Gulf Intelligence Podcasts

The Daily Energy Markets Podcast kicked off the week with comments from Omar Najia, Global Head of Derivatives, BBEnergy; Bora Bariman, Managing Partner, Hormuz Straits Partnership; and Andy Laven, Senior Partner, E-Cons. The dampening outlook on rate cuts coming in first half of 2024 will be bullish or bearish for oil prices: Bullish or Bearish? Share us your view by voting here: https://x.com/gu...

Oil prices remain stable because the risk of unplanned escalation leading to a major confrontation disruption of oil and gas supplies from MIDEAST to Europe or Asia remains relatively low? AGREE /DISAGREE? Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Matthew Wright, Senior Freight Analyst, Kpler; and Osama Rizvi, Energy &am...

What will be top of mind for OPEC+ at the start of this year as it decides on output levels? 1. China Demand 2. Non-OPEC production 3. Central bank policy? Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy; Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; and Jamie Ingram, Senior Editor, Middle East Economic Survey, shared their views in today’s Daily Energy Ma...

Omar Najia, Global Head, Derivatives, BB Energy; Nur Azlin Ahmad, Editor, Crude Oil, Argus Media; and Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman, kicked off the week with their outlook on the direction travel for oil markets. You can also share your views on today’s question: Do you expect the disruption of shipping lanes around Re...

Jorge Montepeque, Founder and President of Global Markets and Sean Evers, Managing Partner, Gulf Intelligence wrapped up the day with a review of the outlook that emerged from each session of the Global Energy Outlook Forum 2024.

LATAM Oil Supply: Will 2024 be the year that sees the Latino Golden Goose finally Return to its Natural Cruising Altitude? Listen to the Insights of Aldo Flores-Quiroga, Former Deputy Secretary of Energy for Hydrocarbons, Mexico’s Ministry of Energy & Senior Advisor, FTI Consulting; Carlos Garibaldi, Executive Secretary, Association of Oil, Gas & Renewable Energy Companies of LATAM & t...

Will the Real America Please Stand Up: US Oil & LNG Output Hit Records in the Year of the IRA & COP28 – What’s Next for Green Washing’ton? Listen to the Insights of Rob Barnett, EMEA Lead of Energy & Commodity Research, Bloomberg; Bill Spindle, Senior Global Correspondent, Cipher News; Richard Redoglia, CEO, Matrix Global Holdings

It’s the Gasoline Price “Stupid”: Biden, Energy & Re-Election – What’s at Stake? Listen to the Insights of Rachel Ziemba, Founder, Ziemba Insights & Adjunct Fellow, Center for a New American Security; Dr. Raad Alkadiri, Managing Director – Energy, Climate & Resources, Eurasia Group; and Dr. Karen Young, Senior Research Scholar, Center on Global Energy Policy, Columbia University US

How do we overcome the main challenges facing the launch of voluntary carbon markets -- lack of standardization, integrity and transparency? Listen to the Insights of Michael Curran, Head of Carbon, VITOL

What Impact will the US Oil Majors’ Mega-Shale Mergers Seen in 2023 have on Capex Spending Reaching Greater Record Output Levels in 2024? Listen on the Insights of Clay Seigle, Director of Oil Service, Rapidan Energy Group; Brian Pieri, Founding Member, Energy Rogue; Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; and James McCallum, CEO & Chairman, Xergy Group & Professor o...

Outlook for US LNG in ‘24: is Europe Swapping one Dependency for another? Listen to the Insights of Martin Houston, Chairman & CEO, Tellurian

IS THAT A DOVISH PIVOT I SEE BEFORE ME: What’s at stake for energy markets in 2024 as Central Bankers and Markets misread the signals on the easing side of the Rates mountain as they did on the tightening side? Listen to the Insights of: Ole Hansen, Head - Commodity Strategy, Saxo Bank; Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; and Maleeha Bengali,...

How long will the EU’s southern neighbors wait for Europe to make strategic energy infrastructure investment before they look elsewhere to develop their economies? Listen to the Insights of Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Gulmira Rzayeva, Founder & Managing Director, Eurasia Analytics; and Dr. Carole Nakhle, CEO, Crystol Energy

Oil Markets Fundamentals in 2024: Sanctions-Price Caps--Global South-Climate Change-Bitcoin-China Real Estate and many more upstarts are trying to muscle into the infamous virtual bucket that is known as the ”Oil Markets Fundamentals” – How are market fundamentals changing and what will meet the grade in 2024? Listen to the insights of Dr. Adi Imsirovic, Adi Imsirovic, Director, Surrey Clean Energ...

Oil Markets Remained Relatively Immune to 2023 Black Swans: What are your Top 3 Trends / Events -Black or Grey- that will determine the direction of oil markets in 2024? Listen to the insights of Christof Rühl, Senior Research Scholar, Center on Global Energy Policy, Columbia University; and Mike Muller, Head of Asia, Vitol

“Sell in May and Go Away”: Where does one Find certainty in the oil markets to Buy at all in 2024?   Listen to the insights of Dr. Amrita Sen, Co-Founder & Head of Research, Energy Aspects  

Higher for Longer or is it: What Impact will end of rate tightening cycle have on East-of-Suez Oil Storage Industry in 2024 and Beyond – Winners & Losers?   The additional costs of storing oil during a period of sustained high interest rates are stark. Take a two-million barrel cargo with prices at, say, $80 a barrel. Based on an interest-rates at 5%, it would cost a trader an $8 million per y...

INDUSTRY PANEL “Think Global, Act Local”: The Gulf Economies & their National Energy Industries are Focused on Reversing this old North Star – Outlook for 2024 and Beyond?    Listen to the insights of Peter Zeilinger, SVP, Middle East and Africa, OMV; Kieran Gallagher, Managing Director, Vitol Bahrain E.C; Robin Mills, CEO, Qamar Energy; Simon Williams, Chief Economist – MENA, HSBC

OPEC PANEL GONE IN 60 SECONDS: Why have OPEC+ Supply “Meetings” gone from lasting Minutes to Weeks -- What’s at Stake in 2024 for World’s Largest ‘Voluntary’ Oil Exporting Group?   Listen to the insights of Amena Bakr, Deputy Bureau Chief, Energy Intelligence; Yousef Alshammari, CEO & Head of Energy Research, CMarkits &Senior Research Fellow, Imperial College London; and Paul Hickin, Edito...

ENERGY SECURITY PANEL   Everyone was convinced Israel’s War in Palestine was No Threat to Oil & Gas Flows until It Was: What possible Risks are we Not seeing in 2024 for MENA Energy Exports as Old Foes try maintain New Rapproachments?    Listen to the insights of Danial Rahmat, Senior Energy Security Consultant, Iran; Laury Haytayan, MENA Director, National Resource Governance Institute; and K...

What is the Outlook for Asian Energy Demand in 2024 as China Stuck in the Doldrums?  Healthy domestic demand saved Asia in 2023 as services remained healthy despite weak external demand holding back manufacturing – how will this paradigm play out in 2024?   Listen to the insights of Peter McGuire, CEO, XM Australia; Vibhuti Garg, Director – South Asia, IEEFA; and Ram Narayanan, Director/ VP - Stra...

What is the Outlook for Asian LNG Demand to Reclaim its Global Supremacy in 2024? Listen to the insights of Yiyong He, Founder and CEO, LNG Easy; Yuriy Humber, Founder, Japan NRG & President, Yuri Group; and Marc Howson, Head of Asia, Welligence Energy Analytics

What is the Appetite across Asia for the Russian Gift that Keeps on Giving in 2024?   Listen to the insights of Narendra Taneja, India’s Leading Energy Expert; Osama Rizvi, Energy & Economic Analyst, Primary Vision Network; and Vandana Hari, Founder & CEO, Vanda Insights.  

Can OPEC+ Rely on Chinese Oil Demand to Save the Day in 2024?   Listen to the insights of Victor Yang, Senior Editor, JLC Network Technology; Clyde Russell, Asia Commodities & Energy Columnist, Reuters; and Serena Huang, Head of APAC Analysis, Vortexa.

S&P Global Commodities Joins the IEA in Forecasting Peak Oil Demand to Arrive as Early as 2030: What, Where, When & Why? The global demand for crude oil is expected to see its peak in 2030 at 112 million barrels a day mark with India and Africa to be major contributors, S&P Global Commodity Insights reported in December 2023 – two months after the IEA were criticized heavily by OPEC fo...