Gulf Intelligence Podcasts
Gulf Intelligence
Gulf Intelligence is a Dubai-based Energy Markets Publisher that offers Think Tank Consultancy services to partners engaged across the full value-chain of the Middle East Energy Sector. GI leverages its unparalleled last mile of connectivity in the Gulf region to facilitate critical knowledge exchange and intimate networking between National and International stakeholders tasked with leading the commercial development and advancement of the East of Suez physical energy markets.
Episodes
Mentioned books
Jan 14, 2026 • 12min
THE GLOBAL ENERGY OUTLOOK FORUM 2026 - EUROPE FEATURE INTERVIEW
In this Global Energy Outlook Forum Europe interview,Anne-Sophie Corbeau says Europe is too far along to return meaningfullyto Russian gas, even under a peace deal. She notes weather and storage levelsnow drive price risk. Corbeau warns Europe’s rising reliance on US LNGincreases exposure to global competition, as Asian demand rebounds and new LNGsupply is absorbed unevenly.
Jan 14, 2026 • 32min
THE GLOBAL ENERGY OUTLOOK FORUM 2026 - EUROPE PANEL 2
In this Global Energy Outlook Forum Europe panel, PaulHorsnell argues the widely cited oil glut is overstated, with strategicstorage and data gaps masking tighter balances. Neil Atkinson saysdemand is consistently undercounted, not overstated supply. Paul Hickinstresses OPEC+ retains strong market control, with limited US shale growth andno sustained contango likely in 2026.
Jan 14, 2026 • 30min
THE GLOBAL ENERGY OUTLOOK FORUM 2026 - EUROPE FEATURE INTERVIEW
In this Global Energy Outlook Forum 2026 interview, DaveErnsberger says fragile supply-demand balances will give way to lowerprices, with Brent averaging near $59 as markets rebalance. He expects oildemand growth to recover to around one million bpd, driven by price-sensitivebuyers. Ernsberger argues that lowest-cost producers will dominate, marketshare is back in focus, and geopolitics now plays a muted role in pricing.
Jan 14, 2026 • 29min
THE GLOBAL ENERGY OUTLOOK FORUM 2026 - EUROPE PANEL 1
In this Global Energy Outlook Forum Europe panel, AdiImsirovic says sanctions only work with coordinated US–EU enforcement amidTrump-era uncertainty. Michelle Wiese Bockmann highlights tighter action ondark fleets and stateless tankers as a new enforcement template. Arne LohmannRasmussen warns Europe’s sanctions face political strain, with gas security andshipping risks shaping 2026 outcomes.
Jan 14, 2026 • 15min
THE GLOBAL ENERGY OUTLOOK FORUM 2026 - EUROPE FEATURE INTERVIEW
In this Global Energy Outlook Forum 2026 interview, MehmetÖğütçü says Turkey seeks strategic autonomy rather than acting as a transitbridge between East and West. He argues Europe has not fully integrated Turkeyinto its energy security architecture, despite the Ukraine war. Öğütçühighlights Turkey’s balancing role in the Black Sea, growing Black Sea gasproduction, and its potential to quietly facilitate a Russia–Ukrainesettlement.
Jan 13, 2026 • 30min
THE GLOBAL ENERGY OUTLOOK FORUM 2026 - MIDDLE EAST PANEL 5
In this Global Energy Outlook Forum Middle Eastpanel, Charles Ellinas says Egypt’s LNG role will increasingly serveregional demand, not exports. Laury Haytayan argues East Med gas needs aregional, US-backed strategy to unlock investment. Kate Dourianhighlights persistent geopolitics, weak export economics, and rising domesticdemand as key constraints on Egypt becoming a true regional LNG hub.
Jan 13, 2026 • 31min
THE GLOBAL ENERGY OUTLOOK FORUM 2026 - MIDDLE EAST PANEL 4
In this Global Energy Outlook Forum Middle Easttrading panel, Omar Najia says Venezuela headlines dent sentiment butwon’t materially shift supply near term. Tom Baker highlights microimpacts on spreads as traders position for potential Venezuelan re-entry. SrikanthMadhav Vaidya argues stable prices and diversified sourcing keep India wellpositioned, with oil markets entering a “Goldilocks” phase despite geopoliticalnoise.
Jan 13, 2026 • 31min
THE GLOBAL ENERGY OUTLOOK FORUM 2026 - MIDDLE EAST PANEL 3
In this Global Energy Outlook Forum Middle Eastpanel, Amena Bakr explains OPEC+’s move to audit maximum sustainablecapacity to restore credibility and reset baselines. Choeib Boutaminewarns geopolitics, rising non-OPEC supply, and competing energies are reshapingmarket balance. Sara Akbar says OPEC+ cohesion remains strong, arguingdisciplined supply management is vital to energy security in an increasinglypolarised world.
Jan 13, 2026 • 34min
THE GLOBAL ENERGY OUTLOOK FORUM 2026 - MIDDLE EAST FEATURE INTERVIEW
In this Global Energy Outlook Forum 2026 keynoteinterview, Fuad Siniora argues the US national security strategy marks ashift toward spheres of influence, with reduced Middle East engagement and afocus on energy dominance. He says Iran faces isolation, militarised non-stateactors are unsustainable, and lasting regional stability requires a renewed,peaceful Arab-led initiative to resolve the Palestinian issue.
Jan 13, 2026 • 29min
THE GLOBAL ENERGY OUTLOOK FORUM 2026 - MIDDLE EAST PANEL 2
In this Global Energy Outlook Forum Middle Eastpanel, Iman Nasseri says Iran’s sanctions-evasion network remainsresilient, limiting US leverage. Jamie Ingram warns Venezuela signals atougher US playbook that could destabilise Tehran internally. Danial Rahmathighlights rising geopolitical risk, warning any hard US action could disruptIranian exports, escalate regional tensions, and threaten oil flows through theGulf.
