Gulf Intelligence Podcasts

Ole Hansen, Head, Commodity Strategy, Saxo Bank; Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group; and Dmitri Zabelin, Founder, Pantheon Insights, shared their views and outlook on the latest announcements on tariffs imposition by the US, and its impact on commodities, Asian markets, and consumers in the US. Hear more in today’s Daily Energy Markets Podcast.

What will win tug of war to have most influence on direction of oil prices: 1. OPEC+ Supply; 2. China Stimulus; 3. US Tariffs; 4. None of the Above? The Daily Energy Markets Podcast further unpacks this topic with Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange; and...

Will OPEC+ be compelled to reverse plans to raise output April 1st as Brent crude oil falls below $70 a Barrel through March – YES or NO? The Daily Energy Markets Podcast further discusses the ramifications of the major geopolitical developments between the US, Ukraine, and Russia; as well as the outlook for gas and LNG in today’s conversation with Henning Gloystein, Head of Energy, Climate &...

The Daily Energy Markets Podcast enters the final month of the first quarter with some big geopolitical headlines over the weekend and faces new major announcements from China. China's National People’s Congress will finally deliver bazooka stimulus this week to lift consumer consumption and energy demand: AGREE/DISAGREE? Omar Najia, Head of Trading (Derivatives), BB Energy; Michelle Wiese Boc...

The Daily Energy Markets Podcast marks its 1,000th Episode Today with Brent crude oil at $73.37. What will OPEC+ decide to do with Q2 oil Supply - 1. Raise Output; 2. Maintain Cuts for Q2; 3. Extend cuts to End of Year? We capped the week and our 5th year with three of the best energy and commodities markets analysts in the world - Adi Imsirovic, Director, Surrey Clean Energy & Senior Associat...

New US Sanctions on Iranian Oil Will Resolve OPEC+ Dilemma on Easing Cuts in April: AGREE or DISAGREE? The Daily Energy Markets Podcast in its 999th episode delved into the geopolitics of Iran sanctions, energy flows to China, and updates on Pakistan energy corridor, among others. Listen in for more with Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy...

The Daily Energy Markets Podcast’s 998th episode discussed the supply and demand dynamics with production outlook from James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University; non-OPEC and OPEC supply outlook from Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; and China import demand from Clyde Russell, Asia Commodities & Energy Columnist...

The Daily Energy Markets Podcast continues to unpack new decisions coming from the US White House when it comes to tariffs and sanctions. Hear more from Brian Pieri, Founder, Energy Rogue; Andrew Laven, Managing Director, E-Cons; and Rahul Kapoor, VP, Head of Shipping Analytics & Research, S&P Global Commodity Insights.

Who will be the biggest Winner from the spoils of War in Ukraine: 1. Russia; 2. Ukraine; 3. US; OR 4. Europe? The Daily Energy Markets Podcast kicked off Monday morning against the gloomy weather backdrop in Dubai, with a conversation that is quickly heating up – will there be OPEC cuts, will there be more US oil production, and what is the outlook for China’s demand? Listen in to Rachel Ziemba, A...

OPEC+ is likely to postpone adding volumes until Q3 to allow time for market volatility to settle: Agree OR Disagree? The Daily Energy Markets Podcast closes the week’s conversation focused on supply and demand, with outlook on Iran oil exports to China, as well as Europe energy supply and demand. Hear more views from Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; Rustin Edwards, TA...

OPEC+ will not be able to increase volumes in April as volatility from Trump policy uncertainty will continue: Agree or Disagree? The Daily Energy Markets Podcast delves deeper into this week’s major headlines, offering in-depth analysis of oil market fundamentals with Mukesh Sahdev, Global Head of Commodities Markets-Oil at Rystad Energy. The discussion also explores financial and macroeconomic t...

What is top of agenda in US - Russia talks: 1. Ukraine 2. China 3. Middle East 4. All of the above? Narendra Taneja, India's Leading Energy Expert; Mike McGlone, Senior Commodity Strategist, Bloomberg Intelligence; and Jamie Ingram, Senior Editor, Middle East Economic Survey, shared their views on the matter in today’s Daily Energy Markets Podcast. Among other topics discussed were India’s gro...

Trump Will Succeed in Sealing a deal between Russia and Ukraine by June – Agree or Disagree? Geopolitics in the US and the Middle East drive the conversation in today’s Daily Energy Markets Podcast, along with insightful outlook on China and oil fundamentals. Hear more from Dr. Raad Alkadiri, Managing Partner, 3TEN32 Associates; Laury Haytayan, MENA Director, Natural Resource Governance Institute;...

The Daily Energy Markets Podcast kicked off the week with strong commentaries on the geopolitical implications of possible conclusion of the wars in Ukraine as well as Gaza; the outlook for China’s energy demand; and the direction of travel for the commodities trading. Hear more views from Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Victor Yang, Senio...

Brent oil prices averaged $75 in first half of Q1, will it be higher or lower in 2nd half of Q1: HIGHER or LOWER? The Daily Energy Markets Podcast capped the week with an outlook on risks, refining, and Middle East geopolitics. Listen in with Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Alan Gelder, SVP Refining, Chemicals & Oil Markets, Wood Mackenzie; D...

The Daily Energy Markets Podcast posed this question today: Oil markets are overreacting to possibility of Russia-Ukraine ceasefire – Agree or Disagree? We also heard from seasoned journalists Paul Hickin, Chief Economist & Editor-in-Chief, Petroleum Economist; Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and Bill Spindle, Senior Global Correspondent, Cipher News,...

US FED says it's in No Hurry to Lower Rates Further -- is this Bullish, Bearish or No Impact for oil prices in 2025? The discussion on Trump 2.0 impact on energy markets continue in the Daily Energy Markets Podcast with today’s speakers: Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Maleeha Bengali, Founder, MB Commodity Corner; and Janiv Shah, Vice President...

How will Trump's suspension of law banning bribery of foreign officials and other regulatory oversights impact oil markets: Bullish; Bearish; OR No Impact? David Fyfe, Chief Economist, Argus Media; Amena Bakr, Head of Middle East Energy & OPEC+, KPLER; and Osama Rizvi, Energy & Economic Analyst, Primary Vision, weighed in their views in today’s Daily Energy Markets Podcast.

The Daily Energy Markets Podcast kicked off this Monday morning in Dubai with this question: Oil markets are immune to Trump rhetoric: Agree or Disagree? Listen in for market-moving views from seasoned commentators Omar Najia, Head of Trading (Derivatives), BB Energy; Niamh McBurney, Associate Director, Control Risks; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services...

The Daily Energy Markets Podcast capped the week, leaving this question to listeners: OPEC+ will need to keep ALL oil supply cuts in place through to end of year to see Brent crude average above $70 in 2025 – AGREE or DISAGREE? Listen in for more views on OPEC+ and Iran from Robin Mills, CEO, Qamar Energy; US oil production and new energy policy impact from Brian Pieri, Founder, Energy Rogue; and...

The Daily Energy Markets Podcast moves through the week with this question: What Brent crude oil is more likely to hit first - $70 or $80? Listen in to get a pulse from participants. The discussion further explored US-Middle East geopolitics, gas, and oil flows outlook with key insights from Dimitri Zabelin, Founder, Pantheon Insights; Anne-Sophie Corbeau, Global Research Scholar, Center on Global...

The Daily Energy Markets Podcast theme of the day: Energy Markets are underestimating the geopolitical risk that Trump's radical plans for the Middle East could have on regional oil flows: AGREE or DISAGREE? Listen in further for technical updates on energy prices in Europe and beyond from Clive Lambert, Founder, FuturesTechs; geopolitical risks outlook on the back of recent announcements by U...

The Daily Energy Markets Podcast continues to unpack US President Trump’s recent imposition of tariffs on Canada and Mexico. Was he bluffing on tariffs or did he win concessions? Listen in to hear views from Peter McGuire, CEO, XM Australia; Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters.

Do you expect Trump's Tariff war to disrupt oil supplies: YES or NO? Market experts and observers weighed in their views on US’ decision to impose 25% tariffs to Canada’s exports in the country. Hear from Omar Najia, Head of Trading (Derivatives), BB Energy; Rosemary Griffin, OPEC+ Lead Reporter, S&P Global Commodity Insights; and Anoop Singh, Global Head of Shipping Research, Oil Brokerag...

Why do the oil markets appear unconcerned about Trump's 25% tariffs due to land on Mexico & Canada Feb. 1st: 1. Because won't include oil; 2. Trade war won't last long; 3. Ample oil supply in the world; OR 4. None of the above? Andrew Laven, Managing Director, E-Cons; James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University; and Gaurav Sharm...