Gulf Intelligence Podcasts

Mike Muller, Head, Vitol Asia and Christof Rühl, Senior Research Scholar, Center on Global Energy Policy at Columbia University, shared their insights on the recent decision by OPEC+ as well as their outlook for Asian energy demand in the Daily Energy Markets Podcast’s Month in Review/ Outlook Ahead.

The Daily Energy Markets Podcast capped the week discussing the post-OPEC meeting results, with insights from Robin Mills, CEO, Qamar Energy; Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; and Victor Yang, Senior Analyst, JLC Network Technology. OPEC+ has done enough to keep Brent crude oil above $70 Avg. through Q1: AGREE or...

Whatever peak (plateau) oil demand date you subscribed to up to now, what impact will the re-election of Trump have on delaying that date by: Closer to 5 years; Closer to 10 years; Closer to 20 years; OR No impact? We heard from leading analysts from India, the US, and UAE in today’s Daily Energy Markets Podcast. Listen in to short- and medium-term outlook from Narendra Taneja, India's Leading Ene...

The Daily Energy Markets Podcast returned from the long weekend with questions still hanging over OPEC+ decision of whether to return supply cuts or extend them in the coming month. Hear more from Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; a...

Trump Tariffs, OPEC+ Decision & Lebanon Ceasefire – What’s Next for Oil Prices? Join Laury Haytayan, MENA Director at the Natural Resource Governance Institute, Marc Ostwald, Chief Economist & Global Strategist at ADM Investor Services International, and Janiv Shah, VP of Oil Markets at Rystad Energy, as they discuss the impact of Trump tariffs and the upcoming OPEC+ decision. Will Brent o...

OPEC+ remains on the spotlight in today’s conversation in the Daily Energy Markets Podcast, with Kieran Gallagher, Managing Director, Vitol Bahrain E.C; Niamh McBurney, Associate Director, Control Risks; and Matt Stanley, Head of Market engagement - EMEA & APAC, Kpler. What will be the priority for OPEC+ in Q1 2025: Push hard on compliance; Support price above $70; OR start to retake market sh...

The Daily Energy Markets Podcast conversation continues to drill down on the outlook for OPEC+ decision ahead of the Dec 1st meeting. Panelists took a view on how much is the current geopolitical risk premium in the oil price. Hear more from Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; Vibhuti Garg, Director - South Asia, IEEFA; and Jamal Qureshi, Managing Director - Analysis &am...

The Daily Energy Markets Podcast kicked off this Monday morning with market views from Peter McGuire, CEO, XM Australia; shipping and sanctions insights from Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and refining outlook from Alan Gelder, Downstream Global SME, VP Refining, Chemicals & Oil Markets, Commodities Research, Wood Mackenzie. What does OPEC+ need to agree...

How does the current oil price reflect the geopolitical risk to energy supply infrastructure: Seems about right; Underprices Risk; Overprices Risk; OR Significantly Underprices Risk? The Daily Energy Markets Podcast wrapped up the week with an insightful conversation joined by Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Russell Robertson, Chief Commercial Officer, Gu...

What will OPEC+ decide to do at the next meeting? Listen in for views from Brian Pieri, Founder, Energy Rogue, based in US; Anoop Singh, Global Head of Shipping Research, Oil Brokerage, based in Singapore; and Paul Horsnell, Head of Commodities Research, Standard Chartered Ban, based in UK. Will it: Proceed with supply increases; Extend cuts by one month; Extend cuts by three months; or Extend cut...

Can geopolitical risk to oil supply infrastructure in Europe and Mideast keep Brent oil prices averaging closer to $75 than $70 through the end of the year: YES or NO? Listen in for more views from leading analysts Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters; Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; and Osama Rizvi, Energy & Economic Analyst, Pri...

Gulmira Rzayeva, Founder & Managing Director, Eurasia Analytics shared the developments, and her insights live from COP29 in today’s Daily Energy Markets Podcast. We also heard views from Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta on Indian markets’ reaction to the winning of Donald Trump in US elections, and the outlook from Venezuela and Latin America...

Which of Trump's policies could have biggest impact on oil prices in 2025: 1. China Tariffs; 2. Deregulate US Oil; 3. Repeal IRA; 4. None of Above? Omar Najia, Global Head, Derivatives, BB Energy; Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; and Paul Hickin, Editor-in-Chief, Petroleum Economist, commented in the Daily Energy Markets Podcas...

The Daily Energy Markets Podcast capped the week’s discussion on the possible scenarios for the oil markets in the coming months under a Trump 2.0 presidency. Listen in to the views on OPEC+ decision from Amena Bakr, Senior Research Analyst, Energy Intelligence; Iran economy and energy outlook from Danial Rahmat, Senior Energy Security Consultant; and more market risks views from Arne Lohmann Rasm...

The Daily Energy Markets Podcast conversation focused on the outlook on the ongoing wars in Europe and the Middle East following the election of Donald Trump. Andrei Belyi, PhD, Professor, and Founder & CEO of Balesene OÜ and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies shared their respective views, while Salih Yilmaz, Senior Energy Eq...

The conversation continues in the Daily Energy Markets Podcast with Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Maleeha Bengali, Founder, MB Commodity Corner; and Victor Yang, Senior Analyst, JLC Network Technology. The chat dwell on aspects relating to the oil supply and demand outlook for 2025, the global demand and macroeconomic outlook, with key outlook fro...

WHAT will Brent crude oil price do first: 1. Drop below $70 OR Rise to $80? The Daily Energy Markets Podcast heard from Mukesh Sahdev, Global Head - Commodity Markets Oil, Rystad Energy and Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington on their views of the oil markets. Yuriy Humber, Founder & President, Japan NRG Platform/...

The Daily Energy Markets Podcast has returned to its regular programming following a week’s hiatus and shift of coverage to ADIPEC WEEK 2024. We opened this week’s discussion with Omar Najia, Global Head, Derivatives, BB Energy; Peter McGuire, CEO, XM Australia; and Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey. Oil has not enjoyed Trump bump like most financial markets because drill-...

The Daily Energy Markets Podcast hosted a conversation with Mike Muller, Head, Vitol Asia and Christof Rühl, Senior Research Scholar, Center on Global Energy Policy at Columbia University, focused on the new Trump presidency and what would it mean for the energy markets

The Daily Energy Markets Podcast capped the week with outlook on China’s oil demand from Jorge Montepeque, Managing Director, Benchmarks, Onyx Capital Group and Yan Chong Yaw, Director of Oil Research -Asia, LSEG. We also heard insights from Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies on his views of the US Elections and the ongoing conflicts in the Mid...

As the Future Investment Initiative Summit wraps up today in Saudi Arabia, the Daily Energy Markets Podcast puts a spotlight on the pulse there from investors and policymakers on US elections. Frank Kane, Editor-at-Large, Arabian Gulf Business Insight, provides a live update from Riyadh. Saudi Arabia’s declared pivot to focus more on in-country investment, will add pressure to maintain a specific...

Have oil markets priced in OPEC+ Supply increase on Dec. 1st? Viktor Katona, Head of Oil Analysis, KPLER; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International, weighed in their views in today’s Daily Energy Markets Podcast. Share your thoughts here: https://x.com/gulf_intel/status/185151...

In the age old tradition of the oil markets "Buy the Rumour, Sell the News" – What is the next bit of News – US Elections; OPEC+ Supply Plans; FED Next Move; or No News? Share your views here - https://x.com/gulf_intel/status/1851158653018968564 Hear more comments from Andrew Laven, Managing Director, E-Cons; Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta; and R...

The Daily Energy Markets Podcast kicked off the week with some reflections on new market data coming out of Asia, and its possible impact of OPEC+ decision on Dec. 1st. Listen in to Omar Najia, Global Head, Derivatives, BB Energy; Peter McGuire, CEO, XM Australia; and Bill Spindle, Senior Global Correspondent, Cipher News, for their outlook. Profits at China’s industrial firms in September fell 27...

What will have biggest impact on oil market direction after US election is over: 1. CHINA Stimulus Plans; 2. OPEC+ Supply Plans; 3. GEOPOLITICALS; 4. Contested US Election Results? Bora Bariman, Managing Partner, Hormuz Straits Partnership; Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; and Richard Redoglia, CEO, Matrix Global Holdings, weighed their views as we cap the week in toda...