Published by Gulf Intelligence
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.
Listen on Apple Podcasts31 min
🎙️ 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.
29 min
🎙️ 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.
29 min
🎙️ AI Arabia Center of Excellence | Advisory Board Roundtable Session 3 Podcast Theme: How Can Nations Build the Talent and Skills Required to Sustain AI-Driven Economies? As artificial intelligence transforms economies and industries, the success of national AI strategies will depend on developing the talent, skills, and leadership needed to sustain long-term innovation. Building AI-ready workforces requires collaboration between governments, academia, and the private sector to prepare people for the future of work. Featured Speakers: 🔹 Zainab Al Amin, Vice President of National Digital Transformation, Microsoft Saudi Arabia 🔹 Joseph Alenchery, SVP & Business Head (Energy Next), Infosys 🔹 Kanwal Shahzad, Founder & CEO, AI Policing AI · AISFY · Digidot 🔹 Rujuta Singh, AI Transformation & Innovation Partner, Solved Together 🔹 Dr. Chris Cooper, Board Director & Advisor, AI & Technology Companies The discussion examines how governments, businesses, and educational institutions can work together to develop AI talent, strengthen digital literacy, foster lifelong learning, promote responsible AI leadership, and equip future generations with the skills needed to drive sustainable economic growth in an AI-powered world.
27 min
🎙️ AI Arabia Center of Excellence | Advisory Board Roundtable Session 2 PodcastTheme: How Can AI Innovation Ecosystems Be Effectively Translated into Scalable Enterprise Deployment?As artificial intelligence moves beyond pilot projects, the focus is shifting from innovation to execution. Organizations must build the ecosystems, partnerships, governance, and talent needed to transform AI breakthroughs into scalable enterprise solutions that deliver measurable business value.Featured Speakers:🔹 Maha Albrahim, VP Enterprise Partner Solutions, Microsoft Saudi Arabia🔹 Jay Sadiq, Founder & CEO, FortyGuard🔹 Dr. Antonio Feraco, Founder & CEO, Machina Mentis🔹 Junaid Aziz, Founder & Principal Advisor, Cognitive Commerce (Cogmerce)🔹 Farid Urbano, Head of Strategy Management Office, Tamkeen TechnologiesThe discussion examines how organizations can scale AI successfully by fostering innovation ecosystems, strengthening public-private collaboration, developing AI-ready talent, establishing trusted governance frameworks, and embedding artificial intelligence into enterprise operations to drive long-term competitiveness and sustainable economic growth.
48 min
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.
27 min
🎙️ 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.
48 min
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.
33 min
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.
41 min
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.
45 min
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.
31 min
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.
30 min
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.
31 min
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.
39 min
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.
22 min
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, Infosys Gaurav Mathur, Chief AI & Data Center Officer, JLL Saudi Arabia Amith Rajan, EVP, Head, Wholesale Digital Banking, Mashreq & CEO, NeoVentures Hani Elshafey, AI Researcher, Educator & Trainer, Saudi Arabia Speakers also share insights on how businesses can measure AI-driven outcomes, manage risks, and create sustainable competitive advantages in an increasingly AI-powered economy.
32 min
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.
21 min
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 Arabia Amith Rajan, EVP, Head, Wholesale Digital Banking, Mashreq & CEO, NeoVentures Hani Elshafey, AI Researcher, Educator & Trainer, Saudi Arabia The 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.
34 min
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.
41 min
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.
34 min
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.
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