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 11, 2025 • 30min
PODCAST: Daily Energy Markets - September 11th
On the September 11 Daily Energy Markets podcast, Clyde Russell (Reuters), Jamal Qureshi (Petrologistics), and Meliha Bengali (MB Commodity Corner) discussed Middle East geopolitics after Israel’s strike on Qatar, China’s oil storage strategy, U.S. recession risks, Fed policy, and OPEC+ supply dynamics. They also examined India’s defiance on Russian oil, shifting trade alliances, and gold’s rally.
Sep 10, 2025 • 31min
PODCAST: Daily Energy Markets - September 10th
The Daily Energy Markets podcast, hosted by Sean Evers from APPEC Singapore, featured Jamie Ingram (MEES), Mukesh Sahdev (Rystad Energy), and Mike McGlone (Bloomberg Intelligence). Discussion centered on Israel’s strike on Qatar, its geopolitical fallout, muted oil market reaction, OPEC+ supply increases, China’s stockpiling, and U.S. economic weakness, with insights on energy security, crude prices, and global demand outlook.
Sep 9, 2025 • 33min
PODCAST: Daily Energy Markets - September 9th
Podcast Caption: The Daily Energy Markets Podcast (Sept. 9) featured Ole Hansen (Saxo Bank), Osama Rizvi (Primary Vision), and Omar Al-Ubaydli (Bahrain Center for Strategic Studies). Hansen noted China’s stockpiling as key to oil stability despite OPEC supply hikes. Ubaydli highlighted geopolitics shaping OPEC strategy, while Rizvi discussed U.S.–Pakistan tariff dynamics. Speakers also assessed U.S. rate cuts, dollar weakness, and Gulf strategies amid volatile oil markets.
Sep 8, 2025 • 31min
PODCAST: Daily Energy Markets - September 8th
The Daily Energy Markets podcast kicks off this morning with a view of the outlook from APPEC in Singapore, with Sean Evers hosting speakers Omar Najia (BB Energy), Michelle Wiese Bockmann (Windward), and Choeib Boutamine (Ranadrill Energy). They debate Platts’ forecast of a $10 Brent drop, with Omar stressing US fiscal dominance, Michelle warning of tanker risks and sanctions, and Choeib analyzing OPEC+ supply, market share battles, and fragile producer finances.
Sep 7, 2025 • 35min
PODCAST: Daily Energy Markets - September 8th
In this Month in Review edition of the Daily Energy Markets podcast, Sean Evers speaks with Christof Rühl (Columbia University) and Mark Finley (Baker Institute, Rice University). Discussion highlights include oil’s September sell-off, OPEC+ supply increases, U.S. rate cut expectations, Chinese demand, and the geopolitical implications of U.S., Russian, and Saudi policies.
Sep 5, 2025 • 35min
PODCAST: Daily Energy Markets - September 5th
In this end-of-week Daily Energy Markets Podcast, panelists Daniel Rahmat, Anoop Singh, and Dr. Andrei Belyi analyze OPEC+ deliberations, Iran’s oil export challenges, dark fleet dynamics, and Europe’s weakening economic outlook. Discussion spans U.S. jobs data, Fed rate-cut expectations, and implications for demand. With Brent trading softer, markets weigh supply risks against slowing growth.
Sep 4, 2025 • 30min
PODCAST: Daily Energy Markets - September 4th
The Daily Energy Markets podcast’s 4th episode of the week was joined by energy analysts from all corners of the world with Robin Mills from Dubai, Mark Oswald in London, and Yuri Humber based in Tokyo. The panel discussed OPEC+ supply decisions, Asian economic resilience, Japan’s shifting security and trade challenges, U.S.-India tensions, and LNG dynamics. Geopolitical developments and U.S. Fed policy shifts also featured prominently in shaping oil and energy markets.
Sep 3, 2025 • 30min
PODCAST: Daily Energy Markets - September 3rd
In today's Daily Energy Markets Podcast, Dyala Sabbagh hosts Niamh McBurney, Andy Laven, and Victor Yang. They discuss Xi’s military parade, Russia-China-India energy ties, sanctions impacts, oversupply risks, China’s weakening trade with the U.S., Gulf tensions, OPEC+ strategy, Libya’s gradual recovery, Iran’s disguised crude flows, and China’s fragile property sector amid a 5% GDP target.
Sep 2, 2025 • 32min
PODCAST: Daily Energy Markets - September 2nd
In today’s Daily Energy Markets Podcast, Peter McGuire highlighted soaring gold and silver alongside weak, range-bound oil with potential Q4 oversupply. Adi Imsirovic stressed oil’s structural weakness despite refinery turnarounds, citing geopolitical uncertainties. Narendra Taneja defended India’s Russian crude imports against Trump’s tariff threats, framing decisions as economic sovereignty. Discussion also covered China’s stimulus-led stock rally, Fed rate cuts, and OPEC’s strategic balancing.
Sep 1, 2025 • 32min
PODCAST: Daily Energy Markets - September 1st
The Daily Energy Markets podcast returns with Vandana Hari, Neil Atkinson, and Omar Najia analyzing oil’s Q4 outlook. They debate oversupply risks, resilient demand from China and India, Fed-driven macro liquidity, and fading geopolitical risk—offering sharp insights on crude prices, global energy trends, and shifting market sentiment.
