Gulf Intelligence Podcasts

Latest episodes

Showing 20 · updated from the feed

PODCAST: Daily Energy Markets - September 25

Capping the week, moderator Sean Evers asked a question that remains unanswered: how long before dwindling oil inventories trigger a systemic squeeze? Rachel Ziemba saw l

Sep 25
36 min

PODCAST: Daily Energy Markets - September 24

Oil’s rebound above $103 comes amid persistent supply and shipping strains. Matthew Wright said Gulf tanker rates remain exceptionally high, while prolonged Hormuz disrup

Sep 24
33 min

PODCAST: Daily Energy Markets - September 23

Brent’s six-day slide masks supply strains and mounting winter risks. Jamie Ingram sees a higher oil-price floor amid unresolved Gulf tensions and warns a US diesel expor

Sep 23
34 min

PODCAST: Daily Energy Markets - September 22

Brent’s rebound above $100 masks deepening geopolitical and economic strain across global energy markets. Ramin Lakhani warned the conflict is becoming a war of attrition

Sep 22
32 min

PODCAST: Daily Energy Markets - September 21

The week opened with Brent retreating despite intensifying geopolitical turmoil. Omar Najia called the decline a correction after a $27 rally, maintaining oil’s bullish t

Sep 21
32 min

PODCAST: Daily Energy Markets - September 18

Daily Energy Markets capped the week with a cautious outlook: calm oil prices mask mounting geopolitical, shipping and winter supply risks. Iman Nasseri said Iran is acti

Sep 18
33 min

PODCAST: Daily Energy Markets - September 17

Fuel markets, not Brent, are broadcasting the conflict’s widening economic strain. Andrew Critchlow warned soaring diesel prices and vulnerable infrastructure reveal ener

Sep 17
31 min

PODCAST: Daily Energy Markets - September 16

A tense, wide-ranging discussion weighed geopolitical supply risks against mounting macroeconomic pressure. Mike McGlone argued Fed tightening and an overextended stock m

Sep 16
31 min

PODCAST: Daily Energy Markets - September 15

Vandana Hari, Founder and CEO of Vanda Insights, led today’s discussion, framing oil markets as a supply and security crisis. David Wech said Middle Eastern exports remai

Sep 15
31 min

PODCAST: Daily Energy Markets - September 14

Guest Host Frank Kane steered discussion on tightening Gulf supply and oil’s next move. Omar Najia forecast prices above $145, citing liquidity, geopolitics and underinve

Sep 14
35 min

PODCAST: Daily Energy Markets - September 11

Oil markets face geopolitical and product-supply pressure as Brent holds above $105. Ron Bousso warned record cracks could trigger winter demand destruction. Giacomo Pran

Sep 11
33 min

PODCAST: Daily Energy Markets - September 10

Energy markets face mounting pressure as oil, gas and product disruptions converge. Anne-Sophie Corbeau warned low European storage and scarce Gulf LNG could drive prices

Sep 10
38 min

PODCAST: Daily Energy Markets - September 9

Oil nearing $100 is intensifying pressure across major consuming economies. Vibhuti Garg highlighted India’s costly crude diversification but resilient growth and acceler

Sep 9
32 min

PODCAST: Daily Energy Markets - September 8

Today’s discussion highlighted how geopolitical escalation is increasingly feeding into energy, inflation and security risks. Peter McGuire sees bullish oil momentum and

Sep 8
30 min

PODCAST: Daily Energy Markets - September 7

A lively, bullish start to the week, with geopolitics and shipping risks dominating. Omar Najia sees crude heading significantly higher as products lead prices upward. Mi

Sep 7
30 min

PODCAST: Daily Energy Markets - September 4

Today’s discussion highlighted a market increasingly shaped by war-driven distortions. Giovanni Staunovo sees China’s returning crude demand as key to oil’s next move; Cl

Sep 4
36 min

PODCAST: Daily Energy Markets - September 3

Today’s Daily Energy Markets Podcast examined tightening oil and product markets amid persistent geopolitical risks. Mita Chaturvedi said Brent is finding support around

Sep 3
32 min

PODCAST: Daily Energy Markets - September 2

Today’s Daily Energy Markets Podcast delivered a wide-ranging discussion on mounting pressures across global energy markets. Neil Atkinson warned Hormuz disruption and Ru

Sep 2
32 min

PODCAST: Daily Energy Markets - September 1

oday’s Daily Energy Markets Podcast: Ali Al Riyami argued that elevated oil prices signal continued constraints through Hormuz, with secure passage still unresolved. Laur

Sep 1
31 min

PODCAST: Daily Energy Markets - August 31st

Today’s Daily Energy Markets Podcast returns examining the forces shaping oil markets as geopolitical and macro risks converge. Omar Najia remained bullish, citing escala

Aug 31
31 min