Gulf Intelligence Podcasts
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.
- Indexed episodes, last 90 days
- 16
- Latest publication
- Sep 14, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 8, 2026
Latest episodes
PODCAST: Daily Energy Markets - September 14 (opens the original)
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Guest Host Frank Kane steered discussion on tightening Gulf supply and oil’s next move. Omar Najia forecast prices above $145, citing liquidity, geopolitics and underinvestment. Omar Al-Ubaydli said earnest GCC-Iran dialogue is essential to resolving regional tensions. Maleeha Bengali warned disrupted export routes and tight products remain bullish, though oil could retreat before climbing again.
PODCAST: Daily Energy Markets - September 11 (opens the original)
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Oil markets face geopolitical and product-supply pressure as Brent holds above $105. Ron Bousso warned record cracks could trigger winter demand destruction. Giacomo Prandelli said refinery outages and soaring diesel costs threaten inflation, with diplomacy offering relief. Anoop Singh estimated Hormuz flows at six-to-seven million barrels daily and expects Asian winter shortages amid prolonged conflict.
PODCAST: Daily Energy Markets - September 10 (opens the original)
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Energy markets face mounting pressure as oil, gas and product disruptions converge. Anne-Sophie Corbeau warned low European storage and scarce Gulf LNG could drive prices higher. Osama Rizvi highlighted Pakistan’s cargo shortfall, blackouts and refinery push. Noam Raydan said Iran retains influence over Hormuz, while shuttle trades sustain fragile Iraqi exports despite escalating tanker risks.
PODCAST: Daily Energy Markets - September 9 (opens the original)
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Oil nearing $100 is intensifying pressure across major consuming economies. Vibhuti Garg highlighted India’s costly crude diversification but resilient growth and accelerating electrification. Marc Ostwald warned Europe faces acute refined-product, gas-storage and inflation pressures with limited fiscal buffers. Jamal Qureshi said depleted inventories leave oil increasingly exposed to geopolitical escalation, with prices capable of moving significantly higher.
PODCAST: Daily Energy Markets - September 8 (opens the original)
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Today’s discussion highlighted how geopolitical escalation is increasingly feeding into energy, inflation and security risks. Peter McGuire sees bullish oil momentum and stronger precious metals ahead; Robin Mills flags refined-product shortages and China’s returning crude imports; while Mehmet Öğütçü warns diesel scarcity could shock the global economy as Gulf states rethink security alliances.
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