Gulf Intelligence Podcasts
Gulf Intelligence Podcasts
Gulf Intelligence
PODCAST: Daily Energy Markets - September 30
32 minutes Posted Sep 30, 2026 at 9:21 am.
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Show notes

Today’s Daily Energy Markets Podcast examines China’s weakening oil demand, tight global LNG supplies, and the rising cost of moving Middle East energy through the Hormuz crisis. Michal Meidan sees China at peak oil demand, with crude buying remaining price-sensitive. Marc Howson expects tight LNG markets through 2027 before new supply eases prices. Carol Nakhle highlights rising Gulf security costs and opportunities for greater regional energy cooperation and connectivity.