Gulf Intelligence Podcasts

Episoder

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  PODCAST: Daily Energy Markets - October 2 02.10.2026 33min

  Oil markets face mounting structural pressure as Danial Rahmat says Iran’s Hormuz strategy is increasingly hurting Tehran itself. Zoe Upson highlights extraordinary tanker costs, with freight now driving Gulf trade economics. David Elward warns tightening diesel supplies and record-low European gas storage are setting up an increasingly difficult winter for global energy markets.
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  AI Arabia Center of Excellence | Post-Roundtable Podcast – "Part B" 02.10.2026 29min

  AI Arabia Center of Excellence | Post-Roundtable Podcast – Part BTheme: Which of the Top 5 Takeaways – Consensus Priorities Identified During the AI Arabia Center of Excellence Roundtable at LEAP 2026 Should Saudi Arabia Act on First?The discussion explores which priorities Saudi Arabia should act on first as the Kingdom accelerates its AI ambitions — examining the practical steps needed to translate strategy into execution, strengthen the enabling ecosystem and deliver measurable impact across the economy.Featured Speakers:Zainab Al Amin – Vice President of National Digital Transformation, Microsoft Saudi ArabiaDr. Mohammed Al-Surf – Managing Director, Tilad Sustainability Co. & Tilad Institute; Founder & CEO, Saudi Green Building AllianceHina Shoeb – Managing Director, Head of Analytics, Cross Practice, Ratings, S&P Global, Saudi ArabiaTukeer Hussain – Senior Financial Services Adviser, British Embassy RiyadhRawan Almogbil – CEO, Lenks.ai & CIO, InnovationXFarid Urbano – Senior Manager, Strategy Management Office, Tamkeen Technologies
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  PODCAST: Daily Energy Markets - October 1 01.10.2026 32min

  Today’s Daily Energy Markets Podcast examined a market undergoing strategic recalibration. Sara Akbar highlighted recovering Hormuz crude flows and Gulf infrastructure resilience; Narendra Taneja flagged India’s punishing $120–129 landed crude costs; Charles Ellinas warned Europe’s diesel crunch could persist; while Walter Simpson emphasized renewed investment in regional refining, onshoring and alternative export routes through Oman.
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  AI Arabia Center of Excellence | Post-Roundtable Podcast – "Part A" 01.10.2026 30min

  AI Arabia Center of Excellence | Post-Roundtable Podcast – Part ATheme: Which of the Top 5 Takeaways – Consensus Priorities Identified During the AI Arabia Center of Excellence Roundtable at LEAP 2026 Should Saudi Arabia Act on First?In Part A of this special Post-Roundtable Podcast, leading voices from across technology, finance, sustainability, innovation and digital transformation come together to reflect on the Top 5 Takeaways and Consensus Priorities identified during the AI Arabia Center of Excellence Roundtable at LEAP 2026.The discussion explores which priorities Saudi Arabia should act on first as the Kingdom accelerates its AI ambitions — examining the practical steps needed to translate strategy into execution, strengthen the enabling ecosystem and deliver measurable impact across the economy.Featured Speakers:Zainab Al Amin – Vice President of National Digital Transformation, Microsoft Saudi ArabiaDr. Mohammed Al-Surf – Managing Director, Tilad Sustainability Co. & Tilad Institute; Founder & CEO, Saudi Green Building AllianceHina Shoeb – Managing Director, Head of Analytics, Cross Practice, Ratings, S&P Global, Saudi ArabiaTukeer Hussain – Senior Financial Services Adviser, British Embassy RiyadhRawan Almogbil – CEO, Lenks.ai & CIO, InnovationXFarid Urbano – Senior Manager, Strategy Management Office, Tamkeen TechnologiesStay tuned for Part B, as the conversation continues on the priorities that can help turn Saudi Arabia’s AI ambitions into scalable, measurable outcomes.
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  PODCAST: Daily Energy Markets - September 30 30.09.2026 32min

  Today’s Daily Energy Markets Podcast examines China’s weakening oil demand, tight global LNG supplies, and the rising cost of moving Middle East energy through the Hormuz crisis. Michal Meidan sees China at peak oil demand, with crude buying remaining price-sensitive. Marc Howson expects tight LNG markets through 2027 before new supply eases prices. Carol Nakhle highlights rising Gulf security costs and opportunities for greater regional energy cooperation and connectivity.
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  PODCAST: Daily Energy Markets - September 29 29.09.2026 33min

  Today’s Daily Energy Markets Podcast looks beyond the US midterms to winter’s emerging risks. David Fyfe flags a potential diesel crunch and January-February energy-price breaking point. Kate Dourian sees Gulf export workarounds delaying economic reforms. Mukesh Sahdev highlights China’s crude-conservation strategy and post-election Russia risk, while Sean Evers connects Hormuz disruption, inflation and geopolitical uncertainty.
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  PODCAST: Daily Energy Markets - September 28 28.09.2026 31min

  Brent opened the week above $107 as winter supply risks and diplomatic deadlock clouded the outlook. Omar Najia sees depleted inventories and geopolitical disruption lifting WTI toward $120. Jolyon Welch says last week’s UN talks offered no clear path to reopen Hormuz. Janiv Shah warns a US diesel export ban would strain Europe and reduce American refinery runs.
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  PODCAST: Daily Energy Markets - September 25 25.09.2026 36min

  Capping the week, moderator Sean Evers asked a question that remains unanswered: how long before dwindling oil inventories trigger a systemic squeeze? Rachel Ziemba saw little substance in US–China talks and no clear path to an Iran deal. Henning Gloystein flagged winter distillate shortages despite China’s substantial crude stocks. James McCallum warned that instability continues to deter long-term energy investment.
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  PODCAST: Daily Energy Markets - September 24 24.09.2026 33min

  Oil’s rebound above $103 comes amid persistent supply and shipping strains. Matthew Wright said Gulf tanker rates remain exceptionally high, while prolonged Hormuz disruption threatens European LNG supplies. James Lear said Oman crude commands a premium as traders hedge lasting uncertainty. Yan Chong Yaw expects China’s subdued crude imports to persist through year-end.
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  PODCAST: Daily Energy Markets - September 23 23.09.2026 34min

  Brent’s six-day slide masks supply strains and mounting winter risks. Jamie Ingram sees a higher oil-price floor amid unresolved Gulf tensions and warns a US diesel export ban could hurt Europe. Kona Haque calls the selloff a correction but flags dwindling buffers. Victor Yang expects Chinese crude imports below nine million barrels daily in Q4.
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  PODCAST: Daily Energy Markets - September 22 22.09.2026 32min

  Brent’s rebound above $100 masks deepening geopolitical and economic strain across global energy markets. Ramin Lakhani warned the conflict is becoming a war of attrition, intensifying regional stagflation. Scott Livermore raised Oxford Economics’ 2027 Brent forecast by $20. Toby Copson said oil remains underpriced, with China’s return potentially triggering a sharp energy-price spike this winter.
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  PODCAST: Daily Energy Markets - September 21 21.09.2026 32min

  The week opened with Brent retreating despite intensifying geopolitical turmoil. Omar Najia called the decline a correction after a $27 rally, maintaining oil’s bullish trajectory. Jorge Montepeque warned regional escalation and diesel-driven inflation threaten growth. Bill Spindle said Washington may limit Gulf security commitments until the midterms, before cautiously re-engaging as further regional pressures build.
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  PODCAST: Daily Energy Markets - September 18 18.09.2026 33min

  Daily Energy Markets capped the week with a cautious outlook: calm oil prices mask mounting geopolitical, shipping and winter supply risks. Iman Nasseri said Iran is activating coordinated pressure points beyond Hormuz. Daejin Lee warned soaring tanker costs and dwindling Asian stockpiles could trigger a winter crisis. Jose Chalhoub forecast a slow Venezuelan oil recovery.
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  PODCAST: Daily Energy Markets - September 17 17.09.2026 31min

  Fuel markets, not Brent, are broadcasting the conflict’s widening economic strain. Andrew Critchlow warned soaring diesel prices and vulnerable infrastructure reveal energy security risks. Ehsan Ul-Haq highlighted Europe’s diesel squeeze as Russian exports and Asian refinery runs decline. Haythem Rashed saw limited Libyan disruption but warned depleted Saudi buffers and Libya’s ballooning fuel-import bill expose fragility.
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  PODCAST: Daily Energy Markets - September 16 16.09.2026 31min

  A tense, wide-ranging discussion weighed geopolitical supply risks against mounting macroeconomic pressure. Mike McGlone argued Fed tightening and an overextended stock market could trigger recession, demand destruction and lower commodities. Andrei Covatariu highlighted election politics, Russian refinery attacks and Europe’s winter vulnerability. Abhishek Kumar stressed refinery disruptions, costly rerouting and persistent regional Hormuz risk premiums.
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  PODCAST: Daily Energy Markets - September 15 15.09.2026 31min

  Vandana Hari, Founder and CEO of Vanda Insights, led today’s discussion, framing oil markets as a supply and security crisis. David Wech said Middle Eastern exports remain 10 million b/d below pre-war levels as prices surge. Raad Al-Kadiri argued Hormuz requires comprehensive US-Iran guarantees; Colby Connelly warned Gulf states are diversifying beyond Washington amid regional war.
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  PODCAST: Daily Energy Markets - September 14 14.09.2026 35min

  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.
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  PODCAST: Daily Energy Markets - September 11 11.09.2026 33min

  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.
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  PODCAST: Daily Energy Markets - September 10 10.09.2026 38min

  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.
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  PODCAST: Daily Energy Markets - September 9 09.09.2026 32min

  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.