Gulf Intelligence Podcasts

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.

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.

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.

This panel explores key trends shaping the US energy industry, focusing on the impacts of a Trump 2.0 presidency. Expert panelists analyze oil and LNG production, market dynamics, sustainability, and geopolitical influences. Discussions highlight the role of supermajors, infrastructure bottlenecks, and the balance between profitability and production growth.

This panel focuses on China Macro Outlook & Oil Demand Growth in 2025. What to expect: A 5% growth rate for China this year is plausible; Economic growth in China is increasingly driven by new energy and technology industries; and Chinese refineries are evolving to focus on chemicals rather than gasoline or diesel.

Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; Rosemary Griffin, OPEC+ Lead Reporter, S&P Global Commodity Insights; and Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies weighed in their views on the recent geopolitical development in the Middle East. The Daily Energy Markets Podcast also asked the participants today: Canada said yesterday it would cut off energy to the US if President-elect Donald Trump imposes sweeping tariffs on all Canadian products -- how will countries retaliation to Trump Tariffs impact oil prices in 2025: Bullish; Bearish; OR No Impact? Share your outlook here: https://x.com/gulf_intel/status/1867101378675437697?Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; Rosemary Griffin, OPEC+ Lead Reporter, S&P Global Commodity Insights; and Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies weighed in their views on the recent geopolitical development in the Middle East. The Daily Energy Markets Podcast also asked the participants today: Canada said yesterday it would cut off energy to the US if President-elect Donald Trump imposes sweeping tariffs on all Canadian products -- how will countries retaliation to Trump Tariffs impact oil prices in 2025: Bullish; Bearish; OR No Impact? Share your outlook here: https://x.com/gulf_intel/status/1867101378675437697?

The Daily Energy Markets Podcast continues this week with our top speakers from Europe: Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Dr. Carole Nakhle, CEO, Crystol Energy; and Gaurav Sharma, Journalist and Energy Analyst. What will have greatest impact on direction of oil markets in Q1: OPEC+ Supply Cuts; China Stimulus; Trump Arrival; OR Geopolitics? Share your views here: https://x.com/gulf_intel/status/1866738449480651228

The Daily Energy Markets Podcast went deeper into analyzing OPEC+’s recent decision – are they still in the driver’s seat in the current market? Listen in to hear expert views from Mukesh Sahdev, Global Head - Commodities Markets Oil, Rystad Energy; Peter McGuire, CEO, XM Australia; and Jamie Ingram, Senior Editor, Middle East Economic Survey. The panel also dig into China’s new stimulus campaign. China's top Communist Party officials have announced a shift in their monetary policy stance to "vigorously" boost consumption - will it drive up China's oil demand in 2025: Yes or No? Vote here: https://x.com/gulf_intel/status/1866376994876964956

The collapse of the Assad regime in Syria will make a regional war between Israel and Iran: Less Likely; More Likely; OR No Impact? Omar Najia, Global Head, Derivatives, BB Energy; Viktor Katona, Head of Oil Analysis, KPLER; Bora Bariman, Managing Partner, Hormuz Straits Partnership, weighed in their views in today’s Daily Energy Markets Podcast. Share your views here: https://x.com/gulf_intel/status/1866015491082600811

Mike Muller, Head, Vitol Asia and Christof Rühl, Senior Research Scholar, Center on Global Energy Policy at Columbia University, shared their insights on the recent decision by OPEC+ as well as their outlook for Asian energy demand in the Daily Energy Markets Podcast’s Month in Review/ Outlook Ahead.