Gulf Intelligence Podcasts

Today’s Daily Energy Markets examined whether oil markets are underestimating geopolitical risks as Gulf exports resume under a fragile US-Iran MOU. Narendra Taneja warned Brent has shed its risk premium too soon. Pamela Munger tracked cautious tanker movements, Zoe Upson assessed freight markets, and Yesar Al-Maleki highlighted Iraq’s export constraints and OPEC+ outlook.

Today’s Daily Energy Markets examined whether a new Oman-Iran framework for managing the Strait of Hormuz could fundamentally reshape global oil trade and pricing long after the conflict ends. Ali Al Riyami outlined negotiations over the Strait’s future governance, Vandana Hari warned markets remain focused on stranded barrels and China's eventual buying return, while Kate Dourian argued geopolitical risks and supply disruptions remain significantly underpriced.

Today’s Daily Energy Markets examined whether oil markets are treating renewed US-Iran tensions as sideline noise rather than a real threat to supply. Omar Najia questioned heavy bearish positioning, Henning Gloystein highlighted Ukraine’s attacks on Russian energy infrastructure, Liao Na explained China’s weaker oil demand, while James McCallum warned equipment and workforce shortages could delay.

Today’s Daily Energy Markets examined whether the Iran-US MOU can sustain regional stability and if oil markets are underpricing lingering geopolitical and logistical risks. Brian Pieri argued physical markets remain tighter than futures imply, James Lear highlighted geopolitical pricing, Daejin Lee assessed Korea’s energy security, while Jolyon Welsh questioned the durability of the ceasefire.

Oil markets extended their decline as optimism over the Strait of Hormuz reopening outweighed supply concerns. Ramin Lakhani highlighted the possibility of a historic US-Iran rapprochement but warned lasting peace remains fragile. June Goh noted Asia has shifted from shortages to surplus crude. Peter McGuire said markets are refocusing on Fed policy, inflation and equity volatility.

Today’s Daily Energy Markets Podcast focused on the sharp decline in oil prices following the U.S.-Iran agreement and the reopening of the Strait of Hormuz. Mike McGlone forecast crude could slide toward $50 on oversupply and weakening commodities. Laury Haytayan said Iran’s 60-day export waiver rewards Tehran and could unleash additional barrels. Toby Copson warned volatility remains, with traders focused on geopolitics, Russian disruptions, and evolving Asian energy demand.

Today’s Daily Energy Markets explored whether markets are underestimating the risk of renewed Middle East tensions despite optimism surrounding the Iran-US MOU. Joining guest host Paul Hickin, Omar Najia warned geopolitical threats remain underpriced, Sara Akbar highlighted AI-driven energy demand and shifting GCC alliances, while Osama Rizvi argued emerging economies will continue to underpin long-term oil demand growth.

Today’s Daily Energy Markets Podcast, moderated by Frank Kane, examined whether President Trump’s Iran ceasefire deal can secure lasting stability in the Strait of Hormuz and what it means for energy markets. Anne-Sophie Corbeau highlighted LNG recovery challenges, Gemma Parker warned of a growing oil surplus, while Anoop Singh mapped the tanker capacity required to restore Gulf crude and LNG exports.

AI Arabia Center of Excellence Dialogues | Roundtable Podcast 6 "Part B"

In Part B, the discussion focuses on how organizations can move beyond pilot projects to enterprise-wide implementation, overcome barriers to deployment, and build the talent, governance, and infrastructure required to unlock AI’s full potential.

Featured Speakers:

• Anand Jeevaraj, Vice President, Infosys
• Gaurav Mathur, Chief AI & Data Center Officer, JLL Saudi Arabia
• Amith Rajan, EVP, Head, Wholesale Digital Banking, Mashreq & CEO, NeoVentures
• Hani Elshafey, AI Researcher, Educator & Trainer, Saudi Arabia

Speakers also share insights on how businesses can measure AI-driven outcomes, manage risks, and create sustainable competitive advantages in an increasingly AI-powered economy.

Have oil markets prematurely priced in an Iranian supply comeback? That was the central question on today’s Daily Energy Markets. Mukesh Sahdev challenged the narrative of an impending supply surge, citing depleted regional inventories and the likelihood of renewed Chinese stockpiling. Niamh McBurney described the agreement as a major win for Iran while warning Israel remains the key spoiler. Bill Farren-Price doubted the political feasibility of full sanctions relief and suggested Middle East risk premiums are unlikely to disappear anytime soon.