Gulf Intelligence Podcasts

Forecasts from IEWeek in London show wide range in US oil supply growth in 2024 - what do you think is more likely: 1. Closer to 500k bpd/ 2. Closer to 1m bpd? Vote here: https://x.com/gulf_intel/status/1762372187661471868?s=20 Hear from Bora Bariman, Managing Partner, Hormuz Straits Partnership; Narendra Taneja, India's Leading Energy Expert; and Rob Barnett, Senior Global Energy and Commodit...

The Daily Energy Markets Podcast kicked off the week seeking for oil markets direction from Omar Najia, Global Head, Derivatives, BB Energy; and Vandana Hari, Founder & CEO, Vanda Insights. They also discussed the outlook for Natural Gas. Share your views by voting in today’s survey: The only way is up from here for Natural gas prices: Agree or Disagree? Vote here: https://x.com/gulf_intel/sta...

The Daily Energy Markets Podcast capped the week with views on geopolitical risks in the oil markets, updates on Middle East NOCs, and gas developments in Algeria, among others. Listen to Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies; Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting; Jamie Ingram, Senior Editor, Middle East Economic Survey...

Listen to Jamal Qureshi, Managing Director, Analysis & Strategy, Petro-Logistics; Vibhuti Garg, Director - South Asia, IEEFA; Paul Hickin, Editor-in-Chief, Petroleum Economist, and what they have to say on the direction of travel for oil markets, in today’s Daily Energy Markets Podcast. Will the advancement of "AI" be Bullish or Bearish for oil prices? Vote here: https://x.com/gulf_i...

The Daily Energy Markets Podcast mid-week conversation delved into the China’s travel growth and economic recovery, energy crisis and natural gas prices, and EU Parliament elections, among other topics. Your daily dose of energy insights from Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; Andrei Belyi, PhD, Professor, Founder & CEO, Balesene OÜ; and Victor Yang, Senior Analyst,J...

Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence, shared their insights on East Med gas prospects, Iran geopolitics, and US oil production outlook, among others. Your thoughts on today’s survey...

The Daily Energy Markets Podcast kicked off the week with views from Omar Najia, Global Head, Derivatives, BB Energy; Dr. Sara Vakhshouri, Founder & President, SVB Energy International; and Amena Bakr, Senior Research Analyst, Energy Intelligence. The call discussed the direction of travel for oil markets, views on discrepancies in international agencies’ outlook, and Saudi Arabia’s recent dec...

The Daily Energy Markets Podcast capped the week with views from David Fyfe, Chief Economist, Argus Media; Andrew Laven, Senior Partner, E-Cons; and Danial Rahmat, Senior Energy Security Consultant, Iran, on their outlook for the global economy, oil majors’ investment, and sentiments from Iran. Will oil prices fall as we see some G7 countries dip into technical recessions: YES/ NO? Vote here: http...

Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; and Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency shared their insights on key trends in the Daily Energy Markets Podcast and discussed the outlook for China, FED rate cuts, and divergence on international energy ag...

IEA (1.2) & OPEC (2.2) are 1mbpd apart in 2024 oil demand growth forecast - who is most accurate? Vote here: https://x.com/gulf_intel/status/1757658606789378470?s=20 The Daily Energy Markets Podcast dug into the question of oil demand, Middle East geopolitical risks, and energy transition, among others. Take your notes today from Omar Al-Ubaydli, Director of Research, Bahrain Center for Strate...

Saudi energy minister asked on Monday "Why should we be the last country to hold emergency oil capacities when it is not recognized?" -- should global markets start preparing for a world with no swing producer? YES/NO What’s your view? Vote here: https://x.com/gulf_intel/status/1757299115812106420?s=46&t=bPS3ZRY-6mxD_M0rYqR1qg Peter McGuire, CEO, XM Australia; Walter Simpson, Managin...

The Daily Energy Markets Podcast kicked off this Monday morning with Omar Najia, Global Head, Derivatives, BB Energy; Brian Pieri, Founding Member, Energy Rogue; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters, sharing their views on the direction of travel for oil prices and outlook for US and China markets. Would pause/end of Israeli war on Gaza be Bullish or Bearish...

Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy; Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International, capped the week’s discussion on the direction of travel for oil markets in today’s Daily Energy Markets Podcast. Andrew Critchlow, Head of News - EMEA, S&P Global Co...

Take your daily dose of energy insights from today’s conversation with Ahmed Mehdi, MD, Renaissance Energy Advisors and Visiting Fellow, OIES; Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; and Andrew Critchlow, Head of News, EMEA, S&P Global Commodity Insights, in the Daily Energy Markets Podcast. Is it time for EUROPE to start planning a post-Ukraine War...

The Oil markets have absorbed the shipping disruption in Red Sea: AGREE /DISAGREE? Share your view by voting here: https://twitter.com/gulf_intel/status/1755123632353718377 On other updates in commodities, LNG and upstream investments, hear from Ole Hansen, Head, Commodity Strategy, Saxo Bank; Yiyong He, Founder & CEO, LNG Easy; and James McCallum, CEO & Chairman, Xergy Group, Professor of...

The number of Russian crude oil cargoes carried on Greek ships has collapsed since the US Treasury began to tighten sanctions - from 40 last May to just 8 in Jan - will Russian crude exports be reduced in H1 due to tighter sanctions enforcement: YES/NO? Vote here: https://x.com/gulf_intel/status/1754762893575196686?s=20 Catch up with Ali Al Riyami, Consultant & Former Director General of Marke...

What will have a bigger bearing on direction for oil prices through rest of Q1 - the outlook for: 1. Geopolitical Premium; 2. FED Interest Rates; 3. OPEC+ Supply Cuts; OR 4. None of the Above? The discussion continues this Monday morning with Omar Najia, Global Head, Derivatives, BB Energy; Victor Yang, Senior Analyst, JLC Network Technology; and Henning Gloystein, Director - Energy, Climate &...

What will have a bigger bearing on direction for oil prices through rest of Q1 - the outlook for: 1. Geopolitical Premium; 2. FED Interest Rates; 3. OPEC+ Supply Cuts; OR 4. None of the Above? Mike Muller, Head of Vitol Asia and Christof Rühl, Senior Research Scholar at the Center on Global Energy Policy, Columbia University, weighed in their views during the Daily Energy Markets’ Month in Review...

Non-OPEC production and market share will be the predominant concern for OPEC+ in 2024: Agree OR Disagree? Vote here: https://x.com/gulf_intel/status/1753312037445202229?s=20 Catch up on the energy markets conversation with Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Narendra Taneja, India's Leading Energy Expert; and Richard Redoglia, CEO, Matrix Global Holdings...

Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; and Anish Kapadia, Director and Head of Energy, Palissy Advisors, shared their outlook on market fundamentals in today’s Daily Energy Markets Podcast, and also on their views on today’s Survey: How much Geopolitical Premium from Middle East supply risk is...

Brent crude oil averaged around $78 a barrel in January. What do you think it will average in February? Closer to $70/$75/$80/$85 Share your views by voting here: https://x.com/gulf_intel/status/1752585899261448635?s=20 Hear insights from Laury Haytayan, MENA Director, Natural Resource Governance Institute; Peter McGuire, CEO, XM Australia; and Paul Hickin, Editor-in-Chief, Petroleum Economist.

The Daily Energy Markets Podcast took views of energy markets analysts on key trends of the day – from Saudi Arabia’s decision to keep its 12mn b/d production to the impact of attacks in the Red Sea to tanker and freight rates, as well as to GCC economies. Listen to Sara Akbar, Chairperson & CEO, OiLSERV, Kuwait & Non-Executive Director, Petrofac; Michelle Wiese Bockmann, Principal Analyst...

From an oil markets perspective, has the massive Israeli assault on Gaza over last 3+ months now escalated to a regional conflict: YES or NO? Our energy markets and geopolitical analysts weighed in their views in today’s Daily Energy Markets Podcast. Hear from Omar Najia, Global Head, Derivatives, BB Energy; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf State...

Listen to James Reeve, Chief Economist of Jadwa Investment, in this Half-Time Talk Feature Interview, a mid-week analysis of the Daily Energy Markets Series.

Max Torres, Managing Partner, Plata Energy; Scott Livermore, Chief Economist, Oxford Economics Middle East; and David Elward, Senior Pricing Analyst, General-Index, shared their energy outlook in today’s Daily Energy Markets Podcast. The topics focused on oil and gas supply from LATAM, Middle East economies, and aviation fuel demand and price direction.