin noted conflicting IEA/OPEC forecasts and China’s stockpiling role in stabilizing prices. Arne Rasmussen warned of weakening global demand, fragile U.S. growth, and OPEC+ struggling to sustain cohesion amid mark...

On the September 11 Daily Energy Markets podcast, Clyde Russell (Reuters), Jamal Qureshi (Petrologistics), and Meliha Bengali (MB Commodity Corner) discussed Middle East geopolitics after Israel’s strike on Qatar, China’s oil storage strategy, U.S. recession risks, Fed policy, and OPEC+ supply dynamics. They also examined India’s defiance on Russian oil, shifting trade alliances, and gold’s rally.

The Daily Energy Markets podcast, hosted by Sean Evers from APPEC Singapore, featured Jamie Ingram (MEES), Mukesh Sahdev (Rystad Energy), and Mike McGlone (Bloomberg Intelligence). Discussion centered on Israel’s strike on Qatar, its geopolitical fallout, muted oil market reaction, OPEC+ supply increases, China’s stockpiling, and U.S. economic weakness, with insights on energy security, crude pric...

Podcast Caption: The Daily Energy Markets Podcast (Sept. 9) featured Ole Hansen (Saxo Bank), Osama Rizvi (Primary Vision), and Omar Al-Ubaydli (Bahrain Center for Strategic Studies). Hansen noted China’s stockpiling as key to oil stability despite OPEC supply hikes. Ubaydli highlighted geopolitics shaping OPEC strategy, while Rizvi discussed U.S.–Pakistan tariff dynamics. Speakers also assessed U....

The Daily Energy Markets podcast kicks off this morning with a view of the outlook from APPEC in Singapore, with Sean Evers hosting speakers Omar Najia (BB Energy), Michelle Wiese Bockmann (Windward), and Choeib Boutamine (Ranadrill Energy). They debate Platts’ forecast of a $10 Brent drop, with Omar stressing US fiscal dominance, Michelle warning of tanker risks and sanctions, and Choeib analyzin...

In this Month in Review edition of the Daily Energy Markets podcast, Sean Evers speaks with Christof Rühl (Columbia University) and Mark Finley (Baker Institute, Rice University). Discussion highlights include oil’s September sell-off, OPEC+ supply increases, U.S. rate cut expectations, Chinese demand, and the geopolitical implications of U.S., Russian, and Saudi policies.

In this end-of-week Daily Energy Markets Podcast, panelists Daniel Rahmat, Anoop Singh, and Dr. Andrei Belyi analyze OPEC+ deliberations, Iran’s oil export challenges, dark fleet dynamics, and Europe’s weakening economic outlook. Discussion spans U.S. jobs data, Fed rate-cut expectations, and implications for demand. With Brent trading softer, markets weigh supply risks against slowing growth.

The Daily Energy Markets podcast’s 4th episode of the week was joined by energy analysts from all corners of the world with Robin Mills from Dubai, Mark Oswald in London, and Yuri Humber based in Tokyo. The panel discussed OPEC+ supply decisions, Asian economic resilience, Japan’s shifting security and trade challenges, U.S.-India tensions, and LNG dynamics. Geopolitical developments and U.S. Fed...

In today's Daily Energy Markets Podcast, Dyala Sabbagh hosts Niamh McBurney, Andy Laven, and Victor Yang. They discuss Xi’s military parade, Russia-China-India energy ties, sanctions impacts, oversupply risks, China’s weakening trade with the U.S., Gulf tensions, OPEC+ strategy, Libya’s gradual recovery, Iran’s disguised crude flows, and China’s fragile property sector amid a 5% GDP target.

In today’s Daily Energy Markets Podcast, Peter McGuire highlighted soaring gold and silver alongside weak, range-bound oil with potential Q4 oversupply. Adi Imsirovic stressed oil’s structural weakness despite refinery turnarounds, citing geopolitical uncertainties. Narendra Taneja defended India’s Russian crude imports against Trump’s tariff threats, framing decisions as economic sovereignty. Dis...

The Daily Energy Markets podcast returns with Vandana Hari, Neil Atkinson, and Omar Najia analyzing oil’s Q4 outlook. They debate oversupply risks, resilient demand from China and India, Fed-driven macro liquidity, and fading geopolitical risk—offering sharp insights on crude prices, global energy trends, and shifting market sentiment.

As the Daily Energy Markets Podcast wraps up its 2024-2025 season, experts dissect whether Brent crude can hold above $70 or retreat into the 60s amid tightening supply and tariff headwinds. Paul Horsnell of Standard Chartered unpacks OPEC’s outlook and spare capacity myths, while Rachel Ziemba warns of tariff-driven macro risks and shifting Chinese demand. James Lear adds traders’ technical insig...

On today’s Daily Energy Markets podcast, host Sean Evers welcomes Peter McGuire, Carol Nakhle, and Omar Al-Ubaydli to debate whether Brent crude’s $70 mark is now a price floor or ceiling amid fresh Trump tariff chaos. From OPEC’s balancing act and China’s resilience to the impact of geopolitical flashpoints from Gaza to Bab al-Mandab, the panel unpacks the market’s muted shock and the US dollar’s...

Brent crude tests $70 as experts unpack what’s driving oil prices — from macro speculation and a weaker dollar to China’s mixed demand signals and ongoing geopolitical risks. In today’s Daily Energy Markets Podcast, Maleeha Bengali, Clyde Russell, and Laury Haytayan explore Fed policy, tariffs, and Europe’s defense spending amid global uncertainty. Last month, Israel’s war on Iran drove Brent crud...

This Daily Energy Markets episode explores the oil market’s struggle as Brent crude hovers around $70, caught in a geopolitical ping pong. With fresh tariffs, trade tensions, and OPEC+ moves, the panel debates whether this “tariff movie” is any different this time. Hear Bloomberg’s Mike McGlone, India’s Narendra Taneja, and China analyst Victor Yang unpack the shifting energy outlook, from deflati...

Oil markets shrug off OPEC+’s surprise “supply plus” plan as prices hold steady. Analysts say financial flows and global liquidity now outweigh old supply-demand thinking. Saudi Arabia’s higher Asia oil prices signal confidence in demand, but real questions remain about spare capacity, refinery cycles, and geopolitical risks ahead. Tune in for a deeper dive as the Daily Energy Markets address the...

How will OPEC+ supply hikes, China’s stimulus shifts, and Trump’s economic surprises shape oil markets? Mainstay Month in Review & Outlook Ahead speaker Christoph Rühl, Senior Research Scholar at Center on Global Energy Policy in Columbia University was joined by Yang Liang Miao, Chief Strategist at China International Capital Corp, on Sunday to unpack the latest OPEC+ decision, China’s resili...

The Daily Energy Markets podcast tackled the ripple effects of a sweeping new US spending bill adding $3 trillion to debt while slashing taxes and gutting key social and climate programs — a clear political win for Trump but raising concerns over debt and dollar pressure. Guests debated how a weaker dollar could support oil prices, the impact of OPEC+ unwinding supply cuts amid tight compliance, a...

Amid volatile oil prices, energy and commodities experts Choeib Boutamine, Nadia Martin Wiggen, and Ahmed Mehdi unpacked the ripple effects of Trump’s vast budget bill, OPEC+ supply decisions, and global trade negotiations on energy markets. With inventories high in China and US stockpiles surprising to the upside, the panel weighed whether OPEC+ can sustain production unwinds without risking a pr...

Is traditional oil market supply-demand research still fit for purpose? As OPEC+ pushes ahead with its plans to unwind historic supply cuts, what does this mean for the future trajectory of oil markets? The Daily Energy Markets Podcast unpacks these questions from multiple angles, featuring insights from Ali Al Riyami, Consultant and Former Director General of Marketing at Oman’s Ministry of Energ...

The Daily Energy Markets Podcast unpacked the diverse dynamics that could shape oil prices in the second half of the year, following an average of $70.80 for the first six months. In this episode, Jorge Montepeque, Managing Director of Benchmarks at Onyx Capital Group; James McCallum, CEO & Chairman at Xergy Group and Professor of Energy at Strathclyde University; and Arne Lohmann Rasmussen, C...

🌍 Oil Outlook Heats Up! Omar Najia predicts oil is undervalued and entering a multi-year uptrend, despite calm in the Middle East. Meanwhile, Paul Hickin and Alan Gelder warn Q4 could see weaker prices as OPEC supply grows and China’s demand plateaus. Macro risks, rate cuts, and trade tariffs could reshape the balance. Watch for market shifts as geopolitics and inflation collide! We ask markets o...