Gulf Intelligence Podcasts

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.

Omar Najia, a derivatives trader at BB Energy, and Marc Ostwald, Chief Economist at ADM Investor Services, share their insights on global energy dynamics. They delve into China's surprising 5% growth amidst falling inventories, and the implications of the surge in oil on tankers. The duo discusses the geopolitical tension between the U.S. and China, especially regarding rare earths, and OPEC+'s strategies for managing supply. They explore the connection between Fed rate cuts and future oil prices, highlighting a complex interplay of macroeconomic factors.

The Daily Energy Markets Podcast capped the conversation this week, featuring Adi Imsirovic (Surrey Clean Energy), Paul Hickin (Petroleum Economist), and Arne Rasmussen (Global Risk Management). The panel unpacked oil’s slide toward $60 Brent, driven by renewed Trump-Putin peace talk speculation, refinery disruptions in Russia, and weak global demand. They warned of potential contango, US shale stress, and macro-financial volatility ahead.

Featured panelists from North Africa and the EastMed - Choeib Boutamine, Charles Ellinas, and Bora Bariman dissected the outlook for oil and gas supply amid U.S.–China trade tensions and Trump’s sanctions push. They discussed OPEC+ capacity limits, India’s reliance on Russian oil, resilient global growth, and moderate pricing near $65. On the EastMed, they noted renewed investment in Egypt’s gas fields and Cyprus’ small plays, conditional on Gaza stability.

In this discussion, Mike McGlone, a senior strategist at Bloomberg Intelligence, warns about ongoing commodity weakness as gold prices surge. Jamie Ingram from MEES highlights the limited impact of the Gaza ceasefire on oil while pointing to Red Sea shipping risks. Daniel Richards, lead economist at Emirates NBD, outlines Gulf fiscal resilience despite lower oil prices and discusses the potential effects of pending Fed rate cuts on regional economies. The panel also touches on OPEC+ strategies and shifting dynamics in the oil market.

In this discussion, Kate Dourian, a seasoned Middle East analyst, addresses the precarious Gaza ceasefire and its humanitarian impact. Carole Nakhle, an energy economist and CEO, talks about OPEC+ production increases and investment barriers, highlighting Saudi roles. Maleeha Bengali, founder of MB Commodity Corner, links market developments to China-US trade tensions, and explains the macroeconomic drivers influencing oil and commodities. The pivot towards gold as a hedge against inflation adds another layer of insight to the conversation.

Victor Yang, an analyst at JLC Network Technology specializing in China’s energy imports, shares insights on how trade tensions with the U.S. are impacting crude buying and tariffs. Meanwhile, Omar Najia from BB Energy discusses the effects of geopolitics and monetary policy on oil price dynamics. They explore the volatility in tanker rates, China's fluctuating crude imports, and the expectations for a year-end oil price rally, highlighting how political statements can create sharp market movements.