Gulf Intelligence Podcasts

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.

Zoe Upson, founder focused on shipping and seafarer welfare in Dubai. Jamie Ingram, regional markets editor tracking supply, inventories and macro effects. Omar Najia, oil derivatives head and trader analyzing market structure and price moves. They discuss shipping strain and crew logistics. They cover supply disruptions, inventories and demand signals. They examine trading dynamics, backwardation and geopolitical risk.

Oil markets are pricing uncertainty, not resolution. Yuriy Humber (Japan NRG Platform), Arne Lohmann Rasmussen (Global Risk Management), Iman Nasseri (FGE NexantECA), and Bill Spindle (Energy Analyst) assess whether “talks” are real or just delay, as Hormuz control tightens and LNG markets flip from surplus to scarcity. The panel warns of a world without Hormuz, with demand destruction only kicking in at $250–$300 oil, while Asia feels the pain before the West. Listen in for a clear-eyed take on where this crisis heads next.

Today’s podcast said Brent near $100 reflects confusion, not calm: Ramin Lakani stressed contradictory diplomacy and enduring IRGC risk; Kate Dourian warned Gulf disruption, damaged refining and LNG flows will outlast any ceasefire; and Mukesh Sahdev argued crude bypasses work better than product markets, making diesel and jet shortages the real threat.

Markets grapple with extreme volatility as ongoing geopolitical shifts, supply disruptions, and policy reversals reshape oil flows. Anoop Singh highlights Asia’s acute tanker shortages and looming demand destruction; Michelle Wiese Bockmann explains unsanctioned Russian and Iranian barrels boosting revenues; Alan Gelder underscores tightening supply, surging refining stress, and prolonged recovery risks despite temporary political interventions.

Henning Gloystein, energy analyst on Asia’s LNG crunch and long-term security shifts. Rachel Ziemba, geopolitics and energy-security specialist on demand destruction and policy limits. Omar Najia, derivatives trader on market structure, liquidity and spreads. They discuss muted price moves amid interventions, Asia’s fuel shortages and demand measures, and how trading flows and geopolitics reshape near-term market volatility.

David Elward, Pricing Director at General Index, tracks soaring physical crude and jet fuel prices. Carole Nakhle, president of the Arab Energy Club, parses regional geopolitical risk and GCC involvement. Peter McGuire, CEO of AustraliaTrading.com, warns of Asian market vulnerability and intense trading volatility. Mike McGlone, Bloomberg Intelligence strategist, links energy shocks to macro risk and recession danger.

Charles Ellinas, LNG and European gas specialist; Choeib Boutamine, North African oil producer and investment leader; Gaurav Sharma, energy journalist and market analyst. They discuss oil stuck near $100 after a huge SPR release. Conversation covers Strait of Hormuz risks, North Africa production plans, LNG shortages pressuring Europe, and how supply delays and shipping threats keep markets volatile.

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.

Marc Ostwald, chief economist with macro and market-structure expertise. Mehmet Öğütçü, energy and geopolitical commentator focused on regional security. Toby Copson, energy markets analyst skilled in oil, LNG and trading. They debate whether the crisis price peak has passed. They unpack product and LNG stresses, G7 reserve uncertainty, China’s buying, supply-chain and fertilizer risks, and market volatility and trading opportunities.