Gulf Intelligence Podcasts

In this Global Energy Outlook Forum Middle Eastpanel, Charles Ellinas says Egypt’s LNG role will increasingly serveregional demand, not exports. Laury Haytayan argues East Med gas needs aregional, US-backed strategy to unlock investment. Kate Dourianhighlights persistent geopolitics, weak export economics, and rising domesticdemand as key constraints on Egypt becoming a true regional LNG hub.

In this Global Energy Outlook Forum Middle Easttrading panel, Omar Najia says Venezuela headlines dent sentiment butwon’t materially shift supply near term. Tom Baker highlights microimpacts on spreads as traders position for potential Venezuelan re-entry. SrikanthMadhav Vaidya argues stable prices and diversified sourcing keep India wellpositioned, with oil markets entering a “Goldilocks” phase despite geopoliticalnoise.

In this Global Energy Outlook Forum Middle Eastpanel, Amena Bakr explains OPEC+’s move to audit maximum sustainablecapacity to restore credibility and reset baselines. Choeib Boutaminewarns geopolitics, rising non-OPEC supply, and competing energies are reshapingmarket balance. Sara Akbar says OPEC+ cohesion remains strong, arguingdisciplined supply management is vital to energy security in an increasinglypolarised world.

In this Global Energy Outlook Forum 2026 keynoteinterview, Fuad Siniora argues the US national security strategy marks ashift toward spheres of influence, with reduced Middle East engagement and afocus on energy dominance. He says Iran faces isolation, militarised non-stateactors are unsustainable, and lasting regional stability requires a renewed,peaceful Arab-led initiative to resolve the Palestinian issue.

In this Global Energy Outlook Forum Middle Eastpanel, Iman Nasseri says Iran’s sanctions-evasion network remainsresilient, limiting US leverage. Jamie Ingram warns Venezuela signals atougher US playbook that could destabilise Tehran internally. Danial Rahmathighlights rising geopolitical risk, warning any hard US action could disruptIranian exports, escalate regional tensions, and threaten oil flows through theGulf.

In this GlobalEnergy Outlook Forum Middle East panel, Toby Iles says Saudi Arabiais reprioritising spending while using renewables and gas to free crude forexports. Sajjad Jafri highlights the UAE’s pragmatic “energy addition”strategy across oil, gas, nuclear, and renewables. Robin Mills arguesclean energy investment will keep rising globally, while Gulf producers facegrowing competition and lower oil prices near $60.

In this Global Energy Outlook Forum interview, H.E.Khamis Al Mazrouei, CEO of Sharjah National Oil Corporation, highlightsSNOC’s focus on gas security, decarbonisation, and resilience. He points tosolar, hydrogen, and CCS projects alongside new gas discoveries as key toSharjah’s energy mix, supporting net zero goals while ensuring reliable supplyamid rising regional demand.

In this Global Energy Outlook Forum interview, CaroleNakhle says OPEC has successfully stabilised prices through caution andcohesion, but faces rising uncertainty. She argues Gulf producers’ low cost andlow carbon intensity remain key advantages. Nakhle warns Venezuela’s potentialreturn could reshape OPEC dynamics, pressure sour crude markets, and introducenew geopolitical risks for global oil balances.

In this Global Energy Outlook Forum Asia panel, MarcHowson forecasts a 5–10% rebound in Asian LNG demand in 2026 as new supplylowers prices. Ashore Wei says China’s imports rise on long-termcontracts despite weak demand and higher domestic output. Yuriy Humberwarns Japan’s LNG imports will fall as nuclear restarts, coal use, andinflation pressures reshape its energy mix.

In this Global Energy Outlook Forum Asia session, VibhutiGarg highlights South Asia’s rapid demand growth and the urgent need forrenewables, storage, and grid integration. Ram Narayanan says politicalbarriers, not economics, limit regional energy cooperation despite clearbenefits. Osama Rizvi argues Pakistan’s challenge is demand-supplymismatch, stressing domestic oil, gas, and refining as essential for energysecurity.