🌍 Oil Outlook Heats Up! Omar Najia predicts oil is undervalued and entering a multi-year uptrend, despite calm in the Middle East. Meanwhile, Paul Hickin and Alan Gelder warn Q4 could see weaker prices as OPEC supply grows and China’s demand plateaus. Macro risks, rate cuts, and trade tariffs could reshape the balance. Watch for market shifts as geopolitics and inflation collide! We ask markets observers: It's OPEC+ Week Again -- Oil Markets have already priced in another accelerated supply hike of 411kbpd at July 6th meeting – Agree or Disagree? Have your say here: https://x.com/gulf_intel/status/1939580085549326648 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7345346014951718913
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31:15
PODCAST: Daily Energy Markets- June 26th
As Iran and Israel pause direct fire, oil markets remain remarkably steady. Is this the end of escalation or just a timeout? Listen to expert insights on the terms of the ceasefire, risking shipping rates and the significance of Iranian oil being bought by the Chinese. With insights from:🎧 Laury Haytayan, MENA Director, Natural Resource Governance 🎧 Bill Spindle, Senior Global Correspondent, Cipher News🎧 Matt Wright, Senior Freight Analyst, KplerBrent averaged about $70 in first half of 2025 - What will it average in H2? Have your say here: https://x.com/gulf_intel/status/1938129457648226637 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7343895584694534144
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33:05
PODCAST: Daily Energy Markets- June 25th
In today’s Daily Energy Markets Podcast, Sara Akbar, Chairperson & CEO of OiLSERV Kuwait; Vandana Hari, Founder & CEO of Vanda Insights; and Peter McGuire, CEO Australia of Trading.com, join moderator Brian Pieri, Founder of Energy Rogue, to discuss OPEC+ strategy, Gulf energy risks, Asia’s economic outlook, and oil’s 2H 2025 prospects. Do you agree or disagree: The oil market can now definitively rule out any possibility of Iran closing the Strait of Hormuz. VOTE here: https://x.com/gulf_intel/status/1937765136002949558 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7343531041313148930
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31:34
PODCAST: Daily Energy Markets- June 24th
As missiles fall and oil prices drop, analysts unpack the surprising calm in markets, the fragility of geopolitics, and what comes next. From OPEC+ dynamics to China's soft power and Iraq's energy crunch- this episode covers it all with a fiery debate.Featuring expert insights from:🔹Mehmet Öğütçü – Group CEO, Global Resources Partnership; Chairman, London Energy Club🔹Yasar Maleki – Gulf Analyst, Middle East Economic Survey🔹Asif Shuja – Director, GEOPOCONSULTDon’t forget to give your opinion on what will be the main driver of oil prices in H2 '25?https://x.com/gulf_intel/status/1937403133900300442OR here:https://www.linkedin.com/feed/update/urn:li:activity:7343169080217993219
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36:29
PODCAST: Daily Energy Markets- June 23rd
Is US intervention in Iran violating Trump’s own America First, isolationist policies and why isn’t the oil market moving?Join our expert panel as they unpack the geopolitical tension and market response:🔹Omar Najia (Derivatives Trader, BB Energy),🔹Robin Mills (CEO, Qamar Energy), and🔹Brian Pieri (Founder, Energy Rogue).What stage is Israel's War on Iran now at? Have your opinion heard and VOTE here:https://x.com/gulf_intel/status/1937041865649316069 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7342806750435143680
Gulf Intelligence (GI) is the leading strategic consulting group in the Middle East focused on the international energy & natural resources industry. The Dubai-based firm uses more than 10 years of operational experience in the region to offer trusted, fully compliant, and strategic advice. The GI consultancy provides expert and hands-on assistance to international clients looking for opportunities or seeking solutions in the Arab Gulf, as well as supporting national energy stakeholders expand their global engagement.
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