
PODCAST: Daily Energy Markets - May 21st
From Gulf Intelligence Podcasts by Gulf Intelligence
May 21, 2026 · 40 min
About this episode
The episode discusses the resilience of Iran's crude exports amidst potential disruptions and the impact on Pakistan's LNG shortages and fuel balances.
Can oil markets absorb a prolonged Hormuz disruption without another price shock? Today’s Daily Energy Markets unpacked Iran’s crude export resilience, Pakistan’s worsening LNG shortages, and fragile summer fuel balances. Danial Rahmat warned inflation is squeezing Iran’s economy, Osama Rizvi highlighted looming Pakistani blackouts, Jolyon Welsh questioned prospects for diplomacy, while Mita Chaturvedi tracked increasingly volatile oil and refined products markets.
People in this episode
Guests: Danial Rahmat, Osama Rizvi, Jolyon Welsh, Mita Chaturvedi
Topics covered
- oil markets
- Iran's crude export
- LNG shortages
- fuel balances
- inflation
- diplomacy
- volatile markets
Keywords
- oil markets
- Hormuz disruption
- Iran
- Pakistan
- LNG shortages
- inflation
- diplomacy
- volatile markets
Mentioned in this episode
Organizations: Iran, Pakistan
Places: Hormuz
More episodes of Gulf Intelligence Podcasts
- PODCAST: Daily Energy Markets - June 1st · June 1, 2026 · 36 min
- AI Arabia Center of Excellence Dialogues | Roundtable Podcast 5 "Part B" · May 20, 2026 · 33 min
- PODCAST: Daily Energy Markets - May 20th · May 20, 2026 · 33 min
- AI Arabia Center of Excellence Dialogues | Roundtable Podcast 5 "Part A" · May 19, 2026 · 28 min
- PODCAST: Daily Energy Markets - May 19th · May 19, 2026 · 35 min
- PODCAST: Daily Energy Markets - May 18th · May 18, 2026 · 35 min
Explore listener stats, chart rankings, contacts and more on the Gulf Intelligence Podcasts podcast page.