Gulf Intelligence Podcasts

The markets are still grappling with new realities following the disruptions from last week’s announcements by the US Administration. We listened to Mike McGlone, Senior Commodity Strategist, Bloomberg Intelligence; Ahmed Mehdi, MD, Renaissance Energy Advisors and Senior Fellow, OIES; and James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University in today’s D...

The Daily Energy Markets Podcast continues to unpack the impact of evolving US-China trade war and emerging challenges in the global economy. Hear more from Narendra Taneja, India's Leading Energy Expert; Michal Meidan, Head of China Research Programme, The Oxford Institute for Energy Studies; and Paul Horsnell, Head of Commodities Research, Standard Chartered Bank. Have your say in today’s su...

The Daily Energy Market Podcast continues the discussion oil supply and demand with a key focus on Middle East economic dynamics. Listen in with Ole Hansen, Head, Commodity Strategy, Saxo Bank; Daniel Richards, MENA economist, Emirates NBD; and Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange. Kazakhstan is still producing 400k+ bpd above its OPEC+ commitment -- what will most...

The 2025 Global oil demand growth was forecast to be between 1m-1.5m bpd before US-China Trade War kicked off -- what will it be now: 1. Same; 2. Closer to 1mbpd; 3. 500k-800k bpd; 4. Under 500k bpd? The Daily Energy Markets Podcast kicked off this week, seeking the direction of travel for oil demand. Listen in for more insights from Omar Najia, Head of Trading (Derivatives), BB Energy; Brian Pier...

The Daily Energy Markets Podcast capped the week, reflecting the developments in the US tariff policy and its impact on oil market demand. Hear more from Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Carole Nakhle, President, Arab Energy Club & CEO, Crystol Energy; and Scott Livermore, Chief Economist, Oxford Economics M...

The Daily Energy Markets Podcast hears the views of Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; Peter McGuire, CEO Australia, Trading.com (Formerly XM); and Henning Gloystein, Head of Energy, Climate & Resources, Eurasia Group, regarding the latest turn of events in the US tariff conundrum. What will have a greater bearing on the direction of oil...

The Daily Energy Markets Podcast continues to unravel the repercussions of the impact of the US’ unleashing of massive tariffs globally, as well as the new OPEC+ supply hike announcement. Tune in to listen to views from David Wech, Chief Economist, Vortexa; Gulmira Rzayeva, Founder & Managing Director; Eurasia Analytics; and Rustin Edwards, TARS International, Head of Sales & Marketing. Wh...

What will stop oil prices from falling further: 1. OPEC+ abandon supply increases; 2. Trump abandons Tarrif War; 3. Iran Sanctions; OR 4. Non OPEC+ Cut Production? David Fyfe, Chief Economist, Argus Media; Michelle Wiese Bockmann, Independent Maritime and Energy Commodities Analyst; and Osama Rizvi, Energy & Economic Analyst, Primary Vision, shared their views on the aftermath of the oil price...

The Daily Energy Markets Podcast returns from the long Eid Holidays here in the Middle East and the global markets get shaken by the US new tariffs’ imposition. Do you expect OPEC+ to reverse plans to accelerate oil supply increases after price collapse: YES or NO? Commentators from trading, geopolitics and Asia commodities markets weighed in their views this Monday morning with Omar Najia, Head o...

The Daily Energy Markets capped Q1 2025 with oil prices continuing upward trends. Heightened US-Houthi tensions and tight inventories will keep oil prices securely above $70 in Q2: Agree OR Disagree? VOTE here: https://x.com/gulf_intel/status/1905514423311044958 Listen in for more views on the outlook from China, Iran, and Latin America from today’s speakers: Victor Yang, Senior Analyst, JLC Netwo...

The Daily Energy Markets Podcast continues unpacking the implications of the US’ tariffs impositions in key sectors. Listen in to Alan Gelder, SVP Refining, Chemicals & Oil Markets, Wood Mackenzie; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and June Goh, Senior Oil Market Analyst, Sparta Commodities, for insights in Euro...

The oil markets continue to move upward this week, and we asked Daily Energy Markets Podcast commentators Andrew Laven, Managing Director, E-Cons; Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; and Jamie Ingram, Senior Editor, Middle East Economic Survey -- what is driving the direction of travel? Will OPEC+ continue to release barrels in May based on current market scenarios – YES o...

The Daily Energy Markets Podcast took the pulse of commentators on key issues affecting the commodities markets on the backdrop of the FT Summit happening today in Lausanne. Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting; and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International...

The Daily Energy Markets Podcast kicked off this Monday morning with insights from Rachel Ziemba, Adjunct Fellow, Center for a New American Security, Senior Advisor, Horizon Engage; Omar Najia, Head of Trading (Derivatives), BB Energy; and Bora Bariman, Managing Partner, Hormuz Straits Partnership. Will the US' next stage of sanctions targeting teapot refineries cause an escalation in US-China...

The Daily Energy Markets Podcast marks its 5th Year today! We capped the week with this question: How long will it take for Trump Administration to successfully close down Iranian oil exports under maximum pressure campaign? 1. By end of Q2; 2. End of Q3; 3. End of year; OR 4. They will fail. Tune in for more insights from Peter McGuire, CEO Australia, Trading.com (Formerly XM); Brian Pieri, Found...

FED sees Slower Growth & Higher Inflation through 2025 -- will that be bullish or bearish for oil prices this year: Bullish or Bearish? Listen to today’s Daily Energy Markets Podcast as Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Vibhuti Garg, Director - South Asia, IEEFA; and Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk...

As geopolitical shifts continue to influence the market, the Daily Energy Markets Podcast listened to Mukesh Sahdev, Global Head, Commodities Markets-Oil, Rystad Energy; Mike McGlone, Senior Commodity Strategist, Bloomberg Intelligence; and Jose Chalhoub, Policy & Energy Analyst, Jose Parejo & Associates, regarding their views on energy prices, crude supply outlook from the North and South...

he Daily Energy Markets Podcast discussed the direction of travel for oil markets following recent geopolitical tensions in the Middle East. Dr. Raad Alkadiri, Managing Partner, 3TEN32 Associates; Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; and Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency weighed in their views. What is the main driver of Brent...

Omar Najia, Head of Trading (Derivatives), BB Energy; Matthew Wright, Senior Freight Analyst, Kpler; and Gaurav Sharma, Journalist and Energy Analyst, kicked off this week’s Daily Energy Markets Podcast with their views on all things shipping, following the latest geopolitical tension in Yemen, the US markets, and oil price direction. The question for the day is: What part of the Trump 2.0 revolut...

Amena Bakr, Head of Middle East Energy & OPEC-plus Research, KPLER and Bill Spindle, Senior Global Correspondent, Cipher News, capped the week’s Daily Energy Markets Podcast with insights from CERAWeek and outlook on OPEC+. Will US Maximum pressure sanctions on Iran remove 1+mbpd of oil exports off the market like last time: YES or NO?

OPEC+ is likely to continue with supply increases beyond April as long as the oil markets remain in backwardation: AGREE or DISAGREE? Paul Hickin, Editor-in-Chief, Petroleum Economist; Dr. Aldo Flores-Quiroga, Former Deputy Secretary, Mexico's Ministry of Energy & Non-Resident Fellow, Baker Institute; and Jamal Qureshi, Managing Director, Analysis & Strategy, Petro-Logistics, shared th...

The fast-moving geopolitical developments in the West and its impact on energy markets continue to be one of the major themes that was explored in today’s Daily Energy Markets Podcast. Will a US orchestrated Ceasefire in Ukraine be Bullish or Bearish for oil prices? Don’t miss important insights from Narendra Taneja, India's Leading Energy Expert; Robin Mills, CEO, Qamar Energy; and Yesar Al-M...

Will OPEC+ reclaim market share from non-OPEC If Brent remains below $70 for sustained period – YES or NO? From the ‘Trump tantrums’ to the ‘genius behind the madness’, leading women energy analysts are putting forward their original insights to get us a better picture of the direction of travel for the energy markets. Hear more for unique insights from Vandana Hari, Founder & CEO, Vanda Insig...

Brent holding at $70 one week later is a win for OPEC+ decision to raise supply – Agree or Disagree? Omar Najia, Head of Trading (Derivatives), BB Energy; Sara Akbar, Chairperson & CEO, OiLSERV, Kuwait & Non-Executive Director, Petrofac; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International, kicked off this week’s Daily Energy Markets Podcast with t...

On the eve of International Women’s Day, the Daily Energy Markets Podcast featured three of the world’s top women analysts on geopolitics and energy markets direction. Listen to more insights from Laury Haytayan, MENA Director, Natural Resource Governance Institute; Pamela Munger, Lead Market Analyst, Vortexa; and Niamh McBurney, Associate Director, Control Risks. Today’s question for viewers and...