Episodes
753
Latest episode
Oct 2026
Language
EN-GB
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.
Wrapping up a volatile week in global energy markets, Peter McGuire warned of deepening equity market turmoil, persistent inflation and fragile AI valuations. Niamh McBurney highlighted emerging diplomatic progress despite prolonged Gulf instability, while Danial Rahmat cautioned that Iran’s strengthened negotiating position following US midterm elections could complicate prospects for a lasting regional agreement.
Theme: Will AI Growth Outpace the Energy Systems Needed to Sustain It? In Part B, leading voices from across artificial intelligence, energy, digital infrastructure and technology continue exploring how energy systems can keep pace with the rapid expansion of AI. The conversation examines the growing need for reliable electricity, data center efficiency, infrastructure investment and sustainable energy solutions, highlighting the importance of aligning AI ambitions with long-term energy security and resilience. Featured Speakers: Gaurav Mathur – Chief AI & Data Center Officer, JLL, Saudi Arabia Shayma Kurz – CEO & Founder, Digital Advice Consulting Jean-Paul Sacy – Head of Global Partnerships, Wand A IJames McCallum – Executive Chairman, Xergy; Professor of Energy, Strathclyde University Discover how strategic energy investment, infrastructure development and technological innovation can help meet AI's accelerating power demands while supporting sustainable economic growth.
Oil prices plunged 25% as markets weighed prospects for Middle East stability following US midterm elections. Narendra Taneja warned an emboldened Iran could complicate negotiations, while Laury Haytayan explored potential diplomatic openings for Lebanon. Neil Atkinson highlighted returning oil surpluses, fragile inventories, and persistent supply risks despite easing geopolitical tensions and falling crude prices.
Theme: Will AI Growth Outpace the Energy Systems Needed to Sustain It? In Part A, leading voices from across artificial intelligence, energy, digital infrastructure and technology explore whether the rapid expansion of AI could outpace the energy systems required to support it. The conversation examines rising data center electricity demand, infrastructure investment, energy efficiency and the importance of balancing technological innovation with reliable, sustainable power supplies. Featured Speakers: Gaurav Mathur – Chief AI & Data Center Officer, JLL, Saudi Arabia Shayma Kurz – CEO & Founder, Digital Advice Consulting Jean-Paul Sacy – Head of Global Partnerships, Wand AI James McCallum – Executive Chairman, Xergy; Professor of Energy, Strathclyde University Stay tuned for Part B, as the conversation continues on how energy infrastructure, strategic investment and technological innovation can support the growing demands of artificial intelligence.
Today's Daily Energy Markets Podcast examined the market implications of the US midterm elections. Giovanni Staunovo expects rangebound oil prices amid persistent geopolitical risks. Michelle Wiese Bockmann warned of constrained Hormuz flows and prolonged freight pressures, while James Lear highlighted resilient Oman crude demand and a product supply crunch extending into 2027.
Brent futures remain above $100 despite recovering Gulf oil exports and weakening physical crude prices, as markets weigh the risk of renewed US-Iran escalation following the midterm elections. Mita Chaturvedi flagged inventory risks and potential post-midterm escalation, while David Wech highlighted recovering Gulf exports, softening refining margins, and freight-driven market fragmentation. Victor Yang cautioned that China's crude imports may remain below pre-war levels despite additional refined-product export quotas and ample reserves.
Today's Daily Energy Markets Podcast examined whether US midterm elections could trigger renewed strikes on Iran or accelerate Gulf diplomacy. Omar Najia maintained his bullish oil outlook, citing unpriced supply risks. Ramin Lakani warned of persistent refined-product shortages despite demand destruction, while Bill Farren-Price highlighted Europe's winter gas vulnerabilities and Qatar's constrained LNG recovery.
Today's Daily Energy Markets Podcast examined escalating Iran war risks and mounting pressures on global energy markets. Iman Nasseri assessed potential retaliation and oil supply buffers, while Kona Haque highlighted inflation, dollar strength, and European gas shortages. Choeib Boutamine explored Algeria's growing strategic role in securing Europe's energy supplies amid geopolitical uncertainty and rising demand.
Theme: Should Smart-City Success Be Measured by Technology or Residents’ Lived Outcomes?In Part B, leading voices from across technology, urban innovation, digital infrastructure and financial services continue exploring how smart cities can move beyond technological advancement to deliver meaningful improvements in residents' everyday lives. The conversation examines the importance of human-centered innovation, digital accessibility, sustainable urban development and measurable outcomes in ensuring that smart-city investments translate into lasting benefits for communities.Featured Speakers:Eric Hanselman – Chief Analyst, 451 Research, S&P Global EnergyIrina Karagyaur – Co-Founder & General Manager, BQ9 AgencySnehil Ahuja – Product Lead, FortyGuardAreiel Wolanow – Managing Director, Finserv ExpertsDiscover how cities can place residents at the center of digital transformation, ensuring that technological progress delivers tangible improvements in quality of life and long-term urban resilience.
Today's Daily Energy Markets Podcast examined escalating geopolitical risks and oil market pressures. Jose Chalhoub assessed Venezuela's limited supply recovery and Brazil's political outlook. Ron Bousso highlighted Trump's diminishing influence over oil prices and persistent refining bottlenecks. Jamal Qureshi warned that depleted inventories, Russian infrastructure disruptions, and renewed US-Iran conflict could intensify market volatility.
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