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Gulf Intelligence Podcasts

Gulf Intelligence

Gulf Intelligence is a Dubai-based Energy Markets Publisher that offers Think Tank Consultancy services to partners engaged across the full value-chain of the Middle East Energy Sector. GI leverages its unparalleled last mile of connectivity in the Gulf region to facilitate critical knowledge exchange and intimate networking between National and International stakeholders tasked with leading the commercial development and advancement of the East of Suez physical energy markets.

22 episodes
daily
Avg 32 min
English

Episodes 22

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Wednesday · 34 min
PODCAST: Daily Energy Markets - September 23
Brent’s six-day slide masks supply strains and mounting winter risks. Jamie Ingram sees a higher oil-price floor amid unresolved Gulf tensions and warns a US diesel export ban could hurt Europe. Kona Haque calls the selloff a correction but flags dwindling buffers. Victor Yang expects Chinese crude imports below nine million barrels daily in Q4.
Tuesday · 32 min
PODCAST: Daily Energy Markets - September 22
Brent’s rebound above $100 masks deepening geopolitical and economic strain across global energy markets. Ramin Lakhani warned the conflict is becoming a war of attrition, intensifying regional stagflation. Scott Livermore raised Oxford Economics’ 2027 Brent forecast by $20. Toby Copson said oil remains underpriced, with China’s return potentially triggering a sharp energy-price spike this winter.
Monday · 32 min
PODCAST: Daily Energy Markets - September 21
The week opened with Brent retreating despite intensifying geopolitical turmoil. Omar Najia called the decline a correction after a $27 rally, maintaining oil’s bullish trajectory. Jorge Montepeque warned regional escalation and diesel-driven inflation threaten growth. Bill Spindle said Washington may limit Gulf security commitments until the midterms, before cautiously re-engaging as further regional pressures build.
September 18 · 33 min
PODCAST: Daily Energy Markets - September 18
Daily Energy Markets capped the week with a cautious outlook: calm oil prices mask mounting geopolitical, shipping and winter supply risks. Iman Nasseri said Iran is activating coordinated pressure points beyond Hormuz. Daejin Lee warned soaring tanker costs and dwindling Asian stockpiles could trigger a winter crisis. Jose Chalhoub forecast a slow Venezuelan oil recovery.
September 17 · 31 min
PODCAST: Daily Energy Markets - September 17
Fuel markets, not Brent, are broadcasting the conflict’s widening economic strain. Andrew Critchlow warned soaring diesel prices and vulnerable infrastructure reveal energy security risks. Ehsan Ul-Haq highlighted Europe’s diesel squeeze as Russian exports and Asian refinery runs decline. Haythem Rashed saw limited Libyan disruption but warned depleted Saudi buffers and Libya’s ballooning fuel-import bill expose fragility.
September 16 · 31 min
PODCAST: Daily Energy Markets - September 16
A tense, wide-ranging discussion weighed geopolitical supply risks against mounting macroeconomic pressure. Mike McGlone argued Fed tightening and an overextended stock market could trigger recession, demand destruction and lower commodities. Andrei Covatariu highlighted election politics, Russian refinery attacks and Europe’s winter vulnerability. Abhishek Kumar stressed refinery disruptions, costly rerouting and persistent regional Hormuz risk premiums.
September 15 · 31 min
PODCAST: Daily Energy Markets - September 15
Vandana Hari, Founder and CEO of Vanda Insights, led today’s discussion, framing oil markets as a supply and security crisis. David Wech said Middle Eastern exports remain 10 million b/d below pre-war levels as prices surge. Raad Al-Kadiri argued Hormuz requires comprehensive US-Iran guarantees; Colby Connelly warned Gulf states are diversifying beyond Washington amid regional war.
September 14 · 35 min
PODCAST: Daily Energy Markets - September 14
Guest Host Frank Kane steered discussion on tightening Gulf supply and oil’s next move. Omar Najia forecast prices above $145, citing liquidity, geopolitics and underinvestment. Omar Al-Ubaydli said earnest GCC-Iran dialogue is essential to resolving regional tensions. Maleeha Bengali warned disrupted export routes and tight products remain bullish, though oil could retreat before climbing again.
September 11 · 33 min
PODCAST: Daily Energy Markets - September 11
Oil markets face geopolitical and product-supply pressure as Brent holds above $105. Ron Bousso warned record cracks could trigger winter demand destruction. Giacomo Prandelli said refinery outages and soaring diesel costs threaten inflation, with diplomacy offering relief. Anoop Singh estimated Hormuz flows at six-to-seven million barrels daily and expects Asian winter shortages amid prolonged conflict.
September 10 · 38 min
PODCAST: Daily Energy Markets - September 10
Energy markets face mounting pressure as oil, gas and product disruptions converge. Anne-Sophie Corbeau warned low European storage and scarce Gulf LNG could drive prices higher. Osama Rizvi highlighted Pakistan’s cargo shortfall, blackouts and refinery push. Noam Raydan said Iran retains influence over Hormuz, while shuttle trades sustain fragile Iraqi exports despite escalating tanker risks.
September 9 · 32 min
PODCAST: Daily Energy Markets - September 9
Oil nearing $100 is intensifying pressure across major consuming economies. Vibhuti Garg highlighted India’s costly crude diversification but resilient growth and accelerating electrification. Marc Ostwald warned Europe faces acute refined-product, gas-storage and inflation pressures with limited fiscal buffers. Jamal Qureshi said depleted inventories leave oil increasingly exposed to geopolitical escalation, with prices capable of moving significantly higher.
September 8 · 30 min
PODCAST: Daily Energy Markets - September 8
Today’s discussion highlighted how geopolitical escalation is increasingly feeding into energy, inflation and security risks. Peter McGuire sees bullish oil momentum and stronger precious metals ahead; Robin Mills flags refined-product shortages and China’s returning crude imports; while Mehmet Öğütçü warns diesel scarcity could shock the global economy as Gulf states rethink security alliances.
September 7 · 30 min
PODCAST: Daily Energy Markets - September 7
A lively, bullish start to the week, with geopolitics and shipping risks dominating. Omar Najia sees crude heading significantly higher as products lead prices upward. Michelle Wiese Bockmann highlighted record tanker rates and mounting Hormuz insurance risks. Brian Pieri warned shrinking U.S. SPR capacity leaves consumers increasingly exposed to higher fuel prices.
September 4 · 36 min
PODCAST: Daily Energy Markets - September 4
Today’s discussion highlighted a market increasingly shaped by war-driven distortions. Giovanni Staunovo sees China’s returning crude demand as key to oil’s next move; Clyde Russell warns refining constraints and product shortages now matter more than Brent; while Danial Rahmat highlighted Iran’s mounting economic pressure and competing government-military approaches to ending the conflict.
September 3 · 32 min
PODCAST: Daily Energy Markets - September 3
Today’s Daily Energy Markets Podcast examined tightening oil and product markets amid persistent geopolitical risks. Mita Chaturvedi said Brent is finding support around $90 as market conviction rebuilds, with diesel and refined product tightness intensifying ahead of refinery maintenance. Narendra Taneja warned elevated oil prices and tanker shortages are increasing pressure on major importers like India. Yuriy Humber highlighted Japan’s exposure to higher energy costs, as the country diversifies oil supplies and strengthens energy security
September 2 · 32 min
PODCAST: Daily Energy Markets - September 2
Today’s Daily Energy Markets Podcast delivered a wide-ranging discussion on mounting pressures across global energy markets. Neil Atkinson warned Hormuz disruption and Russian refinery outages are tightening product markets. Liao Na said China’s crude recovery reflects restocking, not stronger demand. Arne Rasmussen highlighted rising US yields, inflation risks and LNG shortages as growing threats to energy demand.
September 1 · 31 min
PODCAST: Daily Energy Markets - September 1
oday’s Daily Energy Markets Podcast: Ali Al Riyami argued that elevated oil prices signal continued constraints through Hormuz, with secure passage still unresolved. Laury Haytayan sees geopolitical stalemate persisting toward US midterms, while Europe manages product tightness without panic. Ian Nathan warned Europe’s low gas storage presents growing winter risks, even as LNG buyers adapt to disrupted Gulf supplies.
August 31 · 31 min
PODCAST: Daily Energy Markets - August 31st
Today’s Daily Energy Markets Podcast returns examining the forces shaping oil markets as geopolitical and macro risks converge. Omar Najia remained bullish, citing escalation risks and constrained refining capacity. Mukesh Sahdev highlighted the widening crude-products divergence and voyage volatility. Adi Imsirovic emphasized critically low inventories, softer Chinese demand and macroeconomic pressures as increasingly important price drivers.
August 5 · 31 min
AI Arabia Center of Excellence | Advisory Board Roundtable Session 6 Podcast
🎙️ AI Arabia Center of Excellence | Advisory Board Roundtable Session 6 Podcast Theme: How Are Capital Flows Shaping the Future of AI—and Who Will Capture Long-Term Value? As global investment in artificial intelligence continues to accelerate, the focus is shifting from funding innovation to creating sustainable long-term value. The challenge is identifying where capital should be deployed, which AI business models will scale successfully, and how organizations can convert investment into lasting economic and commercial returns. Featured Speakers: 🔹 Richard Frey, Chief Executive Officer, INAIT 🔹 Moody Hadi, Head of AI Strategy & Execution, Enterprise Data Organization, S&P Global 🔹 Dr. Morgan Eldred, Founder, Digital Energy The discussion explores how strategic investment, enterprise AI adoption, data-driven decision-making, and emerging business models will determine where long-term value is created, which organizations are best positioned to lead the AI economy, and how capital can accelerate sustainable innovation across industries.
July 29 · 31 min
AI Arabia Center of Excellence | Advisory Board Roundtable Session 5 Podcast
🎙️ AI Arabia Center of Excellence | Advisory Board Roundtable Session 5 Podcast Theme: How Can National AI Infrastructure and Compute Enable Scalable Adoption Across Key Sectors? As artificial intelligence adoption accelerates, access to scalable compute, robust digital infrastructure, and secure AI platforms has become essential for national competitiveness. The challenge is ensuring governments and industries have the infrastructure needed to deploy AI at scale while supporting innovation, resilience, and long-term economic growth. Featured Speakers: 🔹 Omar AlSheikh, Country Head and Senior Director, KSA & Bahrain – Energy, Services & Government, Infosys 🔹 Hany Azzam, Customer Success Lead, Microsoft Saudi Arabia 🔹 Irina Karagyaur, Co-Founder & General Manager, BQ9 Agency 🔹 Ramy AlDamati, Chief Metaverse & AI Strategy Officer, MetaServ ME 🔹 Robin Machado, Head of Digital R&D MEA, Siemens Energy & ADYBC Board Member The discussion explores how investments in AI infrastructure, cloud and compute capacity, trusted digital ecosystems, and public-private collaboration can accelerate AI adoption across government, energy, manufacturing, and other strategic sectors—creating the foundation for sustainable innovation and economic competitiveness.

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