Gulf Intelligence Podcasts PODCAST: Daily Energy Markets - March 31st
Mar 31, 2026
Neil Atkinson, former IEA oil markets chief, explains technical supply disruptions. Laury Haytayan, Brussels-based governance expert, questions the credibility and inclusivity of talks. Osama Rizvi, regional strategist and Pakistan correspondent, outlines Pakistan’s mediation role. They discuss credibility of negotiations, severe oil flow losses and prolonged regional risks.
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Episode notes
Markets Price Talk Over Physical Risk
- Markets reacted to negotiation headlines by selling oil despite limited signs of concrete progress.
- Sean notes oil fell after a surprising decline even though major escalations and military actions occurred over the weekend.
Pakistan Talks Are Real But Trust Deficit Limits Progress
- Osama says the Lahore talks are real but hampered by deep Iranian mistrust and conflicting agendas.
- He reports high-level contacts including Pakistan's PM and army chief speaking with Iranian and US leaders, yet trust deficit persists.
Include Women And Wider Stakeholders In Talks
- Include broader representation and women in negotiations to increase legitimacy and outcomes.
- Laury urges negotiators to add women to tables and notes Brussels feels sidelined but exposed to economic impacts.