Gulf Intelligence Podcasts

In this Global Energy Outlook Forum Americas panel, BrianPieri says “drill baby drill” rhetoric masks weak shale economics atsub-$60 prices. Mike McGlone warns oil faces a low-price cure, with WTIpotentially testing the $40s. Aldo Flores-Quiroga argues Venezuelaunderscores geopolitical disorder, with institutional instability limitinginvestment and reshaping the Americas’ role as the world’s key oil supplygrowth region.

In this Global Energy Outlook Forum Americasinterview, Karen Young says the US security umbrella for Gulf producersis weakening, replaced by a more transactional energy dominance doctrine. Sheargues Washington prioritises low oil prices, capital inflows, and hemisphericcontrol, creating uncertainty for GCC producers. Young warns US actions onVenezuela and China risk fragmenting global energy markets and undermining OPECcohesion.

In this Global Energy Outlook Forum Americasinterview, Nadia Martin Wiggen says energy is re-emerging as a coreportfolio long, not just a cyclical trade. She highlights investor interestshifting from oil prices to resilient E&P equities, while power, grids,LNG, nuclear, and critical minerals gain momentum. Wiggen argues AI-drivenelectricity demand, LNG flexibility, and infrastructure investment areanchoring long-term capital flows into energy despite near-term volatility.

In this Global Energy Outlook Forum Europe panel, MarcOstwald warns Europe’s energy vulnerability stems from geopolitics, weakleadership, and high power prices. David Wech argues Europe is morediversified and secure than perceived, with strong LNG optionality. JamesMcCallum says Europe must cut electricity costs, unlock domestic supply,and cooperate regionally, rejecting any return to Russian gas as a long-termsolution.

In this Global Energy Outlook Forum Europe interview,Christof Rühl says 2026 will remain shaped by geopolitical and macrouncertainty, with inflation a key risk in advanced economies. He expects USgrowth to outperform, supported by fiscal policy, while oil demand slows andgas and power demand rise. Rühl argues AI-driven electricity demand and USenergy dominance reinforce fundamentals over geopolitics in pricing.

In this Global Energy Outlook Forum Europe interview,Anne-Sophie Corbeau says Europe is too far along to return meaningfullyto Russian gas, even under a peace deal. She notes weather and storage levelsnow drive price risk. Corbeau warns Europe’s rising reliance on US LNGincreases exposure to global competition, as Asian demand rebounds and new LNGsupply is absorbed unevenly.

In this Global Energy Outlook Forum Europe panel, PaulHorsnell argues the widely cited oil glut is overstated, with strategicstorage and data gaps masking tighter balances. Neil Atkinson saysdemand is consistently undercounted, not overstated supply. Paul Hickinstresses OPEC+ retains strong market control, with limited US shale growth andno sustained contango likely in 2026.

In this Global Energy Outlook Forum 2026 interview, DaveErnsberger says fragile supply-demand balances will give way to lowerprices, with Brent averaging near $59 as markets rebalance. He expects oildemand growth to recover to around one million bpd, driven by price-sensitivebuyers. Ernsberger argues that lowest-cost producers will dominate, marketshare is back in focus, and geopolitics now plays a muted role in pricing.

In this Global Energy Outlook Forum Europe panel, AdiImsirovic says sanctions only work with coordinated US–EU enforcement amidTrump-era uncertainty. Michelle Wiese Bockmann highlights tighter action ondark fleets and stateless tankers as a new enforcement template. Arne LohmannRasmussen warns Europe’s sanctions face political strain, with gas security andshipping risks shaping 2026 outcomes.

In this Global Energy Outlook Forum 2026 interview, MehmetÖğütçü says Turkey seeks strategic autonomy rather than acting as a transitbridge between East and West. He argues Europe has not fully integrated Turkeyinto its energy security architecture, despite the Ukraine war. Öğütçühighlights Turkey’s balancing role in the Black Sea, growing Black Sea gasproduction, and its potential to quietly facilitate a Russia–Ukrainesettlement.