Gulf Intelligence Podcasts

• PODCAST: Daily Energy Markets - Nov 28th

  Today’s Daily Energy Markets podcast wrapped the season with Brian Pieri, Mukesh Sahdev, and James McCallum offering sharp insights on weakening U.S. economic signals, China’s strategic buying of discounted barrels, and OPEC+’s steady hand amid soft prices. Markets appear set to hover near $60–65. We’ll be off-air for all of December and return January 8 for the Global Energy Outlook Forum.

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• PODCAST: Daily Energy Markets - Nov 27th

  In today’s Daily Energy Markets podcast, analysts Paul Horsnell, Giacomo Prandelli, and Danial Rahmat unpack oil market stability, shifting geopolitical pressures, and the evolving roles of Europe, China, and Iran in global energy dynamics. Paul Horsnell notes oil markets remain steady, with backwardation and little evidence of a widely discussed supply glut. Giacomo Prandelli highlights Europe’s rising US LNG dependence and China’s strategic commodity stockpiling. Danial Rahmat says Iranian exports remain resilient but face deep discounts and economic strain, while regional geopolitics stay volatile yet unlikely to disrupt crude flows significantly.

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• PODCAST: Daily Energy Markets - Nov 26th

  The Daily Energy Markets podcast featured Yesar Al-Maleki, Henning Gloystein, and Peter McGuire, who discussed OPEC+’s cautious stance ahead of Sunday’s meeting, deepening Russia-Ukraine tensions, and commodity market reactions. Insights covered Iraq’s production risks, resilient Iranian oil flows, China’s steady demand outlook, and shifting U.S.–Gulf relations amid lower expected oil prices and rising geopolitical uncertainty.

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• PODCAST: Daily Energy Markets - Nov 25th

  Today’s podcast featured Sara Akbar, Bill Spindle, and Alan Gelder, who unpacked geopolitics, market balances, and regional energy shifts. Bill highlighted Russia-Ukraine peace dynamics, Japan’s hawkish turn, and U.S. oil headwinds. Alan discussed distillate tightness, China’s inventory strategy, and Europe’s industrial pressures. Sara provided insight on OPEC+ stability, Iranian flows, and Kuwait’s advancing offshore developments.

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• PODCAST: Daily Energy Markets - Nov 24th

  This week’s Daily Energy Markets podcast kicked off featuring Omar Najia, Laurie Haytayan, and Victor Yang, who unpacked shifting geopolitics and market drivers. Omar highlighted distillate-led oil dynamics and the inevitability of aggressive U.S. rate cuts. Laury assessed rising Middle East and Ukraine–Russia tensions and their implications for Europe. Victor detailed escalating China–Japan frictions and China’s shifting crude demand and product export outlook.

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