Gulf Intelligence Podcasts PODCAST: Daily Energy Markets - May 23rd
May 23, 2025
Danial Rahmat, a Senior Energy Security Consultant from Iran, discusses escalating tensions between Israel and Iran and the potential implications for regional stability. Henning Gloystein, Head of Energy at Eurasia Group, analyzes how geopolitical conflicts are reshaping global energy markets and OPEC’s strategic decisions. David Elward from General Index dives into the promising future of sustainable aviation fuels and their market challenges. Together, they explore how these dynamics influence both traditional and greener energy pathways amid shifting global demands.
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Resilience of Energy Markets
- Energy markets have shown strong resilience despite ongoing crises like Ukraine and Middle East tensions.
- Market dislocations are occurring, but governments and new policies are adapting continuously.
New Dependencies in Energy
- Replacing one energy dependency often creates another, seen with Europe shifting from Russian gas to US LNG and Middle Eastern supplies.
- GCC's strategic position allows it to play a swing role in these evolving global energy markets.
Low Probability of Iran Conflict
- Israel alone likely lacks capacity to launch an effective airstrike on Iranian nuclear sites without US support.
- Regional players aim to reduce tensions, with a major conflict considered low probability but unpredictable.