Gulf Intelligence Podcasts

The Daily Energy Markets Podcast kicked off the trading week with views from Omar Najia, Global Head, Derivatives, BB Energy; Vandana Hari, Founder & CEO, Vanda Insights; and Paul Horsnell, Head of Commodities Research, Standard Chartered Bank, following the decision of OPEC+ meeting announced on Sunday. What was the biggest piece of news for oil market to take away from the OPEC+ meetings yesterday: Roll over 2.2 mbpd voluntary cuts for Q3; Extension all OPEC+ cuts until end of 2025; OPEC+ 8 to start raising supply in Q4; OR None of the above? Have your say here: https://x.com/gulf_intel/status/1797526992671457760

The Daily Energy Markets Podcast kicked off the month of June with our tandem powerhouse cast Mike Muller, Head, Vitol Asia, with Christof Rühl, Senior Research Scholar, Center on Global Energy Policy, Columbia University. This session is part of the Energy Markets Series’ curtain raiser discussion to the OPEC+ meeting in Riyadh with some ministers and online, today at 1pm Vienna time. We posed this question: OPEC+ needs to at least maintain all current output cuts through H2 to sustain $83 avg year to date for rest of 2024: AGREE or DISAGREE? Have your say here: https://x.com/gulf_intel/status/1797160539858022421

The Daily Energy Markets Podcast capped the week with outlook on OPEC+ announcement on Sunday. Listen in to hear more views from Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai. Brent crude oil prices will drop below $80 if OPEC+ agree to rollover cuts for only Q3: Agree OR Disagree? Vote here: https://x.com/gulf_intel/status/1796435736713183673

Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; Janiv Shah, Vice President, Oil Markets; Refinery and Crude Balances Lead, Rystad Energy; and Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta, shed light on the economics and demand of oil as the markets anticipate the next move by the OPEC group. Hear more from the Daily Energy Markets Podcast and have your say: What's OPEC+ likely to do if prices don't hit the desired $90+ during Q3: Deepen voluntary cuts in Q4 OR Commit to current volumes till end H2? https://x.com/gulf_intel/status/1796074678190014538

Today’s Daily Energy Markets Podcast continues to explore the possible outcomes of OPEC meeting this weekend. Hear views from Ilia Bouchouev, Ph.D., Managing Partner, Pentathlon Investments; Michal Meidan, Head of China Research Programme, The Oxford Institute for Energy Studies; and Daniel Richards, MENA economist, Emirates NBD. Will OPEC now look to unravel cuts after IMF upgrades China's 2024, 2025 GDP growth forecasts after 'strong' Q1: YES or NO? Vote here: https://x.com/gulf_intel/status/1795710532265361565

In keeping with the tradition that OPEC+ likes to surprise the market -- what could be top of list of possibilities: Make Deeper Cuts; Unwind Current Cuts in Q3; Announce end of Cuts for Q4; OR None of the Above? Have your say here: https://x.com/gulf_intel/status/1795348317116981729 Hear more from Maleeha Bengali, Founder, MB Commodity Corner; Victor Yang, Senior Analyst, JLC International; and Laury Haytayan, MENA Director, Natural Resource Governance Institute in today’s Daily Energy Markets Podcast.

The Daily Energy Markets Podcast kicked off this week with a focus on upcoming OPEC+ decision and explored diverse views from commentators across geographical markets. Hear more from Omar Najia, Global Head, Derivatives, BB Energy; Brian Pieri, Founding Member, Energy Rogue, Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting. Will oil supply/demand market tightness in H2 allow OPEC+ to start unravelling cuts: YES or NO? Have your say: https://x.com/gulf_intel/status/1794986826303754267

What will OPEC do when it meets next week: Roll Over same cuts for Q3; Roll over same Cuts for H2; OR Start to unravel cuts? Have your say: https://x.com/gulf_intel/status/1793896700702281752 The Daily Energy Markets Podcast capped the week with key discussions on outlook for OPEC+ decision, Iran’s future, and the ongoing geopolitical events in Europe. Hear them all from our guest speakers Robin Mills, Chief Executive Officer, Qamar Energy; Danial Rahmat, Senior Energy Security Consultant, Iran; and Henning Gloystein, Director - Energy, Climate & Resources, Eurasia Group.

Even if 2H oil demand beats expectations, higher for longer rates will keep prices below $90 this year: Agree OR Disagree? Vote here: https://x.com/gulf_intel/status/1793536669834256673 Hear more insights in today’s Daily Energy Markets Podcast with guest speakers Jamal Qureshi, Managing Director, Analysis & Strategy, Petro-Logistics; Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies; and David Elward, Pricing Director Energy Transition, General-Index.

Quite an insightful discussion about the world of energy trading with Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Vandana Hari, Founder & CEO, Vanda Insights; and Gaurav Sharma, Journalist and Energy Analyst, in today’s Daily Energy Markets Podcast. How could the US-led backlash against the ICC arrest bid for Israel's Prime Minister impact oil markets: BULLISH/BEARISH/NO IMPACT? Vote here: https://x.com/gulf_intel/status/1793174900414504967

Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; and Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey, weighed their views on aspects of risk management, likely OPEC+ decision for the second half of the year, and current trends in US energy policy amid election year. OPEC+ will have to keep cuts in place in H2 with the US Fed Now Signaling Only One Rate This Year: Agree OR Disagree? https://x.com/gulf_intel/status/1792810554635223197

The Daily Energy Markets Podcast opened the week with an extremely bullish outlook for oil markets from our resident Monday commentator, Omar Najia, Global Head, Derivatives, BB Energy. Gulmira Rzayeva, Founder & Managing Director, Eurasia Analytics and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies, also shared their insights on the recent events that happened in Iran. The oil market has become increasingly numb to geopolitical developments, and the large amount of spare OPEC production is likely contributing to this: AGREE or DISAGREE? Vote here: https://x.com/gulf_intel/status/1792448060280193092

Why isn't oil joining all other markets and hitting records: Too much supply; Uncertain demand; OR $80+ is fair price? Have your say: https://x.com/gulf_intel/status/1791361738157257076 The Daily Energy Markets Podcast capped the week with outlook from leading energy markets and geopolitical experts weighing in their views on the direction of travel for oil prices in the months ahead. Hear more from Narendra Taneja, India's Leading Energy Expert; David Fyfe, Chief Economist, Argus Media; and Peter McGuire, Chief Executive Officer, XM Australia.

Key discussions in today’s Daily Energy Markets Podcast focused on US economy outlook, China oil demand, and OPEC+ decisions this coming June meeting. Hear more form Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; Victor Yang, Senior Analyst, JLC Network Technology; and Andrew Critchlow, Head of News, EMEA, S&P Global Commodity Insights. What is most likely to enable oil prices to break above the rangebound $80-85 bracket: 1. Central Bank rate cuts; 2. Stronger than Expected Demand in H2; OR 3. OPEC+ Committing to extend voluntary cuts to year end? Cast your vote here: https://x.com/gulf_intel/status/1790999628130738569

What impact will growing trade-tariff war between China & US have on oil prices over medium term 6-12 months: Bullish, Bearish, OR Little Impact? Have your say: https://x.com/gulf_intel/status/1790637728280842565 Walter Simpson, Managing Director, CCED; Aabha Gandhi, Pricing Director - Oil Products, General-Index; and Richard Redoglia, Chief Executive Officer, Matrix Global Holdings, shared their views in today’s Daily Energy Markets Podcast.

In today’s Daily Energy Markets Podcast, we heard the views of Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman outlook for OPEC+ cuts. Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence also shared her insights on oil and gas flows amid Western sanctions; and Russell Robertson, Chief Commercial Officer, Dubai Mercantile Exchange expressed his views on market trends. Brent has returned to low $80s -- is that a floor or ceiling for oil markets? Have your say here: https://x.com/gulf_intel/status/1790274966115569673

Omar Najia, Global Head, Derivatives, BB Energy; Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters shared their insights in today’s Daily Energy Markets Podcast on what will determine China's appetite for oil imports in H2: International Oil Prices OR China’s Economic Growth? What’s your view? https://x.com/gulf_intel/status/1789912633497317710

Mike Muller, Head of Vitol Asia, and Christof Rühl, Senior Research Scholar at the Center on Global Energy Policy, Columbia University, discussed oil market outlook during the Daily Energy Markets’ Month in Review and Outlook Ahead Podcast.

The Daily Energy Markets Podcast capped the week with views from Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University; and Amena Bakr, Senior Research Analyst, Energy Intelligence. We asked the viewers: Brent started the year at $75 so it’s fair to assume Oil markets have already seen the low for 2024: Agree OR Disagree? Vote here: https://x.com/gulf_intel/status/1788823715096019029

Oil prices will hold in a $75-$90/bl range for the remainder of 2024, given the now negligible risk premium and OPEC+ keeping volumes steady: Agree OR Disagree? Vote here: https://x.com/gulf_intel/status/1788462049225290140 Matthew Wright, Senior Freight Analyst, Kpler; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Scott Livermore, Chief Economist, Oxford Economics Middle East, shared their outlook in today’s Daily Energy Markets Podcast.