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by Gulf Intelligence
Gulf Intelligence is a Dubai-based Energy Markets Publisher that offers Think Tank Consultancy services to partners engaged across the full value-chain of the Middle East Energy Sector. GI leverages its unparalleled last mile of connectivity in the Gulf region to facilitate critical knowledge exchange and intimate networking between National and International stakeholders tasked with leading the commercial development and advancement of the East of Suez physical energy markets.
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- Today32 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 trajectory. Jorge Montepeque warned regional escalation and diesel-driven inflation threaten growth. Bill Spindle said Washington may limit Gulf security commitments until the midterms, before cautiously re-engaging as further regional pressures build.
- 3 days ago33 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 activating coordinated pressure points beyond Hormuz. Daejin Lee warned soaring tanker costs and dwindling Asian stockpiles could trigger a winter crisis. Jose Chalhoub forecast a slow Venezuelan oil recovery.
- 4 days ago31 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 energy security risks. Ehsan Ul-Haq highlighted Europe’s diesel squeeze as Russian exports and Asian refinery runs decline. Haythem Rashed saw limited Libyan disruption but warned depleted Saudi buffers and Libya’s ballooning fuel-import bill expose fragility.
- 5 days ago31 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 market could trigger recession, demand destruction and lower commodities. Andrei Covatariu highlighted election politics, Russian refinery attacks and Europe’s winter vulnerability. Abhishek Kumar stressed refinery disruptions, costly rerouting and persistent regional Hormuz risk premiums.
- 6 days ago31 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 remain 10 million b/d below pre-war levels as prices surge. Raad Al-Kadiri argued Hormuz requires comprehensive US-Iran guarantees; Colby Connelly warned Gulf states are diversifying beyond Washington amid regional war.
- 1 weeks ago35 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 underinvestment. Omar Al-Ubaydli said earnest GCC-Iran dialogue is essential to resolving regional tensions. Maleeha Bengali warned disrupted export routes and tight products remain bullish, though oil could retreat before climbing again.
- 1 weeks ago33 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 Prandelli said refinery outages and soaring diesel costs threaten inflation, with diplomacy offering relief. Anoop Singh estimated Hormuz flows at six-to-seven million barrels daily and expects Asian winter shortages amid prolonged conflict.
- 1 weeks ago38 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 higher. Osama Rizvi highlighted Pakistan’s cargo shortfall, blackouts and refinery push. Noam Raydan said Iran retains influence over Hormuz, while shuttle trades sustain fragile Iraqi exports despite escalating tanker risks.
About Gulf Intelligence Podcasts
Gulf Intelligence is a Dubai-based Energy Markets Publisher that offers Think Tank Consultancy services to partners engaged across the full value-chain of the Middle East Energy Sector. GI leverages its unparalleled last mile of connectivity in the Gulf region to facilitate critical knowledge exchange and intimate networking between National and International stakeholders tasked with leading the commercial development and advancement of the East of Suez physical energy markets.
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