Gulf Intelligence Podcasts

How is China Shaping the World Amid U.S. Containment & Global Crises?Victor Gao, Chairman, China Energy Security Institute & VP, Center for China & Globalization

Today’s Daily Energy Markets podcast featured Danial Rahmat, Caroline Bain, and Andy Laven. Rahmat discussed the Gaza peace deal’s limited impact on Iranian oil exports to China and Iran’s deepening ties with Russia amid economic strain. Bain highlighted geopolitical and economic uncertainty driving gold and commodity prices, while Laven noted oversupply pressures on oil, stable Gulf pricing, and pragmatic OPEC+ strategies amid soft global demand.

OPEC+ 2026: What will Hold the Group Together as Producers Move into Winner Takes All Era?FEATURED SPEAKERS:• Vandana Hari, Founder & CEO, Vanda Insights• Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy and Minerals, Oman• Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services InternationalMODERATOR: • Manus Cranny, Geo-Economics Editor, The National

How should India and Pakistan Navigate the U.S.–China Cold War in an increasing With Us or Against Us World?FEATURED SPEAKERS:• Rachel Ziemba, Adjunct Fellow, Center for a New American Security, Senior Advisor, Horizon Engage• Ram Narayanan, Senior Energy & Commodities Executive, India• Osama Rizvi, Energy & Economic Analyst, Primary Vision, PakistanMODERATOR: • Mehmet Ögütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club

In today's Daily Energy Markets Podcast, Ole Hansen of Saxo Bank, Livia Gallarati of Energy Aspects, and Oman’s Ali Riyami discussed Q4 oil market dynamics, balancing bearish sentiment with tight inventories. They examined oversupply fears, OPEC+ strategy, China’s slower demand, and geopolitical risks. Despite forecasts of price softness, speakers noted resilient prices, regional economic pressures, and uncertain 2025 trajectories.

In today's Daily Energy Markets Podcast, Alan Gelder (Wood Mackenzie) and Laury Haytayan (National Resource Governance Institute) discussed rising geopolitical risks from the Russia-Ukraine war, Iran tensions, and their impact on oil supply. They examined Russian refinery outages supporting diesel prices, East Med gas prospects, China’s storage buildup, weak petrochemical margins, and OPEC+ output strategy—highlighting continued market uncertainty despite resilient refining margins.

Today’s Daily Energy Markets podcast featured Paul Horsnell (Oxford Institute for Energy Studies), Patrick Coulson (Insights Global), and Marc Howson (Welligence Analytics). The panel discussed a firming oil outlook supported by tight inventories, Europe’s mixed industrial demand, LNG market expansion led by the U.S., Japan’s potential return as top LNG importer, and OPEC+’s gradual production normalization.

The Daily Energy Markets Podcast kicked off the conversation in Q4 with divided outlook in oil markets: Omar Najia (BB Energy) forecasted higher prices driven by persistent inflation, a weakening dollar, and stalled AI progress delaying deflationary effects. Janiv Shah (Rystad Energy), however, projected downside risks amid oversupply, easing demand, and refinery maintenance. Both noted tightening spare capacity and geopolitical fragility as key factors shaping short-term price direction.

Today’s Daily Energy Markets podcast featured Amina Bakr (Kpler), Ahmed Mehdi (Renaissance Energy Advisors/Oxford Institute), and Max Torres (PetroTal). Panelists discussed Brent’s rally toward $70, geopolitical risks, thinning OPEC+ spare capacity, and uneven inventory trends. They shared insights on OPEC+ cohesion, quota limits, and spare capacity dynamics, while also examining U.S. shale’s slowdown, Latin American supply, Iraq’s constraints, and Trump’s shifting Russia stance.

On today’s Daily Energy Markets podcast, oil’s 3% surge on U.S. inventory draws sparked debate over IEA vs OPEC demand forecasts. David Wech (Vortexa) stressed supply limits; Scott Livermore (Oxford Economics) noted resilient growth and Gulf fiscal pressures; Henning Gloystein (Eurasia Group) warned of geopolitical risks from Russia, NATO tensions, and Gaza. Consensus leaned toward IEA’s lower demand outlook.