Brent crude tests $70 as experts unpack what’s driving oil prices — from macro speculation and a weaker dollar to China’s mixed demand signals and ongoing geopolitical risks. In today’s Daily Energy Markets Podcast, Maleeha Bengali, Clyde Russell, and Laury Haytayan explore Fed policy, tariffs, and Europe’s defense spending amid global uncertainty. Last month, Israel’s war on Iran drove Brent crude to $70+ -- what is the biggest driver in July? Have your say here: https://x.com/gulf_intel/status...
Jul 09, 2025•32 min
This Daily Energy Markets episode explores the oil market’s struggle as Brent crude hovers around $70, caught in a geopolitical ping pong. With fresh tariffs, trade tensions, and OPEC+ moves, the panel debates whether this “tariff movie” is any different this time. Hear Bloomberg’s Mike McGlone, India’s Narendra Taneja, and China analyst Victor Yang unpack the shifting energy outlook, from deflationary forces to strategic alliances reshaping global supply, demand, and market psychology. Have you...
Jul 08, 2025•35 min
Oil markets shrug off OPEC+’s surprise “supply plus” plan as prices hold steady. Analysts say financial flows and global liquidity now outweigh old supply-demand thinking. Saudi Arabia’s higher Asia oil prices signal confidence in demand, but real questions remain about spare capacity, refinery cycles, and geopolitical risks ahead. Tune in for a deeper dive as the Daily Energy Markets address the results of recent OPEC+ decision, with Omar Najia, Derivatives Trader, BB Energy; Amena Bakr, Head o...
Jul 07, 2025•33 min
How will OPEC+ supply hikes, China’s stimulus shifts, and Trump’s economic surprises shape oil markets? Mainstay Month in Review & Outlook Ahead speaker Christoph Rühl, Senior Research Scholar at Center on Global Energy Policy in Columbia University was joined by Yang Liang Miao, Chief Strategist at China International Capital Corp, on Sunday to unpack the latest OPEC+ decision, China’s resilient demand outlook, and the impact of tariffs and trade tensions. Insightful views on peaking oil de...
Jul 07, 2025•35 min
The Daily Energy Markets podcast tackled the ripple effects of a sweeping new US spending bill adding $3 trillion to debt while slashing taxes and gutting key social and climate programs — a clear political win for Trump but raising concerns over debt and dollar pressure. Guests debated how a weaker dollar could support oil prices, the impact of OPEC+ unwinding supply cuts amid tight compliance, and the market’s focus on upcoming US tariffs. Uncertainty remains a key theme, with refinery cracks ...
Jul 04, 2025•30 min
Amid volatile oil prices, energy and commodities experts Choeib Boutamine, Nadia Martin Wiggen, and Ahmed Mehdi unpacked the ripple effects of Trump’s vast budget bill, OPEC+ supply decisions, and global trade negotiations on energy markets. With inventories high in China and US stockpiles surprising to the upside, the panel weighed whether OPEC+ can sustain production unwinds without risking a price drop below $60. Tune in to learn more about how a weakening dollar and fragile trade deals could...
Jul 03, 2025•33 min
Is traditional oil market supply-demand research still fit for purpose? As OPEC+ pushes ahead with its plans to unwind historic supply cuts, what does this mean for the future trajectory of oil markets? The Daily Energy Markets Podcast unpacks these questions from multiple angles, featuring insights from Ali Al Riyami, Consultant and Former Director General of Marketing at Oman’s Ministry of Energy & Minerals; Neil Atkinson, Former Head of the Oil Markets Division at the International Energy...
Jul 02, 2025•34 min
The Daily Energy Markets Podcast unpacked the diverse dynamics that could shape oil prices in the second half of the year, following an average of $70.80 for the first six months. In this episode, Jorge Montepeque, Managing Director of Benchmarks at Onyx Capital Group; James McCallum, CEO & Chairman at Xergy Group and Professor of Energy at Strathclyde University; and Arne Lohmann Rasmussen, Chief Analyst and Head of Research at Global Risk Management, shared their expert perspectives on whe...
Jul 01, 2025•35 min
🌍 Oil Outlook Heats Up! Omar Najia predicts oil is undervalued and entering a multi-year uptrend, despite calm in the Middle East. Meanwhile, Paul Hickin and Alan Gelder warn Q4 could see weaker prices as OPEC supply grows and China’s demand plateaus. Macro risks, rate cuts, and trade tariffs could reshape the balance. Watch for market shifts as geopolitics and inflation collide! We ask markets observers: It's OPEC+ Week Again -- Oil Markets have already priced in another accelerated supply hik...
Jun 30, 2025•31 min
As Iran and Israel pause direct fire, oil markets remain remarkably steady. Is this the end of escalation or just a timeout? Listen to expert insights on the terms of the ceasefire, risking shipping rates and the significance of Iranian oil being bought by the Chinese. With insights from: 🎧 Laury Haytayan, MENA Director, Natural Resource Governance 🎧 Bill Spindle, Senior Global Correspondent, Cipher News 🎧 Matt Wright, Senior Freight Analyst, Kpler Brent averaged about $70 in first half of 20...
Jun 26, 2025•33 min
In today’s Daily Energy Markets Podcast, Sara Akbar, Chairperson & CEO of OiLSERV Kuwait; Vandana Hari, Founder & CEO of Vanda Insights; and Peter McGuire, CEO Australia of Trading.com, join moderator Brian Pieri, Founder of Energy Rogue, to discuss OPEC+ strategy, Gulf energy risks, Asia’s economic outlook, and oil’s 2H 2025 prospects. Do you agree or disagree: The oil market can now definitively rule out any possibility of Iran closing the Strait of Hormuz. VOTE here: https://x.com/gul...
Jun 25, 2025•32 min
As missiles fall and oil prices drop, analysts unpack the surprising calm in markets, the fragility of geopolitics, and what comes next. From OPEC+ dynamics to China's soft power and Iraq's energy crunch- this episode covers it all with a fiery debate. Featuring expert insights from:🔹Mehmet Öğütçü – Group CEO, Global Resources Partnership; Chairman, London Energy Club🔹Yasar Maleki – Gulf Analyst, Middle East Economic Survey🔹Asif Shuja – Director, GEOPOCONSULT Don’t forget to give your opinion...
Jun 24, 2025•36 min
Is US intervention in Iran violating Trump’s own America First, isolationist policies and why isn’t the oil market moving? Join our expert panel as they unpack the geopolitical tension and market response: 🔹Omar Najia (Derivatives Trader, BB Energy), 🔹Robin Mills (CEO, Qamar Energy), and 🔹Brian Pieri (Founder, Energy Rogue). What stage is Israel's War on Iran now at? Have your opinion heard and VOTE here:https://x.com/gulf_intel/status/1937041865649316069 OR here: https://www.linkedin.com/fee...
Jun 23, 2025•30 min
The Daily Energy Markets Podcast closes the week by examining the ongoing Israel-Iran conflict and its impact on global energy dynamics—including shipping, storage, and oil & gas prices. Hear expert insights from: • Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center – Atlantic Council • Tony Quinn, Operating Partner, Prostar Capital & CEO, Tankbank International • Rustin Edwards, Head of Sales & Marketing, VKG GmbH Have we already seen the...
Jun 20, 2025•30 min
Will the US interfere in the Iran-Israel conflict? What’s the worst-case scenario for the Gulf? Omar Al-Ubaydli, Director of Research at Bahrain Center for Strategic International & Energy Studies; Bora Bariman, Managing Partner of Hormuz Straits Partnership; and Victor Yang, Senior Analyst at JLC Network Technology, weighed in their views in today’s Daily Energy Markets Podcast. What impact would US strike on Iran have on oil prices? Share your views here:https://x.com/gulf_intel/status/193...
Jun 19, 2025•36 min
In today’s Daily Energy Markets podcast, Henning Gloystein (Eurasia Group), Rachel Ziemba (Center for a New American Security & Horizon Engage), and James Lear (Gulf Mercantile Exchange) unpack the escalating Israel-Iran conflict and its implications for global energy markets. Will the U.S. be drawn into a direct military confrontation? How are energy traders reacting? We ask the audience: Will the U.S. Join Israel’s War Against Iran?Share your views here: https://x.com/gulf_intel/status/193...
Jun 18, 2025•33 min
Trade flows are beginning to unravel as the disruption from the Israel-Iran war takes hold. Ole Hansen, Head OF Commodity Strategy at Saxo Bank; Anoop Singh, Global Head of Shipping Research at Oil Brokerage; and Clyde Russell, Asia Commodities & Energy Columnist at Thomson Reuters, weighed in their views in today’s Daily Energy Markets Podcast. The scale of disruption to shipping inside and outside of Straits of Hormuz from GPS jamming could amount in time to de facto closure of the waterwa...
Jun 17, 2025•30 min
Brent crude oil is up 12% since June 11th. Is the geopolitical risk premium unlikely to rise much further unless oil supply infrastructure is directly targeted in the Israel-Iran war? The Daily Energy Markets Podcast kicked off the week with this provocative question, gathering insights from Omar Najia, Derivatives Trader at BB Energy; Niamh McBurney, Associate Director at Control Risks; and Adi Imsirovic, Director of Surrey Clean Energy and Senior Associate at CSIS. VOTE here: https://x.com/gul...
Jun 16, 2025•33 min
SPECIAL EDITION: The Daily Energy Markets Podcast closes the week with a critical deep dive into the aftermath of Israel’s strike on Iran’s nuclear facilities and its immediate impact on oil markets. 🎧 Top geopolitical and energy minds unpack the fallout: • Narendra Taneja – India’s Leading Energy Expert, New Delhi • Raad Alkadiri – Managing Partner, 3TEN32 Associates, Washington DC • Iman Nasseri – Managing Director-Middle East, FGE NexantECA, UAE • Marc Ostwald – Chief Economist, ADM ISI, Lon...
Jun 13, 2025•48 min
What is the top driver pushing oil prices to $70? That’s the question that the Daily Energy Markets Podcast unpacked in today’s conversation with Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence; Osama Rizvi, Energy & Economic Analyst at Primary Vision, Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow at The Arab Gulf States Institute in Washington. Is it the Iran-US War Talk; China-US Trade Pact; Strong Summer Demand; OR OPEC+ Not Adding Real Barrels ...
Jun 12, 2025•30 min
What’s next for oil markets? On today’s Daily Energy Markets Podcast, we were joined by Neil Atkinson, Former Head of Oil Markets Division at the International Energy Agency; Nadia Martin Wiggen, Director at Svelland Capital; and energy journalist and analyst Gaurav Sharma. The discussion unpacked the latest oil supply and demand dynamics—spotlighting July’s OPEC+ production increases, shifting U.S. and non-OPEC output, and the impact of evolving U.S.-China trade negotiations. Could a trade agre...
Jun 11, 2025•30 min
Narendra Taneja, India's Leading Energy Expert; Maleeha Bengali, Founder of MB Commodity Corner; and Choeib Boutamine, Energy Advisor & CEO of Ranadrill Energy, joined today’s Daily Energy Markets Podcast to unpack the big-picture forces shaping oil markets—from geopolitical realignments to global bond market signals and the latest OPEC+ supply outlook. So what’s likely to have the biggest impact on oil prices in the near term: the G7 Summit, US-China talks, Iran-US negotiations—or are they ...
Jun 10, 2025•33 min
Brent crude oil will end up to average around $70 in H1 2025 -- what will it average closest to in H2 - $80; $70; $60; OR $50? Catch up this Monday morning with Omar Najia, Derivatives Trader, BB Energy; Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group; and David Fyfe, Chief Economist, Argus Media in the Daily Energy Markets Podcast on the direction of travel for oil prices, outlook for the macroeconomy; and a focus on Japan, and larger Asia. Share your insights here: https:...
Jun 09, 2025•31 min
The Daily Energy Markets Podcast is capping the week early ahead of the Eid-AL Adha holidays in the Middle East with thoughts to ponder during this long break. Tune in for more insights on OPEC+ policy with Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; geopolitics and LNG outlook for Europe with Leslie Palti-Guzman, Founder of Energy Vista; and oil markets fundamentals with Ehsan Ulhaq, Senior Oil Analyst of Petroleum Economist....
Jun 04, 2025•34 min
The Daily Energy Markets Podcast looks ahead into Q3 and the outlook for oil demand as the markets move forward with the additional barrels coming from OPEC+. We listened to the insights of experts in terms of risks, oil fundamentals, and outlook for China, with Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Livia Gallarati, Global Crude Lead, Energy Aspects; and Victor Yang, Senior Analyst, JLC Network Technology. How big will the oil supply exceed demand in...
Jun 03, 2025•32 min
podcast caption - The Daily Energy Markets Podcast dives deeper and continues a review of OPEC+’s decision over the weekend. Will they likely continue with reversing the rest of the 2.2mbpd cuts through Q3: AGREE or DISAGREE? Jorge Montepeque, Managing Director, Benchmarks of Onyx Capital Group and Omar Najia, Derivatives Trader from BB Energy weighs in their market views and reading on OPEC. Share your thoughts here: https://www.linkedin.com/feed/update/urn:li:activity:7335198842792886272 OR he...
Jun 02, 2025•30 min
The Daily Energy Markets Podcast held its Month in Review/ Outlook Ahead series focused on “REVIEW OF OPEC+ DECISION TO SUSTAIN ACCELERATED OIL SUPPLY INCREASE STRATEGY?" Listen to this insightful conversation with Daniel A. Witt, President of International Tax and Investment Center, and Christof Rühl, Senior Research Scholar, Center on Global Energy Policy, Columbia University.
Jun 02, 2025•37 min
The Daily Energy Markets Podcast capped the week and the month with outlook for the equities markets, US energy policy, and the possible outcome of OPEC+ decision on June 1st. Tune in as we hear more insights from speakers across continents with Sydney-based Peter McGuire, CEO Australia of Trading.com (Formerly XM); London-based Rosemary Griffin, OPEC+ Lead Reporter of S&P Global Commodity Insights; and based outside of Washington D.C. Bill Spindle, Senior Global Correspondent of Cipher News...
May 30, 2025•32 min
As OPEC+ holds the floor with talks extending through the weekend, uncertainty looms large across global energy markets. In today’s Daily Energy Markets Podcast, our expert panel dives deep into the key concerns driving volatility—including the increasingly likely prospect of a US-Iran nuclear deal and its potentially bearish impact on oil prices. Tune in as we hear sharp insights and contrasting views from: 🔹 Iman Nasseri, Managing Director - Middle East, FGE Dubai 🔹 Ahmed Mehdi, Managing Dir...
May 29, 2025•30 min
As OPEC+ kicks off its pivotal meeting today, the Daily Energy Markets Podcast delved deeper into the evolving oil supply landscape. Industry experts Robin Mills, CEO of Qamar Energy; David Wech, Chief Economist at Vortexa; and Jamie Ingram, Managing Editor at the Middle East Economic Survey, shared sharp insights on what to expect and the implications for global markets. We asked the audience - The Bond markets appear to hate Trump's tax cutting, debt raising “big, beautiful bill” -- should the...
May 28, 2025•33 min
