Gulf Intelligence Podcasts

US Energy Dominance: Who will win as Peak Shale Oil Supply faces-off with Trump’s Demand to Drill Baby Drill?

Brian Pieri, Founder & CEO, Energy Rogue

How to Fix the EU’s Failing Energy Strategy to Rescue Europe’s Industrial Competitiveness?

Ravi Bhatiani, Executive Director, The Federation of European Tank Storage Associations

The Dark Fleet isn’t that Hard to See so What’s at Stake for Global Trade with this New Normal?

Mary Melton, Senior Tanker Analyst, Braemar

How is China Shaping the World Amid U.S. Containment & Global Crises?

Victor Gao, Chairman, China Energy Security Institute & VP, Center for China & Globalization

Today’s Daily Energy Markets podcast featured Danial Rahmat, Caroline Bain, and Andy Laven. Rahmat discussed the Gaza peace deal’s limited impact on Iranian oil exports to China and Iran’s deepening ties with Russia amid economic strain. Bain highlighted geopolitical and economic uncertainty driving gold and commodity prices, while Laven noted oversupply pressures on oil, stable Gulf pricing, and pragmatic OPEC+ strategies amid soft global demand.

OPEC+ 2026: What will Hold the Group Together as Producers Move into Winner Takes All Era?

FEATURED SPEAKERS:

• Vandana Hari, Founder & CEO, Vanda Insights

• Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy and Minerals, Oman

• Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International

MODERATOR:

• Manus Cranny, Geo-Economics Editor, The National

How should India and Pakistan Navigate the U.S.–China Cold War in an increasing With Us or Against Us World?

FEATURED SPEAKERS:

• Rachel Ziemba, Adjunct Fellow, Center for a New American Security, Senior Advisor, Horizon Engage

• Ram Narayanan, Senior Energy & Commodities Executive, India

• Osama Rizvi, Energy & Economic Analyst, Primary Vision, Pakistan

MODERATOR: • Mehmet Ögütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club

In today's Daily Energy Markets Podcast, Ole Hansen of Saxo Bank, Livia Gallarati of Energy Aspects, and Oman’s Ali Riyami discussed Q4 oil market dynamics, balancing bearish sentiment with tight inventories. They examined oversupply fears, OPEC+ strategy, China’s slower demand, and geopolitical risks. Despite forecasts of price softness, speakers noted resilient prices, regional economic pressures, and uncertain 2025 trajectories.

In today's Daily Energy Markets Podcast, Alan Gelder (Wood Mackenzie) and Laury Haytayan (National Resource Governance Institute) discussed rising geopolitical risks from the Russia-Ukraine war, Iran tensions, and their impact on oil supply. They examined Russian refinery outages supporting diesel prices, East Med gas prospects, China’s storage buildup, weak petrochemical margins, and OPEC+ output strategy—highlighting continued market uncertainty despite resilient refining margins.

Today’s Daily Energy Markets podcast featured Paul Horsnell (Oxford Institute for Energy Studies), Patrick Coulson (Insights Global), and Marc Howson (Welligence Analytics). The panel discussed a firming oil outlook supported by tight inventories, Europe’s mixed industrial demand, LNG market expansion led by the U.S., Japan’s potential return as top LNG importer, and OPEC+’s gradual production normalization.