Gulf Intelligence Podcasts

Today’s Month in Review / Outlook Ahead edition of the Daily Energy Markets Podcast featured Christof Rühl, Senior Research Scholar at Columbia University, and Bill Zhao, former Managing Director at CPP Investments. Rühl noted that while the U.S. economy remains resilient, deep structural inequalities pose future risks, and highlighted a “supply conundrum” with surplus oil absorbed into Chinese storage, stabilizing prices near $65. Zhao emphasized China’s pragmatic handling of U.S. trade tensions, its resilient economy, and continued strong oil import demand under its new pro-growth Five-Year Plan.

Today’s DEM podcast featured Brian Pieri (Energy Rogue), Danial Rahmat (Tehran-based energy consultant), and Asif Shuja (GeoPoConsult) analyzing the aftermath of the Trump–Xi “Super Bowl of Summits.” Speakers agreed China holds the upper hand in the ongoing trade war. Discussion covered Iran’s discounted oil exports to China, U.S. shale’s stagnation at $60 WTI, and OPEC+’s delicate supply balancing ahead of Sunday’s meeting.

Today’s DEM Podcast featured Jamal Qureshi (Petro Logistics), Gemma Parker (FGE Nexant), and Xavier Tang (Vortexa). They discussed muted market reaction to the Trump–China summit, resilient oil demand despite trade tensions, and a likely supply surplus offset by Russian sanctions. Panelists highlighted China’s slower crude imports, OPEC+’s potential output rise, and ongoing geopolitical risks shaping oil prices around $65 Brent.

In today’s episode, Ilia Bouchouev, Walter Simpson, and Laury Haytayan discussed how US FED easing, OPEC+ supply growth, and global geopolitics intersect. Haytayan said market reaction remains muted despite Gaza and Ukraine crises; Simpson highlighted constrained spare capacity; and Bouchouev pointed to investor flows and algorithmic trading as key market drivers amid subdued volatility.

Today’s Daily Energy Markets podcast featured Ehsan Ul-Haq, Victor Yang and Bill Spindle. Ul-Haq discussed OPEC+’s cautious stance amid steady oil prices, potential supply gluts, and shifting Russian exports under tighter sanctions. Yang outlined softer Chinese crude imports and stable stimulus, while Spindle examined U.S. election politics, Venezuelan tensions, and Europe’s continued dependence on U.S. LNG for energy security.

Brent crude steadied around $65–70 as markets found equilibrium amid global uncertainty. Omar Najia of BB Energy said oil remains undervalued and poised for a strong upswing as investors rotate from other assets. Clyde Russell of Reuters highlighted China’s continued decoupling from U.S. trade reliance while maintaining oil imports from Russia. Jose Chalhoub in Caracas reported heightened U.S. naval presence in the Caribbean as Washington seeks to regain regional influence, with Venezuela’s Chevron operations still active under limited U.S. licenses and gradual production recovery.

Today’s session examined oil’s strong 7% weekly rise amid Trump’s tougher sanctions on Russia. Rad Alkadiri underscored the political volatility shaping markets, Russell Robertson pointed to Middle East producers gaining ground as trade flows shift, and Osama Rizvi noted renewed Saudi–Pakistan security ties and China’s resilience in sustaining oil demand into year-end.

Guest host Mukesh Sahdev led today’s Daily Energy Markets Podcast featuring Neil Atkinson, Ian Nathan, and Narendra Taneja. The panel examined new U.S. sanctions on Russia, their limited immediate impact on oil and gas supply, and implications for India’s energy strategy. Discussion also covered U.S.-India trade prospects, Europe’s stance on Russia, and oil prices stabilizing near $65–68 a barrel.

Today’s episode featured Mukesh Shadhev (Xanalysts), Rahul Kapoor (S&P Global Commodity Insights), and June Goh (Sparta Commodities) discussing India’s potential deal with the U.S. to reduce Russian oil imports. Speakers noted limited refinery flexibility, enduring Russian crude discounts, and geopolitical pressures. They highlighted resilient Russian flows, weak China demand, and strong jet/diesel margins amid enforcement challenges and shifting global trade dynamics.

Today’s Daily Energy Markets Podcast (Oct 21) featured Peter McGuire, James Lear, and Omar Al-Ubaydli with Sean Evers hosting. McGuire highlighted relentless equity rallies, bullish gold momentum, and Japan’s new “Iron Lady” leadership. Lear discussed stagnant oil prices near $61, shifting crude spreads, and cautious traders. Al-Ubaydli analyzed fragile Gaza ceasefire dynamics, Gulf diplomacy, and OPEC+ output strategy amid U.S. pressure on Russia.