Gulf Intelligence Podcasts
Gulf Intelligence
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.
Episodes
Mentioned books
Sep 25, 2025 • 29min
PODCAST: Daily Energy Markets - September 25th
On today’s Daily Energy Markets podcast, oil’s 3% surge on U.S. inventory draws sparked debate over IEA vs OPEC demand forecasts. David Wech (Vortexa) stressed supply limits; Scott Livermore (Oxford Economics) noted resilient growth and Gulf fiscal pressures; Henning Gloystein (Eurasia Group) warned of geopolitical risks from Russia, NATO tensions, and Gaza. Consensus leaned toward IEA’s lower demand outlook.
Sep 24, 2025 • 31min
PODCAST: Daily Energy Markets - September 24th
The Daily Energy Markets Podcast featured Peter Maguire (Trading.com), Victor Yang (JLC Network Technology), and David Elward (General Index). Discussions spanned Powell’s cautious rate-cut outlook, gold’s surge past $3,800, oil’s range-bound prices amid China’s stockpiling, and shifting Russian crude flows. Speakers also examined China’s rising jet fuel exports, SAF ambitions, Europe’s transition pressures, and biofuels’ global momentum.
Sep 23, 2025 • 32min
PODCAST: Daily Energy Markets - September 23rd
On today’s Daily Energy Markets podcast, Vibhuti Garg (IEEFA) discussed India balancing U.S. pressure over Russian oil with shifting trade and H-1B visa tensions. Neil Atkinson (former IEA) highlighted supply growth versus underestimated demand. Matthew Wright (Kpler) noted resilient freight markets and the “dark fleet” dynamics. Speakers emphasized OPEC+ spare capacity, India’s refining role, and shifting global alliances.
Sep 22, 2025 • 36min
PODCAST: Daily Energy Markets - September 22nd
Brent crude hovered near $67 as markets shrugged off global tensions. Omar Najia (BB Energy) saw liquidity fueling rallies across assets, including oil. Rad Al-Qadiri (31032 Associates) warned of U.S. polarization and Trump-era geopolitical fractures. Ehsan UlHaq (Petroleum Economist) noted resilient demand offsetting rising supply. Panelists debated sanctions, MAGA divisions, and whether disruption risks a global economic “snap.”
Sep 19, 2025 • 34min
PODCAST: Daily Energy Markets - September 19th
The Daily Energy Markets Podcast concluded the conversation this week with June Goh (Sparta Commodities) discussing why strong demand and Chinese stockpiling may absorb any surplus. Meahile, Bill Spindle (Independent Analyst) highlighted Fed rate cuts, the weak dollar, and U.S. trade leverage. Mehmet Öğütçü (Global Resources Partnership) explored Trump–Putin tensions, Russia’s reliance on China, and rising Middle East flashpoints sustaining oil prices.
Sep 18, 2025 • 32min
PODCAST: Daily Energy Markets - September 18th
Today’s Daily Energy Markets podcast (Sept. 18) featured Nadia Martin Wiggen (Svelland Capital), Walter Simpson (former O&G CEO), and James McCallum (Exergy Group/Strathclyde University). Discussion centered on the Fed’s rate cut, OPEC+ spare capacity (estimated 2–3 mb/d), shifting IOC strategies toward deepwater, U.S. shale consolidation, and China’s stockbuilding role in sustaining prices despite supply growth.
Sep 17, 2025 • 33min
PODCAST: Daily Energy Markets - September 17th
David Fyfe, Rustin Edwards, and Bora Bariman discussed Q4 oil market dynamics, highlighting OPEC+ supply, resilient trade, and risks of surplus. Bariman stressed shifting currency flows, gold’s rising role, and Asian demand resilience. Edwards noted Russian refinery disruptions and geopolitical risks supporting prices. The panel also examined Europe’s LNG commitments, U.S. policy pressures, and China’s electrification drive.
Sep 16, 2025 • 33min
PODCAST: Daily Energy Markets - September 16th
Laury Haytayan, Iman Nasseri, and Charles Elinas joined host Sean Evers to discuss Israel’s unprecedented strike on Qatar, muted Arab responses, and why markets remain unfazed with oil stuck in a $65–67 band. Speakers highlighted OPEC+ supply moves, Fed rate decisions, U.S. pressure on Europe’s energy policy, and East Med gas dependencies shaping regional dynamics.
Sep 15, 2025 • 37min
PODCAST: Daily Energy Markets - September 15th
The Daily Energy Markets podcast opened the week with insights from Omar Najia (BB Energy), Brian Pieri (Energy Rogue), and Yan Chong Yaw (Wood Mackenzie). Speakers debated oil’s lack of direction, Fed rate cuts, China’s stockpiling, and geopolitical risks. Views diverged on timing, but all agreed Q4 prices hinge on macro forces, sentiment, and supply dynamics.
Sep 12, 2025 • 31min
PODCAST: Daily Energy Markets - September 12th
The Daily Energy Markets podcast discussed U.S.–Gulf security tensions after Israeli attacks on Qatar, with Rachel Ziemba stressing Gulf states’ search for diverse partnerships. Paul Hickin noted conflicting IEA/OPEC forecasts and China’s stockpiling role in stabilizing prices. Arne Rasmussen warned of weakening global demand, fragile U.S. growth, and OPEC+ struggling to sustain cohesion amid market shifts.
