Gulf Intelligence Podcasts

Brent surged above $68 as Sean Evers hosted today's Daily Energy Markets Podcast with Ahmed Mehdi, Asif Shuja and James Lear. Mehdi argued fading glut fears, short-covering and Chinese stockpiling are supporting prices. Shuja warned Iran tensions may reach a decisive phase. Lear said traders see oversupply and spreads, with geopolitics only partially priced in, despite January gains and heightened risk.

Geopolitical tensions around Iran dominate today's discussion, with Yesar Al-Maleki warning military action remains highly uncertain and risky. June Goh says oil markets remain largely indifferent, supported by ample buffers and resilient Asian demand, especially from China’s petrochemical sector. Daniel Richards highlights Gulf economic resilience, diversification, and borrowing capacity insulating growth despite lower oil prices.

Monday’s Daily Energy Markets podcast featured Omar Najia, Niamh McBurney, and Walter Simpson discussing oil’s fragile $60 support, Iran escalation risks, and geopolitical premiums. Najia warned markets are complacent, McBurney downplayed near-term disruption, while Simpson highlighted oversupply, OPEC constraints, and persistent uncertainty shaping energy investment and prices.

Peter McGuire flagged a historic surge in gold and silver as investors flee uncertainty, while oil stays range-bound. David Elward highlighted early-year oil bullishness from Black Sea disruptions and extreme cold driving gas and product volatility. Homayoun Falakshahi stressed tighter-than-expected fundamentals, Venezuelan supply shifts, and Iran risk keeping Brent supported near mid-$60s through early 2026...and that's a wrap for this week's Daily Energy Markets Podcast!

The Daily Energy Markets podcast features Janiv Shah, Bill Spindle and Giacomo Prandelli discussing shifting oil fundamentals as markets refocus on balances over geopolitics. They examine Asia-led demand growth beyond China, tariff uncertainty, Russian and Iranian supply risks, OPEC+ strategy, US LNG dominance in Europe, Japan’s nuclear restarts, and rising energy demand from data centres shaping the outlook for 2025–26.

The Daily Energy Markets podcast features Colby Connolly, Rustin Edwards and Bora Bariman debating Mark Carney’s Davos warning of a rupturing rules-based order. They assess geopolitical risk from Greenland, Iran and Venezuela, oil’s tight fundamentals versus a looming surplus, China’s stockpiling, strong tanker rates, and whether volatility proves bullish or muted for crude into 2026.

Today’s Daily Energy Markets discussion examined Trump’s Greenland push, NATO and Russia implications, and Iran’s internal pressures. Henning Gloystein unpacked geopolitics and Arctic security. Andrew Laven argued oil markets remain rangebound absent supply shocks. Ali Al Riyami assessed OPEC cohesion, crude prices, sanctions, and China-driven demand shaping 2026 as the year opens with elevated uncertainty.

Podcast caption -- The Daily Energy Markets podcast returns in 2026, revisiting geopolitics and oil fundamentals with Sean Evers as host, joined by commentators Omar Najia, Pamela Munger and Omar Al-Ubaydli. The panel debates Trump-era shocks, Iran risks, Russia’s stranded barrels, tanker markets, China’s stockpiling, and why ample supply keeps oil prices resilient despite escalating global tensions.

In this Global Energy Outlook Forum closinginterview, Anas Al Hajji argues oil prices remain rangebound asstrategic stockpiling, not oversupply, shapes markets. He says China’s recordinventories reflect national security strategy, not weak demand. Alhajji warnsVenezuela’s impact is about crude quality, not volume, while AI-driven powerdemand and geopolitics pose underpriced upside risks for oil markets.

In this Global Energy Outlook Forum Americas panel, JoseChalhoub describes growing instability and economic strain insideVenezuela. Rachel Ziemba warns US control of Venezuelan oil riskshumanitarian fallout and deters investment. Raad Alkadiri arguesWashington’s coercive hemispheric strategy sets dangerous precedents,unsettling OPEC cohesion, global energy governance, and long-term marketstability.