Gulf Intelligence Podcasts
Gulf Intelligence Podcasts
Gulf Intelligence
PODCAST: Daily Energy Markets - September 18th
32 minutes Posted Sep 18, 2025 at 7:43 am.
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Show notes

Today’s Daily Energy Markets podcast (Sept. 18) featured Nadia Martin Wiggen (Svelland Capital), Walter Simpson (former O&G CEO), and James McCallum (Exergy Group/Strathclyde University). Discussion centered on the Fed’s rate cut, OPEC+ spare capacity (estimated 2–3 mb/d), shifting IOC strategies toward deepwater, U.S. shale consolidation, and China’s stockbuilding role in sustaining prices despite supply growth.