PODCAST: Daily Energy Markets - May 18th
From Gulf Intelligence Podcasts by Gulf Intelligence
May 18, 2026 · 35 min
About this episode
The episode discusses the current state of energy markets, focusing on oil pricing and geopolitical tensions in the Middle East.
As Brent climbed above $111 and fears over Hormuz disruption intensified, today’s Daily Energy Markets Podcast questioned why oil still isn’t pricing a full-scale supply shock. Omar Najia argued weakening demand, rising inflation and bloated storage point to lower prices ahead. Laury Haytayan warned Middle East “ceasefires” are largely symbolic. Mukesh Sahdev highlighted looming US gasoline shortages as the pressure point that could eventually force a geopolitical breakthrough.
People in this episode
Guests: Omar Najia, Laury Haytayan, Mukesh Sahdev
Topics covered
- energy markets
- oil prices
- geopolitical issues
- supply shock
- gasoline shortages
- inflation
- Middle East conflicts
Keywords
- Brent
- oil prices
- supply shock
- gasoline shortages
- inflation
- Middle East
- Hormuz
Mentioned in this episode
Places: Hormuz, Middle East, US
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