Gulf Intelligence Podcasts

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.

Omar Al-Ubaydli, Bahrain strategic analyst on Strait of Hormuz security; Narendra Taneja, India-based energy diplomat on mediation and imports; Jorge Montepeque, physical oil markets specialist; Omar Najia, derivatives trader on market behavior. They discuss Iran-driven oil disruptions, SPR symbolism versus tight physical supply, Asia’s reserve choices, insurance barriers keeping Hormuz closed, and trading volatility and shut-ins.

Marc Howson, an LNG and Asian gas markets analyst, outlines surging spot LNG prices and tightening supply. Bora Bariman, a Turkey policy and maritime chokepoints specialist, examines Ankara’s limited options and Europe’s constrained response. Osama Rizvi, a South Asia risk strategist, highlights Pakistan’s economic and sectarian vulnerabilities. Rad Alkadiri, a regional geopolitical analyst, warns of prolonged instability and reconstruction risks.

Vandana Hari, Asian oil markets specialist; Robin Mills, Middle East energy strategist; Jamal Qureshi, crude flows and routing analyst; Giacomo Prandelli, LNG and freight commentator. They discuss China halting refined fuel exports, shipping risks and insurance hurdles in the Gulf, alternative routing limits around Hormuz, surging freight costs, and broader LNG and refined product fallout.

Liao Na, China-focused energy consultant with deep knowledge of inventories. Brian Pieri, U.S. market analyst tracking macro and sentiment from Denver. Maleeha Bengali, London-based oil commentator on supply and geopolitics. They debate the Strait of Hormuz plan, China’s strategic stockpiles, inflation and market pricing, LNG and regional shutdowns, and how global flows react to political moves.

Sara Akbar, Kuwait energy executive and crisis manager, on Kuwait’s production limits, export routes and water resilience. Laury Haytayan, MENA geopolitics expert, on Hezbollah’s role and Europe’s gas vulnerability. Ahmed Mehdi, Middle East crude and freight analyst, on freight spikes, supply-chain friction and export constraints. Multiple short takes on regional security and market-moving logistics.

Russell Robertson, ABEX Exchange exec focused on Asian demand and LNG; Adi Imsirovic, clean energy director and Oxford lecturer on reserves and supply buffers; Omar Najia, BB Energy derivatives trader versed in Middle East risk. They debate the conflict’s market shock, supply-route vulnerabilities, strategic reserve options, shifting Asian demand and likely heightened volatility and price spikes.

Today’s Daily Energy Markets podcast featured Danial Rahmat, Vibhuti Garg, and Ron Bousso discussing escalating US-Iran tensions, OPEC+ strategy, and shifting oil demand. Danial warned of regional conflict risks and threats to Gulf energy infrastructure; Vibhuti outlined India’s exposure to supply disruptions and higher import costs; while Ron examined preemptive Gulf exports and the likelihood of a OPEC+ output increase.

Today’s Daily Energy Markets podcast featured Jorge Montepeque, Kate Dourian, and Arne Lohmann Rasmussen discussing oil prices hovering near $70 amid U.S.–Iran tensions and geopolitical uncertainty. Jorge highlighted fragile market positioning, shrinking spare capacity, and freight distortions; Kate examined OPEC+ decision-making and nuclear negotiations; while Arne assessed Europe’s Russia strategy, sanctions enforcement, and the broader geopolitical risk premium in energy markets.