Gulf Intelligence Podcasts

The Daily Energy Markets podcast tackled the ripple effects of a sweeping new US spending bill adding $3 trillion to debt while slashing taxes and gutting key social and climate programs — a clear political win for Trump but raising concerns over debt and dollar pressure. Guests debated how a weaker dollar could support oil prices, the impact of OPEC+ unwinding supply cuts amid tight compliance, and the market’s focus on upcoming US tariffs. Uncertainty remains a key theme, with refinery cracks widening and Europe bracing for further trade friction as oil markets watch volatile supply-demand balances. Tune in for more insights from Patrick Kulsen, CEO of Insights Global; Rosemary Griffin, OPEC+ Lead Reporter at S&P Global Commodity Insights; and Raad Alkadiri, Managing Partner of 3TEN32 Associates.

Amid volatile oil prices, energy and commodities experts Choeib Boutamine, Nadia Martin Wiggen, and Ahmed Mehdi unpacked the ripple effects of Trump’s vast budget bill, OPEC+ supply decisions, and global trade negotiations on energy markets. With inventories high in China and US stockpiles surprising to the upside, the panel weighed whether OPEC+ can sustain production unwinds without risking a price drop below $60. Tune in to learn more about how a weakening dollar and fragile trade deals could impact revenues for oil producers, while refining capacity closures and resilient demand in China may lend support, in today’s the Daily Energy Markets podcast.

Is traditional oil market supply-demand research still fit for purpose? As OPEC+ pushes ahead with its plans to unwind historic supply cuts, what does this mean for the future trajectory of oil markets? The Daily Energy Markets Podcast unpacks these questions from multiple angles, featuring insights from Ali Al Riyami, Consultant and Former Director General of Marketing at Oman’s Ministry of Energy & Minerals; Neil Atkinson, Former Head of the Oil Markets Division at the International Energy Agency; and Jamie Ingram, Managing Editor at the Middle East Economic Survey. Tune in now to hear where these experts believe the market is headed — and why old forecasting models might be overdue for a rethink. Share your perspective and join the debate: https://x.com/gulf_intel/status/1940305602485666119 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7346071398961901568

The Daily Energy Markets Podcast unpacked the diverse dynamics that could shape oil prices in the second half of the year, following an average of $70.80 for the first six months. In this episode, Jorge Montepeque, Managing Director of Benchmarks at Onyx Capital Group; James McCallum, CEO & Chairman at Xergy Group and Professor of Energy at Strathclyde University; and Arne Lohmann Rasmussen, Chief Analyst and Head of Research at Global Risk Management, shared their expert perspectives on where Brent crude oil might average in the coming months. So, what do you think - Will Brent land closer to $55, $65, $75, or $85 in 2H?

🌍 Oil Outlook Heats Up! Omar Najia predicts oil is undervalued and entering a multi-year uptrend, despite calm in the Middle East. Meanwhile, Paul Hickin and Alan Gelder warn Q4 could see weaker prices as OPEC supply grows and China’s demand plateaus. Macro risks, rate cuts, and trade tariffs could reshape the balance. Watch for market shifts as geopolitics and inflation collide! We ask markets observers: It's OPEC+ Week Again -- Oil Markets have already priced in another accelerated supply hike of 411kbpd at July 6th meeting – Agree or Disagree? Have your say here: https://x.com/gulf_intel/status/1939580085549326648 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7345346014951718913

As Iran and Israel pause direct fire, oil markets remain remarkably steady. Is this the end of escalation or just a timeout? Listen to expert insights on the terms of the ceasefire, risking shipping rates and the significance of Iranian oil being bought by the Chinese. With insights from:🎧 Laury Haytayan, MENA Director, Natural Resource Governance 🎧 Bill Spindle, Senior Global Correspondent, Cipher News🎧 Matt Wright, Senior Freight Analyst, KplerBrent averaged about $70 in first half of 2025 - What will it average in H2? Have your say here: https://x.com/gulf_intel/status/1938129457648226637 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7343895584694534144

In today’s Daily Energy Markets Podcast, Sara Akbar, Chairperson & CEO of OiLSERV Kuwait; Vandana Hari, Founder & CEO of Vanda Insights; and Peter McGuire, CEO Australia of Trading.com, join moderator Brian Pieri, Founder of Energy Rogue, to discuss OPEC+ strategy, Gulf energy risks, Asia’s economic outlook, and oil’s 2H 2025 prospects. Do you agree or disagree: The oil market can now definitively rule out any possibility of Iran closing the Strait of Hormuz. VOTE here: https://x.com/gulf_intel/status/1937765136002949558 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7343531041313148930

As missiles fall and oil prices drop, analysts unpack the surprising calm in markets, the fragility of geopolitics, and what comes next. From OPEC+ dynamics to China's soft power and Iraq's energy crunch- this episode covers it all with a fiery debate.Featuring expert insights from:🔹Mehmet Öğütçü – Group CEO, Global Resources Partnership; Chairman, London Energy Club🔹Yasar Maleki – Gulf Analyst, Middle East Economic Survey🔹Asif Shuja – Director, GEOPOCONSULTDon’t forget to give your opinion on what will be the main driver of oil prices in H2 '25?https://x.com/gulf_intel/status/1937403133900300442OR here:https://www.linkedin.com/feed/update/urn:li:activity:7343169080217993219

Is US intervention in Iran violating Trump’s own America First, isolationist policies and why isn’t the oil market moving?Join our expert panel as they unpack the geopolitical tension and market response:🔹Omar Najia (Derivatives Trader, BB Energy),🔹Robin Mills (CEO, Qamar Energy), and🔹Brian Pieri (Founder, Energy Rogue).What stage is Israel's War on Iran now at? Have your opinion heard and VOTE here:https://x.com/gulf_intel/status/1937041865649316069 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7342806750435143680

The Daily Energy Markets Podcast closes the week by examining the ongoing Israel-Iran conflict and its impact on global energy dynamics—including shipping, storage, and oil & gas prices.Hear expert insights from:• Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center – Atlantic Council• Tony Quinn, Operating Partner, Prostar Capital & CEO, Tankbank International• Rustin Edwards, Head of Sales & Marketing, VKG GmbHHave we already seen the high for Brent when back in January oil hit approx $82? Yes, or no? VOTE here: https://x.com/gulf_intel/status/1935950666561728798 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7341716349376684053