Gulf Intelligence Podcasts

Today’s Daily Energy Markets Podcast (October 13) featured Michelle Wiese Bockmann of Windward, Victor Yang of JLC Network Technology, and Omar Najia of BB Energy. The panel analyzed oil’s rebound above $63 amid escalating U.S.-China trade tensions, rising Chinese port tariffs, and ongoing Russian attacks on Ukrainian energy assets. Discussions highlighted volatile tanker rates, China’s slowing crude imports, and expectations for a year-end oil price rally driven by macroeconomic shifts and geopolitics.

Hosted by Sean Evers, this month’s review featured Christof Rühl, Senior Research Scholar at Columbia University’s Center on Global Energy Policy, and Antoine Halff, Co-founder and Chief Analyst at Kayrros. The discussion examined OPEC+’s production strategy, China’s shifting oil inventories, U.S. economic resilience amid political turbulence, and the geopolitical impact of the Gaza and Ukraine conflicts on global oil markets.

How is “AI” ImpactingPhysical Energy Trading – Winning & Losing Strategies? Richard Frey, CEO, INAIT

The Future Outlook for the East of Suez LPGMarket is Garnering a lot of Attention: Opportunities & Challenges?

Mohamad Malas, Trader, BB Energy

Platts Dubai/Oman Crude Oil Benchmarks: All you need to know about S&P Global Platts plans for changing theDubai crude oil benchmark methodology to incorporate Murban more flexibly from2026? Daniel Colover, Head of Global Engagement & Intelligence for Oil & LNG, S&P Global Commodity Insights

And

Wesley Monteiro, Middle East Lead, Strategic Engagement & Intelligence Group, S&P Global Commodity Insights

What does 2025 Global Shifts in Oil Trade Flows, Inventories& Freight tell us about what to expect in 2026?

Xavier Tang, Market Analyst, Vortexa

How the Port of Fujairah is Continuing its March Towards becoming one of the world’s Top 3 Global EnergyHubs: Latest Developments & Plans for 2026 and Beyond. . .?Capt. Ali Al Abdouli, Director, Fujairah Oil Tanker Terminals (FOTT), Port of Fujairah

And

Faisal Al Jassim, Senior Manager – Operations Fujairah Terminals- AD Ports

How Can Saudi Arabia AdvanceVision 2030 Amid Lower Oil Revenues in 2026?

Toby Iles, Chief Economist, Jadwa Investment

Gulf States End Oil Price Target Era: Ramifications & Implications?

Edward Bell, Acting Chief Economist & Head of Research, Emirates NBD

India is Not Funding Russia’s War in Ukraine: Discuss?

Narendra Taneja, Chairman, Independent Energy Policy Institute, India