Gulf Intelligence Podcasts

The Daily Energy Markets Podcast goes to Europe today and listened in to the outlook on natural gas, commodities, and Russian energy flows. Tune in to hear more from Bill Farren-Price, Senior Research Fellow and Head of Gas Research, The Oxford Institute for Energy Studies; Caroline Bain, Founder, Bain Commodities Research; and Rustin Edwards, Head of Sales & Marketing, VKG Gmbh. How much woul...

Bora Bariman, Managing Partner, Hormuz Straits Partnership; Niamh McBurney, Associate Director, Control Risks; and Ole Hansen, Head, Commodity Strategy, Saxo Bank, weighed in their views on the direction of travel for oil markets considering the impact of geopolitics, demand outlook, and central banks signal. What Impact would a Russia-Ukraine ceasefire have on oil markets: 1. Bullish; 2. Bearish;...

The Daily Energy Markets Podcast takes a deep dive this Monday morning on the further ramifications of US President Trump’s visit to the Middle East and how it is reshaping the geopolitical landscape. How will Moody's downgrade of US Credit Rating impact oil markets? 1. Bullish; 2. Bearish; OR 3. No Impact? Listen in for comments from Omar Najia, Derivatives Trader, BB Energy; Laury Haytayan,...

The Daily Energy Markets Podcast capped the week with some insights on Europe gas policy outlook, US and LATAM oil production outlook, and Trump’s Middle East visit. Hear from Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Was...

The US-Middle East relations continue to drive market conversations, and welcomed the views of Toby Iles, Chief Economist, Jadwa Investment; Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; and Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange, in today’s Daily Energy Markets Podcast. We asked the audience: Which GEO POL cr...

Have we already seen the oil price LOW for 2025: YES or NO? Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey; and Mike McGlone, Senior Commodity Strategist, Bloomberg Intelligence, weighed in their views in today’s Daily Energy Markets Podcast. What’s your take? Vote here: https://x.com/gulf_intel/status/192...

Caption - James McCallum, CEO & Chairman, Xergy Group, Professor of Energy, Strathclyde University; Maleeha Bengali, Founder, MB Commodity Corner; and Paul Hickin, Chief Economist & Editor-in-Chief, Petroleum Economist, join the Daily Energy Markets Podcast conversation today and shared their outlook for the global economy on the back of US President Trump’s visit to Saudi Arabia. Who won...

Omar Najia, Derivatives Trader, BB Energy; Narendra Taneja, India's Leading Energy Expert; and Victor Yang, Senior Analyst, JLC Network Technology, shed light on the major developments over the weekend in China’s trade talks with the US, India’s ceasefire with Pakistan, and Trump’s coming visit this week to the Middle East, in today’s Daily Energy Markets Podcast. Will Trump's visit to the...

The Daily Energy Markets Podcast wrapped up the week with sharp insights into OPEC+’s evolving strategy and a forward-looking discussion on the escalating trade tensions between the US and multiple global partners. Tune in for expert analysis from seasoned policy and market commentators Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; M...

Are there any signs of stability returning to commodities and oil markets? Listen in for clarity for our speakers today, Peter McGuire, CEO Australia, Trading.com (Formerly XM); Pamela Munger, Head of Market Analysis – Europe, Vortexa; and Osama Rizvi, Energy & Economic Analyst, Primary Vision. We took their perspectives in equities and commodities trading, shipping and trade flows, and recent...

The Daily Energy Markets Podcast delves into whether the prolonged bearish trend in oil markets may finally be nearing its end. In this episode, expert insights are shared by Alan Gelder, Senior Vice President of Refining, Chemicals & Oil Markets at Wood Mackenzie; Sara Akbar, Chairperson & CEO of OiLSERV Kuwait and Non-Executive Director at Petrofac; and Jamal Qureshi, Managing Director o...

What oil price floor would trigger OPEC+ to reverse its planned output increases: $55; $45; Below $40; OR No floor? VOTE here: https://x.com/gulf_intel/status/1919647875958513874 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7325413729771143170 Vandana Hari, Founder & CEO, Vanda Insights; Ilia Bouchouev, Managing Partner, Penthathlon Investments; and June Goh, Senior Oil Analys...

The Daily Energy Markets Podcast analyzes OPEC+’s May 3 move to raise output and discusses the likelihood of further supply hikes in the months ahead. Listen in for insights from Omar Najia, Head of Trading (Derivatives), BB Energy; Michelle Wiese Bockmann, Independent Energy and Commodities Analyst; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters. OPEC+ will continue w...

The Daily Energy Markets Podcast’s MONTH in REVIEW/ OUTLOOK AHEAD returns this month with Christof Rühl, Senior Research Scholar, Center on Global Energy Policy at Columbia University, along with Jorge Montepeque, Managing Director, Benchmarks of Onyx Capital Group. Listen in for a deep dive on macroeconomic analysis of the impact of US’ tariffs policy, the OPEC decision to release more oil supply...

The Daily Energy Markets Podcast capped the week focused on geopolitical risks and the outlook for key hotspots in the world – Russia, US, Iran, China, and shipping and trade flows. Tune in to hear more from Andrei Belyi, PhD, Professor, Founder & CEO, Balesene OÜ; Danial Rahmat, Senior Energy Security Consultant, Iran; and Matthew Wright, Senior Freight Analyst, Kpler. How soon will China-US...

What is the main reason Saudi Arabia appears keen to drive UP oil supply and push DOWN oil prices: Taming Wayward OPEC+; Help US Lower Inflation; Market Share War; OR NONE of the Above? The Daily Energy Markets Podcast addressed this question in today’s conversation. Tune in for views from Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Livia Gallarati, Senior O...

The Daily Energy Markets Podcast further unpacks today the ramifications of Trump tariffs imposition with Rahul Kapoor, VP, Head of Shipping Analytics & Research, S&P Global Commodity Insights; Victor Yang, Senior Analyst, JLC Network Technology; and Jamie Ingram, Senior Editor, Middle East Economic Survey. Tune in for exclusive insights on outlook from China’s demand, shipping, and OPEC+....

The Daily Energy Markets Podcast focused on gas in Asia and Europe and sought insights from Marc Howson, Head of Asia, Welligence Analytics and Anne-Sophie Corbeau, Global Research Scholar, Center on Global Energy Policy at Columbia University. Meanwhile, Andrew Laven, Managing Director, E-Cons shared his views on the direction of travel for oil markets. Does the Spain power outage present a cucko...

The Daily Energy Markets Podcast kicked off the week with an analysis of the markets, particularly in Asia, and the existing geopolitical risks hanging over its head. Tune in for further insights from Omar Najia, Head of Trading (Derivatives), BB Energy; Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group; Mehmet Öğütçü, Group CEO, Global Resources Partnership &Chairman, Lond...

What will have greater bearing on the direction of oil prices: Russia-Ukraine ceasefire; Iran-US Nuclear Agreement; China-US Trade Pact; OR OPEC+ Oil Supply Plans? The Daily Energy Markets Podcast concluded the week with an outlook from Mohamed Eljarh, Co-founder, Libya Outlook for Research and Consulting; Rosemary Griffin, OPEC+ Lead Reporter, S&P Global Commodity Insights; and Bill Spindle,...

Amidst Trump tariffs impact on the global economy and ongoing geopolitical deals in Europe and Middle East, the Daily Energy Markets Podcast has further unpacked the reasons behind on OPEC+ decision to increase supply and if it will continue in the coming months. Hear from seasoned analysts Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Amena Bakr, Head of Middle East E...

The Daily Energy Markets Podcast delves further into the direction of travel for most markets as volatility reigns. Hear more from Robin Mills, CEO, Qamar Energy; Maleeha Bengali, Founder, MB Commodity Corner; and Mukesh Sahdev, Global Head, Commodities Markets-Oil, Rystad Energy. Markets will continue to experience volatility until: 90-Day Tariffs Pause; End of Year; OR Next Year? VOTE here: http...

Middle East and North Africa energy markets analysts Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Bora Bariman, Managing Partner, Hormuz Straits Partnership, shared their insights on the direction of travel amidst economic and geopolitical uncertainties in t...

With recent geopolitical developments in the Middle East, the oil markets are looking for direction if this is factored in oil prices. Omar Najia, Head of Trading (Derivatives), BB Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman, shared their views in toda...

The Daily Energy Markets Podcast capped the week reflecting on the major events that transpired over the last two weeks. Listen in for outlook on geopolitical risks and market fundamentals from Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Niamh McBurney, Associate Director, Control Risks; and Raad Alkadiri, Managing Partner, 3TEN32 Associates. Oil markets soared...