Gulf Intelligence Podcasts
Gulf Intelligence Podcasts
Gulf Intelligence
PODCAST: Daily Energy Markets - September 28
31 minutes Posted Sep 28, 2026 at 8:38 am.
0:00
31:15
Download MP3
Show notes

Brent opened the week above $107 as winter supply risks and diplomatic deadlock clouded the outlook. Omar Najia sees depleted inventories and geopolitical disruption lifting WTI toward $120. Jolyon Welch says last week’s UN talks offered no clear path to reopen Hormuz. Janiv Shah warns a US diesel export ban would strain Europe and reduce American refinery runs.