Gulf Intelligence Podcasts

Afleveringen

• PODCAST: Daily Energy Markets - July 2nd 02.07.2026 48min

  In the final Daily Energy Markets podcast of the season, the question is whether Brent crude is underpricing the risk of prolonged disruption in the Strait of Hormuz and whether the US-Iran MOU can hold long enough to avoid another regional crisis. David Fyfe argued fundamentals remain tighter than prices imply, Rachel Ziemba warned geopolitical risks remain underpriced, Iman Nasseri forecast higher oil prices later this summer, and Giacomo Prandelli said shipping flows remain far from fully restored.
• AI Arabia Center of Excellence | Advisory Board Roundtable Session 1 Podcast 01.07.2026 27min

  🎙️ AI Arabia Center of Excellence | Advisory Board Roundtable Session 1 PodcastTheme: How Can AI Accelerate Economic Diversification in Resource-Rich Economies?As artificial intelligence reshapes industries and national economies, resource-rich countries have a unique opportunity to leverage AI as a catalyst for economic diversification, innovation, and sustainable long-term growth. The challenge is how governments, industry, and entrepreneurs can collaborate to translate AI ambition into measurable economic impact.Featured Speakers:🔹 Rana Zamai, Chairwoman, Women Mining Association – KSA🔹 Abdullah AlSalmani, TEDx Speaker, Co-Founder & CEO, SpacePoint🔹 Thanakarthik Kumar, Founder & CEO, Sustainabyte Technologies Private Limited🔹 Dr. Mohammed Al-Surf, Managing Director, Tilad Sustainability Co & Tilad Institute; Founder & CEO, Saudi Green Building AllianceThe discussion explores how AI can accelerate economic diversification through innovation, entrepreneurship, sustainable development, digital infrastructure, and cross-sector collaboration—helping resource-rich economies build resilient, knowledge-driven industries for the future.
• PODCAST: Daily Energy Markets - July 1st 01.07.2026 48min

  Today’s Daily Energy Markets examined whether oil markets are underestimating geopolitical risks as Gulf exports resume under a fragile US-Iran MOU. Narendra Taneja warned Brent has shed its risk premium too soon. Pamela Munger tracked cautious tanker movements, Zoe Upson assessed freight markets, and Yesar Al-Maleki highlighted Iraq’s export constraints and OPEC+ outlook.
• PODCAST: Daily Energy Markets - June 30th 30.06.2026 33min

  Today’s Daily Energy Markets examined whether a new Oman-Iran framework for managing the Strait of Hormuz could fundamentally reshape global oil trade and pricing long after the conflict ends. Ali Al Riyami outlined negotiations over the Strait’s future governance, Vandana Hari warned markets remain focused on stranded barrels and China's eventual buying return, while Kate Dourian argued geopolitical risks and supply disruptions remain significantly underpriced.
• PODCAST: Daily Energy Markets - June 29th 29.06.2026 41min

  Today’s Daily Energy Markets examined whether oil markets are treating renewed US-Iran tensions as sideline noise rather than a real threat to supply. Omar Najia questioned heavy bearish positioning, Henning Gloystein highlighted Ukraine’s attacks on Russian energy infrastructure, Liao Na explained China’s weaker oil demand, while James McCallum warned equipment and workforce shortages could delay.
• PODCAST: Daily Energy Markets - June 25th 25.06.2026 45min

  Today’s Daily Energy Markets examined whether the Iran-US MOU can sustain regional stability and if oil markets are underpricing lingering geopolitical and logistical risks. Brian Pieri argued physical markets remain tighter than futures imply, James Lear highlighted geopolitical pricing, Daejin Lee assessed Korea’s energy security, while Jolyon Welsh questioned the durability of the ceasefire.
• PODCAST: Daily Energy Markets - June 24th 24.06.2026 31min

  Oil markets extended their decline as optimism over the Strait of Hormuz reopening outweighed supply concerns. Ramin Lakhani highlighted the possibility of a historic US-Iran rapprochement but warned lasting peace remains fragile. June Goh noted Asia has shifted from shortages to surplus crude. Peter McGuire said markets are refocusing on Fed policy, inflation and equity volatility.
• PODCAST: Daily Energy Markets - June 23rd 23.06.2026 30min

  Today’s Daily Energy Markets Podcast focused on the sharp decline in oil prices following the U.S.-Iran agreement and the reopening of the Strait of Hormuz. Mike McGlone forecast crude could slide toward $50 on oversupply and weakening commodities. Laury Haytayan said Iran’s 60-day export waiver rewards Tehran and could unleash additional barrels. Toby Copson warned volatility remains, with traders focused on geopolitics, Russian disruptions, and evolving Asian energy demand.
• PODCAST: Daily Energy Markets - June 22nd 22.06.2026 31min

  Today’s Daily Energy Markets explored whether markets are underestimating the risk of renewed Middle East tensions despite optimism surrounding the Iran-US MOU. Joining guest host Paul Hickin, Omar Najia warned geopolitical threats remain underpriced, Sara Akbar highlighted AI-driven energy demand and shifting GCC alliances, while Osama Rizvi argued emerging economies will continue to underpin long-term oil demand growth.
• PODCAST: Daily Energy Markets - June 18th 18.06.2026 39min

  Today’s Daily Energy Markets Podcast, moderated by Frank Kane, examined whether President Trump’s Iran ceasefire deal can secure lasting stability in the Strait of Hormuz and what it means for energy markets. Anne-Sophie Corbeau highlighted LNG recovery challenges, Gemma Parker warned of a growing oil surplus, while Anoop Singh mapped the tanker capacity required to restore Gulf crude and LNG exports.
• AI Arabia Center of Excellence Dialogues | Roundtable Podcast 6 "Part B" 17.06.2026 22min

  AI Arabia Center of Excellence Dialogues | Roundtable Podcast 6 "Part B"In Part B, the discussion focuses on how organizations can move beyond pilot projects to enterprise-wide implementation, overcome barriers to deployment, and build the talent, governance, and infrastructure required to unlock AI’s full potential.Featured Speakers:Anand Jeevaraj, Vice President, InfosysGaurav Mathur, Chief AI & Data Center Officer, JLL Saudi ArabiaAmith Rajan, EVP, Head, Wholesale Digital Banking, Mashreq & CEO, NeoVenturesHani Elshafey, AI Researcher, Educator & Trainer, Saudi ArabiaSpeakers also share insights on how businesses can measure AI-driven outcomes, manage risks, and create sustainable competitive advantages in an increasingly AI-powered economy.
• PODCAST: Daily Energy Markets - June 17th 17.06.2026 32min

  Have oil markets prematurely priced in an Iranian supply comeback? That was the central question on today’s Daily Energy Markets. Mukesh Sahdev challenged the narrative of an impending supply surge, citing depleted regional inventories and the likelihood of renewed Chinese stockpiling. Niamh McBurney described the agreement as a major win for Iran while warning Israel remains the key spoiler. Bill Farren-Price doubted the political feasibility of full sanctions relief and suggested Middle East risk premiums are unlikely to disappear anytime soon.
• AI Arabia Center of Excellence Dialogues | Roundtable Podcast 6 "Part A" 16.06.2026 21min

  AI Arabia Center of Excellence Dialogues | Roundtable Podcast 6 "Part A"Theme: 𝙃𝙤𝙬 𝘼𝙧𝙚 𝘾𝙖𝙥𝙞𝙩𝙖𝙡 𝙁𝙡𝙤𝙬𝙨 𝙎𝙝𝙖𝙥𝙞𝙣𝙜 𝙩𝙝𝙚 𝙁𝙪𝙩𝙪𝙧𝙚 𝙤𝙛 𝘼𝙄 – 𝙖𝙣𝙙 𝙒𝙝𝙤 𝙒𝙞𝙡𝙡 𝘾𝙖𝙥𝙩𝙪𝙧𝙚 𝙇𝙤𝙣𝙜-𝙏𝙚𝙧𝙢 𝙑𝙖𝙡𝙪𝙚?In this episode of the AI Arabia Center of Excellence Dialogues Podcast Series, leading voices from technology, banking, real estate, investment, and AI innovation explore how capital is flowing into the AI ecosystem, where long-term value is being created, and which sectors, companies, and economies are best positioned to benefit from the next wave of AI-driven growth.Featured Speakers: Anand Jeevaraj, Vice President, Infosys Gaurav Mathur, Chief AI & Data Center Officer, JLL Saudi ArabiaAmith Rajan, EVP, Head, Wholesale Digital Banking, Mashreq & CEO, NeoVenturesHani Elshafey, AI Researcher, Educator & Trainer, Saudi ArabiaThe discussion examines the investment strategies, infrastructure priorities, innovation ecosystems, and business models shaping the future of AI, while exploring how organizations can convert AI investments into sustainable economic and commercial value.
• PODCAST: Daily Energy Markets - June 16th 16.06.2026 34min

  Today’s Daily Energy Markets examined whether the Iran-US MOU can deliver a lasting reopening of the Strait of Hormuz, as markets await critical details. Omar Al-Ubaydli warned that Gulf security risks remain unresolved, Michelle Bockmann highlighted the slow return of tanker traffic, and Andrei Belyi assessed how the Russia-Ukraine war continues reshaping global energy trade.
• PODCAST: Daily Energy Markets - June 15th 15.06.2026 41min

  Today’s Daily Energy Markets asked whether the Iran-US de-escalation agreement can secure the reopening of the Strait of Hormuz or if Israel remains the key spoiler. Danial Rahmat highlighted Iran’s focus on rebuilding resilience and exports. Raad Alkadiri called it a fragile ceasefire extension, while Jorge Montepeque and Omar Najia debated whether markets are underestimating geopolitical risks.
• PODCAST: Daily Energy Markets - June 11th 11.06.2026 34min

  Today’s Daily Energy Markets Podcast examined why oil prices remain relatively contained despite renewed strikes between Israel and Iran following a fragile ceasefire. Giovanni Staunovo highlighted that strong U.S. crude exports are delaying supply shortages. Yan Chong Yaw emphasized China’s sizeable inventories and reduced exports as key market stabilizers. Gisele Widdershoven warned that mounting shipping, insurance, and compliance pressures could ultimately prove more disruptive than the immediate loss of oil supply.
• PODCAST: Daily Energy Markets - June 10th 10.06.2026 39min

  Today’s Daily Energy Markets examined why oil and commodity markets are softening despite ongoing Strait of Hormuz disruptions and falling inventories. Andy Laven said traders are increasingly ignoring geopolitical noise, David Wech argued supply chains have adapted, Yuriy Humber highlighted Japan’s mounting energy-import costs, while Bora Bariman warned inflation remains the crisis’s most damaging consequence.
• PODCAST: Daily Energy Markets - June 9th 09.06.2026 41min

  Today’s Daily Energy Markets asked a puzzling question: why are oil prices falling back toward $90 when millions of barrels per day remain stranded by the Strait of Hormuz crisis? Neil Atkinson highlighted how inventories, SPR releases, and rerouted flows are cushioning markets. Robin Mills argued that market resilience is easing pressure for a diplomatic breakthrough. Clyde Russell pointed to China’s demand shifts and electrification, while Marc Ostwald explained why strong US growth and weak European demand are sending mixed signals.
• PODCAST: Daily Energy Markets - June 8th 08.06.2026 35min

  Today’s Daily Energy Markets explored whether renewed Israel-Iran hostilities and Hormuz disruptions are creating a supply crisis that markets are failing to price in. Omar Najia warned investor complacency could give way to higher oil prices and economic pain. Ron Bousso highlighted falling inventories and hidden supply losses, while Victor Yang pointed to weakening Chinese demand and imports.
• PODCAST: Daily Energy Markets - June 4th 04.06.2026 29min

  Today’s Daily Energy Markets examined whether demand destruction can offset an estimated 11 million bpd supply disruption linked to the Strait of Hormuz crisis. Jamal Qureshi warned that inventories and market psychology are masking severe supply shortages and higher-price risks, while Emily Holland highlighted how Ukrainian attacks are straining Russia’s energy infrastructure and reshaping exports.