Gulf Intelligence Podcasts
Gulf Intelligence is a Dubai-based Energy Markets Publisher that offers Think Tank Consultancy services to partners engaged across the full value-chain of the Middle East Energy Sector. GI leverages its unparalleled last mile of connectivity in the Gulf region to facilitate critical knowledge exchange and intimate networking between National and International stakeholders tasked with leading the commercial development and advancement of the East of Suez physical energy markets.
Episodes
PODCAST: Daily Energy Markets - September 14
Guest Host Frank Kane steered discussion on tightening Gulf supply and oil’s next move. Omar Najia forecast prices above $145, citing liquidity, geopolitics and underinvestment. Omar Al-Ubaydli said earnest GCC-Iran dialogue is essential to resolving regional tensions. Maleeha Bengali warned disrupted export routes and tight products remain bullish, though oil could retreat before climbing again.
PODCAST: Daily Energy Markets - September 11
Oil markets face geopolitical and product-supply pressure as Brent holds above $105. Ron Bousso warned record cracks could trigger winter demand destruction. Giacomo Prandelli said refinery outages and soaring diesel costs threaten inflation, with diplomacy offering relief. Anoop Singh estimated Hormuz flows at six-to-seven million barrels daily and expects Asian winter shortages amid prolonged co
PODCAST: Daily Energy Markets - September 10
Energy markets face mounting pressure as oil, gas and product disruptions converge. Anne-Sophie Corbeau warned low European storage and scarce Gulf LNG could drive prices higher. Osama Rizvi highlighted Pakistan’s cargo shortfall, blackouts and refinery push. Noam Raydan said Iran retains influence over Hormuz, while shuttle trades sustain fragile Iraqi exports despite escalating tanker risks.
PODCAST: Daily Energy Markets - September 9
Oil nearing $100 is intensifying pressure across major consuming economies. Vibhuti Garg highlighted India’s costly crude diversification but resilient growth and accelerating electrification. Marc Ostwald warned Europe faces acute refined-product, gas-storage and inflation pressures with limited fiscal buffers. Jamal Qureshi said depleted inventories leave oil increasingly exposed to geopolitical
PODCAST: Daily Energy Markets - September 8
Today’s discussion highlighted how geopolitical escalation is increasingly feeding into energy, inflation and security risks. Peter McGuire sees bullish oil momentum and stronger precious metals ahead; Robin Mills flags refined-product shortages and China’s returning crude imports; while Mehmet Öğütçü warns diesel scarcity could shock the global economy as Gulf states rethink security alliances.
PODCAST: Daily Energy Markets - September 7
A lively, bullish start to the week, with geopolitics and shipping risks dominating. Omar Najia sees crude heading significantly higher as products lead prices upward. Michelle Wiese Bockmann highlighted record tanker rates and mounting Hormuz insurance risks. Brian Pieri warned shrinking U.S. SPR capacity leaves consumers increasingly exposed to higher fuel prices.
PODCAST: Daily Energy Markets - September 4
Today’s discussion highlighted a market increasingly shaped by war-driven distortions. Giovanni Staunovo sees China’s returning crude demand as key to oil’s next move; Clyde Russell warns refining constraints and product shortages now matter more than Brent; while Danial Rahmat highlighted Iran’s mounting economic pressure and competing government-military approaches to ending the conflict.
PODCAST: Daily Energy Markets - September 3
Today’s Daily Energy Markets Podcast examined tightening oil and product markets amid persistent geopolitical risks. Mita Chaturvedi said Brent is finding support around $90 as market conviction rebuilds, with diesel and refined product tightness intensifying ahead of refinery maintenance. Narendra Taneja warned elevated oil prices and tanker shortages are increasing pressure on major importers li
PODCAST: Daily Energy Markets - September 2
Today’s Daily Energy Markets Podcast delivered a wide-ranging discussion on mounting pressures across global energy markets. Neil Atkinson warned Hormuz disruption and Russian refinery outages are tightening product markets. Liao Na said China’s crude recovery reflects restocking, not stronger demand. Arne Rasmussen highlighted rising US yields, inflation risks and LNG shortages as growing threats
PODCAST: Daily Energy Markets - September 1
oday’s Daily Energy Markets Podcast: Ali Al Riyami argued that elevated oil prices signal continued constraints through Hormuz, with secure passage still unresolved. Laury Haytayan sees geopolitical stalemate persisting toward US midterms, while Europe manages product tightness without panic. Ian Nathan warned Europe’s low gas storage presents growing winter risks, even as LNG buyers adapt to disr
PODCAST: Daily Energy Markets - August 31st
Today’s Daily Energy Markets Podcast returns examining the forces shaping oil markets as geopolitical and macro risks converge. Omar Najia remained bullish, citing escalation risks and constrained refining capacity. Mukesh Sahdev highlighted the widening crude-products divergence and voyage volatility. Adi Imsirovic emphasized critically low inventories, softer Chinese demand and macroeconomic pre
AI Arabia Center of Excellence | Advisory Board Roundtable Session 6 Podcast
🎙️ AI Arabia Center of Excellence | Advisory Board Roundtable Session 6 PodcastTheme: How Are Capital Flows Shaping the Future of AI—and Who Will Capture Long-Term Value?As global investment in artificial intelligence continues to accelerate, the focus is shifting from funding innovation to creating sustainable long-term value. The challenge is identifying where capital should be deployed, which A
AI Arabia Center of Excellence | Advisory Board Roundtable Session 5 Podcast
🎙️ AI Arabia Center of Excellence | Advisory Board Roundtable Session 5 PodcastTheme: How Can National AI Infrastructure and Compute Enable Scalable Adoption Across Key Sectors?As artificial intelligence adoption accelerates, access to scalable compute, robust digital infrastructure, and secure AI platforms has become essential for national competitiveness. The challenge is ensuring governments an
AI Arabia Center of Excellence | Advisory Board Roundtable Session 4 Podcast
🎙️ AI Arabia Center of Excellence | Advisory Board Roundtable Session 4 PodcastTheme: How Can the Data Economy and Digital Infrastructure Drive Global Competitiveness in the AI Era?As artificial intelligence becomes a defining force in economic growth, nations and organizations must invest in trusted data ecosystems, resilient digital infrastructure, and intelligent connectivity to remain globally
AI Arabia Center of Excellence | Advisory Board Roundtable Session 3 Podcast
🎙️ AI Arabia Center of Excellence | Advisory Board Roundtable Session 3 PodcastTheme: How Can Nations Build the Talent and Skills Required to Sustain AI-Driven Economies?As artificial intelligence transforms economies and industries, the success of national AI strategies will depend on developing the talent, skills, and leadership needed to sustain long-term innovation. Building AI-ready workforce
AI Arabia Center of Excellence | Advisory Board Roundtable Session 2 Podcast
🎙️ AI Arabia Center of Excellence | Advisory Board Roundtable Session 2 PodcastTheme: How Can AI Innovation Ecosystems Be Effectively Translated into Scalable Enterprise Deployment?As artificial intelligence moves beyond pilot projects, the focus is shifting from innovation to execution. Organizations must build the ecosystems, partnerships, governance, and talent needed to transform AI breakthrou
PODCAST: Daily Energy Markets - July 2nd
In the final Daily Energy Markets podcast of the season, the question is whether Brent crude is underpricing the risk of prolonged disruption in the Strait of Hormuz and whether the US-Iran MOU can hold long enough to avoid another regional crisis. David Fyfe argued fundamentals remain tighter than prices imply, Rachel Ziemba warned geopolitical risks remain underpriced, Iman Nasseri forecast high
AI Arabia Center of Excellence | Advisory Board Roundtable Session 1 Podcast
🎙️ AI Arabia Center of Excellence | Advisory Board Roundtable Session 1 PodcastTheme: How Can AI Accelerate Economic Diversification in Resource-Rich Economies?As artificial intelligence reshapes industries and national economies, resource-rich countries have a unique opportunity to leverage AI as a catalyst for economic diversification, innovation, and sustainable long-term growth. The challenge
PODCAST: Daily Energy Markets - July 1st
Today’s Daily Energy Markets examined whether oil markets are underestimating geopolitical risks as Gulf exports resume under a fragile US-Iran MOU. Narendra Taneja warned Brent has shed its risk premium too soon. Pamela Munger tracked cautious tanker movements, Zoe Upson assessed freight markets, and Yesar Al-Maleki highlighted Iraq’s export constraints and OPEC+ outlook.
PODCAST: Daily Energy Markets - June 30th
Today’s Daily Energy Markets examined whether a new Oman-Iran framework for managing the Strait of Hormuz could fundamentally reshape global oil trade and pricing long after the conflict ends. Ali Al Riyami outlined negotiations over the Strait’s future governance, Vandana Hari warned markets remain focused on stranded barrels and China's eventual buying return, while Kate Dourian argued geopo
PODCAST: Daily Energy Markets - June 29th
Today’s Daily Energy Markets examined whether oil markets are treating renewed US-Iran tensions as sideline noise rather than a real threat to supply. Omar Najia questioned heavy bearish positioning, Henning Gloystein highlighted Ukraine’s attacks on Russian energy infrastructure, Liao Na explained China’s weaker oil demand, while James McCallum warned equipment and workforce shortages could delay
PODCAST: Daily Energy Markets - June 25th
Today’s Daily Energy Markets examined whether the Iran-US MOU can sustain regional stability and if oil markets are underpricing lingering geopolitical and logistical risks. Brian Pieri argued physical markets remain tighter than futures imply, James Lear highlighted geopolitical pricing, Daejin Lee assessed Korea’s energy security, while Jolyon Welsh questioned the durability of the ceasefire.
PODCAST: Daily Energy Markets - June 24th
Oil markets extended their decline as optimism over the Strait of Hormuz reopening outweighed supply concerns. Ramin Lakhani highlighted the possibility of a historic US-Iran rapprochement but warned lasting peace remains fragile. June Goh noted Asia has shifted from shortages to surplus crude. Peter McGuire said markets are refocusing on Fed policy, inflation and equity volatility.
PODCAST: Daily Energy Markets - June 23rd
Today’s Daily Energy Markets Podcast focused on the sharp decline in oil prices following the U.S.-Iran agreement and the reopening of the Strait of Hormuz. Mike McGlone forecast crude could slide toward $50 on oversupply and weakening commodities. Laury Haytayan said Iran’s 60-day export waiver rewards Tehran and could unleash additional barrels. Toby Copson warned volatility remains, with trader
PODCAST: Daily Energy Markets - June 22nd
Today’s Daily Energy Markets explored whether markets are underestimating the risk of renewed Middle East tensions despite optimism surrounding the Iran-US MOU. Joining guest host Paul Hickin, Omar Najia warned geopolitical threats remain underpriced, Sara Akbar highlighted AI-driven energy demand and shifting GCC alliances, while Osama Rizvi argued emerging economies will continue to underpin lon
PODCAST: Daily Energy Markets - June 18th
Today’s Daily Energy Markets Podcast, moderated by Frank Kane, examined whether President Trump’s Iran ceasefire deal can secure lasting stability in the Strait of Hormuz and what it means for energy markets. Anne-Sophie Corbeau highlighted LNG recovery challenges, Gemma Parker warned of a growing oil surplus, while Anoop Singh mapped the tanker capacity required to restore Gulf crude and LNG expo
AI Arabia Center of Excellence Dialogues | Roundtable Podcast 6 "Part B"
AI Arabia Center of Excellence Dialogues | Roundtable Podcast 6 "Part B"In Part B, the discussion focuses on how organizations can move beyond pilot projects to enterprise-wide implementation, overcome barriers to deployment, and build the talent, governance, and infrastructure required to unlock AI’s full potential.Featured Speakers:Anand Jeevaraj, Vice President, InfosysGaurav Mathur,
PODCAST: Daily Energy Markets - June 17th
Have oil markets prematurely priced in an Iranian supply comeback? That was the central question on today’s Daily Energy Markets. Mukesh Sahdev challenged the narrative of an impending supply surge, citing depleted regional inventories and the likelihood of renewed Chinese stockpiling. Niamh McBurney described the agreement as a major win for Iran while warning Israel remains the key spoiler. Bill
AI Arabia Center of Excellence Dialogues | Roundtable Podcast 6 "Part A"
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PODCAST: Daily Energy Markets - June 16th
Today’s Daily Energy Markets examined whether the Iran-US MOU can deliver a lasting reopening of the Strait of Hormuz, as markets await critical details. Omar Al-Ubaydli warned that Gulf security risks remain unresolved, Michelle Bockmann highlighted the slow return of tanker traffic, and Andrei Belyi assessed how the Russia-Ukraine war continues reshaping global energy trade.
PODCAST: Daily Energy Markets - June 15th
Today’s Daily Energy Markets asked whether the Iran-US de-escalation agreement can secure the reopening of the Strait of Hormuz or if Israel remains the key spoiler. Danial Rahmat highlighted Iran’s focus on rebuilding resilience and exports. Raad Alkadiri called it a fragile ceasefire extension, while Jorge Montepeque and Omar Najia debated whether markets are underestimating geopolitical risks.
PODCAST: Daily Energy Markets - June 11th
Today’s Daily Energy Markets Podcast examined why oil prices remain relatively contained despite renewed strikes between Israel and Iran following a fragile ceasefire. Giovanni Staunovo highlighted that strong U.S. crude exports are delaying supply shortages. Yan Chong Yaw emphasized China’s sizeable inventories and reduced exports as key market stabilizers. Gisele Widdershoven warned that mountin
PODCAST: Daily Energy Markets - June 10th
Today’s Daily Energy Markets examined why oil and commodity markets are softening despite ongoing Strait of Hormuz disruptions and falling inventories. Andy Laven said traders are increasingly ignoring geopolitical noise, David Wech argued supply chains have adapted, Yuriy Humber highlighted Japan’s mounting energy-import costs, while Bora Bariman warned inflation remains the crisis’s most damagin
PODCAST: Daily Energy Markets - June 9th
Today’s Daily Energy Markets asked a puzzling question: why are oil prices falling back toward $90 when millions of barrels per day remain stranded by the Strait of Hormuz crisis? Neil Atkinson highlighted how inventories, SPR releases, and rerouted flows are cushioning markets. Robin Mills argued that market resilience is easing pressure for a diplomatic breakthrough. Clyde Russell pointed to Chi
PODCAST: Daily Energy Markets - June 8th
Today’s Daily Energy Markets explored whether renewed Israel-Iran hostilities and Hormuz disruptions are creating a supply crisis that markets are failing to price in. Omar Najia warned investor complacency could give way to higher oil prices and economic pain. Ron Bousso highlighted falling inventories and hidden supply losses, while Victor Yang pointed to weakening Chinese demand and imports.
PODCAST: Daily Energy Markets - June 4th
Today’s Daily Energy Markets examined whether demand destruction can offset an estimated 11 million bpd supply disruption linked to the Strait of Hormuz crisis. Jamal Qureshi warned that inventories and market psychology are masking severe supply shortages and higher-price risks, while Emily Holland highlighted how Ukrainian attacks are straining Russia’s energy infrastructure and reshaping export
PODCAST: Daily Energy Markets - June 3rd
Will the Strait of Hormuz reopen before tightening inventories trigger a global energy crunch? Today’s Daily Energy Markets examined whether diplomacy can outpace disruption as Brent nears $100. Ali Al Riyami defended Oman’s engagement with Iran, Narendra Taneja warned Asia is rethinking Middle East energy dependence, Jamie Ingram flagged looming supply shortages, while Ilia Bouchouev highlighted
PODCAST: Daily Energy Markets - June 2nd
Will Trump’s intervention with Netanyahu bring the US and Iran any closer to a deal? Today’s Daily Energy Markets explored whether hopes for a breakthrough are justified as Strait of Hormuz tensions persist. Bill Spindle argued negotiations remain stalled. Maleeha Bengali warned inflation could pressure Washington into concessions. Arne Rasmussen highlighted risks to shipping, LNG markets, and glo
PODCAST: Daily Energy Markets - June 1st
Have markets become too optimistic about a US-Iran breakthrough? Today’s Daily Energy Markets examined whether last week’s oil sell-off was misplaced as negotiations appear further from a deal than before. Omar Najia argued oil has found its floor and could rise. Rachel Ziemba warned inflation pressures are building. Andy Critchlow highlighted mounting regional economic strain and energy security
PODCAST: Daily Energy Markets - May 21st
Can oil markets absorb a prolonged Hormuz disruption without another price shock? Today’s Daily Energy Markets unpacked Iran’s crude export resilience, Pakistan’s worsening LNG shortages, and fragile summer fuel balances. Danial Rahmat warned inflation is squeezing Iran’s economy, Osama Rizvi highlighted looming Pakistani blackouts, Jolyon Welsh questioned prospects for diplomacy, while Mita Chatu
AI Arabia Center of Excellence Dialogues | Roundtable Podcast 5 "Part B"
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PODCAST: Daily Energy Markets - May 20th
Is China emerging as the key power broker in the Middle East conflict? Today’s Daily Energy Markets Podcast explored Beijing’s growing diplomatic leverage, fragile Gulf ceasefire efforts, and why oil traders remain surprisingly calm with Brent above $110. Andrei Covatariu said China is positioning itself as a global mediator, James Lear highlighted a “fair value” oil market despite volatility, whi
AI Arabia Center of Excellence Dialogues | Roundtable Podcast 5 "Part A"
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PODCAST: Daily Energy Markets - May 19th
Today’s Daily Energy Markets Podcast explored an oil market trapped between diplomacy and disruption, as fears over the Strait of Hormuz, inflation and tightening global supplies kept traders on edge. China strategist Liao Na said the Trump-Xi summit was “damage control” rather than détente, while Gulf analyst Yesar Al-Maleki warned the region cannot afford renewed conflict with Iran. Algeria’s Ch
PODCAST: Daily Energy Markets - May 18th
As Brent climbed above $111 and fears over Hormuz disruption intensified, today’s Daily Energy Markets Podcast questioned why oil still isn’t pricing a full-scale supply shock. Omar Najia argued weakening demand, rising inflation and bloated storage point to lower prices ahead. Laury Haytayan warned Middle East “ceasefires” are largely symbolic. Mukesh Sahdev highlighted looming US gasoline shorta
PODCAST: Daily Energy Markets - May 14th
Today’s Daily Energy Markets Podcast examined the growing disconnect between record-breaking equity markets and mounting energy market risks linked to the Strait of Hormuz crisis. Toby Copson warned volatility is becoming entrenched as traders brace for prolonged disruption. Peter McGuire highlighted rising US inflation and bond yields as major threats to markets, while David Elward warned acceler
PODCAST: Daily Energy Markets - May 13th
Today’s Daily Energy Markets Podcast exposed how the Hormuz crisis is accelerating a global scramble for energy security, supply diversification, and geopolitical leverage. Sara Akbar warned Gulf states would never accept Iran becoming the “gatekeeper” of the Strait of Hormuz, arguing the region may prefer renewed conflict over surrendering energy security. James McCallum said the world is enterin
AI Arabia Center of Excellence Dialogues | Roundtable Podcast 4 "Part B"
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AI Arabia Center of Excellence Dialogues | Roundtable Podcast 4 "Part A"
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PODCAST: Daily Energy Markets - May 12th
Today’s Daily Energy Markets Podcast examined why oil markets remain deceptively calm despite mounting geopolitical and supply chain risks. Adi Imsirovic warned inventories are nearing critical lows, Maleeha Bengali highlighted Pakistan’s worsening energy shortages and geopolitical balancing act, while Clyde Russell cautioned China’s sulfur and battery supply chains could become the next major pre
PODCAST: Daily Energy Markets - May 11th
Today’s Daily Energy Markets Podcast unpacked rising geopolitical and energy market stress as Brent climbed above $105. Omar Najia warned Trump is “checkmated” on Iran, Raad Alkadiri said Tehran seeks security guarantees over symbolism, Russell Robertson highlighted Asia’s race for supply resilience, while Alan Gelder cautioned Europe’s fuel inventories remain deceptively fragile despite calm mark
PODCAST: Daily Energy Markets - May 7th
Today’s Daily Energy Markets podcast unpacked the fragile Iran-US diplomacy keeping Brent above $100 and the outlook for Trump-Xi Jinping Summit. Ali Al-Riyami warned GCC divisions and Strait of Hormuz tensions will outlast any short-term deal, Amena Bakr focused on OPEC+ cohesion and the UAE’s gradual production strategy, Marc Oswald highlighted China’s growing leverage and “just in case” energy
AI Arabia Center of Excellence Dialogues | Roundtable Podcast 3 "Part B"
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PODCAST: Daily Energy Markets - May 6th
Today’s Daily Energy Markets podcast, guest hosted by Mukesh Sahdev, examines why oil markets are pricing a longer geopolitical standoff. Ramin Lakani warns uncontrolled IRGC actions could turn Hormuz “more off than on,” Nadia Martin Wiggen flags severe gasoline blending shortages and collapsing OECD inventories ahead of summer, while Victor Yang says China is unlikely to bow to escalating U.S. sa
PODCAST: Daily Energy Markets - May 5th
Today’s Daily Energy Markets podcast, guest hosted by Paul Hickin, opens with overnight escalation as Iran targeted UAE tankers and energy assets, threatening the fragile ceasefire and jolting oil markets. June Goh highlights tightening supply from Hormuz disruptions, Narendra Taneja warns of potential conflict escalation, Omar Al-Ubaydli sees cautious negotiation progress, while Charles Ellinas u
AI Arabia Center of Excellence Dialogues | Roundtable Podcast 3 "Part A"
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PODCAST: Daily Energy Markets - May 4th
Today’s Daily Energy Markets podcast guest host Frank Kane led a discussion where Omar Najia warned oil is bearish amid diplomacy and demand destruction. Michelle Bockmann questioned “Project Freedom” and shipping safety. Brian Pieri highlighted rising US consumer pressures. Robin Mills cautioned an imminent supply crunch, followed by inventory rebuilds that could later push prices lower.
PODCAST: Daily Energy Markets - April 30th
Today's podcast explores surging oil prices driven by prolonged geopolitical tensions. Carole Nakhle highlights market volatility and OPEC dynamics, Yuriy Humber examines Japan’s energy security and supply diversification, and Walter Simpson outlines the operational risks of shutting and restarting oil fields, emphasizing uncertainty, investment challenges, and the likelihood of lasting struct
AI Arabia Center of Excellence Dialogues | Roundtable Podcast 2 "Part B"
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PODCAST: Daily Energy Markets - April 29th
Today’s podcast examined UAE’s exit from OPEC amid a Hormuz crisis. Jamie Ingram highlighted weakened OPEC cohesion but limited near-term impact. Laurie Haytayan stressed geopolitical rifts and Iran tensions shaping the timing. Rahul Kapoor warned prolonged Hormuz disruption is crippling shipping flows and could drive higher prices despite temporary market resilience in global energy markets.
PODCAST: Daily Energy Markets - April 28th
The podcast discusses surging oil prices above $110 driven by Gulf supply disruptions and geopolitical stalemate. Neil Atkinson highlights prolonged market tightness and recession risks. Pamela Munger analyzes shipping flows, Iranian exports, and logistical constraints. Jorge Montepeque examines Asian dynamics, China’s resilience, and sanction impacts, concluding shortages persist despite leakages
AI Arabia Center of Excellence Dialogues | Roundtable Podcast 2 – Part A
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PODCAST: Daily Energy Markets - April 27th
This Monday morning, Omar Najia warned oil and equities face downside as tensions and recession risks mount, urging cash over risk assets. Marc Howson highlighted tightening LNG supply and rising Asian prices driving demand destruction. Rachel Ziemba stressed US resilience and inflation pressures. Paul Hickin underscored unprecedented uncertainty, prices, and timing risks between supply shocks and
PODCAST: Daily Energy Markets - April 23rd
Today’s Daily Energy Markets podcast featured Vibhuti Garg, Iman Nasseri, Arne Lohmann Rasmussen, and Giacomo Prandelli discussing the Strait of Hormuz crisis and its global energy impact. Vibhuti highlighted India’s supply vulnerability, Iman assessed Gulf disruptions and storage dynamics, Arne outlined Europe’s limited response, while Giacomo explored geopolitical tensions, shipping risks, and m
PODCAST: Daily Energy Markets - April 22nd
Trump’s indefinite ceasefire masks unresolved tensions, with Bill Spindle expecting a JCPOA-style framework but warning conflict could resume. Rustin Edwards highlights soaring freight costs squeezing refining margins. Bora Bariman sees prolonged economic fallout and geopolitical fragmentation. Daejin Lee stresses constrained shipping capacity and risks to energy and food supply chains if disrupti
AI Arabia Center of Excellence Dialogues| Roundtable Podcast 1
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PODCAST: Daily Energy Markets - April 21st
Oil hovered in the mid-$90s amid geopolitical tensions, with Osama Rizvi highlighting fragile mediation efforts and limited prospects for lasting peace. Kate Dourian warned of tightening physical markets and rising supply risks, while Mehmet Öğütçü outlined complex negotiation hurdles. Jose Chalhoub emphasized Venezuela’s shifting oil dynamics under U.S. influence, with market direction hinging on
AI Arabia Center of Excellence Dialogues | Roundtable Podcast 1
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PODCAST: Daily Energy Markets - April 20th
Oil surged above $95, but Omar Najia called volatility “noise,” expecting lower prices. Michal Meidan stressed China’s buffers yet deep exposure to disruptions, while Yan Chong Yaw highlighted Asia’s divide between stockpiled “haves” and vulnerable importers. All warned supply strains persist, with outcomes hinging on conflict duration and a negotiated, not military, resolution.
PODCAST: Daily Energy Markets - April 16th
Today’s Daily Energy Markets podcast examined oil market dislocation, geopolitical risk, and pricing uncertainty. Ron Bousso highlighted investor optimism and market disconnects, Anoop Singh detailed stalled shipping flows and high transit costs, Jamal Qureshi assessed delayed supply impacts and SPR cushioning, and James Lear explained futures market breakdown and recovery in liquidity and price c
PODCAST: Daily Energy Markets - April 15th
Today’s Daily Energy Markets podcast highlighted oil’s volatility near $95 amid Strait of Hormuz disruptions. Mike McGlone warned prices may fall on demand destruction, while David Fyfe stressed severe supply outages. Jolyon Welsh said the U.S. and Iran both need a deal despite deep mistrust, while Peter McGuire noted resilient Asian markets masking strain.
PODCAST: Daily Energy Markets - April 14th
Today’s Daily Energy Markets podcast examined the fragile Iran-US ceasefire, Hormuz blockades, and oil market uncertainty. Mukesh Sahdev framed the blockade as strategic leverage to pressure Iran and China, Liao Na questioned its effectiveness citing strong Chinese buffers, and Yesar Al-Maleki highlighted escalation risks, market tightness, and challenges in Gulf oil production recovery.
DUBAI EYE – Business Breakfast – Sean Evers on Oil Market Volatility
Sean Evers, Founder & Managing Partner of Gulf Intelligence, joins Business Breakfast to break down the recent swings in oil prices, the impact of geopolitical tensions, and what the Strait of Hormuz developments mean for global energy markets and businesses.
PODCAST: Daily Energy Markets - April 13th
Today’s podcast focused on the failed weekend US-Iran talks and ensuing Hormuz escalation, with the US announcing a blockade of Iranian ports, driving oil back above $100. Omar Najia argued this pressure forces a deal. Gisele Widdershoven highlighted severe shipping disruption. David Wech warned of escalation risks, while Choeib Boutamine stressed massive supply losses and market fragility.
PODCAST: Daily Energy Markets - April 9th
Today’s Daily Energy Markets podcast examined fragile ceasefire dynamics, disrupted oil flows, and market volatility ahead of US-Iran talks. Raad Alkadiri assessed competing US-Iran and Israeli objectives, Michelle Wiese Bockmann detailed halted shipping and insurance constraints in Hormuz, Colby Connelly explored Gulf state concerns and uneven supply recovery, and Nadia Martin Wiggen highlighted
PODCAST: Daily Energy Markets - April 8th
A surprise Iran-US ceasefire triggered sharp market selloffs, but Marc Ostwald warned uncertainty and structural disruptions persist. Anne-Sophie Corbeau highlighted limited LNG exposure yet affordability concerns and demand shifts. Clyde Russell stressed ongoing physical supply tightness in Asia. Toby Copson emphasized fragile sentiment, unchanged fundamentals, and continued volatility despite he
PODCAST: Daily Energy Markets - April 7th
Today’s Daily Energy Markets podcast examined escalating Gulf tensions, oil market panic, and geopolitical uncertainty. Sara Akbar highlighted regional damage and urgency for de-escalation, Narendra Taneja assessed U.S. pressure and war risks, Adi Imsirovic explained distorted pricing and physical supply stress, and Victor Yang outlined China’s demand slowdown and resilience amid rising energy pri
PODCAST: Daily Energy Markets - April 6th
Markets opened cautiously after a volatile weekend, with Brent and WTI trading sideways following an initial spike on geopolitical headlines. Omar Najia warned volatility, weak conviction and risks of economic collapse if escalation continues. Ali Al-Riyami stressed maritime law and security in Oman-Iran talks. Andy Laven sees upward bias absent ceasefire. Brian Pieri highlighted supply dislocatio
PODCAST: Daily Energy Markets - April 2nd
Today’s Daily Energy Markets podcast examined oil price volatility, geopolitical uncertainty, and supply disruptions. Omar Al-Ubaydli downplayed escalation risks, Mita Chaturvedi highlighted weakening liquidity and trader caution, Ram Narayanan stressed severe energy shortages across Asia, and Andrei Covatariu emphasized a shift toward physical market fundamentals, with consensus that prolonged di
PODCAST: Daily Energy Markets - April 1st
Today’s Daily Energy Markets podcast examined tightening oil spreads, geopolitical uncertainty, and macroeconomic strain. June Goh highlighted WTI’s strengthening and normalized Brent spread, Robin Mills assessed Strait of Hormuz risks and Gulf recovery timelines, Maleeha Bengali warned of recession risks from $100 oil, and Dinita Setyawati outlined Asia’s demand shocks, rationing, and acceleratin
