Gulf Intelligence Podcasts

Today’s week-ending Daily Energy Markets podcast featured Bora Bariman, Kate Dourian, and Colby Connelly, who assessed the muted market response to new US sanctions on Russian oil. They highlighted spare Gulf capacity, shifting US-Saudi dynamics, Europe’s exposure, and uncertainty over Ukraine peace efforts. Despite potential supply curbs, weak demand signals kept Brent drifting lower as the week closed.

The Nov. 20 Daily Energy Markets podcast featured June Goh, Robin Mills, and Paul Hickin, who unpacked oil’s struggle near $65, Nvidia’s surge, and geopolitical shifts from the Saudi–US meeting. They highlighted China’s stockpiling capacity, resilient Asian economies, unsettled regional geopolitics, uncertain 2026 demand forecasts, and tightening sanctions reshaping Russian crude flows.

Today’s podcast brings together Livia Gallarati of Energy Aspects, David Wech of Vortexa, and Clyde Russell of Thomson Reuters to unpack oil market dynamics amid “peak Trump” debates, escalating sanctions, and China’s stabilizing demand. Brent steadies near $65 as speakers assess whether market fatigue signals “peak Trump.” Livia sees sanctions risks still underpriced. David flags soaring crude-at-sea and a building oversupply despite tight product markets. Clyde warns Trump’s tariff fallout will hit in 2025, while China continues steady buying and absorbs sanctioned barrels. Sanctions alignment and Asian demand remain pivotal.

In today’s podcast, David Elward highlighted the stark split between weak crude prices and a strong diesel rally driven by tightening sanctions. Narendra Taneja discussed India’s careful balancing between Russian oil flows and U.S. trade talks, alongside a solid economic outlook. Mehmet Öğütçü shared China’s cautious approach to sanctioned crude and its push for greater influence in global energy pricing.

The week opened with Sean Evers hosting Omar Najia, Michelle Bockmann, and Omar Al-Ubaydli to assess weak oil prices, shifting geopolitical risks, and Russian supply disruptions. Najia highlighted profit-taking and long-term bullish fundamentals, while Bockmann noted rising oil-on-water and tighter sanctions pressure. Al-Ubaydli discussed U.S.–Saudi dynamics, Iran’s strategy, and regional tensions shaping the energy outlook.

Today’s Friday podcast looks at a market trying to steady itself as fresh policy shifts and changing trade flows shape expectations for the months ahead. Charles Ellinas, CEO of Cyprus Natural Hydrocarbons Co. and Senior Fellow at the Atlantic Council; David Fyfe, Chief Economist at Argus Media; and Ram Narayanan, Senior Energy & Commodities Executive in India, break down the IEA’s revised demand signals, the impact of tighter Russian sanctions, and the ripple effects of U.S. tariff moves. With India easing off Russian barrels and Europe facing renewed energy-security risks, the discussion explores what it will take for Brent to finally break out of its narrow trading range.

Oil steadies near the low 60s as the market digests the IEA’s sharp turn back toward a more oil-heavy future. Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence; Nadia Martin Wiggen, Director at Svelland Capital; and Choeib Boutamine, Energy Advisor and CEO of Ranadrill Energy, break down what the shift signals for supply expectations, investor sentiment, and the path ahead for OPEC+. They look at the pressure on Russian barrels, the risk of a deeper contango, and why crude may struggle to find support if global markets wobble. A clear, grounded read on a market searching for direction.

The energy debate heats up as the IEA shifts course, projecting a longer life for oil in the global mix. Neil Atkinson, Former Head of Oil Markets Division at the International Energy Agency; Vibhuti Garg, Director – South Asia at IEEFA; and Ali Al Riyami, Consultant and Former Director General of Marketing at Oman’s Ministry of Energy & Minerals, unpack what’s behind the agency’s change of tune — and whether U.S. pressure is steering the outlook. The conversation spans OPEC+’s production pause, India’s balancing act between growth and green goals, and how new sanctions could redraw trade flows. With spare capacity tightening and demand holding firm, the panel asks: Is the world entering an era of “energy addition” rather than transition?

Oil markets remain caught between oversupply and policy uncertainty. Maleeha Bengali (MB Commodity Corner), Andrew Laven (E-Cons), and Jamie Ingram (MEES) discuss whether Brent’s $65 range is a pause or a warning, as weak U.S. data, cautious Chinese demand, and OPEC+ restraint shape sentiment. The panel also weighs the Fed’s next move, Trump’s economic playbook, and the outlook for gold and risk assets. Listen in for clear-eyed market commentary as the year winds down.

Today’s Daily Energy Markets podcast features Omar Najia, Derivatives Trader at BB Energy; Rachel Ziemba, Adjunct Fellow at the Center for a New American Security and Senior Advisor at Horizon Engage; and Marc Ostwald, Chief Economist and Global Strategist at ADM Investor Services International. The panel unpacks the tug of war shaping oil prices into year-end, from the potential resolution of the US government shutdown and OPEC+ supply decisions to China’s import appetite and the shifting outlook for global trade tensions. Listen in for a concise, timely, markets-focused take on what matters most for crude in the coming weeks globally.