Gulf Intelligence Podcasts

Which 2023 Trend will carry over and determine oil market direction in Q1? 1. OPEC Supply Cuts; 2. End Rate Tightening; 3. Geopolitics; OR 4. China Eco Outlook Let us know by voting: https://x.com/gulf_intel/status/1735553491219705959?s=20 Dr. Carole Nakhle, CEO, Crystol Energy; Adi Imsirovic, Director, Surrey Clean Energy & Senior Asscociate, CSIS; and Bora Bariman, Managing Partner, Hormuz S...

Will FED PIVOT lift all boats including oil markets through end of year rally? 1. Yes – Bullish; 2. No – Bearish; or 3. Little Impact. Let us know by voting here: https://x.com/gulf_intel/status/1735191720449429763?s=20 We look at the markets as well as impact of geopolitics in today’s Daily Energy Markets Podcast with our guests Ole Hansen, Head, Commodity Strategy, Saxo Bank; Dr. Raad Alkadiri,...

COP28 proposed deal references transition away from all fossil fuels - could this cause oil producers to abandon supply cut deals and pump as much as possible Now: YES/NO/MAYBE? Let us know by voting here: https://twitter.com/gulf_intel/status/1734839472062173344 Meanwhile, we heard views on China, OPEC, and Venezuela from our speakers today at Daily Energy Markets Podcast: Clyde Russell, Asia Com...

China's leaders are meeting today to agree growth targets for 2024 -- a rollover of 2023 target 5% would be seen by oil markets as: 1. BULLISH; 2. BEARISH; 3. NO IMPACT. Let us know by voting here: https://x.com/gulf_intel/status/1734467957592309987?s=20 Hear more from David Fyfe, Chief Economist, Argus Media; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Salih Yilm...

Featured Speaker: Nick Green, Senior Manager - Policy, Abu Dhabi Global Market Climate finance is the lifeblood of sustainable initiatives, ranging from renewable energy projects to climate adaptation measures, and its timely deployment is paramount. The global community must accelerate its deployment to effectively combat the escalating environmental crisis. COP conferences serve as pivotal platf...

Oil fell last week for the seventh straight week, the longest streak of weekly declines since 2018 - will that trend be broken before end of year: YES or NO? Let us know by voting here: https://x.com/gulf_intel/status/1734105862753386555?s=20 The Daily Energy Markets Podcast kicked off the week with views on global markets, US production outlook, and China demand outlook, among others. Hear from P...

Mike Muller, Head of Vitol Asia and Christof Rühl, Senior Research Scholar at Center on Global Energy Policy in Columbia University shared their insights on oil price direction and recent OPEC decision, exclusive in the Daily Energy Market’s MONTH in REVIEW//OUTLOOK AHEAD.

OPEC+ latest announcement on output cuts failed to convince the market. What should it do next? Call for greater cuts for Q1 2024?; B. Extend cuts through to the end of 2024?; OR C. Stick to the plan – prices will rise once the market sees evidence of volumes in January? Share us your view by voting here: https://twitter.com/gulf_intel/status/1732657973510439139 Neil Atkinson, Former Head of Oil M...

What is top of agenda for Putin tour of Gulf today? OPEC+ solidarity or Geopolitics-War? Share your opinions by participating in the poll: https://x.com/gulf_intel/status/1732292964917907814?s=20 Tune in to the latest episode of the Daily Energy Markets Podcast today and catch insights from Maleeha Bengali, the Founder of MB Commodity Corner; Ali Al Riyami, Consultant & Former Director General...

Saudi energy minister said OPEC+ oil supply cuts agreed last week should be enough to offset the increase in global oil inventories during Q1, 2024? AGREE or DISAGREE? Share your thoughts by voting here: https://x.com/gulf_intel/status/1731931041533702226?s=20 Let’s start the week by hearing the valuable comments of Ahmed Mehdi, Managing Director at Renaissance Energy Advisors & Visiting Fello...

Has OPEC+ cut enough real oil barrels to keep Brent at $80+ and counter weak macro outlook in China where factory activity continues to decline month after month? YES or NO? Lets us know your thoughts on https://x.com/gulf_intel/status/1730482623766806784?s=20 We'll wrap up the week by listening to insights from esteemed speakers: Jon Ødegård Hansen, Vice President of Global Energy Systems at...

We have a trilemma starting today - which will have biggest relevance for oil markets? 1. OPEC MEETING; 2. COP MEETING; 3. ISRAEL RESTARTING WAR; 4. END OF RATE HIKES. Share your thoughts by voting here: https://x.com/gulf_intel/status/1730121156374708690?s=20 Listen to insights from three valuable speakers: Jorge Montepeque, President & Founder at Global Markets; Iman Nasseri, Managing Direct...

Do you expect COP28 outcomes to have any impact on direction of global oil markets in Q1? YES or NO? Let us know by voting here:https://twitter.com/gulf_intel/status/1729754730996392400 . We discussed crude oil, various products, COP28, and more with Matthew Wright, Senior Freight Analyst at Kpler; Alex Hazel, Senior Analyst at Welligence Energy Analytics; and Paul Hickin, Editor-in-Chief at Petro...

Has oil price baked in an OPEC+ rollover of current status quo or deeper cuts? ROLL OVER/ DEEPER CUTS? Let us know by voting here: https://twitter.com/gulf_intel/status/1729395265260409197?s=20 These and other comments on OPEC and COP28 in today’s Daily Energy Markets Podcast with Robin Mills, Chief Executive Officer, Qamar Energy; Narendra Taneja, India's Leading Energy Expert; and Omar Al-Ub...

Weak OECD and China demand expectations will outweigh any additional OPEC+ Cuts in 2024: AGREE/ DISAGREE? Let us know by voting here: https://twitter.com/gulf_intel/status/1729031817595113589 The Daily Energy Markets kicked off this week with outlook on the direction of travel, views about OPEC’s upcoming meeting, and global market trends. Get your daily dose of energy insights today from Omar Naj...

What will be the price of Brent crude oil on Dec. 31st? Closer to: $90; $85; $80; $75? Let us know by voting here: https://twitter.com/gulf_intel/status/1727944079638413436?s=20 The Daily Energy Markets Podcast capped the week with views on oil price direction, supply outlook on Venezuela and Latin American markets; and LNG demand outlook from Anish Kapadia, Director and Head of Energy, Palissy Ad...

Will OPEC+ find agreement to make deeper oil supply cuts in Q1: Yes/No? Let us know by voting here: https://twitter.com/gulf_intel/status/1727582657830060251?s=20 Hear insights on geopolitics and energy outlook focused on Europe, Iran and Azerbaijan from today’s Daily Energy Markets Podcast featuring Henning Gloystein, Director - Energy, Climate & Resources, Eurasia Group; Danial Rahmat, Senio...

A Fed rate cut will not happen till at least 2H 2024: Agree or Disagree? Let us know by voting here: https://twitter.com/gulf_intel/status/1727224193471991914 As the oil markets head through the week, Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; Vibhuti Garg, Director - South Asia, IEEFA; and Daniel Richards, MENA economist, Emirates NBD, shared their insights on key facto...

China has left it too late for any boost in government expenditure to bring back consumer confidence in 2024: AGREE/ DISAGREE? Let us know by voting here: https://x.com/gulf_intel/status/1726858305341931688?s=20 These and other comments on OPEC and COP28 in today’s Daily Energy Markets Podcast with Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; Laury Ha...

Do you expect OPEC+ to deliver deeper Oil Supply Cuts than just rollover of the current portfolio for Q1? YES/NO Let us know by voting here: https://x.com/gulf_intel/status/1726495623074259447?s=20 We talked about crude, products, US markets and more insights from Omar Najia, Global Head, Derivatives, BB Energy; Maleeha Bengali, Founder, MB Commodity Corner; and Kieran Gallagher, Managing Director...

Will a rollover of existing bouquet of OPEC+ supply cuts including Saudi voluntary 1mn b/d cut, be enough to put an $80 floor on Brent for Q1: YES/NO? Let us know by voting: https://x.com/gulf_intel/status/1725407268718473453?s=20 The Daily Energy Markets capped the week with views from Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic C...

Saudi Arabia is likely to announce an extension of 1mn b/d voluntary cuts into 2024 by: 1. One Month; 2. 3 Months; 3. 6 Months; or 4. All Year. Let us know by voting here: https://x.com/gulf_intel/status/1725043611346026498?s=46&t=bPS3ZRY-6mxD_M0rYqR1qg More views from today’s Daily Energy Markets Podcast with guests Vladimir Langhamer, MD – Europe & Africa, Prax Group; Sara Akbar, Chairpe...

Denmark will be tasked with inspecting and potentially blocking tankers of Russian oil sailing through its waters under new EU plans - will this latest measure succeed to curtail Russian oil exports: YES/NO? Let us know by voting here: https://x.com/gulf_intel/status/1724682759950434788?s=20 Listen here for more outlook with Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; Mukesh Sahdev...

Will China-US Summit tomorrow deliver any breakthroughs for growing cold war relationship: YES/NO? Let us know by voting: https://twitter.com/gulf_intel/status/1724325830359204230 Get your daily dose of energy insights from Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters; and Ali Al Riyami, Con...

Oil Prices saw third weekly loss in a row last week for the first time in six months - will that trend continue this week: YES/NO? Let us know by voting here: https://x.com/gulf_intel/status/1723956325091348890?s=20 Hear what our energy analysts think in today’s Daily Energy Markets Podcast, kicking off the week with views from Omar Najia, Global Head, Derivatives, BB Energy; Victor Yang, Senior A...