Gulf Intelligence Podcasts

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

Will the US interfere in the Iran-Israel conflict? What’s the worst-case scenario for the Gulf? Omar Al-Ubaydli, Director of Research at Bahrain Center for Strategic International & Energy Studies; Bora Bariman, Managing Partner of Hormuz Straits Partnership; and Victor Yang, Senior Analyst at JLC Network Technology, weighed in their views in today’s Daily Energy Markets Podcast. What impact would US strike on Iran have on oil prices? Share your views here:https://x.com/gulf_intel/status/1935594949799452732 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7340997947699965952:

Rachel Ziemba, a Jung Fellow at the Center for a New American Security, and Henning Gloystein, Head of Energy at Eurasia Group, dive into the escalating Israel-Iran conflict and its ripple effects on global energy markets. They discuss U.S. foreign policy decisions and potential military involvement, as well as how traders are adjusting to fluctuating oil prices. The conversation highlights the delicate interplay between geopolitical tensions, Asian nations' responses, and the broader implications for energy stability.

Clyde Russell, Asia Commodities & Energy Columnist at Thomson Reuters, and Anoop Singh, Global Head of Shipping Research at Oil Brokerage, dive deep into the disruptive effects of the Israel-Iran conflict on energy markets. They discuss the impact of GPS jamming in the Strait of Hormuz, raising concerns about maritime safety and oil supply stability. The conversation also highlights how freight and tanker market disruptions are occurring despite stable oil prices, revealing the complex dynamics of global shipping and trade in turbulent geopolitical waters.

Join Omar Najia, a savvy derivatives trader at BB Energy, Adi Imsirovic, director at Surrey Clean Energy, and Niamh McBurney from Control Risks as they dissect the ripple effects of the Israel-Iran war on global oil prices. They discuss the intriguing stability of oil prices despite rising tensions and the significance of the Strait of Hormuz. The experts dive into the implications of a recent 12% spike in Brent crude and explore the delicate balance required to navigate energy markets amidst ongoing conflicts.

Narendra Taneja, India's Leading Energy Expert, discusses the volatility of Brent crude oil prices after Israel's strike on Iran. Raad Alkadiri highlights the influence of geopolitical events on energy markets and the difference between fear-induced price hikes and actual supply conditions. Iman Nasseri examines the intricate US-Israel relationships and regional dynamics, while Marc Ostwald analyzes macroeconomic effects, including stock market reactions and inflation risks. The conversation dives deep into implications for energy security and the future of international relations amidst rising tensions.

Guests Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, Kate Dourian, contributing editor with expertise in Middle Eastern energy, and Osama Rizvi, an energy and economic analyst, dive into the factors driving oil prices towards $70. They discuss the geopolitical tensions between the U.S. and Iran, trade agreements with China, and seasonal demand trends. The trio examines OPEC's supply dynamics amidst market tightening and poses critical questions about the future of global energy markets enriched by shifting economic landscapes.

Neil Atkinson, former Head of Oil Markets Division at the International Energy Agency, and Nadia Martin Wiggen, Director at Svelland Capital, dive into the shifting dynamics of oil markets. They explore how July's OPEC+ production increases and U.S.-China trade relations will influence prices. Could a trade agreement spark Brent crude to hit $70 a barrel? The pair also discuss challenges with OPEC's production quotas and reflect on the complexities of global trade amidst fluctuating demand and production levels.