Gulf Intelligence Podcasts PODCAST: Daily Energy Markets- June 13th
Jun 13, 2025
Narendra Taneja, India's Leading Energy Expert, discusses the volatility of Brent crude oil prices after Israel's strike on Iran. Raad Alkadiri highlights the influence of geopolitical events on energy markets and the difference between fear-induced price hikes and actual supply conditions. Iman Nasseri examines the intricate US-Israel relationships and regional dynamics, while Marc Ostwald analyzes macroeconomic effects, including stock market reactions and inflation risks. The conversation dives deep into implications for energy security and the future of international relations amidst rising tensions.
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Oil Prices Reflect Fear Not Disruption
- The initial oil price spike reflected fear, not supply disruption, so the premium's longevity is uncertain.
- More escalation, like strikes on energy infrastructure or strategic chokepoints, could push prices higher.
US Diplomatic Credibility at Risk
- The US was warned of Israel’s strike but likely could not prevent it, harming US diplomatic credibility.
- This incident raises questions about whether the US will actively intervene if Iran retaliates.
China Benefits from US Distraction
- India sees China as the main beneficiary if the US is bogged down in Middle East conflicts.
- Escalation could weaken US influence globally, particularly regarding Taiwan and South China Sea challenges.