Gulf Intelligence Podcasts

Featured panelists from North Africa and the EastMed - Choeib Boutamine, Charles Ellinas, and Bora Bariman dissected the outlook for oil and gas supply amid U.S.–China trade tensions and Trump’s sanctions push. They discussed OPEC+ capacity limits, India’s reliance on Russian oil, resilient global growth, and moderate pricing near $65. On the EastMed, they noted renewed investment in Egypt’s gas fields and Cyprus’ small plays, conditional on Gaza stability.

In this discussion, Mike McGlone, a senior strategist at Bloomberg Intelligence, warns about ongoing commodity weakness as gold prices surge. Jamie Ingram from MEES highlights the limited impact of the Gaza ceasefire on oil while pointing to Red Sea shipping risks. Daniel Richards, lead economist at Emirates NBD, outlines Gulf fiscal resilience despite lower oil prices and discusses the potential effects of pending Fed rate cuts on regional economies. The panel also touches on OPEC+ strategies and shifting dynamics in the oil market.

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.

Victor Yang, an analyst at JLC Network Technology specializing in China’s energy imports, shares insights on how trade tensions with the U.S. are impacting crude buying and tariffs. Meanwhile, Omar Najia from BB Energy discusses the effects of geopolitics and monetary policy on oil price dynamics. They explore the volatility in tanker rates, China's fluctuating crude imports, and the expectations for a year-end oil price rally, highlighting how political statements can create sharp market movements.

In this insightful discussion, Christof Rühl, a senior research scholar at Columbia University, teams up with Antoine Halff, co-founder of Kayrros. They dive into OPEC+'s production strategies and the reality of China’s shifting oil inventory dynamics. The geopolitical implications of conflicts in Gaza and Ukraine on global oil markets are examined. They also tackle U.S. economic resilience, trade tensions with China, and the integrity of U.S. economic data as factors influencing market trust and short-term price outlooks. A must-listen for energy market enthusiasts!

How is “AI” ImpactingPhysical Energy Trading – Winning & Losing Strategies? Richard Frey, CEO, INAIT

The Future Outlook for the East of Suez LPGMarket is Garnering a lot of Attention: Opportunities & Challenges?Mohamad Malas, Trader, BB Energy

Platts Dubai/Oman Crude Oil Benchmarks: All you need to know about S&P Global Platts plans for changing theDubai crude oil benchmark methodology to incorporate Murban more flexibly from2026? Daniel Colover, Head of Global Engagement & Intelligence for Oil & LNG, S&P Global Commodity Insights AndWesley Monteiro, Middle East Lead, Strategic Engagement & Intelligence Group, S&P Global Commodity Insights

What does 2025 Global Shifts in Oil Trade Flows, Inventories& Freight tell us about what to expect in 2026? Xavier Tang, Market Analyst, Vortexa

How the Port of Fujairah is Continuing its March Towards becoming one of the world’s Top 3 Global EnergyHubs: Latest Developments & Plans for 2026 and Beyond. . .?Capt. Ali Al Abdouli, Director, Fujairah Oil Tanker Terminals (FOTT), Port of Fujairah AndFaisal Al Jassim, Senior Manager – Operations Fujairah Terminals- AD Ports