Gulf Intelligence Podcasts

In today's Daily Energy Markets Podcast, Sean Evers led discussions on softer oil prices amid the India–US trade deal. Narendra Taneja argued India won’t abandon Russian crude, flagged agricultural sensitivities, and warned against Iran escalation. Brian Pieri highlighted weak US fuel demand and Venezuela’s infrastructure limits. Maleeha Bengali explained dollar stabilization, metals volatility, and why oversupply caps oil prices globally today.

Victor Yang, senior analyst on China refining and demand trends. Laury Haytayan, MENA director focused on regional politics and energy governance. Omar Najee, derivatives trader tracking oil price drivers. They discuss fading market reactions to US‑Iran headlines, China’s weak refinery margins and muted stockpiling, geopolitical risks around Iran and regional strategies, and technical signs pointing to higher oil.

This end-of-week episode caps January with insights from Jamal Qureshi, Mukesh Sahdev and Arne Lohmann Rasmussen. The panel debated whether $70 Brent prices in US-Iran risks, the likelihood of Hormuz disruption, military deterrence and China’s role, with contrasting views on tail risks, dollar debasement and why oil’s rally may stay volatile but capped.

From today's Daily Energy Markets Podcast, there is a prevailing view that January’s oil rally is driven less by Chinese demand than by geopolitics, with rising US-Iran tensions restoring risk premiums. Clyde Russell argues China’s stockpiling is price-sensitive and set to slow. David Fyfe sees a tighter-than-expected market from outages and storage. Alan Gelder stresses supply disruptions, cautioning the price spike is likely temporary this year.

Brent surged above $68 as Sean Evers hosted today's Daily Energy Markets Podcast with Ahmed Mehdi, Asif Shuja and James Lear. Mehdi argued fading glut fears, short-covering and Chinese stockpiling are supporting prices. Shuja warned Iran tensions may reach a decisive phase. Lear said traders see oversupply and spreads, with geopolitics only partially priced in, despite January gains and heightened risk.

Geopolitical tensions around Iran dominate today's discussion, with Yesar Al-Maleki warning military action remains highly uncertain and risky. June Goh says oil markets remain largely indifferent, supported by ample buffers and resilient Asian demand, especially from China’s petrochemical sector. Daniel Richards highlights Gulf economic resilience, diversification, and borrowing capacity insulating growth despite lower oil prices.

Monday’s Daily Energy Markets podcast featured Omar Najia, Niamh McBurney, and Walter Simpson discussing oil’s fragile $60 support, Iran escalation risks, and geopolitical premiums. Najia warned markets are complacent, McBurney downplayed near-term disruption, while Simpson highlighted oversupply, OPEC constraints, and persistent uncertainty shaping energy investment and prices.

Peter McGuire flagged a historic surge in gold and silver as investors flee uncertainty, while oil stays range-bound. David Elward highlighted early-year oil bullishness from Black Sea disruptions and extreme cold driving gas and product volatility. Homayoun Falakshahi stressed tighter-than-expected fundamentals, Venezuelan supply shifts, and Iran risk keeping Brent supported near mid-$60s through early 2026...and that's a wrap for this week's Daily Energy Markets Podcast!

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.

Colby Connolly, Head of Middle East Content at Energy Intelligence, joins Rustin Edwards, a crude oil trading expert, and Bora Bariman, a geopolitical analyst at Hormuz Straits Partnership. They dive into Mark Carney’s warning about global order disruptions and their effects on oil prices. Discussions include tight oil fundamentals, China's stockpiling, and the implications of geopolitical risks from Iran and Venezuela. The guests explore how these dynamics shape tanker rates, market volatility, and the broader energy sector outlook.