Gulf Intelligence Podcasts PODCAST: Daily Energy Markets - Jan. 22nd
Jan 22, 2026
Guests Janiv Shah, VP at Right Tide Energy, Bill Spindle, a Tokyo-based energy analyst, and Giacomo Prandelli, founder of The Merchant's News, delve into crucial energy topics. They explore Asia's demand growth led by India, the impact of tariffs on investment, and the rise of US LNG exports to Europe. Janiv discusses India's economic approach to Russian oil, while Bill highlights Japan’s nuclear restarts to meet energy needs. The conversation shifts to OPEC+ strategies amidst projected oversupply, emphasizing a market return to fundamentals over geopolitics.
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Episode notes
Tariff Risk Remains A Drag On Investment
- Tariff uncertainty has become background noise but still drags investment decisions and bold projects.
- Bill Spindle warns markets face persistent unpredictability without structural policy clarity.
Position For US LNG Export Growth
- Target US LNG as a growth market since exports already supply over half of Europe's imports.
- Giacomo Prandelli recommends bullish positioning on US LNG exporters facing rising demand.
India Keeps Options Open On Russian Oil
- India will buy oil based on economic convenience, remaining open to sanctioned-compliant Russian supplies.
- Janiv Shah notes trading firms are starting to curb purchases destined for Europe due to sanction rules.