EPISODE · Nov 12, 2025 · 31 MIN
PODCAST: Daily Energy Markets - Nov 12th
from Gulf Intelligence Podcasts · host Gulf Intelligence
The energy debate heats up as the IEA shifts course, projecting a longer life for oil in the global mix. Neil Atkinson, Former Head of Oil Markets Division at the International Energy Agency; Vibhuti Garg, Director – South Asia at IEEFA; and Ali Al Riyami, Consultant and Former Director General of Marketing at Oman’s Ministry of Energy & Minerals, unpack what’s behind the agency’s change of tune — and whether U.S. pressure is steering the outlook. The conversation spans OPEC+’s production pause, India’s balancing act between growth and green goals, and how new sanctions could redraw trade flows. With spare capacity tightening and demand holding firm, the panel asks: Is the world entering an era of “energy addition” rather than transition?
What this episode covers
The energy debate heats up as the IEA shifts course, projecting a longer life for oil in the global mix. Neil Atkinson, Former Head of Oil Markets Division at the International Energy Agency; Vibhuti Garg, Director – South Asia at IEEFA; and Ali Al Riyami, Consultant and Former Director General of Marketing at Oman’s Ministry of Energy & Minerals, unpack what’s behind the agency’s change of tune — and whether U.S. pressure is steering the outlook. The conversation spans OPEC+’s production pause, India’s balancing act between growth and green goals, and how new sanctions could redraw trade flows. With spare capacity tightening and demand holding firm, the panel asks: Is the world entering an era of “energy addition” rather than transition?
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PODCAST: Daily Energy Markets - Nov 12th
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