Gulf Intelligence Podcasts

The Daily Energy Markets Podcast unpacked the diverse dynamics that could shape oil prices in the second half of the year, following an average of $70.80 for the first six months. In this episode, Jorge Montepeque, Managing Director of Benchmarks at Onyx Capital Group; James McCallum, CEO & Chairman at Xergy Group and Professor of Energy at Strathclyde University; and Arne Lohmann Rasmussen, Chief Analyst and Head of Research at Global Risk Management, shared their expert perspectives on where Brent crude oil might average in the coming months. So, what do you think - Will Brent land closer to $55, $65, $75, or $85 in 2H?

🌍 Oil Outlook Heats Up! Omar Najia predicts oil is undervalued and entering a multi-year uptrend, despite calm in the Middle East. Meanwhile, Paul Hickin and Alan Gelder warn Q4 could see weaker prices as OPEC supply grows and China’s demand plateaus. Macro risks, rate cuts, and trade tariffs could reshape the balance. Watch for market shifts as geopolitics and inflation collide! We ask markets observers: It's OPEC+ Week Again -- Oil Markets have already priced in another accelerated supply hike of 411kbpd at July 6th meeting – Agree or Disagree? Have your say here: https://x.com/gulf_intel/status/1939580085549326648 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7345346014951718913

As Iran and Israel pause direct fire, oil markets remain remarkably steady. Is this the end of escalation or just a timeout? Listen to expert insights on the terms of the ceasefire, risking shipping rates and the significance of Iranian oil being bought by the Chinese. With insights from:🎧 Laury Haytayan, MENA Director, Natural Resource Governance 🎧 Bill Spindle, Senior Global Correspondent, Cipher News🎧 Matt Wright, Senior Freight Analyst, KplerBrent averaged about $70 in first half of 2025 - What will it average in H2? Have your say here: https://x.com/gulf_intel/status/1938129457648226637 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7343895584694534144

In today’s Daily Energy Markets Podcast, Sara Akbar, Chairperson & CEO of OiLSERV Kuwait; Vandana Hari, Founder & CEO of Vanda Insights; and Peter McGuire, CEO Australia of Trading.com, join moderator Brian Pieri, Founder of Energy Rogue, to discuss OPEC+ strategy, Gulf energy risks, Asia’s economic outlook, and oil’s 2H 2025 prospects. Do you agree or disagree: The oil market can now definitively rule out any possibility of Iran closing the Strait of Hormuz. VOTE here: https://x.com/gulf_intel/status/1937765136002949558 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7343531041313148930

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.