Gulf Intelligence Podcasts

Today’s Daily Energy Markets podcast wrapped the season with Brian Pieri, Mukesh Sahdev, and James McCallum offering sharp insights on weakening U.S. economic signals, China’s strategic buying of discounted barrels, and OPEC+’s steady hand amid soft prices. Markets appear set to hover near $60–65. We’ll be off-air for all of December and return January 8 for the Global Energy Outlook Forum.

In today’s Daily Energy Markets podcast, analysts Paul Horsnell, Giacomo Prandelli, and Danial Rahmat unpack oil market stability, shifting geopolitical pressures, and the evolving roles of Europe, China, and Iran in global energy dynamics. Paul Horsnell notes oil markets remain steady, with backwardation and little evidence of a widely discussed supply glut. Giacomo Prandelli highlights Europe’s rising US LNG dependence and China’s strategic commodity stockpiling. Danial Rahmat says Iranian exports remain resilient but face deep discounts and economic strain, while regional geopolitics stay volatile yet unlikely to disrupt crude flows significantly.

The Daily Energy Markets podcast featured Yesar Al-Maleki, Henning Gloystein, and Peter McGuire, who discussed OPEC+’s cautious stance ahead of Sunday’s meeting, deepening Russia-Ukraine tensions, and commodity market reactions. Insights covered Iraq’s production risks, resilient Iranian oil flows, China’s steady demand outlook, and shifting U.S.–Gulf relations amid lower expected oil prices and rising geopolitical uncertainty.

Today’s podcast featured Sara Akbar, Bill Spindle, and Alan Gelder, who unpacked geopolitics, market balances, and regional energy shifts. Bill highlighted Russia-Ukraine peace dynamics, Japan’s hawkish turn, and U.S. oil headwinds. Alan discussed distillate tightness, China’s inventory strategy, and Europe’s industrial pressures. Sara provided insight on OPEC+ stability, Iranian flows, and Kuwait’s advancing offshore developments.

This week’s Daily Energy Markets podcast kicked off featuring Omar Najia, Laurie Haytayan, and Victor Yang, who unpacked shifting geopolitics and market drivers. Omar highlighted distillate-led oil dynamics and the inevitability of aggressive U.S. rate cuts. Laury assessed rising Middle East and Ukraine–Russia tensions and their implications for Europe. Victor detailed escalating China–Japan frictions and China’s shifting crude demand and product export outlook.

Today’s week-ending Daily Energy Markets podcast featured Bora Bariman, Kate Dourian, and Colby Connelly, who assessed the muted market response to new US sanctions on Russian oil. They highlighted spare Gulf capacity, shifting US-Saudi dynamics, Europe’s exposure, and uncertainty over Ukraine peace efforts. Despite potential supply curbs, weak demand signals kept Brent drifting lower as the week closed.

The Nov. 20 Daily Energy Markets podcast featured June Goh, Robin Mills, and Paul Hickin, who unpacked oil’s struggle near $65, Nvidia’s surge, and geopolitical shifts from the Saudi–US meeting. They highlighted China’s stockpiling capacity, resilient Asian economies, unsettled regional geopolitics, uncertain 2026 demand forecasts, and tightening sanctions reshaping Russian crude flows.

Today’s podcast brings together Livia Gallarati of Energy Aspects, David Wech of Vortexa, and Clyde Russell of Thomson Reuters to unpack oil market dynamics amid “peak Trump” debates, escalating sanctions, and China’s stabilizing demand. Brent steadies near $65 as speakers assess whether market fatigue signals “peak Trump.” Livia sees sanctions risks still underpriced. David flags soaring crude-at-sea and a building oversupply despite tight product markets. Clyde warns Trump’s tariff fallout will hit in 2025, while China continues steady buying and absorbs sanctioned barrels. Sanctions alignment and Asian demand remain pivotal.

In today’s podcast, David Elward highlighted the stark split between weak crude prices and a strong diesel rally driven by tightening sanctions. Narendra Taneja discussed India’s careful balancing between Russian oil flows and U.S. trade talks, alongside a solid economic outlook. Mehmet Öğütçü shared China’s cautious approach to sanctioned crude and its push for greater influence in global energy pricing.

The week opened with Sean Evers hosting Omar Najia, Michelle Bockmann, and Omar Al-Ubaydli to assess weak oil prices, shifting geopolitical risks, and Russian supply disruptions. Najia highlighted profit-taking and long-term bullish fundamentals, while Bockmann noted rising oil-on-water and tighter sanctions pressure. Al-Ubaydli discussed U.S.–Saudi dynamics, Iran’s strategy, and regional tensions shaping the energy outlook.