Gulf Intelligence Podcasts PODCAST: Daily Energy Markets - March 11th
Mar 11, 2026
Ali Al-Riyami, former Oman petroleum marketing director, gives a regional production and geopolitical view. Pamela Munger, shipping analyst, explains tanker rerouting and rate dislocation. Clyde Russell, Asia energy columnist, warns of looming Asian product tightness. Nadia Martin-Wiggen, market strategist, discusses volatility, fund positioning and SPR pricing pressure.
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Market Pricing Reflects Anticipated G7 SPR Release
- Markets have increasingly priced in a potential G7 SPR release, reducing recent upward pressure on futures.
- Nadia Martin Wiggen warns a U.S. release would take weeks to months to flow and could signal a longer-lasting disruption tied to election timing.
Asia Faces A Looming Physical Product Crisis
- Asia faces acute physical shortages despite headline resilience in Chinese trade data.
- Clyde Russell highlights China’s billion-barrel stockpile but warns of refinery run cuts and regional product export suspensions creating a looming Asian crisis.
Tanker Dislocation Is Driving Rerouting And Higher Freight
- Tanker market disruption is pronounced: minimal transits through the Strait and widespread rerouting.
- Pamela Munger notes laden vessels are stuck inside while ballast VLCCs relocated to West Africa, South America and the Gulf of Mexico seeking employment.