Gulf Intelligence Podcasts

In this Month in Review edition of the Daily Energy Markets podcast, Sean Evers speaks with Christof Rühl (Columbia University) and Mark Finley (Baker Institute, Rice University). Discussion highlights include oil’s September sell-off, OPEC+ supply increases, U.S. rate cut expectations, Chinese demand, and the geopolitical implications of U.S., Russian, and Saudi policies.

In this end-of-week Daily Energy Markets Podcast, panelists Daniel Rahmat, Anoop Singh, and Dr. Andrei Belyi analyze OPEC+ deliberations, Iran’s oil export challenges, dark fleet dynamics, and Europe’s weakening economic outlook. Discussion spans U.S. jobs data, Fed rate-cut expectations, and implications for demand. With Brent trading softer, markets weigh supply risks against slowing growth.

The Daily Energy Markets podcast’s 4th episode of the week was joined by energy analysts from all corners of the world with Robin Mills from Dubai, Mark Oswald in London, and Yuri Humber based in Tokyo. The panel discussed OPEC+ supply decisions, Asian economic resilience, Japan’s shifting security and trade challenges, U.S.-India tensions, and LNG dynamics. Geopolitical developments and U.S. Fed policy shifts also featured prominently in shaping oil and energy markets.

In today's Daily Energy Markets Podcast, Dyala Sabbagh hosts Niamh McBurney, Andy Laven, and Victor Yang. They discuss Xi’s military parade, Russia-China-India energy ties, sanctions impacts, oversupply risks, China’s weakening trade with the U.S., Gulf tensions, OPEC+ strategy, Libya’s gradual recovery, Iran’s disguised crude flows, and China’s fragile property sector amid a 5% GDP target.

In today’s Daily Energy Markets Podcast, Peter McGuire highlighted soaring gold and silver alongside weak, range-bound oil with potential Q4 oversupply. Adi Imsirovic stressed oil’s structural weakness despite refinery turnarounds, citing geopolitical uncertainties. Narendra Taneja defended India’s Russian crude imports against Trump’s tariff threats, framing decisions as economic sovereignty. Discussion also covered China’s stimulus-led stock rally, Fed rate cuts, and OPEC’s strategic balancing.

The Daily Energy Markets podcast returns with Vandana Hari, Neil Atkinson, and Omar Najia analyzing oil’s Q4 outlook. They debate oversupply risks, resilient demand from China and India, Fed-driven macro liquidity, and fading geopolitical risk—offering sharp insights on crude prices, global energy trends, and shifting market sentiment.

As the Daily Energy Markets Podcast wraps up its 2024-2025 season, experts dissect whether Brent crude can hold above $70 or retreat into the 60s amid tightening supply and tariff headwinds. Paul Horsnell of Standard Chartered unpacks OPEC’s outlook and spare capacity myths, while Rachel Ziemba warns of tariff-driven macro risks and shifting Chinese demand. James Lear adds traders’ technical insights on price floors and beachside stop-loss strategies. It’s a vital pulse check before the market drifts into a volatile summer lull.

On today’s Daily Energy Markets podcast, host Sean Evers welcomes Peter McGuire, Carol Nakhle, and Omar Al-Ubaydli to debate whether Brent crude’s $70 mark is now a price floor or ceiling amid fresh Trump tariff chaos. From OPEC’s balancing act and China’s resilience to the impact of geopolitical flashpoints from Gaza to Bab al-Mandab, the panel unpacks the market’s muted shock and the US dollar’s decline. Tune in for sharp insights on what could shake oil prices next. Does Trump Tariff chaos make $70 a floor or ceiling for oil market? Have your say here: https://x.com/gulf_intel/status/1943198013804945792 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7348963776601161728

Brent crude tests $70 as experts unpack what’s driving oil prices — from macro speculation and a weaker dollar to China’s mixed demand signals and ongoing geopolitical risks. In today’s Daily Energy Markets Podcast, Maleeha Bengali, Clyde Russell, and Laury Haytayan explore Fed policy, tariffs, and Europe’s defense spending amid global uncertainty. Last month, Israel’s war on Iran drove Brent crude to $70+ -- what is the biggest driver in July? Have your say here: https://x.com/gulf_intel/status/1942838948671443103 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7348604657155411972

This Daily Energy Markets episode explores the oil market’s struggle as Brent crude hovers around $70, caught in a geopolitical ping pong. With fresh tariffs, trade tensions, and OPEC+ moves, the panel debates whether this “tariff movie” is any different this time. Hear Bloomberg’s Mike McGlone, India’s Narendra Taneja, and China analyst Victor Yang unpack the shifting energy outlook, from deflationary forces to strategic alliances reshaping global supply, demand, and market psychology. Have your say here: https://x.com/gulf_intel/status/1942471106264174664 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7348236401190023168