Gulf Intelligence Podcasts

The Daily Energy Markets podcast opened the week with insights from Omar Najia (BB Energy), Brian Pieri (Energy Rogue), and Yan Chong Yaw (Wood Mackenzie). Speakers debated oil’s lack of direction, Fed rate cuts, China’s stockpiling, and geopolitical risks. Views diverged on timing, but all agreed Q4 prices hinge on macro forces, sentiment, and supply dynamics.

The Daily Energy Markets podcast discussed U.S.–Gulf security tensions after Israeli attacks on Qatar, with Rachel Ziemba stressing Gulf states’ search for diverse partnerships. Paul Hickin noted conflicting IEA/OPEC forecasts and China’s stockpiling role in stabilizing prices. Arne Rasmussen warned of weakening global demand, fragile U.S. growth, and OPEC+ struggling to sustain cohesion amid market shifts.

On the September 11 Daily Energy Markets podcast, Clyde Russell (Reuters), Jamal Qureshi (Petrologistics), and Meliha Bengali (MB Commodity Corner) discussed Middle East geopolitics after Israel’s strike on Qatar, China’s oil storage strategy, U.S. recession risks, Fed policy, and OPEC+ supply dynamics. They also examined India’s defiance on Russian oil, shifting trade alliances, and gold’s rally.

The Daily Energy Markets podcast, hosted by Sean Evers from APPEC Singapore, featured Jamie Ingram (MEES), Mukesh Sahdev (Rystad Energy), and Mike McGlone (Bloomberg Intelligence). Discussion centered on Israel’s strike on Qatar, its geopolitical fallout, muted oil market reaction, OPEC+ supply increases, China’s stockpiling, and U.S. economic weakness, with insights on energy security, crude prices, and global demand outlook.

Podcast Caption: The Daily Energy Markets Podcast (Sept. 9) featured Ole Hansen (Saxo Bank), Osama Rizvi (Primary Vision), and Omar Al-Ubaydli (Bahrain Center for Strategic Studies). Hansen noted China’s stockpiling as key to oil stability despite OPEC supply hikes. Ubaydli highlighted geopolitics shaping OPEC strategy, while Rizvi discussed U.S.–Pakistan tariff dynamics. Speakers also assessed U.S. rate cuts, dollar weakness, and Gulf strategies amid volatile oil markets.

The Daily Energy Markets podcast kicks off this morning with a view of the outlook from APPEC in Singapore, with Sean Evers hosting speakers Omar Najia (BB Energy), Michelle Wiese Bockmann (Windward), and Choeib Boutamine (Ranadrill Energy). They debate Platts’ forecast of a $10 Brent drop, with Omar stressing US fiscal dominance, Michelle warning of tanker risks and sanctions, and Choeib analyzing OPEC+ supply, market share battles, and fragile producer finances.

In this Month in Review edition of the Daily Energy Markets podcast, Sean Evers speaks with Christof Rühl (Columbia University) and Mark Finley (Baker Institute, Rice University). Discussion highlights include oil’s September sell-off, OPEC+ supply increases, U.S. rate cut expectations, Chinese demand, and the geopolitical implications of U.S., Russian, and Saudi policies.

In this end-of-week Daily Energy Markets Podcast, panelists Daniel Rahmat, Anoop Singh, and Dr. Andrei Belyi analyze OPEC+ deliberations, Iran’s oil export challenges, dark fleet dynamics, and Europe’s weakening economic outlook. Discussion spans U.S. jobs data, Fed rate-cut expectations, and implications for demand. With Brent trading softer, markets weigh supply risks against slowing growth.

The Daily Energy Markets podcast’s 4th episode of the week was joined by energy analysts from all corners of the world with Robin Mills from Dubai, Mark Oswald in London, and Yuri Humber based in Tokyo. The panel discussed OPEC+ supply decisions, Asian economic resilience, Japan’s shifting security and trade challenges, U.S.-India tensions, and LNG dynamics. Geopolitical developments and U.S. Fed policy shifts also featured prominently in shaping oil and energy markets.

In today's Daily Energy Markets Podcast, Dyala Sabbagh hosts Niamh McBurney, Andy Laven, and Victor Yang. They discuss Xi’s military parade, Russia-China-India energy ties, sanctions impacts, oversupply risks, China’s weakening trade with the U.S., Gulf tensions, OPEC+ strategy, Libya’s gradual recovery, Iran’s disguised crude flows, and China’s fragile property sector amid a 5% GDP target.