
Gulf Intelligence Podcasts
Gulf Intelligence (GI) is the leading strategic consulting group in the Middle East focused on the international energy & natural resources industry. The Dubai-based firm uses more than 10 years of operational experience in the region to offer trusted, fully compliant, and strategic advice. The GI consultancy provides expert and hands-on assistance to international clients looking for opportunities or seeking solutions in the Arab Gulf, as well as supporting national energy stakeholders expand their global engagement.
Latest episodes

Jan 14, 2025 • 32min
PODCAST: HOW WILL ”AI” IMPACT GLOBAL ENERGY TRADING – GAMECHANGER?
AI is redefining global energy trading—reshaping strategies, driving efficiency, and unlocking immense value. In this transformative session, experts explored AI’s game-changing role, from leveraging generative models to managing data as the new oil. As industries navigate innovation, regulation, and ethical challenges, the future of energy trading promises smarter, faster decisions powered by AI. The question remains: how far can AI propel us in 2025 and beyond?

Jan 14, 2025 • 31min
PODCAST: THE SUSTAINABILITY OF OPEC+ IN 2025?
With non-OPEC supply surging, demand uncertainty, and geopolitical pressures, can OPEC+ maintain its pivotal role? Experts Amena Bakr, Dr. Yousef AlShammari, and Choeib Boutamine provided insights on cohesion, production strategies, and global market dynamics. As Saudi Arabia and Russia navigate shifting alliances and economic pressures, the path ahead remains complex yet crucial for global energy stability. The session was moderated by Frank Kane of Arabian Gulf Business Insight.

Jan 14, 2025 • 28min
PODCAST: OUTLOOK FOR INVESTMENT IN GULF UPSTREAM E&P
Speakers explored the Gulf's dual focus on energy security and transition, highlighting ambitious projects like Kuwait’s $30B infrastructure plan and SNOC’s decarbonization efforts. The discussion underscored the region's strategic role in stabilizing global energy markets, balancing oil capacity growth with renewable initiatives. Despite challenges, Gulf nations remain committed to long-term energy strategies, with Brent crude forecasts hovering around $70 amid geopolitical and market complexities.

Jan 14, 2025 • 30min
PODCAST: South Asia Energy Demand Growth in 2025: All of the Above vs Hydrocarbons?
This session brings together industry experts from South Asia, featuring energy analysts Vibhuti Garg, Osama Rizvi, and Ram Narayanan. They explored how the subcontinent balances rapid economic growth, rising energy needs, and environmental challenges. Key insights highlighted renewables, fossil fuels, and geopolitical factors shaping the region's energy future. #EnergyTransition #SouthAsia #GlobalOutlook

Jan 14, 2025 • 30min
PODCAST: Asia’s Impact on Global Oil Markets in 2025?
Experts explored how Asia’s evolving energy landscape impacts global oil markets. Key insights included China’s shift to a “new normal” with tempered oil demand growth, India’s steady rise, and the strategic dominance of refined products across the region. With Brent crude hovering near $75, Asia’s influence remains pivotal amid a complex energy transition. #EnergyOutlook2025 #GlobalOilMarkets

Jan 14, 2025 • 32min
PODCAST: The Geopolitics of America’s Energy Independence: Implications for China, India and the Global Energy Market?
Experts unpacked US energy dominance, its impact on China and India, and evolving trade systems. Key themes: Gulf region tensions, renewable energy security, and systemic trade rewiring. Insights from Rachel Ziemba, Dr. Raad Alkadiri, and Bill Spindle revealed the geopolitical complexities of a transforming energy landscape. A pivotal discussion for the global market’s future! #EnergyGeopolitics #GlobalOutlookForum

Jan 14, 2025 • 31min
PODCAST: Shipping, Sanctions & Geopolitics: Nexus Challenges in 2025?
An expert panel discussion at Global Energy Outlook Forum 2025 delves into 2025 shipping industry challenges, sanctions impacts, and geopolitical risks. Michelle Bockmann of Lloyd’s List Intelligence, David Wech of Vortexa, and Richard Bronze of Energy Aspects explore global trade dynamics, volatile markets, and the gray fleet. Moderated by Andy Critchlow of S&P Global Commodity Insights, the session covers threats to major shipping lanes, evolving sanctions, and economic implications amid US-China tensions and climate change.

Jan 13, 2025 • 30min
PODCAST: Middle East Outlook on Global Oil Markets Through 2025?
This panel examines Middle Eastern perspectives on 2025 oil markets, focusing on price trends, US policies under Trump, Iran’s supply role, and China’s shifting energy demand. Geopolitical risks, shipping disruptions, and stabilization of oil prices between $70–$80 are key themes, reflecting cautious optimism for the year ahead.

Jan 13, 2025 • 30min
PODCAST: Middle East Geopolitics & Impact on Energy Flows in 2025?
This panel on Middle East geopolitics explores 2025 energy dynamics, focusing on Trump’s policy shifts, Israel’s influence, and Syria’s reconstruction. Key insights include Gulf investment strategies, Turkey’s growing regional role, and China’s mediation impact. Experts highlight the challenges in balancing energy security, infrastructure, and geopolitical stability while navigating partnerships and shifting global demand. The discussion further underscores the Middle East’s critical position in shaping future energy markets and regional economic development.

Jan 13, 2025 • 30min
PODCAST: Southeast Asia Macro Outlook & LNG Demand Growth Forecast?
This panel discusses how Southeast Asia's growing economies will drive LNG demand, while Japan’s imports stabilize amid energy policy shifts. Tight supply and high prices, bolstered by colder winters and limited new projects, remain critical. Asia’s price sensitivity and diverse energy landscapes challenge affordability, with LNG pivotal in transition plans.