Gulf Intelligence Podcasts

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.

Henning Gloystein, an expert in energy geopolitics, discusses Trump's Greenland ambitions and its implications for Arctic security. Andrew Laven analyzes the oil market's range-bound status and the lack of supply shocks affecting prices. Ali Al Riyami offers insights into OPEC's production strategies and the challenges posed by geopolitical tensions, particularly regarding Iran and China. Together, they explore the interplay of global dynamics shaping the future of energy markets, emphasizing uncertainty in the upcoming years.

Omar Najia, a derivatives trader at BB Energy, navigates the oil market's reactions to geopolitical shocks. Pamela Munger from Vortexa analyzes the struggles of Russian barrels and China's stockpiling strategies. Omar Al-Ubaydli, from the Bahrain Centre, warns about potential US intervention risks regarding Iran. The panel debates the implications of abundant supply versus heightened demand. They also discuss Europe's pivot towards alternative crude sources and the impact of regional dynamics on oil security.

In this Global Energy Outlook Forum closinginterview, Anas Al Hajji argues oil prices remain rangebound asstrategic stockpiling, not oversupply, shapes markets. He says China’s recordinventories reflect national security strategy, not weak demand. Alhajji warnsVenezuela’s impact is about crude quality, not volume, while AI-driven powerdemand and geopolitics pose underpriced upside risks for oil markets.

In this Global Energy Outlook Forum Americas panel, JoseChalhoub describes growing instability and economic strain insideVenezuela. Rachel Ziemba warns US control of Venezuelan oil riskshumanitarian fallout and deters investment. Raad Alkadiri arguesWashington’s coercive hemispheric strategy sets dangerous precedents,unsettling OPEC cohesion, global energy governance, and long-term marketstability.

In this Global Energy Outlook Forum Americas panel, BrianPieri says “drill baby drill” rhetoric masks weak shale economics atsub-$60 prices. Mike McGlone warns oil faces a low-price cure, with WTIpotentially testing the $40s. Aldo Flores-Quiroga argues Venezuelaunderscores geopolitical disorder, with institutional instability limitinginvestment and reshaping the Americas’ role as the world’s key oil supplygrowth region.

In this Global Energy Outlook Forum Americasinterview, Karen Young says the US security umbrella for Gulf producersis weakening, replaced by a more transactional energy dominance doctrine. Sheargues Washington prioritises low oil prices, capital inflows, and hemisphericcontrol, creating uncertainty for GCC producers. Young warns US actions onVenezuela and China risk fragmenting global energy markets and undermining OPECcohesion.

In this Global Energy Outlook Forum Americasinterview, Nadia Martin Wiggen says energy is re-emerging as a coreportfolio long, not just a cyclical trade. She highlights investor interestshifting from oil prices to resilient E&P equities, while power, grids,LNG, nuclear, and critical minerals gain momentum. Wiggen argues AI-drivenelectricity demand, LNG flexibility, and infrastructure investment areanchoring long-term capital flows into energy despite near-term volatility.

In this Global Energy Outlook Forum Europe panel, MarcOstwald warns Europe’s energy vulnerability stems from geopolitics, weakleadership, and high power prices. David Wech argues Europe is morediversified and secure than perceived, with strong LNG optionality. JamesMcCallum says Europe must cut electricity costs, unlock domestic supply,and cooperate regionally, rejecting any return to Russian gas as a long-termsolution.

In this Global Energy Outlook Forum Europe interview,Christof Rühl says 2026 will remain shaped by geopolitical and macrouncertainty, with inflation a key risk in advanced economies. He expects USgrowth to outperform, supported by fiscal policy, while oil demand slows andgas and power demand rise. Rühl argues AI-driven electricity demand and USenergy dominance reinforce fundamentals over geopolitics in pricing.