Gulf Intelligence Podcasts
Gulf Intelligence
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
Mentioned books
Feb 6, 2026 • 32min
PODCAST: Daily Energy Markets - Feb 6th
Closing the week, markets weighed Iran risk against fundamentals. Robin Mills saw negotiations and sanctions pressure likelier than war, with Gulf states keen to stay neutral. Caroline Bain argued oil’s muted response reflects ample supply, resilient demand and investor rotation into real assets. Clay Seigle stressed Trump’s energy leverage, price sensitivity, and odds of escalation.
Feb 5, 2026 • 30min
PODCAST: Daily Energy Markets - Feb 5th
Oil remains rangebound as geopolitics clash with fundamentals. Gemma Parker highlights structural signals and Iran risk linking headlines to supply. Mike McGlone argues Western Hemisphere oversupply and macro deflation point to a bear market and lower prices. Nadia Martin Wiggen counters that geopolitical disruptions, strong refining demand, China stockpiling, and OPEC constraints underpin upside risks.
Feb 4, 2026 • 33min
PODCAST: Daily Energy Markets - Feb 4th
Geopolitical noise failed to lift oil meaningfully as fundamentals dominated. Adi Imsirovic highlighted short-term supply tightness masking surplus barrels absorbed by China. Osama Rizvi weighed U.S.–Iran escalation risks against domestic U.S. politics and regional diplomacy. James McCallum stressed muted shale growth and Venezuela as the real upside for oil services.
Feb 3, 2026 • 34min
PODCAST: Daily Energy Markets - Feb 3rd
In today's Daily Energy Markets Podcast, Sean Evers led discussions on softer oil prices amid the India–US trade deal. Narendra Taneja argued India won’t abandon Russian crude, flagged agricultural sensitivities, and warned against Iran escalation. Brian Pieri highlighted weak US fuel demand and Venezuela’s infrastructure limits. Maleeha Bengali explained dollar stabilization, metals volatility, and why oversupply caps oil prices globally today.
Feb 2, 2026 • 35min
PODCAST: Daily Energy Markets - Feb 2nd
Victor Yang, senior analyst on China refining and demand trends. Laury Haytayan, MENA director focused on regional politics and energy governance. Omar Najee, derivatives trader tracking oil price drivers. They discuss fading market reactions to US‑Iran headlines, China’s weak refinery margins and muted stockpiling, geopolitical risks around Iran and regional strategies, and technical signs pointing to higher oil.
Jan 30, 2026 • 31min
PODCAST: Daily Energy Markets - Jan 30th
This end-of-week episode caps January with insights from Jamal Qureshi, Mukesh Sahdev and Arne Lohmann Rasmussen. The panel debated whether $70 Brent prices in US-Iran risks, the likelihood of Hormuz disruption, military deterrence and China’s role, with contrasting views on tail risks, dollar debasement and why oil’s rally may stay volatile but capped.
Jan 29, 2026 • 33min
PODCAST: Daily Energy Markets - Jan 29th
From today's Daily Energy Markets Podcast, there is a prevailing view that January’s oil rally is driven less by Chinese demand than by geopolitics, with rising US-Iran tensions restoring risk premiums. Clyde Russell argues China’s stockpiling is price-sensitive and set to slow. David Fyfe sees a tighter-than-expected market from outages and storage. Alan Gelder stresses supply disruptions, cautioning the price spike is likely temporary this year.
Jan 28, 2026 • 33min
PODCAST: Daily Energy Markets - Jan 28th
Brent surged above $68 as Sean Evers hosted today's Daily Energy Markets Podcast with Ahmed Mehdi, Asif Shuja and James Lear. Mehdi argued fading glut fears, short-covering and Chinese stockpiling are supporting prices. Shuja warned Iran tensions may reach a decisive phase. Lear said traders see oversupply and spreads, with geopolitics only partially priced in, despite January gains and heightened risk.
Jan 27, 2026 • 33min
PODCAST: Daily Energy Markets - Jan. 27th
Geopolitical tensions around Iran dominate today's discussion, with Yesar Al-Maleki warning military action remains highly uncertain and risky. June Goh says oil markets remain largely indifferent, supported by ample buffers and resilient Asian demand, especially from China’s petrochemical sector. Daniel Richards highlights Gulf economic resilience, diversification, and borrowing capacity insulating growth despite lower oil prices.
Jan 26, 2026 • 32min
PODCAST: Daily Energy Markets - Jan. 26th
Monday’s Daily Energy Markets podcast featured Omar Najia, Niamh McBurney, and Walter Simpson discussing oil’s fragile $60 support, Iran escalation risks, and geopolitical premiums. Najia warned markets are complacent, McBurney downplayed near-term disruption, while Simpson highlighted oversupply, OPEC constraints, and persistent uncertainty shaping energy investment and prices.
