Gulf Intelligence Podcasts

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.

Geopolitical tensions in the Middle East and OPEC+ likely decision in the coming months remain in focus in today’s discussion with energy markets analysts Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Niamh McBurney, Associate Director, Control Risks; and Salih Yilmaz, Senior Energy Equity Analyst, Bloomberg Intelligence. The U.S. believes negotiations on a Gaza ceasefire should be able to close the gaps between Israel and Hamas: do you Agree or Disagree? Share your views here: https://x.com/gulf_intel/status/1788100464958931448

The Daily Energy Markets Podcast focused on the Middle East and Asia today, with views from Andrew Laven, Senior Partner, E-Cons; Jamie Ingram, Senior Editor, Middle East Economic Survey; and Osama Rizvi, Energy & Economic Analyst, Primary Vision Network. We asked the participants, “What stage is Israel's War on Gaza at after 7 months: End of the Beginning OR Beginning of the End?” Have your say here: https://x.com/gulf_intel/status/1787736646198186483

The Daily Energy Markets Podcast took the views of our regular commentators Omar Najia, Global Head, Derivatives, BB Energy; Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy; Bora Bariman, Managing Partner, Hormuz Straits Partnership, as oil markets edged higher today. Hamas says latest ceasefire talks have ended -- how much geo pol premium will we see return to oil price this week: 1. $5+; 2. $3 approx; OR 3. None? Have your say: https://x.com/gulf_intel/status/1787375510286192961

The Daily Energy Markets Podcast capped the week with outlook on Latin America from Dr. Aldo Flores-Quiroga, Former Deputy Secretary of Energy for Hydrocarbons, Mexico's Ministry of Energy & Senior Advisor, FTI Consulting; India’s energy demand outlook after national elections from Vibhuti Garg, Director - South Asia, IEEFA; and views on OPEC+ from Paul Horsnell, Head of Commodities Research, Standard Chartered Bank. Have your say in today’s survey: What is the main cause of $6 drop in oil price in last week: 1. Deflating Geopol risk; 2. Postpone FED cuts; 3. Idle Supply Plentiful; OR 4. Global Macro weakness? https://x.com/gulf_intel/status/1786287177506165079

Pick up some insights in today’s Daily Energy Markets Podcast on Turkey’s current geopolitical roles in the Middle East and beyond from Mehmet Öğütçü, Group CEO, Global Resources Partnership and Chairman, London Energy Club; macroeconomic outlook and the US FED rate cuts from Maleeha Bengali, Founder, MB Commodity Corner; and views on elections in India and US, as well as energy outlook in Southeast Asia from Bill Spindle, Senior Global Correspondent, Cipher News. Is Brent more likely to hit $80 or $90 first? Have your say: https://x.com/gulf_intel/status/1785926113757184010

Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Andrei Belyi, PhD, Professor, Founder & CEO, Balesene OÜ; and Paul Hickin, Editor-in-Chief, Petroleum Economist, shared their views in today’s Daily Energy Markets Podcast on topics focused on Europe gas and politics, as well as outlook on OPEC+ decision in June meeting. What will OPEC+ agree when they meet in one month from now: No Change to cuts in H2 OR Agree to Unwind cuts in H2? Vote here: https://x.com/gulf_intel/status/1785564205464117655

Oil fell 1.5% after the New York Times reported that Israel is open to a truce involving an initial release of hostages -- how much Geo-Pol risk premium still in oil price: $3 or less; $5 approx; $6 or more; or None - all drained? Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting; Nur Azlin Ahmad, Managing Editor - Asia, Argus Media; and Peter McGuire, Chief Executive Officer, XM Australia, weigh in their views on the direction of travel for oil prices in today’s Daily Energy Markets Podcast. Share your views here: https://x.com/gulf_intel/status/1785201505055707141

What will have biggest determination on the direction of oil prices in H2: Ukraine War; Mideast Geopols; OPEC Cuts Rollover; or No FED Cuts? The Daily Energy Markets Podcast kicked off the week in conversation with Omar Najia, Global Head, Derivatives, BB Energy; Brian Pieri, Founding Member, Energy Rogue; and Andrew Critchlow, Head of News, EMEA, S&P Global Commodity Insights. Share your views here: https://x.com/gulf_intel/status/1784840225790824553

The Daily Energy Markets Podcast is capping the week with more talks on geopolitics and outlook for oil-sanctioned countries, Iran and Venezuela, with speakers Max Torres, Managing Partner, Plata Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Danial Rahmat, Senior Energy Security Consultant, Iran. OPEC+ Can’t Afford to Put More Oil on the Market in H2 Under Current Demand Scenario: AGREE or DEGREE? What’s your take on this, vote here: https://x.com/gulf_intel/status/1783751798420832736

The Geopolitical Risk premium has now been drained out of oil markets: AGREE or DISAGREE? Have your say here: https://x.com/gulf_intel/status/1783390570028708091 Your daily dose of energy insights had strong flavors today. Listen in as Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies; Narendra Taneja, India's Leading Energy Expert; and Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS, shared their views on matters relating to energy markets fundamentals, geopolitics, and policies in today’s Daily Energy Markets Podcast.