logo
episode-header-image
Jul 2025
30m 12s

PODCAST: Daily Energy Markets - July 4t...

Gulf Intelligence
About this episode

The Daily Energy Markets podcast tackled the ripple effects of a sweeping new US spending bill adding $3 trillion to debt while slashing taxes and gutting key social and climate programs — a clear political win for Trump but raising concerns over debt and dollar pressure. Guests debated how a weaker dollar could support oil prices, the impact of OPEC+ unwinding supply cuts amid tight compliance, and the market’s focus on upcoming US tariffs. Uncertainty remains a key theme, with refinery cracks widening and Europe bracing for further trade friction as oil markets watch volatile supply-demand balances. Tune in for more insights from Patrick Kulsen, CEO of Insights Global; Rosemary Griffin, OPEC+ Lead Reporter at S&P Global Commodity Insights; and Raad Alkadiri, Managing Partner of 3TEN32 Associates.

Up next
Apr 23
PODCAST: Daily Energy Markets - April 23rd
Today’s Daily Energy Markets podcast featured Vibhuti Garg, Iman Nasseri, Arne Lohmann Rasmussen, and Giacomo Prandelli discussing the Strait of Hormuz crisis and its global energy impact. Vibhuti highlighted India’s supply vulnerability, Iman assessed Gulf disruptions and storag ... Show More
39m 58s
Apr 22
PODCAST: Daily Energy Markets - April 22nd
Trump’s indefinite ceasefire masks unresolved tensions, with Bill Spindle expecting a JCPOA-style framework but warning conflict could resume. Rustin Edwards highlights soaring freight costs squeezing refining margins. Bora Bariman sees prolonged economic fallout and geopolitical ... Show More
38m 54s
Apr 22
AI Arabia Center of Excellence – Arabia Dialogues | Roundtable Podcast 1
🚀 AI Arabia Center of Excellence – Arabia DialoguesRoundtable Podcast 1 | Part BWhat will it take to turn AI ambition into real economic value?In Part B of our discussion, leaders across technology, energy, and finance go deeper into the challenges and opportunities shaping AI-d ... Show More
23m 44s
Recommended Episodes
Apr 2025
The Trump Trade War’s First Casualty? The Bull Market
It's been a volatile few days across global markets.  As the equity sell-off has deepened, a growing number of market strategists have revised down their targets for where the S&P 500 will be at the end of the year, and economists at several big banks have updated their forecasts ... Show More
19m 53s
Apr 2025
Markets Plummet as Tariff-War Woes Fuel Exodus From US Assets
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Less than 24 hours after President Donald Trump backtracked on his once-in-a-century trade war to prevent a meltdown in financial markets, frantic selloffs hit US stocks, bonds and the dollar yet again as fears ... Show More
39m 34s
Apr 2025
Doomed traders: Trump’s tariff fallout
Since Donald Trump announced punishing tariffs on “Liberation Day” last week, stock markets have fallen and governments and businesses scrambled to respond. Our correspondent discusses the impact on the global economy. Do personalised diets really improve gut health (9:16)? And g ... Show More
21m 20s
Jan 2025
Trump 2.0 – a new era of volatility
<p>President Trump has spent his first hours back in the White House tearing up many of Joe Biden’s policiesand issuing a flurry of executive orders on matters including immigration, energy and the cost of living. The US dollar surged on news of potential tariffs on Canada and Me ... Show More
11m 28s
Mar 2025
Tariff uncertainty continues market volatility
<p>Donald Trump’s crypto project made at least $350mn from the launch of his memecoin, and FT markets columnist Katie Martin unpacks the week in markets. The European Central Bank cut interest rates to 2.5 per cent yesterday, plus EU leaders held an emergency summit to talk about ... Show More
11m 29s
Apr 2025
Doomed traders: Trump’s tariff fallout
<p>Since Donald Trump announced punishing tariffs on “Liberation Day” last week, stock markets have fallen and governments and businesses scrambled to respond. Our correspondent discusses the impact on the <a href="https://www.economist.com/finance-and-economics/2025/04/06/trumps ... Show More
21m 20s
Sep 2025
Markets rattle as data surprises and tariffs return
Markets hit some rough patches yesterday, with all major European indices closing lower, followed by similar losses across the three main US benchmarks. Revised US data revealed an upward adjustment to second-quarter GDP, while jobless claims came in below expectations. This prom ... Show More
13m 31s
Aug 2025
Fed independence in the spotlight as markets await key inflation gauge
Yesterday saw a flurry of economic data releases, accompanied by significant political developments. The US economy demonstrated stronger-than-expected resilience in the second quarter, expanding at a revised annualised rate of 3.3%, while recent labour market figures suggest a s ... Show More
16m 25s
Mar 2025
Impact Of Currency & Energy Declines.. And Market Reality Check On China 3/5/25
<p>Declines in the U.S Dollar and Crude Oil taking hold of the market this week, as geopolitical tensions heat up. How the latest tariff headlines are hitting currencies and commodities, and the impact it has on the broader market. Plus Markets in need of a China reality check? W ... Show More
42m 57s