Gulf Intelligence Podcasts

Trade flows are beginning to unravel as the disruption from the Israel-Iran war takes hold. Ole Hansen, Head OF Commodity Strategy at Saxo Bank; Anoop Singh, Global Head of Shipping Research at Oil Brokerage; and Clyde Russell, Asia Commodities & Energy Columnist at Thomson Reuters, weighed in their views in today’s Daily Energy Markets Podcast. The scale of disruption to shipping inside and outside of Straits of Hormuz from GPS jamming could amount in time to de facto closure of the waterways: Agree OR Disagree? VOTE here: https://x.com/gulf_intel/status/1934873202360005074 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7340634138405654531

Brent crude oil is up 12% since June 11th. Is the geopolitical risk premium unlikely to rise much further unless oil supply infrastructure is directly targeted in the Israel-Iran war? The Daily Energy Markets Podcast kicked off the week with this provocative question, gathering insights from Omar Najia, Derivatives Trader at BB Energy; Niamh McBurney, Associate Director at Control Risks; and Adi Imsirovic, Director of Surrey Clean Energy and Senior Associate at CSIS. VOTE here: https://x.com/gulf_intel/status/1934500519277674745 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7340266164192796673

SPECIAL EDITION: The Daily Energy Markets Podcast closes the week with a critical deep dive into the aftermath of Israel’s strike on Iran’s nuclear facilities and its immediate impact on oil markets.

🎧 Top geopolitical and energy minds unpack the fallout:

• Narendra Taneja – India’s Leading Energy Expert, New Delhi

• Raad Alkadiri – Managing Partner, 3TEN32 Associates, Washington DC

• Iman Nasseri – Managing Director-Middle East, FGE NexantECA, UAE

• Marc Ostwald – Chief Economist, ADM ISI, London

🔺Has the oil market already priced in the peak shock?

📊 Cast your vote now:

X https://x.com/gulf_intel/status/1933419929631674430

LinkedIn https://www.linkedin.com/feed/update/urn:li:activity:7339185687314731008

What is the top driver pushing oil prices to $70? That’s the question that the Daily Energy Markets Podcast unpacked in today’s conversation with Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence; Osama Rizvi, Energy & Economic Analyst at Primary Vision, Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow at The Arab Gulf States Institute in Washington. Is it the Iran-US War Talk; China-US Trade Pact; Strong Summer Demand; OR OPEC+ Not Adding Real Barrels to the Market? Share your views here: https://x.com/gulf_intel/status/1933052082136789420 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7338817709138153473

What’s next for oil markets? On today’s Daily Energy Markets Podcast, we were joined by Neil Atkinson, Former Head of Oil Markets Division at the International Energy Agency; Nadia Martin Wiggen, Director at Svelland Capital; and energy journalist and analyst Gaurav Sharma. The discussion unpacked the latest oil supply and demand dynamics—spotlighting July’s OPEC+ production increases, shifting U.S. and non-OPEC output, and the impact of evolving U.S.-China trade negotiations. Could a trade agreement between the world’s two largest economies be the catalyst to propel Brent crude to $70 a barrel? Cast your vote now:

🗳️ X: https://x.com/gulf_intel/status/1932693309157204468

🗳️ LinkedIn: https://www.linkedin.com/feed/update/urn:li:activity:7338459075422101504

Narendra Taneja, India's Leading Energy Expert; Maleeha Bengali, Founder of MB Commodity Corner; and Choeib Boutamine, Energy Advisor & CEO of Ranadrill Energy, joined today’s Daily Energy Markets Podcast to unpack the big-picture forces shaping oil markets—from geopolitical realignments to global bond market signals and the latest OPEC+ supply outlook. So what’s likely to have the biggest impact on oil prices in the near term: the G7 Summit, US-China talks, Iran-US negotiations—or are they all equally important? Cast your vote now here: https://x.com/gulf_intel/status/1932334023918895550 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7338099699796586496

Brent crude oil will end up to average around $70 in H1 2025 -- what will it average closest to in H2 - $80; $70; $60; OR $50? Catch up this Monday morning with Omar Najia, Derivatives Trader, BB Energy; Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group; and David Fyfe, Chief Economist, Argus Media in the Daily Energy Markets Podcast on the direction of travel for oil prices, outlook for the macroeconomy; and a focus on Japan, and larger Asia. Share your insights here: https://www.linkedin.com/feed/update/urn:li:activity:7337744368834940928

OR here: https://x.com/gulf_intel/status/1931969581939065294

The Daily Energy Markets Podcast is capping the week early ahead of the Eid-AL Adha holidays in the Middle East with thoughts to ponder during this long break. Tune in for more insights on OPEC+ policy with Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; geopolitics and LNG outlook for Europe with Leslie Palti-Guzman, Founder of Energy Vista; and oil markets fundamentals with Ehsan Ulhaq, Senior Oil Analyst of Petroleum Economist.

The Daily Energy Markets Podcast looks ahead into Q3 and the outlook for oil demand as the markets move forward with the additional barrels coming from OPEC+. We listened to the insights of experts in terms of risks, oil fundamentals, and outlook for China, with Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Livia Gallarati, Global Crude Lead, Energy Aspects; and Victor Yang, Senior Analyst, JLC Network Technology. How big will the oil supply exceed demand in H2, 2025: 500kbpd; 1mbpd; 1.5mbpd; OR No Excess? Share your views here: https://x.com/gulf_intel/status/1929794966122909992 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7335561119782072320

podcast caption - The Daily Energy Markets Podcast dives deeper and continues a review of OPEC+’s decision over the weekend. Will they likely continue with reversing the rest of the 2.2mbpd cuts through Q3: AGREE or DISAGREE? Jorge Montepeque, Managing Director, Benchmarks of Onyx Capital Group and Omar Najia, Derivatives Trader from BB Energy weighs in their market views and reading on OPEC. Share your thoughts here: https://www.linkedin.com/feed/update/urn:li:activity:7335198842792886272 OR here: https://x.com/gulf_intel/status/1929433096736137447