PODCAST: Daily Energy Markets - May 21st

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

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