Gulf Intelligence Podcasts

Oil prices remain rangebound despite escalating geopolitical risks. Victor Yang anticipates stable Chinese crude imports and limited inventory drawdowns in Q4. Alan Gelder warns diesel markets will remain tight despite strategic stock releases, while Peter McGuire highlights persistent inflation, potential Fed tightening and growing equity market vulnerabilities amid mounting geopolitical uncertainty and volatility.

Today's Daily Energy Markets Podcast examines whether energy markets are adapting to prolonged geopolitical disruption or approaching a deeper crisis. Omar Al Ubaydli challenges assumptions of permanent disruption, highlighting technological solutions; June Goh examines China's strategic oil procurement and resilience; while Paul Hickin warns that worsening diesel shortages and shifting trade flows threaten global supply stability.

How is the East-of-Suez energy sector navigating midstream logistics challenges amid geopolitical disruptions? EMF 2026's Industry Leadership Panel explored the shift from “Just in Time” to “Just in Case,” highlighting supply chain resilience, strategic redundancy, infrastructure investment and opportunities for regional cooperation.

Today's Daily Energy Markets Podcast examines the widening disconnect between Brent crude prices and physical market realities. Nadia Martin Wiggen highlights soaring freight costs and resilient product demand; Andy Laven explains why Brent no longer reflects delivered oil costs; while Marc Ostwald warns that sticky inflation, geopolitical uncertainty and weakening US consumer spending threaten the outlook.

Today’s Daily Energy Markets Podcast featured a spirited debate on escalating geopolitical risks and oil market volatility. Omar Najia forecast Brent reaching $120, citing supply disruptions; Laury Haytayan linked Saudi attacks to Iran’s economic pressures and US elections; while Neil Atkinson questioned Russian diesel deals and strategic stock releases as meaningful supply solutions.

How are governments redefining energy resilience after Hormuz? EMF 2026's National Policy Panel explored infrastructure security, regional cooperation, strategic redundancy and evolving global supply chains.

Oil markets face mounting structural pressure as Danial Rahmat says Iran’s Hormuz strategy is increasingly hurting Tehran itself. Zoe Upson highlights extraordinary tanker costs, with freight now driving Gulf trade economics. David Elward warns tightening diesel supplies and record-low European gas storage are setting up an increasingly difficult winter for global energy markets.

AI Arabia Center of Excellence | Post-Roundtable Podcast – Part BTheme: Which of the Top 5 Takeaways – Consensus Priorities Identified During the AI Arabia Center of Excellence Roundtable at LEAP 2026 Should Saudi Arabia Act on First?The discussion explores which priorities Saudi Arabia should act on first as the Kingdom accelerates its AI ambitions — examining the practical steps needed to translate strategy into execution, strengthen the enabling ecosystem and deliver measurable impact across the economy.Featured Speakers:Zainab Al Amin – Vice President of National Digital Transformation, Microsoft Saudi ArabiaDr. Mohammed Al-Surf – Managing Director, Tilad Sustainability Co. & Tilad Institute; Founder & CEO, Saudi Green Building AllianceHina Shoeb – Managing Director, Head of Analytics, Cross Practice, Ratings, S&P Global, Saudi ArabiaTukeer Hussain – Senior Financial Services Adviser, British Embassy RiyadhRawan Almogbil – CEO, Lenks.ai & CIO, InnovationXFarid Urbano – Senior Manager, Strategy Management Office, Tamkeen Technologies

Today’s Daily Energy Markets Podcast examined a market undergoing strategic recalibration. Sara Akbar highlighted recovering Hormuz crude flows and Gulf infrastructure resilience; Narendra Taneja flagged India’s punishing $120–129 landed crude costs; Charles Ellinas warned Europe’s diesel crunch could persist; while Walter Simpson emphasized renewed investment in regional refining, onshoring and alternative export routes through Oman.

AI Arabia Center of Excellence | Post-Roundtable Podcast – Part ATheme: Which of the Top 5 Takeaways – Consensus Priorities Identified During the AI Arabia Center of Excellence Roundtable at LEAP 2026 Should Saudi Arabia Act on First?In Part A of this special Post-Roundtable Podcast, leading voices from across technology, finance, sustainability, innovation and digital transformation come together to reflect on the Top 5 Takeaways and Consensus Priorities identified during the AI Arabia Center of Excellence Roundtable at LEAP 2026.The discussion explores which priorities Saudi Arabia should act on first as the Kingdom accelerates its AI ambitions — examining the practical steps needed to translate strategy into execution, strengthen the enabling ecosystem and deliver measurable impact across the economy.Featured Speakers:Zainab Al Amin – Vice President of National Digital Transformation, Microsoft Saudi ArabiaDr. Mohammed Al-Surf – Managing Director, Tilad Sustainability Co. & Tilad Institute; Founder & CEO, Saudi Green Building AllianceHina Shoeb – Managing Director, Head of Analytics, Cross Practice, Ratings, S&P Global, Saudi ArabiaTukeer Hussain – Senior Financial Services Adviser, British Embassy RiyadhRawan Almogbil – CEO, Lenks.ai & CIO, InnovationXFarid Urbano – Senior Manager, Strategy Management Office, Tamkeen TechnologiesStay tuned for Part B, as the conversation continues on the priorities that can help turn Saudi Arabia’s AI ambitions into scalable, measurable outcomes.