Gulf Intelligence Podcasts

We can expect more supply tightening from Saudi Arabia if crude retreats into the $80s – Yes or No? Let us know by voting: https://twitter.com/gulf_intel/status/1709101183892156553 The debate between energy transition and energy security continues to hug the spotlight as ADIPEC goes underway. Vandana Hari, Founder & CEO of Vanda Insights led the discussion in today’s Daily Energy Markets Podca...

The November Contract expires on Friday, and we are now trading December - is it too late for winter Demand delivery to propel Brent to $100 – YES or NO? Let us know by voting here: https://twitter.com/gulf_intel/status/1708733861947994159 The Daily Energy Markets Podcast kicked off the fourth quarter with outlook from Omar Najia, Global Head, Derivatives, BB Energy; Adi Imsirovic, Director, Surre...

Is surge to $100 oil demand-led or supply-constrained? Demand or Supply? Let us know by voting here: https://twitter.com/gulf_intel/status/1707288013561037278 The Daily Energy Markets Podcast capped the conversation this week with three panels from Europe, China, and US. Hear views from Ole Hansen, Head, Commodity Strategy, Saxo Bank; Victor Yang, Senior Analyst, JLC Network Technology; and Bill S...

Will Atlantic Basin achieve Soft eco landing or Hard? SOFT/HARD Let us know by voting here: https://twitter.com/gulf_intel/status/1706923246841417973 Tune in for the direction of travel in the oil markets in today’s Daily Energy Markets Podcast, with views from Anish Kapadia, Director and Head of Energy, Palissy Advisors; Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy; and David...

Featured Speaker: Diana Sibanda, Group Head of Sustainability, Coca-Cola Beverages Africa The awareness of the climate emergency is rising among all sectors of society. In the corporate world, the pressure on organizations to execute more ambitious commitments to mitigate their carbon footprint and environmental impact is mounting. Both internal and external stakeholders, such as investors, client...

US crude oil production is set to match pre-Covid 2019 high of 13 million barrels per day this month, according to estimates by Rystad Energy -- will this rising US production keep Brent from ascending to $100 in Q4 – YES or NO? Let us know by voting here: https://twitter.com/gulf_intel/status/1706559960690094089?s=20 Take your daily dose of energy insights today from Neil Atkinson, Former Head of...

The G7 price cap on Russian oil has: 1.) Died a natural death OR 2.) Will remain in play? Let us know by voting here: https://twitter.com/gulf_intel/status/1706203560138899688?s=20 Listen to the Daily Energy Markets Podcast opening the week with industry observers Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; Vibhuti Garg, Director - South...

Featured Speaker: Daxita Rajcoomar, Chief Sustainability Officer, Africa, Middle East and Asia, ENGIE The awareness of the climate emergency is rising among all sectors of society. In the corporate world, the pressure on organizations to execute more ambitious commitments to mitigate their carbon footprint and environmental impact is mounting. Both internal and external stakeholders, such as inves...

Brent has retreated from 10-month highs above $95. The $100 mark is: Off the radar or Likely before year-end? Let us know by voting here: https://twitter.com/gulf_intel/status/1704761858652066020 Views from Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; Gulmira Rzayeva, Founder & Managing Director, Eurasia Analytics; and Danial Rahmat, Senior Energy...

Nothing the FED does on raising or not raising rates 25 basis points can trump a 2 to 3mbpd OIL supply deficit in Q4 propelling Brent to $100: AGREE or DISAGREE? Let us know by voting here: https://twitter.com/gulf_intel/status/1704391531535163683 Hear from Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; Rachel Ziemba, Founder, Ziemba Insights; Adjunct Fellow, Center for a New Americ...

Does light-handed regulation limit/increase volatility in International energy markets: LIMIT or INCREASE? Let us know by voting here: https://twitter.com/gulf_intel/status/1704026209594507618 Liz Bossley, CEO, Consilience Energy Advisory Group; Jose Chalhoub, Political Risk & Oil Analyst; Consultant, Venergy Global; and Maleeha Bengali, Founder, MB Commodity Corner shared their outlook on mac...

The discrepancy in forecasts for oil supply shortfall in Q4 between OPEC (3mbpd), IEA (1.4mbpd) and EIA (230kbpd) will drive up volatility in the markets: AGREE or DISAGREE? Let us know by voting here: https://twitter.com/gulf_intel/status/1703666086422450576 This and more in today’s Daily Energy Markets Podcast with regular commentators Omar Najia, Global Head, Derivatives, BB Energy; Kate Douria...

Featured Speaker: Manali Desai, Chief Sustainability Officer,Africa, Middle East and South Asia (AMESA) , PepsiCo The awareness of the climate emergency is rising among all sectors of society. In the corporate world, the pressure on organizations to execute more ambitious commitments to mitigate their carbon footprint and environmental impact is mounting. Both internal and external stakeholders, s...

Do you expect Saudi Arabia to relent on 1mbpd voluntary cut as we approach $100 Brent: YES or NO? Let us know by voting here: https://twitter.com/gulf_intel/status/1702580580087435756 Views on macroeconomic outlook, OPEC policy, and freight markets capped the week in today’s Daily Energy Markets Podcast. Hear from Bora Bariman, Managing Partner, Hormuz Straits Partnership; Amena Bakr, Chief Opec C...

Saudi Arabia’s Production Cuts Threaten a Surge in Oil Price Volatility which has fallen progressively through 2023 to reach near 10-year lows this month: AGREE or DISGAREE? Let us know by voting here: https://twitter.com/gulf_intel/status/1702215898289819854 Narendra Taneja, India’s Leading Energy Expert; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Walter Simpson, Ma...

Which of the following could stop Brent reaching $100 this Year: 1. More FED Rate Hikes; 2. China Slows Further; 3. More Non-OPEC Supply; 4. Nothing Can Stop It? Let us know by voting here: https://twitter.com/gulf_intel/status/1701854183161253920 The Daily Energy Markets Podcast welcomed the views and outlook by our seasoned commentators Marc Howson, Head of Asia, Welligence Analytics; Edward Bel...

IEA Director Fatih Birol has forecast in an OP-ED in the FT today that demand for oil, natural gas and coal will all peak before 2030: Agree or Disagree? Share your vote here:  twitter.com/gulf_intel/status/1701490306875572572  Seasoned energy analysts commented in today’s Daily Energy Markets Podcast with Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Vandana Har...

The Daily Energy Markets Podcast opened on Monday morning in Dubai with views from Omar Najia, Global Head of Derivatives, BB Energy; Paul Horsnell, Head of Commodities Research at Standard Chartered Bank; and Victor Yang, Senior Analyst at JLC Network Technology. Can Brent consolidate above $90 this week even as China Macro data continues to show weakness? YES or NO? Vote here:  twitter.com/gulf_...

Price will drop back towards $80 once everybody remembers there is plenty of idle capacity and all major economies are slowing down: Agree or Disagree? Vote here: https://twitter.com/gulf_intel/status/1700038959244468409 The Daily Energy Markets Podcast closed the week with a powerhouse cast featuring Adi Imsirovic, Director, Surrey Clean Energy; Robin Mills, CEO, Qamar Energy; and Jorge Montepequ...

OPEC+ will pause or reverse output cuts if Brent crude hits: $95; $98; and $100+? Share your views here: https://twitter.com/gulf_intel/status/1699677974717497845 Quick outlook from Dr. Yousef Alshammari, CEO & Head of Oil Research, CMarkits & Senior Research Fellow, Imperial College London; Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; and Osama Rizvi, Energy & Econom...

Featured Speakers: Nadia Boumeziout, Head of Sustainability & Information Governance, Zurich Insurance Ezzeddine Jradi, Chief Transformation and Business Excellence Officer, Emicool To provide training and education on sustainable practices to employees, companies can offer various programs such as workshops, online courses, and certifications. This education can also be integrated into employ...

Your daily dose of energy insights today provide outlook on Asia and Europe gas markets, as well as views on the latest OPEC decision. Hear from Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters; and Paul Hickin, Editor-in-Chief, Petroleum Economist. We aske...

Energy markets outlook this week continues with the Daily Energy Markets Podcast featuring Andrei Belyi, Professor, Founder & CEO, Balesene OÜ; Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; and Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta. We asked the speakers and the audience today: China will pri...

The Daily Energy Markets Podcast opened on Monday morning in Dubai with views from Omar Najia, Global Head of Derivatives, BB Energy; Dr. Raad Alkadiri, MD - Energy, Climate & Resources, Eurasia Group; and Peter McGuire, CEO, XM Australia. Will bearish or bullish sentiment drive direction of oil prices through end of year: BULL -Saudi/OPEC+ Cuts; or BEAR: China Eco Weakness? Vote here: https:/...

Listen in for the OUTLOOK AHEAD in today's Daily Energy Markets Podcast SEASON ’23-’24, kicking off with Mike Muller, Head of Vitol Asia, and Christof Rühl, Senior Research Scholar at the Center on Global Energy Policy, Columbia University. What will be the price of Brent Crude Oil at end of 2023: Closer to $95+; Closer to $90; Closer to $85; or Closer to $80? Vote here:  twitter.com/gulf_inte...