Gulf Intelligence Podcasts

In view of the falling price of crude and Russia’s failure to deliver on its promised cuts, OPEC+ has no option but to cut further at its June 4th Ministerial meeting, if not before. Agree or Disagree? Vote here:  twitter.com/gulf_intel/status/1654378362704392194  Fresh insights from Singapore-based Tony Quinn, Operating Partner, Prostar Capital and CEO, Tankbank International; London-based Gulmir...

How likely is it that the US government -- Republicans & Democrats -- will reach agreement to lift debt ceiling by default day on June 1st? Vote here:  twitter.com/gulf_intel/status/1…16580324413441?s=20  We took the views on all things China, OPEC and macro from Victor Yang, Senior Analyst, JLC Network Technology; Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry...

Given the conflicting economic and financial indicators, is the oil market still factoring in a mild recession for the US and Europe in 2023 – YES or NO? Vote here:  twitter.com/gulf_intel/status/1653664986160398336  Mid-week updates on energy markets from Rustin Edwards, Head of Fuel Oil Procurement, Euronav NV; Ahmed Mehdi, Visiting Fellow, The Oxford Institute for Energy Studies; Director, Rena...

What is weighing more on oil market sentiment: US banking crisis/US debt OR Asian demand? Vote here:  twitter.com/gulf_intel/status/1…93075161051139?s=20  Let’s hear from Amena Bakr, Deputy Bureau Chief, Energy Intelligence; Max Torres, Managing Partner, Plata Energy; and Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington, in today’s...

The oil markets have already built in another rate hike from the FED this week - Agree or Disagree? Hear from Omar Najia, Global Head of Derivatives, BB Energy; Adi Imsirovic, Director, Surrey Clean Energy; and Bill Spindle, Council on Foreign Relations International Affairs Fellow in India, in today’s Daily Energy Markets Podcast.

The IEA says OPEC+ cuts policy is inflationary and a risk to global economic health. OPEC says rising interest rates and lack of energy investment are more serious threats. Who is right - IEA or OPEC? Views from Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; Rachel Ziemba, Founder, Ziemba Insights & Adjunct Fellow, Center for a New American Security...

Oil prices are telling us that global recession sentiment is now clearly outweighing demand growth story? AGREE or DISAGREE? Hear from Ole Hansen, Head - Commodity Strategy, Saxo Bank; Nur Azlin Ahmad, Editor of Crude Oil, Argus Media; and Richard Redoglia, Chief Executive Officer, Matrix Global Holdings in today’s Daily Energy Markets Podcast.

With prices still hovering around $80, it's likely OPEC+ will announce further voluntary cuts ahead of H2 2023? AGREE or DISAGREE? Vote here:  twitter.com/gulf_intel/status/1…18900501704706?s=20  Hear insights from Narendra Taneja, India's Leading Energy Expert; Australia-based Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters; and Paul Hickin, Editor-in-Chief, Petrol...

How much of the announced OPEC+ cuts of 1.6 mbpd starting May 1st do you expect to be implemented - close to 100%; close to 80%; close to 60%; or 40% or less? Vote here:  twitter.com/gulf_intel/status/1…56126626000897?s=20  Listen to leading energy analysts from the Middle East and Europe in today’s Daily Energy Markets Podcast: Yousef Alshammari, CEO & Head of Oil Research, CMarkits & Sen...

Which will win the battle to influence direction of oil prices over the month ahead - More Rate Hikes; OPEC+ Cuts Arrive; G7 GDP Weakness; or China Reopen Boom? To vote, click here:  twitter.com/gulf_intel/status/1…92599474188288?s=20  The Daily Energy Markets Podcast kicked off this Monday with views from Peter McGuire, Chief Executive Officer, XM Australia; Vandana Hari, Founder & CEO, Vanda...

The biggest threat to central banks’ efforts to rein in inflation is: Rising energy costs; US-China trade tensions; Chinese demand rebound. What do you think? We listened to Robin Mills, Chief Executive Officer, Qamar Energy; Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; and Alex Hazel, Senior Analyst, Welligence Energy Analytics in today’s Daily Energy Markets Podcast. Vandana Ha...

China’s GDP grew by 4.5% in Q1 -- is that bullish or bearish signal for oil markets - or neither? Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta; Andrew Critchlow, Head of News EMEA, S&P Global Commodity Insights, provided their insights during the Daily Energy Markets Podcast.

Will Brent crude oil hit $90 or $80 first? $80 or $90? Omar Najia, Global Head, Derivatives, BB Energy; Matthew Wright, Senior Freight Analyst, Kpler; and Jamie Ingram, Senior Editor, Middle East Economic Survey, shared their outlook on oil prices in today’s Daily Energy Markets Podcast.

The OPEC+ surprise cuts continue to hug the headlines and raises some new questions following the release of its monthly report which shows its demand outlook remains unchanged. Today’s Daily Energy Markets Podcast shed light on these questions with leading energy experts Jorge Montepeque, President & Founder, Global Markets; Dr. Raad Alkadiri, Managing Director - Energy, Climate & Resourc...

Oil prices fell after China announced today that exports unexpectedly surged 14.8% in March Y-on-Y because market losing faith in China recovery narrative. Agree or Disagree? Matt Stanley, Partnerships Lead, Middle East, Kpler; Amena Bakr, Deputy Bureau Chief, Energy Intelligence; and Victor Yang, Senior Analyst, JLC Network Technology joined the discussion. China’s demand recovery, Gulf oil produ...

Can Brent crude oil remain in $80s even with slower global growth and possible recession in US/EU? YES or NO? Kieran Gallagher, Managing Director at Vitol Bahrain E.C.; Sara Akbar, Chairperson & CEO of OiLSERV in Kuwait and Non-Executive Director at Petrofac; and Marc Ostwald, Chief Economist and Global Strategist at ADM Investor Services International provide valuable insight during today&#39...

Bitcoin Climbs Past $30,000 for First Time Since June 2022 - WHY? Risk on Bulls Back; or Flight to Safety Bears; or Confusion reigns Supreme. Listen to views from Daily Energy Markets' seasoned commentators: Dr. Charles Ellinas, CEO of Cyprus Natural Hydrocarbons Co. and a Senior Fellow at Global Energy Center - Atlantic Council; Omar Al-Ubaydli, Director of Research at Bahrain Center for Stra...

What will be the average price of Brent crude oil in Q2? $90 or above;Closer to $85;Closer to $80; $75 or lower. We heard the views of Omar Najia, Global Head of Derivatives at BB Energy; Ali Al Riyami, Consultant & Former Director General of Marketing at Ministry of Energy & Minerals, Oman; and David Rundell, Former Chief of Mission at American Embassy in Riyadh & Author - Vision or M...

The rapprochement between Saudi Arabia and Iran could be a game changer in Middle East politics that will lead to a period of peace, prosperity and unity. Or, given the long-standing animosity between the two, it could all fall apart with the first Houthi drone. Is it a lasting peace between the two largest players in the Middle East, or is it only a fragile rapprochement that will crumble at the...

The US & EU have been pretty quiet in reaction to OPEC+ decision to shock world with oil supply cut -- WHY? 1. they see demand destruction recession ahead; 2. waste of time as no influence over OPEC+; 3. China demand recovery hasn't arrived. We heard the views of Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa;...

Do you still subscribe to the dominant oil market demand narrative that it will be a year of two-halves: H1 Weak & H2 Strong? YES or NO? The conversation on OPEC+’s latest oil production cut continues today at the Daily Energy Markets Podcast. Views on markets’ responses from Rustin Edwards, Head of Fuel Oil Procurement, Euronav NV; Maleeha Bengali, Founder, MB Commodity Corner; and Daniel Ric...

Did OPEC+ sudden & surprising action to cut oil supply succeed in scaring short sellers out of the market? As oil prices climb after OPEC+ surprise supply cut, there is a concern that will push inflation higher. Dive into the discussion with commentators spread across continents in today’s Daily Energy Markets Podcast, featuring Richard Redoglia, Chief Executive Officer, Matrix Global Holdings...

Will OPEC surprise cut be followed by Downgrades to 2023 demand growth forecasts by IEA / OPEC etc. - YES or NO? Listen to views from Daily Energy Markets’ seasoned commentators Omar Najia, Global Head, Derivatives, BB Energy; Gulmira Rzayeva, Founder & Managing Director, Eurasia Analytics; and Narendra Taneja, India's Leading Energy Expert in today’s discussion.

Goldman Sachs says it is a good Time To Buy The Oil Dip as prices going higher in Q2? Do you AGREE or DISAGREE? Two of the energy markets leading analysts speak at the Daily Energy Markets Month in Review// Outlook Ahead. Mike Muller, Head of Vitol Asia, and Christof Rühl, Senior Research Scholar at the Center on Global Energy Policy at Columbia University discussed their outlook for the markets a...