Gulf Intelligence Podcasts

Is the world tilting towards a new world order, and how does that reflect on the energy markets? It was a short but deep dive into the world of geopolitics and US markets in today’s Daily Energy Markets Podcast, with Narendra Taneja, India's Leading Energy Expert; Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; and Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence. Who will...

Geopolitical tensions in the Middle East, global macroeconomic outlook, and shipping decarbonization are among the key points of discussion in today’s Daily Energy Markets Podcast, featuring Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Maleeha Bengali, Founder, MB Commodity Corner; and Cem Saral, CEO, Cockett Group. Do you...

Caption - Do you expect OPEC+ to proceed with an oil supply increase on Dec. 1st as announced despite lower trending oil price – YES or NO? Vandana Hari, Founder & CEO, Vanda Insights; Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; and Brian Pieri, Founding Member, Energy Rogue commented in view of China economy, US and Americas supply o...

The Daily Energy Markets Podcast kicked off the week with the question still hanging over the trading world: Oil prices have once again lost all their geopolitical risk premium as demand weakness trumps supply risk: AGREE or DISAGREE? Listen in with Omar Najia, Global Head, Derivatives, BB Energy; Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange; and Choeib Boutamine, Energy A...

The Daily Energy Markets Podcast capped the week with outlook from Latin America from Dr. Aldo Flores-Quiroga, Former Deputy Secretary of Energy for Hydrocarbons, Mexico's Ministry of Energy & Senior Advisor, FTI Consulting; views from Tehran on the current situation by Danial Rahmat, Senior Energy Security Consultant, Iran; and possibilities in sustainable aviation fuels from David Elward, Pr...

Shipping risks, sanctions, and outlook on China demand took centerstage in today’s Daily Energy Markets Podcast. Hear more from Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and Victor Yang, Senior Analyst, JLC Network Technology. What is weighing more on oil prices - China Demand OR US, Eu...

As we enter the mid-week, the Daily Energy Markets Podcast unpacks a little bit more on those analysis of supply and demand dynamics, along with some outlook on China’s LNG versus diesel demand outlook. Hear more from Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; Matthew Wright, Senior Freight Analyst, Kpler; and Yiyong He, Founder & CEO, LNG Easy.

The energy conversation continues in today’s Daily Energy Markets Podcast regarding factors that will have biggest impact on oil prices – OPEC+, China, or Geopolitics? Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters; and Osama Rizvi, Energy & Economic Analyst, Primary Vision Network weighed in th...

The Daily Energy Markets opened this week’s discussion on what will have the biggest impact in determining oil prices over Q4 – Is it the latest China economic stimulus, OPEC+ supply policy, or the Middle East geopolitical tensions? Hear from Omar Najia, Global Head, Derivatives, BB Energy; Mriganka Jaipuriyar; Head of News, APAC, S&P Global Commodity Insights; and Livia Gallarati, Senior Oil...

The Daily Energy Markets Podcast capped the discussion for the week with notes from Dr. Aniseh Bassiri Tabrizi, Senior Analyst, Control Risks; Rob Barnett, Senior Global Energy and Commodity Analyst, Bloomberg Intelligence; and Jose Chalhoub, Analyst, Jose Parejo Associates. Listen in to get insights on the Iran-Israel geopolitical events; US energy transition outlook; on the geopolitical situatio...

Energy markets observers Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; Serena Huang, Head of APAC Analysis, Vortexa; and Daniel Richards, MENA economist, Emirates NBD, shared their outlook on OPEC+, China oil demand, and Middle East economic performance, in today’s Daily Energy Markets Podcast. Do you expect OPEC+ to proceed wi...

Oil prices jump of only 10+% in the last week have priced in an Israeli retaliatory strike on Iran, but Not on Iranian oil infrastructure: AGREE or DISAGREE? Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Peter McGuire, CEO, XM Australia; and Janiv Shah, Vice President, Oil Markets, Cross Barrel Balances Lead, Rystad Energy, weighed in their views in today’s Daily...

With 6 million barrels a day of idle capacity, any geopolitical-premium spike in oil prices will be short-lived regardless of what happens next: AGREE or DISAGREE? Listen in for views from Omar Najia, Global Head, Derivatives, BB Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Jamie Ingram, Senior Editor, Middle East Economic Survey, in today’s Daily Energy Market...

Mike Muller, Head of Vitol Asia and Christof Rühl, Senior Research Scholar, Center on Global Energy Policy, Columbia University kicked off this month’s Daily Energy Markets Podcast. Take out your notepads as they discussed, among others, the outlook for demand and supply balance in Q4, the OPEC price war question, and the monetary policy scenarios as we enter Q4.

The Daily Energy Markets Podcast conversed with Peter McGuire, Chief Executive Officer, XM Australia; Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies; and Paul Hickin, Editor-in-Chief, Petroleum Economist to cap the week. OPEC+ has no choice but to trigger a market share battle because oil producers not bound by supply cuts are adding more new production th...

FT Reporting that Saudi Arabia is ready to launch oil market share battle -- can they win: YES or NO? In today’s Daily Energy Markets Podcast, Andrew Critchlow, Global Head of News, S&P Global Commodity Insights and Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington, shared their views on a report regarding Saudi oil market share...

The discussion continues in the midweek at the Daily Energy Markets Podcast, with key insights on our topic of the day ‘OPEC sees global oil demand growing by 10mbpd from 2023 to 2029: Agree with 10MBPD; Maybe Half That; Less Than a Third; OR No Growth as we are at Peak Demand?’ Listen in for views from Sara Akbar, Chairperson & CEO, OiLSERV, Kuwait & Non-Executive Director, Petrofac; Alan...

China Unleashed Stimulus Blitz Today to Stimulate Economy - will it ignite oil markets: Yes, No, OR Little Impact? Vote here: https://x.com/gulf_intel/status/1838472415510192214 Listen in for more insights from James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University; Richard Redoglia, Chief Executive Officer, Matrix Global Holdings; and Marc Ostwald, Chief...

Oil markets narrative is shifting towards Glass Half-Full bullish on march towards $80 in Q4: AGREE or DISAGREE? Ilia Bouchouev, Managing Partner, Penthathlon Investments; Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; and Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey, weighed in their views as we opened the week with oil prices...

Will Israel's escalating attacks on Lebanon trigger a regional War: YES or NO? Share your view here: https://x.com/gulf_intel/status/1837023715713814675 Our guest speakers shed light on these worries and offered their views in today’s in today’s Daily Energy Markets Podcast. Hear from Laury Haytayan, MENA Director, Natural Resource Governance Institute; Ram Narayanan, Director/ VP - Strategic...

With bumper FED rate cut now behind us --what price is Brent crude oil more likely to hit first: $70 OR $80? Dr Patricio Valdivieso, Vice President, Oil Markets, Global Lead - Crude Trading Analysis, Rystad Energy; Bora Bariman, Managing Partner, Hormuz Straits Partnership; Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange, weighed in their views in today’s Daily Energy Markets...

The DEM Podcast conversation on FED rate cuts, OPEC+ outlook, and geopolitical risks continue as we enter the midweek. Take your notes from seasoned analysts Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; and Henning Gloystein, Director - Energy, Climate & Resources, Eurasia Group. The FED decision today will be bearis...

The Daily Energy Markets Podcast took a closer look on the bearish tone in APPEC in Singapore last week as Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; Bill Spindle, Senior Global Correspondent, Cipher News; and Victor Yang, Senior Analyst, JLC Network Technology shared their respective views on OPEC, US markets, and China. We asked the audience - Profits for major caterin...

What size of FED rate cut this week would be more bullish for oil prices - 25 basis points; 50 basis points; or NO impact on oil prices? Listen in for this week’s outlook from Omar Najia, Global Head, Derivatives, BB Energy; Brian Pieri, Founding Member, Energy Rogue; and Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman. Share your views...

The Daily Energy Markets capped the week with insights from Robin Mills, CEO, Qamar Energy; Jose Chalhoub, LATAM Consultant, Orinoco Research; and Andrew Laven, Managing Director, E-Cons. Brent crude oil has fought-off $60+ and survived with $70 floor now bedded in: AGREE or DISAGREE? Get your views heard and vote here: https://x.com/gulf_intel/status/1834485945715867838