Gulf Intelligence Podcasts

Despite the additional 1mn b/d Saudi cut, Brent will sink towards $70 sooner than it hits $80. Agree/ Disagree? Vote here:  twitter.com/gulf_intel/status/1…3ZRY-6mxD_M0rYqR1qg  Listen to the comments and insights from Ole Hansen, Head of Commodity Strategy, Saxo Bank; Victor Yang, Senior Analyst, JLC Network Technology; and Paul Hickin, Editor-in-Chief, Petroleum Economist, in today’s Daily Energy...

How will all of the announcements made by OPEC+ yesterday impact Brent oil over summer months? 1. Bulls higher $80+ avg; 2. Bears lower $70- avg; 3. No change $75ish. Vote here:  twitter.com/gulf_intel/status/1…14215774720000?s=20  Omar Najia, Global Head of Derivatives, BB Energy; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington;...

The Daily Energy Markets Podcast kicked off the month of June with the MONTH in REVIEW and OUTLOOK AHEAD with leading market analysts and commentators Mike Muller, Head of Vitol Asia, and Christof Rühl, Senior Research Scholar at Center on Global Energy Policy, Columbia University. Listen to their insights on OPEC+ and energy market outlook in Asia.

Which should OPEC+ be guided by when they meet this weekend: Bullish - US Debt Deal OR Bearish - Weak China Data? Vote here: twitter.com/gulf_intel/status/1…28896153329668?s=20 The Daily Energy Markets Podcast capped the week with insights from Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; David Rundell, Former Chief of Mission, American Embassy in Riyadh & A...

OPEC+ will Not Cut Output further at its June meeting. Agree or Disagree? Vote here:  twitter.com/gulf_intel/status/1…64079034834944?s=20  These and more insights from Richard Redoglia, Chief Executive Officer, Matrix Global Holdings; Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; Matt Stanley, Partnerships Lead, Middle East, Kpler, in today’s Daily Energy Markets Podcast.

Global Oil Demand will Peak by Decade end, according to IEA's new forecast. AGREE/DISAGREE Vote here: twitter.com/gulf_intel/status/1…37838158651392?s=20 Hear more from Robin Mills, Chief Executive Officer, Qamar Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Henning Gloystein, Director - Energy, Climate & Resources, Eurasia Group, in today’s Daily Energy...

A compromise deal on the US debt ceiling extension will be positive for energy demand and prices: AGREE or DISAGREE? Vote here:  twitter.com/gulf_intel/status/1…02295488749570?s=20  Catch up on the headlines surrounding OPEC, shipping, and macroeconomic outlook in GCC and global markets, in today’s Daily Energy Markets Podcast with guest speakers Amena Bakr, Deputy Bureau Chief, Energy Intelligenc...

A key gauge of Chinese stocks was on track to enter a bear market --20% DOWN IN 2023-- on a sluggish economic recovery, weakening yuan and tensions with the US: Do you still buy H2 China oil demand will rally? Vote here:  twitter.com/gulf_intel/status/1…39780607131648?s=20  Listen to the discussion on demand outlook in China, Europe, and all things commodities; insights on OPEC+; and geopolitics,...

Will Debt Ceiling deal now be the catalyst to allow oil prices to break above $80? Vote here:  twitter.com/gulf_intel/status/1…76105220128770?s=20  Hear views from Omar Najia, Global Head, of Derivatives, BB Energy; Bora Bariman, Managing Partner, Hormuz Straits Partnership; and Serena Huang, Head of APAC Analysis, Vortexa, in this week’s opening of the Daily Energy Markets Podcast.

Would Saudi Arabia be willing to proceed with further oil supply cuts if Russia continues not to comply? Vote here:  twitter.com/gulf_intel/status/1…90212258480128?s=20  The Daily Energy Markets Podcast capped the week with this question hanging over the markets, with views from Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; Dan...

OPEC’s obsession with speculators and speculation is a distraction from its real job of trying to balance oil supply and demand, and optimize oil prices: Agree or Disagree? Vote here:  twitter.com/gulf_intel/status/1…27376457973760?s=20  These and more discussion on commodities, questions on Russia’s role in OPEC, storage updates in Fujairah, among others. Catch up with Tony Quinn, Operating Partn...

What impact would it have on oil prices if OPEC+ formalized the so-called "voluntarily" production cuts of 1.66 million b/d cuts implemented this month by 9-member countries when the group next meets on June 4th: Push Prices Above $80; No change as already priced-in Market; OR Prices will fall without more cuts? Vote here:  twitter.com/gulf_intel/status/1…63745086263297?s=20  Hear views...

Commodity markets have priced in that the US debt ceiling and banking crisis is over: Agree OR Disagree? Vote here:  twitter.com/gulf_intel/status/1…02441758457856?s=20  Listen to the discussion on demand outlook in China and all things commodities, and insights on OPEC+ with our speakers today: Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals...

Given demand concerns, is there any chance we could see $80 oil again this year – YES or NO? Vote here: twitter.com/gulf_intel/status/1…39427041472512?s=20 Get a sense on the direction of travel this Monday morning with Omar Najia, Global Head of Derivatives, BB Energy; Vandana Hari, Founder & CEO, Vanda Insights; and James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, S...

What will Brent crude average be during 2H 2023: $65-75/barrel; $75-85/barrel; OR Above $85/barrel? Vote here:  twitter.com/gulf_intel/status/1…52714412064769?s=20  These and more as we wrapped up the week with commentators from the Middle East and Asia Robin Mills, Chief Executive Officer, Qamar Energy; Yousef Alshammari, CEO & Head of Oil Research, CMarkits & Senior Research Fellow, Impe...

What is more likely to pull oil prices back up to $80: Stronger China Demand in Q3; Another OPEC+ Cut Announcement in June; Clear Signal from US Fed that Interest Rates Have Plateaud? Vote here: twitter.com/gulf_intel/status/1…92639134744576?s=20 Hear more insights from Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Dr. Raad Alkadiri, Managing Director -...

Global oil demand is set to expand this year to reach 102mn b/d, with recent Chinese mobility data showing its economy continuing to rebound - will OPEC+ raise or continue with oil supply cuts in H2 of 2023? Vote here:  twitter.com/gulf_intel/status/1658731078666862592  Listen to the podcast discussion on supply outlook, all things OPEC and IEA projections with today’s speakers Narendra Taneja, In...

What is the likelihood that the US will default on debt: 1. No way; 2. Unlikely; 3. Maybe; OR 4. Probably? Vote here:  twitter.com/gulf_intel/status/1658366887909285895  Listen to the podcast discussion on energy dynamics surrounding US debt ceiling, Turkey elections, and Pakistan’s poly-crisis with Mike McGlone, Senior Marco Strategist, Bloomberg Intelligence; Rafiq Latta, Senior Correspondent, E...

Rapid rise in interest rates (US/EU/UK) is trumping Oil demand recovery in China/Asia – AGREE or DISAGREE? Vote here:  twitter.com/gulf_intel/status/1658004168244875264  These and more in today’s Daily Energy Markets Podcast with Omar Najia, Global Head of Derivatives, BB Energy; Jorge Montepeque, President & Founder, Global Markets; and Andrei Belyi, PhD, Professor, Founder & CEO, Balesen...

Green hydrogen has the potential to replace hydrocarbons as the world's primary fuel source and solve the problem of global warming once and for all. Agree OR Disagree? Vote here:  twitter.com/gulf_intel/status/1…15979094593536?s=20  This and more about commodities, freight, and geopolitics in today’s Daily Energy Markets Podcast with Peter McGuire, Chief Executive Officer, XM Australia; Matth...

Climate technology - like carbon capture and clean hydrogen development - is the "silver bullet" that will allow oil companies to meet their energy transition commitments while continuing to produce hydrocarbons: Agree OR Disagree? https://twitter.com/gulf_intel/status/1656555372537081857?s=20 This topic and key insights on Europe, Iran, and Venezuela in today’s Daily Energy Markets Podc...

China’s Jan-Apr macro-economic data suggests the country’s rebound: Will accelerate in H2; Will stay flat; OR Will decelerate in H2? Vote here:  twitter.com/gulf_intel/status/1…91917661593606?s=20  Let’s hear from Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; Vibhuti Garg, Director - South Asia, IEEFA; and Henning Gloystein, Director - Energy, Climate...

Which one would be THE biggest driver of volatility in crude over the next four weeks: US debt ceiling crisis; US banking sector stresses; OR OPEC+ June 4 policy meeting? Vote here:  twitter.com/gulf_intel/status/1…30267746037762?s=20  Great line up of energy commentators today sharing views on geopolitics on US, Saudi, Iraq, and Turkey – and more on China demand outlook. Views from David Rundell,...

Is the oil market now reflecting lower for longer China GDP growth - YES or NO? Vote here:  twitter.com/gulf_intel/status/1…67352769658881?s=20  The Daily Energy Markets Podcast kicked off this Monday morning with views from Omar Najia, Global Head of Derivatives, BB Energy; Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; and Omar Al-Ubaydli, Director of Research, Bahrain Center for St...

What will it take to convince short sellers to stop pressuring oil prices: Another OPEC cut announcement at its JUNE meeting OR Upward revisions for 2H 2023 demand? The Daily Energy Markets Podcast MONTH in REVIEW and OUTLOOK AHEAD with Mike Muller, Board Director, Vitol and Viva Energy Australia and Christof Rühl, Senior Research Scholar, Center on Global Energy Policy, Columbia University, discu...