Gulf Intelligence Podcasts

The upward direction of travel for oil prices continues to hug the headlines in the energy markets. JP Morgan says Brent crude oil will reach $100 in Q3: AGREE or DISAGREE? Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and David Fyfe, Chief Economist, Argus Media, expressed their views in today’s Daily Energy Marke...

What is the main driver for oil prices to $90: Supply Cuts, GeoPols/ Wars, US/China Demand, OR Seasonality? Ilia Bouchouev, Ph. D., Managing Partner, Pentathlon Investments; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Matthew Wright, Senior Freight Analyst, Kpler, weighed in their views in today’s Daily Energy Markets Pod...

Today’s Daily Energy Markets Podcast put the spotlight on OPEC+ and its likely decision to unwind cuts in the coming months, with Amena Bakr, Senior Research Analyst of Energy Intelligence at the helm. We also hear from Caracas-based Jose Chalhoub, LATAM Consultant, Venergy Global on his outlook for Venezuela’s oil production, and Osama Rizvi, Energy & Economic Analyst, Primary Vision Network...

The Daily Energy Markets Podcast kicked off this Monday morning with views from Omar Najia, Global Head, Derivatives, BB Energy on the direction of travel for oil prices for the second quarter. Marc Howson, Head of Asia, Welligence Analytics shared his outlook on LNG demand in China and greater Asian region, while Gulmira Rzayeva, Founder & Managing Director, Eurasia Analytics, expressed her i...

The Daily Energy Markets Podcast capped the week with more discussion on geopolitics and energy policy views from Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Niamh McBurney, Associate Director, Control Risks; and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies. Andrew Critchlow, Head of News, EMEA...

The talk on risks impacting oil markets continues in today’s Daily Energy Markets Podcast. Listen in to James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University; Peter McGuire, Chief Executive Officer, XM Australia; and Jamal Qureshi, Managing Director, Analysis & Strategy, Petro-Logistics. Eva Isabella Levesque, Senior Editor, Arabian Gulf Business Ins...

Geopolitical risks were widely discussed today in the Daily Energy Markets Podcast, with views from Jorge Montepeque, Managing Director - Benchmarks, Onyx Capital Group; Serena Huang, Head of APAC Analysis, Vortexa; and Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies. We asked the listeners: How will US decision not to veto a UN Security Council resolution...

The direction of travel for oil prices was the center of discussion in today’s Daily Energy Markets Podcast, kicking off the week with views from Omar Najia, Global Head - Derivatives, BB Energy; Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; and Gaurav Sharma, UK-based Journalist and Energy Market Analyst. Paul Hickin, Editor-in-Chief, Petroleum Economist led the conve...

The IEA raised its 2024 oil demand growth forecast last week for the fourth time since November. Will that upward revision trend continue? Yes, through Q2 / Yes, through Q2 & Q3 / No, they're done now! Share your thoughts by voting here: https://x.com/gulf_intel/status/1770704141502803970?s=20 . Tune in to today’s Daily Energy Markets Podcast featuring Mike McGlone, Senior Macro Strategist...

Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy discussed his outlook for lower crude exports; Andrew Laven, Senior Partner, E-Cons noted that trend for oil prices are up; and Bill Spindle, Senior Global Correspondent, Cipher News, commented on energy transition in China in today’s Daily Energy Markets Podcast. We also asked the participants: Saudi Aramco CEO Amin Hassan Nasser s...

Brent crude oil will continue to rise to $90 before end of Q1/March. Vote here to Agree or Disagree: https://x.com/gulf_intel/status/1769982355723149423?s=20 Narendra Taneja, India's Leading Energy Expert; Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; and Yiyong He, Founder & CEO, LNG Easy, expressed their views on the current oil price trend a...

Omar Najia, Global Head, Derivatives, BB Energy; Dr. Charles Ellinas; CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; and Jamie Ingram, Senior Editor, Middle East Economic Survey, kicked off the Daily Energy Markets Podcast today on the direction of travel for oil prices, gas developments in Egypt, and outlook on OPEC’s decision for Q2. They also...

Brent crude oil prices will end Q1 in two weeks’ time at closer to: $90; $85; $80; OR $75? Get your outlook counted, vote here: https://x.com/gulf_intel/status/1768531866829635721?s=20 The Daily Energy Markets Podcast ended the week pondering if oil prices could go higher or lower in the coming two weeks considering the demand factors in Asia, the geopolitical developments this week and the econom...

How much geopolitical risk premium is in the current oil price - $7+; $5 approx; $3 approx; $1 or none? Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; Vandana Hari, Founder & CEO, Vanda Insights; and Paul Hickin, Editor-in-Chief, Petroleum Economist weigh in their views in today’s Daily Energy Markets Podcast. Share your thoughts here: https://x.com/gulf_intel/status/17681685773...

Do you AGREE or DISAGREE: Oil prices to trend higher in Q2 on elevated seasonal demand & sustained OPEC+ supply cuts? Vote here: https://x.com/gulf_intel/status/1767806417094750390?s=20 Hear more from Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Robin Mills, Chief Executive Officer, Qamar Energy; and Salih Yilmaz, Senior Energy Equity Analyst, Bloomberg Inte...

The oil market will be tight by end of Q2 and so OPEC+ will release some capacity: Agree or Disagree? Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Daniel Richards, MENA economist, Emirates NBD; and Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey, weigh in their views in today’s Daily Energy Markets Podcast. Share your vie...

The Daily Energy Markets Podcast kicked off this Monday morning with discussions on the direction of travel for oil markets and supply outlook, with views from Omar Najia, Global Head, Derivatives, BB Energy; Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; and Max Torres, Managing Partner, Plata Energy. ARAMCO says suspension of its planned 1m b/d oil production capacity incr...

On International Women’s Day, we featured women energy analysts who took on energy markets trends -from shipping to oil fundamentals to geopolitics. Hear from Laury Haytayan, MENA Director, Natural Resource Governance Institute; Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and Nur Azlin Ahmad, Editor, Crude Oil, Argus Media, in today’s Daily Energy Markets Podcast.

The Daily Energy Markets Podcast further unpacked the Chinese economic growth targets in a discussion with Victor Yang, Senior Analyst, JLC Network Technology. We also heard from Richard Redoglia, CEO, Matrix Global Holdings on US oil demand and outlook, as well as views from Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management on oil markets dynamics. Survey Today: P...

China has target economic growth of 5% this year - will that be bullish or bearish for oil prices? Vote here: https://x.com/gulf_intel/status/1765269102090715346?s=20 The Daily Energy Markets Podcast today addressed China's Economic Growth and Oil Market Dynamics; OPEC's Challenges and Market Share Concerns; and US Economic Outlook and Oil Production. Listen more from Amena Bakr, Senior Re...

Hear from our speakers Ole Hansen, Head, Commodity Strategy, Saxo Bank; Janiv Shah, Vice President, Oil Markets; Refinery and Crude Balances Lead, Rystad Energy; Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group. Catch their outlook on refined products, Europe and Japan economies, among other trends in today’s Daily Energy Markets Podcast. Survey Today: Around 7mn b/d of crude...

The Daily Energy Markets Podcast kicked off this Monday morning with Omar Najia, Global Head, Derivatives, BB Energy; Maleeha Bengali, Founder, MB Commodity Corner; and Ian Nathan, Director, Global LNG Research, Energy Intelligence. The speakers provided a comprehensive analysis of various factors shaping energy markets, including OPEC's decisions, geopolitical tensions, economic indicators, a...

The Daily Energy Markets Podcast capped the week with a discussion on economic outlook and currency dynamics, energy imports and policy decisions, and geopolitical dynamics and energy markets, with Peter McGuire, CEO, XM Australia; Jose Chalhoub, LATAM Consultant, Venergy Global; Osama Rizvi, Energy & Economic Analyst, Primary Vision Network. Survey Today: When will higher for longer rates kic...

The Daily Energy Markets Podcast talked to Clay Seigle, Director - Global Oil Service, Rapidan Energy Group; Gulmira Rzayeva, Founder & Managing Director, Eurasia Analytics; and Badar Chaudhry, Head of Energy Sector, Mashreq, on the direction of oil and gas prices in the coming month and onwards. We also listened to Badar Chaudhry on economic investments outlook for the Middle East. Brent crud...

Are oil markets now factoring in Red Sea disruptions and costs for the entire year? YES/NO - there’s a belief that the Mideast crisis will be resolved by June. Share your views here: https://x.com/gulf_intel/status/1762732771032629393?s=20 Rachel Ziemba, Founder, Ziemba Insights & Adjunct Fellow, Center for a New American Security; Matthew Wright, Senior Freight Analyst, Kpler; Aabha Gandhi, S...