Gulf Intelligence Podcasts PODCAST: Daily Energy Markets - Oct 14th
Oct 14, 2025
In this discussion, Kate Dourian, a seasoned Middle East analyst, addresses the precarious Gaza ceasefire and its humanitarian impact. Carole Nakhle, an energy economist and CEO, talks about OPEC+ production increases and investment barriers, highlighting Saudi roles. Maleeha Bengali, founder of MB Commodity Corner, links market developments to China-US trade tensions, and explains the macroeconomic drivers influencing oil and commodities. The pivot towards gold as a hedge against inflation adds another layer of insight to the conversation.
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Gaza Ceasefire Is Fragile And Political
- Kate Dourian warns the Gaza situation is fragile and a true ceasefire needs monitoring and stabilization forces.
- She says political will, especially from Trump, will determine if the deal holds and oil markets react to such headlines.
Milestone Doesn't Mean Resolution
- Carole Nakhle calls the recent pause in Gaza a milestone but warns structural problems remain unresolved.
- She stresses trauma and decades-long grievances mean peace will take generations, not instant healing.
Macro Moves Beyond Middle East Headlines
- Maleeha Bengali says macro markets are driven more by US-China tensions, AI capex, and Fed policy than by Gaza headlines.
- She argues those three forces currently dominate asset-price direction and commodity moves.