Gulf Intelligence Podcasts

In this Global Energy Outlook Forum 2026 interview, NarendraTaneja says India’s economy remains resilient, sustaining 7%+ growthdespite trade tensions and geopolitical pressure. He argues low oil pricessupport affordability, while India will balance discounted Russian crude withexpanding US energy imports. Taneja warns Venezuela marks a shift toward a morevolatile global order reshaping oil geopolitics.

In this Global Energy Outlook Forum Asia discussion, MukeshSahdev says fear-driven stockpiling and India’s diesel demand could liftconsumption. Jorge Montepeque argues China’s oil consumption is peaking,but strategic crude storage is accelerating. Anoop Singh highlightsresilient Chinese demand, shipping disruptions, and geopolitics sustainingglobal oil flows.

Experts Victor Yang, Yan Chong Yaw, and PeterMcGuire unpack Asia’s 2026 energy demand outlook, focusing on China’s shifting energy security strategy, slower crude stockpiling, and rising petrochemical-driven oil demand. Victor Yang expects inventory builds to slow.Yan Chong Yaw sees modest oil growth led by petchems. Peter McGuire says Asia’s strong growth keeps oil and gas central despite energy transition pressures.

In this Global Energy Outlook Forum 2026 interview, AliciaGarcia Herrero, Chief Economist for Asia Pacific at Natixis CIB, saystariffs are no longer Asia’s main risk, with geopolitics and trade disruptionstaking priority. She highlights China’s structural slowdown and energyself-reliance, while arguing India’s rapid growth, delayed transition, andrising electricity demand will drive global energy consumption in the yearsahead.

In this Global Energy Outlook Forum 2026 interview, KieranGallagher, Head of Asia at Vitol, says Asia’s growth remains resilientabove 3% despite China’s property slowdown. He highlights continued Chinesecrude stockpiling at low prices, strong petrochemical-driven demand,accelerating energy transition targets, and potential LNG demand growth as newsupply comes online, while geopolitical risks keep traders cautious.

Today’s Daily Energy Markets podcast wrapped the season with Brian Pieri, Mukesh Sahdev, and James McCallum offering sharp insights on weakening U.S. economic signals, China’s strategic buying of discounted barrels, and OPEC+’s steady hand amid soft prices. Markets appear set to hover near $60–65. We’ll be off-air for all of December and return January 8 for the Global Energy Outlook Forum.

In today’s Daily Energy Markets podcast, analysts Paul Horsnell, Giacomo Prandelli, and Danial Rahmat unpack oil market stability, shifting geopolitical pressures, and the evolving roles of Europe, China, and Iran in global energy dynamics. Paul Horsnell notes oil markets remain steady, with backwardation and little evidence of a widely discussed supply glut. Giacomo Prandelli highlights Europe’s rising US LNG dependence and China’s strategic commodity stockpiling. Danial Rahmat says Iranian exports remain resilient but face deep discounts and economic strain, while regional geopolitics stay volatile yet unlikely to disrupt crude flows significantly.

The Daily Energy Markets podcast featured Yesar Al-Maleki, Henning Gloystein, and Peter McGuire, who discussed OPEC+’s cautious stance ahead of Sunday’s meeting, deepening Russia-Ukraine tensions, and commodity market reactions. Insights covered Iraq’s production risks, resilient Iranian oil flows, China’s steady demand outlook, and shifting U.S.–Gulf relations amid lower expected oil prices and rising geopolitical uncertainty.

Today’s podcast featured Sara Akbar, Bill Spindle, and Alan Gelder, who unpacked geopolitics, market balances, and regional energy shifts. Bill highlighted Russia-Ukraine peace dynamics, Japan’s hawkish turn, and U.S. oil headwinds. Alan discussed distillate tightness, China’s inventory strategy, and Europe’s industrial pressures. Sara provided insight on OPEC+ stability, Iranian flows, and Kuwait’s advancing offshore developments.

This week’s Daily Energy Markets podcast kicked off featuring Omar Najia, Laurie Haytayan, and Victor Yang, who unpacked shifting geopolitics and market drivers. Omar highlighted distillate-led oil dynamics and the inevitability of aggressive U.S. rate cuts. Laury assessed rising Middle East and Ukraine–Russia tensions and their implications for Europe. Victor detailed escalating China–Japan frictions and China’s shifting crude demand and product export outlook.