Explorez tous les épisodes du podcast Gulf Intelligence Podcasts
| Titre | Date | Durée | |
|---|---|---|---|
| 𝗔𝗜 𝗔𝗿𝗮𝗯𝗶𝗮 𝗖𝗲𝗻𝘁𝗲𝗿 𝗼𝗳 𝗘𝘅𝗰𝗲𝗹𝗹𝗲𝗻𝗰𝗲 | 𝗥𝗼𝘂𝗻𝗱𝘁𝗮𝗯𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 – 𝗣𝗮𝗿𝘁 𝗔 | 28 Oct 2026 | 00:21:27 | |
Theme: Should Smart-City Success Be Measured by Technology or Residents’ Lived Outcomes? In Part A, leading voices from across technology, urban innovation, digital infrastructure and financial services explore how smart-city success should be measured beyond technological advancement. The conversation examines the importance of resident well-being, quality of life, digital accessibility and measurable outcomes, highlighting how cities can align innovation with the everyday needs of the people they serve. Featured Speakers:Eric Hanselman – Chief Analyst, 451 Research, S&P Global Energy Irina Karagyaur – Co-Founder & General Manager, BQ9 Agency Snehil Ahuja – Product Lead, FortyGuardAreiel Wolanow – Managing Director, Finserv Experts Stay tuned for Part B, as the conversation continues on how smart cities can translate technological innovation into tangible improvements in residents' quality of life and long-term urban development. | |||
| PODCAST: Daily Energy Markets - October 28 | 28 Oct 2026 | 00:34:20 | |
Today's Daily Energy Markets Podcast examined rising geopolitical tensions and oil market uncertainty. Ali Al Riyami warned of renewed Gulf conflict and urged regional dialogue. Bill Spindle highlighted lasting structural disruptions to energy trade and shipping costs, while Mukesh Sahdev emphasized India's growing role in easing diesel shortages and navigating shifting US energy policies. | |||
| PODCAST: Daily Energy Markets - October 27 | 27 Oct 2026 | 00:35:36 | |
Moderating today's Daily Energy Markets Podcast from the Gulf, Frank Kane questioned the disconnect between oil prices and geopolitical risks, while probing regional resilience ahead of ADIPEC. Andrei Kovatariu highlighted diplomatic prospects and Europe's energy vulnerabilities. Muyu Xu examined recovering crude flows and China's cautious demand, while Giacomo Prandelli emphasized refined-product shortages and ADNOC's global expansion. | |||
| PODCAST: Daily Energy Markets - October 26 | 26 Oct 2026 | 00:32:32 | |
Today’s Daily Energy Markets Podcast saw Andy Critchlow steer a spirited debate on escalating maritime risks and oil prices. Omar Najia forecast record oil highs amid worsening Gulf disruptions, while Brian Pieri warned of prolonged refined-product shortages and inflation. Joining from Istanbul, Sean Evers highlighted mounting Black Sea threats and energy security’s growing dominance over climate priorities. | |||
| PODCAST: Daily Energy Markets - October 23 | 23 Oct 2026 | 00:34:45 | |
Brent’s breakout above $110 sparked debate over escalating geopolitical risks. Raad Alkadiri warned of renewed Iran conflict, while Rachel Ziemba highlighted vulnerable Gulf energy infrastructure and expanding international investments by national oil companies. Bora Barman examined the Fed’s inflation-employment dilemma, questioning whether AI investment and higher interest rates could undermine economic growth in 2027. | |||
| 𝗔𝗜 𝗔𝗿𝗮𝗯𝗶𝗮 𝗖𝗲𝗻𝘁𝗲𝗿 𝗼𝗳 𝗘𝘅𝗰𝗲𝗹𝗹𝗲𝗻𝗰𝗲 | 𝗥𝗼𝘂𝗻𝗱𝘁𝗮𝗯𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 – 𝗣𝗮𝗿𝘁 𝗕 | 22 Oct 2026 | 00:31:29 | |
Theme: How Can Accountability Be Preserved as AI Reshapes Digital Finance Infrastructure? In Part B, leading voices from across banking, financial technology, Islamic finance, AI and digital transformation continue exploring how financial institutions can embrace AI-driven innovation while maintaining accountability, transparency and trust. The conversation examines the importance of regulatory compliance, human oversight and responsible AI governance in building secure, resilient and future-ready financial systems. Featured Speakers: Abdulaziz Al-Ghufaili – Chief Technology Officer, Bank Albilad Elias Tayeh – Founder and CEO, Cedratech Consulting Services Ltd Saima Tariq Khan – Founder, OrionsFlow & Senior AI Advisor, Assessed Intelligence Bashar Al-Natoor – Global Head of Islamic Finance, Fitch Ratings Abdullah AlBar – Chief Technology Officer, STAMP Discover how financial institutions can strengthen AI governance, safeguard accountability and balance technological innovation with the trust and transparency essential to the future of digital finance. | |||
| PODCAST: Daily Energy Markets - October 22 | 22 Oct 2026 | 00:34:00 | |
With Brent surpassing $111, today's Daily Energy Markets Podcast examined mounting geopolitical and market risks. Kate Dourian warned of Saudi supply vulnerabilities and shifting Asian buyers. Arne Lohmann-Rasmussen highlighted Europe's energy insecurity and persistent tanker shortages. Mike McGlone cautioned that US midterm elections, tightening monetary policy and weakening equities could trigger a major market correction. | |||
| 𝗔𝗜 𝗔𝗿𝗮𝗯𝗶𝗮 𝗖𝗲𝗻𝘁𝗲𝗿 𝗼𝗳 𝗘𝘅𝗰𝗲𝗹𝗹𝗲𝗻𝗰𝗲 | 𝗥𝗼𝘂𝗻𝗱𝘁𝗮𝗯𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 – 𝗣𝗮𝗿𝘁 𝗔 | 21 Oct 2026 | 00:30:46 | |
Theme: How Can Accountability Be Preserved as AI Reshapes Digital Finance Infrastructure?In Part A, leading voices from across banking, financial technology, Islamic finance, AI and digital transformation explore how accountability, transparency and governance can be maintained as artificial intelligence transforms financial infrastructure. The conversation examines the opportunities and challenges of AI adoption while highlighting the importance of trust, regulatory oversight and responsible innovation in the financial sector.Featured Speakers:Abdulaziz Al-Ghufaili – Chief Technology Officer, Bank AlbiladElias Tayeh – Founder and CEO, Cedratech Consulting Services LtdSaima Tariq Khan – Founder, OrionsFlow & Senior AI Advisor, Assessed IntelligenceBashar Al-Natoor – Global Head of Islamic Finance, Fitch RatingsAbdullah AlBar – Chief Technology Officer, STAMPStay tuned for Part B, as the conversation continues on how financial institutions can balance AI-driven innovation with accountability, governance and trust. | |||
| PODCAST: Daily Energy Markets - October 21 | 21 Oct 2026 | 00:30:14 | |
Today's Daily Energy Markets Podcast examined oil’s uncertain direction as Brent struggles to break above $110. Clyde Russell highlighted China’s structurally declining crude demand and refining choices. Adi Imsirovic warned of prolonged geopolitical risks and Europe’s energy vulnerabilities, while Toby Copson emphasized sustained market tightness, cautious trading positions, and uncertainty surrounding the US midterm elections. | |||
| PODCAST: Daily Energy Markets - October 20 | 20 Oct 2026 | 00:32:48 | |
Today's Daily Energy Markets Podcast featured a spirited debate on oil prices and supply disruptions. Maleeha Bengali warned that weakening Chinese demand and financial pressures could limit price gains. Jorge Montepeque challenged supply recovery narratives, forecasting persistent diesel shortages, while Mehmet Öğütçü highlighted escalating geopolitical risks, Iraq's recovering exports and uncertainty surrounding regional security arrangements. | |||
| PODCAST: Daily Energy Markets - October 19 | 19 Oct 2026 | 00:31:28 | |
Today's Daily Energy Markets Podcast saw Omar Najia warn of an oil price surge toward record highs amid escalating regional conflict, while Jamie Ingram highlighted the disconnect between futures and physical markets, alongside prolonged supply disruptions into 2027. Tim Mulders emphasized growing demand for reliable storage access, flexibility and strategic energy infrastructure investment. | |||
| 𝗔𝗜 𝗔𝗿𝗮𝗯𝗶𝗮 𝗖𝗲𝗻𝘁𝗲𝗿 𝗼𝗳 𝗘𝘅𝗰𝗲𝗹𝗹𝗲𝗻𝗰𝗲 | 𝗥𝗼𝘂𝗻𝗱𝘁𝗮𝗯𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 – 𝗣𝗮𝗿𝘁 𝗕 | 16 Oct 2026 | 00:30:30 | |
𝗔𝗜 𝗔𝗿𝗮𝗯𝗶𝗮 𝗖𝗲𝗻𝘁𝗲𝗿 𝗼𝗳 𝗘𝘅𝗰𝗲𝗹𝗹𝗲𝗻𝗰𝗲 | 𝗥𝗼𝘂𝗻𝗱𝘁𝗮𝗯𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 – 𝗣𝗮𝗿𝘁 𝗕 Theme: How Can Enterprises Scale AI Pilots into Measurable Business Value? In Part B, leading voices from across technology, energy, telecommunications, finance and digital innovation examine the challenges of scaling AI adoption, emphasizing cybersecurity, governance, workforce readiness and human oversight. The discussion explores the growing role of AI agents, the opportunities presented by local AI models and the importance of balancing innovation with operational reliability, regulatory compliance and measurable business outcomes. Featured Speakers: Ahmad Al-Natsheh – CEO/Founder, Khosouf Studio Mauro Flores – Chief Data & AI Officer, Formerly Virgin Media O2 and Salesforce Andrea Prazakova – Founder & CEO, BrainGym, Zufa.Ai, daon & Space Uncensored Podcast Dr. Satyam Priyadarshy – Founder & CEO, Reignite Future, USA Junaid Aziz – Founder & Principal Advisor, Cognitive Commerce (Cogmerce) Dr. Morgan Eldred – Founder, Digital Energy Discover how enterprises can strengthen AI governance, build organizational trust and develop the capabilities needed to turn AI experimentation into scalable, sustainable business value. | |||
| PODCAST: Daily Energy Markets - October 16 | 16 Oct 2026 | 00:31:58 | |
Today's Daily Energy Markets Podcast examined escalating geopolitical risks and mounting winter energy pressures. Osama Rizvi warned Saudi Arabia must de-escalate to protect oil exports. Pamela Munger highlighted resilient Hormuz crude flows and recovering diesel shipments. Anne-Sophie Corbeau cautioned that Europe's low gas storage, intensifying Asian LNG competition and potential US export restrictions threaten energy security. | |||
| 𝗔𝗜 𝗔𝗿𝗮𝗯𝗶𝗮 𝗖𝗲𝗻𝘁𝗲𝗿 𝗼𝗳 𝗘𝘅𝗰𝗲𝗹𝗹𝗲𝗻𝗰𝗲 | 𝗥𝗼𝘂𝗻𝗱𝘁𝗮𝗯𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 – 𝗣𝗮𝗿𝘁 𝗔 | 15 Oct 2026 | 00:31:21 | |
Theme: How Can Enterprises Scale AI Pilots into Measurable Business Value? In Part A, leading voices from across technology, energy, telecommunications, finance and digital innovation explore how enterprises can move beyond AI experimentation to deliver measurable business value. The discussion examines operational efficiency, return on investment, workforce upskilling, cybersecurity and AI governance, while highlighting the challenges of scaling pilot projects into commercially viable solutions. Featured Speakers: Ahmad Al-Natsheh – CEO/Founder, Khosouf Studio Mauro Flores – Chief Data & AI Officer, Formerly Virgin Media O2 and Salesforce Andrea Prazakova – Founder & CEO, BrainGym, Zufa.Ai, daon & Space Uncensored Podcast Dr. Satyam Priyadarshy – Founder & CEO, Reignite Future, USA Junaid Aziz – Founder & Principal Advisor, Cognitive Commerce (Cogmerce) Dr. Morgan Eldred – Founder, Digital Energy Stay tuned for Part B, as the conversation continues on how enterprises can overcome barriers to AI adoption and translate innovation into sustainable business value. #AIArabia #ArtificialIntelligence #SaudiArabia #AI #DigitalTransformation #AIGovernance #Innovation #BusinessTransformation #GenerativeAI #GulfIntelligence | |||
| PODCAST: Daily Energy Markets - October 15 | 15 Oct 2026 | 00:33:34 | |
Oil prices remain rangebound despite escalating geopolitical risks. Victor Yang anticipates stable Chinese crude imports and limited inventory drawdowns in Q4. Alan Gelder warns diesel markets will remain tight despite strategic stock releases, while Peter McGuire highlights persistent inflation, potential Fed tightening and growing equity market vulnerabilities amid mounting geopolitical uncertainty and volatility. | |||
| PODCAST: Daily Energy Markets - October 14 | 14 Oct 2026 | 00:32:57 | |
Today's Daily Energy Markets Podcast examines whether energy markets are adapting to prolonged geopolitical disruption or approaching a deeper crisis. Omar Al Ubaydli challenges assumptions of permanent disruption, highlighting technological solutions; June Goh examines China's strategic oil procurement and resilience; while Paul Hickin warns that worsening diesel shortages and shifting trade flows threaten global supply stability. | |||
| 14th Fujairah Energy Markets Forum: Navigating East-of-Suez Midstream Logistics Through a Storm -- from “Just in Time” to “Just in Case”: Opportunities & Challenges? | 13 Oct 2026 | 00:23:17 | |
How is the East-of-Suez energy sector navigating midstream logistics challenges amid geopolitical disruptions? EMF 2026's Industry Leadership Panel explored the shift from “Just in Time” to “Just in Case,” highlighting supply chain resilience, strategic redundancy, infrastructure investment and opportunities for regional cooperation. | |||
| PODCAST: Daily Energy Markets - October 13 | 13 Oct 2026 | 00:33:57 | |
Today's Daily Energy Markets Podcast examines the widening disconnect between Brent crude prices and physical market realities. Nadia Martin Wiggen highlights soaring freight costs and resilient product demand; Andy Laven explains why Brent no longer reflects delivered oil costs; while Marc Ostwald warns that sticky inflation, geopolitical uncertainty and weakening US consumer spending threaten the outlook. | |||
| PODCAST: Daily Energy Markets - October 2 | 12 Oct 2026 | 00:32:38 | |
Today’s Daily Energy Markets Podcast featured a spirited debate on escalating geopolitical risks and oil market volatility. Omar Najia forecast Brent reaching $120, citing supply disruptions; Laury Haytayan linked Saudi attacks to Iran’s economic pressures and US elections; while Neil Atkinson questioned Russian diesel deals and strategic stock releases as meaningful supply solutions. | |||
| 14th Fujairah Energy Markets Forum: Building Resilience Policies for a Just-in-Case World? | 09 Oct 2026 | 00:28:32 | |
How are governments redefining energy resilience after Hormuz? EMF 2026's National Policy Panel explored infrastructure security, regional cooperation, strategic redundancy and evolving global supply chains. | |||
| PODCAST: Daily Energy Markets - October 2 | 02 Oct 2026 | 00:33:28 | |
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. | |||
| AI Arabia Center of Excellence | Post-Roundtable Podcast – "Part B" | 02 Oct 2026 | 00:29:54 | |
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 | |||
| PODCAST: Daily Energy Markets - October 1 | 01 Oct 2026 | 00:32:55 | |
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. | |||
| AI Arabia Center of Excellence | Post-Roundtable Podcast – "Part A" | 01 Oct 2026 | 00:30:15 | |
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. | |||
| PODCAST: Daily Energy Markets - September 30 | 30 Sep 2026 | 00:32:22 | |
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. | |||
| PODCAST: Daily Energy Markets - September 29 | 29 Sep 2026 | 00:33:03 | |
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. | |||
| PODCAST: Daily Energy Markets - September 28 | 28 Sep 2026 | 00:31:15 | |
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. | |||
| PODCAST: Daily Energy Markets - September 25 | 25 Sep 2026 | 00:36:20 | |
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. | |||
| PODCAST: Daily Energy Markets - September 24 | 24 Sep 2026 | 00:33:45 | |
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. | |||
| PODCAST: Daily Energy Markets - September 23 | 23 Sep 2026 | 00:34:21 | |
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. | |||
| PODCAST: Daily Energy Markets - September 22 | 22 Sep 2026 | 00:32:09 | |
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. | |||
| PODCAST: Daily Energy Markets - September 21 | 21 Sep 2026 | 00:32:44 | |
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. | |||
| PODCAST: Daily Energy Markets - September 18 | 18 Sep 2026 | 00:33:58 | |
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. | |||
| PODCAST: Daily Energy Markets - September 17 | 17 Sep 2026 | 00:31:14 | |
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. | |||
| PODCAST: Daily Energy Markets - September 16 | 16 Sep 2026 | 00:31:43 | |
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. | |||
| PODCAST: Daily Energy Markets - September 15 | 15 Sep 2026 | 00:31:15 | |
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. | |||
| PODCAST: Daily Energy Markets - September 14 | 14 Sep 2026 | 00:35:34 | |
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 | 11 Sep 2026 | 00:33:05 | |
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 | 10 Sep 2026 | 00:38:12 | |
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 | 09 Sep 2026 | 00:32:13 | |
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 | 08 Sep 2026 | 00:30:33 | |
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. | |||
| PODCAST: Daily Energy Markets - September 7 | 07 Sep 2026 | 00:30:49 | |
A lively, bullish start to the week, with geopolitics and shipping risks dominating. Omar Najia sees crude heading significantly higher as products lead prices upward. Michelle Wiese Bockmann highlighted record tanker rates and mounting Hormuz insurance risks. Brian Pieri warned shrinking U.S. SPR capacity leaves consumers increasingly exposed to higher fuel prices. | |||
| PODCAST: Daily Energy Markets - September 4 | 04 Sep 2026 | 00:36:13 | |
Today’s discussion highlighted a market increasingly shaped by war-driven distortions. Giovanni Staunovo sees China’s returning crude demand as key to oil’s next move; Clyde Russell warns refining constraints and product shortages now matter more than Brent; while Danial Rahmat highlighted Iran’s mounting economic pressure and competing government-military approaches to ending the conflict. | |||
| PODCAST: Daily Energy Markets - September 3 | 03 Sep 2026 | 00:32:05 | |
Today’s Daily Energy Markets Podcast examined tightening oil and product markets amid persistent geopolitical risks. Mita Chaturvedi said Brent is finding support around $90 as market conviction rebuilds, with diesel and refined product tightness intensifying ahead of refinery maintenance. Narendra Taneja warned elevated oil prices and tanker shortages are increasing pressure on major importers like India. Yuriy Humber highlighted Japan’s exposure to higher energy costs, as the country diversifies oil supplies and strengthens energy security | |||
| PODCAST: Daily Energy Markets - September 2 | 02 Sep 2026 | 00:32:16 | |
Today’s Daily Energy Markets Podcast delivered a wide-ranging discussion on mounting pressures across global energy markets. Neil Atkinson warned Hormuz disruption and Russian refinery outages are tightening product markets. Liao Na said China’s crude recovery reflects restocking, not stronger demand. Arne Rasmussen highlighted rising US yields, inflation risks and LNG shortages as growing threats to energy demand. | |||
| PODCAST: Daily Energy Markets - September 1 | 01 Sep 2026 | 00:31:44 | |
oday’s Daily Energy Markets Podcast: Ali Al Riyami argued that elevated oil prices signal continued constraints through Hormuz, with secure passage still unresolved. Laury Haytayan sees geopolitical stalemate persisting toward US midterms, while Europe manages product tightness without panic. Ian Nathan warned Europe’s low gas storage presents growing winter risks, even as LNG buyers adapt to disrupted Gulf supplies. | |||
| PODCAST: Daily Energy Markets - August 31st | 31 Aug 2026 | 00:31:19 | |
Today’s Daily Energy Markets Podcast returns examining the forces shaping oil markets as geopolitical and macro risks converge. Omar Najia remained bullish, citing escalation risks and constrained refining capacity. Mukesh Sahdev highlighted the widening crude-products divergence and voyage volatility. Adi Imsirovic emphasized critically low inventories, softer Chinese demand and macroeconomic pressures as increasingly important price drivers. | |||
| AI Arabia Center of Excellence | Advisory Board Roundtable Session 6 Podcast | 05 Aug 2026 | 00:31:33 | |
🎙️ AI Arabia Center of Excellence | Advisory Board Roundtable Session 6 Podcast Theme: How Are Capital Flows Shaping the Future of AI—and Who Will Capture Long-Term Value? As global investment in artificial intelligence continues to accelerate, the focus is shifting from funding innovation to creating sustainable long-term value. The challenge is identifying where capital should be deployed, which AI business models will scale successfully, and how organizations can convert investment into lasting economic and commercial returns. Featured Speakers: 🔹 Richard Frey, Chief Executive Officer, INAIT 🔹 Moody Hadi, Head of AI Strategy & Execution, Enterprise Data Organization, S&P Global 🔹 Dr. Morgan Eldred, Founder, Digital Energy The discussion explores how strategic investment, enterprise AI adoption, data-driven decision-making, and emerging business models will determine where long-term value is created, which organizations are best positioned to lead the AI economy, and how capital can accelerate sustainable innovation across industries. | |||
| AI Arabia Center of Excellence | Advisory Board Roundtable Session 5 Podcast | 29 Jul 2026 | 00:31:49 | |
🎙️ AI Arabia Center of Excellence | Advisory Board Roundtable Session 5 Podcast Theme: How Can National AI Infrastructure and Compute Enable Scalable Adoption Across Key Sectors? As artificial intelligence adoption accelerates, access to scalable compute, robust digital infrastructure, and secure AI platforms has become essential for national competitiveness. The challenge is ensuring governments and industries have the infrastructure needed to deploy AI at scale while supporting innovation, resilience, and long-term economic growth. Featured Speakers: 🔹 Omar AlSheikh, Country Head and Senior Director, KSA & Bahrain – Energy, Services & Government, Infosys 🔹 Hany Azzam, Customer Success Lead, Microsoft Saudi Arabia 🔹 Irina Karagyaur, Co-Founder & General Manager, BQ9 Agency 🔹 Ramy AlDamati, Chief Metaverse & AI Strategy Officer, MetaServ ME 🔹 Robin Machado, Head of Digital R&D MEA, Siemens Energy & ADYBC Board Member The discussion explores how investments in AI infrastructure, cloud and compute capacity, trusted digital ecosystems, and public-private collaboration can accelerate AI adoption across government, energy, manufacturing, and other strategic sectors—creating the foundation for sustainable innovation and economic competitiveness. | |||
| AI Arabia Center of Excellence | Advisory Board Roundtable Session 4 Podcast | 22 Jul 2026 | 00:29:17 | |
🎙️ AI Arabia Center of Excellence | Advisory Board Roundtable Session 4 Podcast Theme: How Can the Data Economy and Digital Infrastructure Drive Global Competitiveness in the AI Era? As artificial intelligence becomes a defining force in economic growth, nations and organizations must invest in trusted data ecosystems, resilient digital infrastructure, and intelligent connectivity to remain globally competitive. The challenge is building the foundations that enable AI to scale securely, responsibly, and sustainably. Featured Speakers: 🔹 Dr. Satyam Priyadarshy, Founder & CEO, Reignite Future, USA 🔹 Shayma Kurz, CEO & Founder, Digital Advice Consulting 🔹 James McCallum, Executive Chairman of Xergy; Professor of Energy, University of Strathclyde 🔹 Saima Tariq Khan, Founder, OrionsFlow & Senior AI Advisor, Assessed Intelligence The discussion examines how trusted data, digital infrastructure, governance, and cross-sector collaboration can accelerate AI adoption, enable scalable innovation, strengthen economic resilience, and position nations and enterprises to compete successfully in the global AI-driven economy. | |||