Gulf Intelligence Podcasts
Gulf Intelligence Podcasts
Gulf Intelligence
PODCAST: Daily Energy Markets - September 25
36 minutes Posted Sep 25, 2026 at 8:28 am.
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Show notes

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.