What will have a bigger bearing on direction for oil prices through rest of Q1 - the outlook for: 1. Geopolitical Premium; 2. FED Interest Rates; 3. OPEC+ Supply Cuts; OR 4. None of the Above? The discussion continues this Monday morning with Omar Najia, Global Head, Derivatives, BB Energy; Victor Yang, Senior Analyst, JLC Network Technology; and Henning Gloystein, Director - Energy, Climate & Resources, Eurasia Group, in today’s Daily Energy Markets Podcast.
Feb 05, 2024•32 min
What will have a bigger bearing on direction for oil prices through rest of Q1 - the outlook for: 1. Geopolitical Premium; 2. FED Interest Rates; 3. OPEC+ Supply Cuts; OR 4. None of the Above? Mike Muller, Head of Vitol Asia and Christof Rühl, Senior Research Scholar at the Center on Global Energy Policy, Columbia University, weighed in their views during the Daily Energy Markets’ Month in Review and Outlook Ahead Podcast.
Feb 05, 2024•31 min
Non-OPEC production and market share will be the predominant concern for OPEC+ in 2024: Agree OR Disagree? Vote here: https://x.com/gulf_intel/status/1753312037445202229?s=20 Catch up on the energy markets conversation with Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Narendra Taneja, India's Leading Energy Expert; and Richard Redoglia, CEO, Matrix Global Holdings, in today’s Daily Energy Markets Podcast.
Feb 02, 2024•33 min
Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; and Anish Kapadia, Director and Head of Energy, Palissy Advisors, shared their outlook on market fundamentals in today’s Daily Energy Markets Podcast, and also on their views on today’s Survey: How much Geopolitical Premium from Middle East supply risk is already bedded into the oil price - Over $5; Less than $5; OR None? Share yours by voting here: http...
Feb 01, 2024•31 min
Brent crude oil averaged around $78 a barrel in January. What do you think it will average in February? Closer to $70/$75/$80/$85 Share your views by voting here: https://x.com/gulf_intel/status/1752585899261448635?s=20 Hear insights from Laury Haytayan, MENA Director, Natural Resource Governance Institute; Peter McGuire, CEO, XM Australia; and Paul Hickin, Editor-in-Chief, Petroleum Economist.
Jan 31, 2024•31 min
The Daily Energy Markets Podcast took views of energy markets analysts on key trends of the day – from Saudi Arabia’s decision to keep its 12mn b/d production to the impact of attacks in the Red Sea to tanker and freight rates, as well as to GCC economies. Listen to Sara Akbar, Chairperson & CEO, OiLSERV, Kuwait & Non-Executive Director, Petrofac; Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and Daniel Richards, MENA economist, Emirates NBD. For our Daily Survey...
Jan 30, 2024•29 min
From an oil markets perspective, has the massive Israeli assault on Gaza over last 3+ months now escalated to a regional conflict: YES or NO? Our energy markets and geopolitical analysts weighed in their views in today’s Daily Energy Markets Podcast. Hear from Omar Najia, Global Head, Derivatives, BB Energy; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Dr. Tom Walsh, Lecturer in International Relations and Politics, Nort...
Jan 29, 2024•30 min
Listen to James Reeve, Chief Economist of Jadwa Investment, in this Half-Time Talk Feature Interview, a mid-week analysis of the Daily Energy Markets Series.
Jan 24, 2024•26 min
Max Torres, Managing Partner, Plata Energy; Scott Livermore, Chief Economist, Oxford Economics Middle East; and David Elward, Senior Pricing Analyst, General-Index, shared their energy outlook in today’s Daily Energy Markets Podcast. The topics focused on oil and gas supply from LATAM, Middle East economies, and aviation fuel demand and price direction.
Jan 23, 2024•30 min
The Daily Energy Markets Podcast kicked off the week with comments from Omar Najia, Global Head of Derivatives, BBEnergy; Bora Bariman, Managing Partner, Hormuz Straits Partnership; and Andy Laven, Senior Partner, E-Cons. The dampening outlook on rate cuts coming in first half of 2024 will be bullish or bearish for oil prices: Bullish or Bearish? Share us your view by voting here: https://x.com/gulf_intel/status/1749318572218728695?s=20
Jan 22, 2024•31 min
Oil prices remain stable because the risk of unplanned escalation leading to a major confrontation disruption of oil and gas supplies from MIDEAST to Europe or Asia remains relatively low? AGREE /DISAGREE? Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Matthew Wright, Senior Freight Analyst, Kpler; and Osama Rizvi, Energy & Economic Analyst, Primary Vision Network weigh in their views in today’s Daily Energy Markets Pod...
Jan 18, 2024•31 min
What will be top of mind for OPEC+ at the start of this year as it decides on output levels? 1. China Demand 2. Non-OPEC production 3. Central bank policy? Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy; Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; and Jamie Ingram, Senior Editor, Middle East Economic Survey, shared their views in today’s Daily Energy Markets Podcast. Add your voice here: https://twitter.com/gulf_intel/status/1747515152285438363
Jan 17, 2024•32 min
Omar Najia, Global Head, Derivatives, BB Energy; Nur Azlin Ahmad, Editor, Crude Oil, Argus Media; and Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman, kicked off the week with their outlook on the direction travel for oil markets. You can also share your views on today’s question: Do you expect the disruption of shipping lanes around Red Sea to get better or worse with US/UK attacks on the Houtis? WORSE or BETTER? Click here to vote: ...
Jan 15, 2024•30 min
Jorge Montepeque, Founder and President of Global Markets and Sean Evers, Managing Partner, Gulf Intelligence wrapped up the day with a review of the outlook that emerged from each session of the Global Energy Outlook Forum 2024.
Jan 11, 2024•27 min
LATAM Oil Supply: Will 2024 be the year that sees the Latino Golden Goose finally Return to its Natural Cruising Altitude? Listen to the Insights of Aldo Flores-Quiroga, Former Deputy Secretary of Energy for Hydrocarbons, Mexico’s Ministry of Energy & Senior Advisor, FTI Consulting; Carlos Garibaldi, Executive Secretary, Association of Oil, Gas & Renewable Energy Companies of LATAM & the Caribbean; and Jose Chalhoub, LATAM Consultant, Azur Global Consulting & Venergy Global...
Jan 10, 2024•32 min
Will the Real America Please Stand Up: US Oil & LNG Output Hit Records in the Year of the IRA & COP28 – What’s Next for Green Washing’ton? Listen to the Insights of Rob Barnett, EMEA Lead of Energy & Commodity Research, Bloomberg; Bill Spindle, Senior Global Correspondent, Cipher News; Richard Redoglia, CEO, Matrix Global Holdings
Jan 10, 2024•30 min
It’s the Gasoline Price “Stupid”: Biden, Energy & Re-Election – What’s at Stake? Listen to the Insights of Rachel Ziemba, Founder, Ziemba Insights & Adjunct Fellow, Center for a New American Security; Dr. Raad Alkadiri, Managing Director – Energy, Climate & Resources, Eurasia Group; and Dr. Karen Young, Senior Research Scholar, Center on Global Energy Policy, Columbia University US
Jan 10, 2024•31 min
How do we overcome the main challenges facing the launch of voluntary carbon markets -- lack of standardization, integrity and transparency? Listen to the Insights of Michael Curran, Head of Carbon, VITOL
Jan 10, 2024•20 min
What Impact will the US Oil Majors’ Mega-Shale Mergers Seen in 2023 have on Capex Spending Reaching Greater Record Output Levels in 2024? Listen on the Insights of Clay Seigle, Director of Oil Service, Rapidan Energy Group; Brian Pieri, Founding Member, Energy Rogue; Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; and James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University
Jan 10, 2024•39 min
Outlook for US LNG in ‘24: is Europe Swapping one Dependency for another? Listen to the Insights of Martin Houston, Chairman & CEO, Tellurian
Jan 10, 2024•30 min
IS THAT A DOVISH PIVOT I SEE BEFORE ME: What’s at stake for energy markets in 2024 as Central Bankers and Markets misread the signals on the easing side of the Rates mountain as they did on the tightening side? Listen to the Insights of: Ole Hansen, Head - Commodity Strategy, Saxo Bank; Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; and Maleeha Bengali, Founder, MB Commodity Corner.
Jan 10, 2024•30 min
How long will the EU’s southern neighbors wait for Europe to make strategic energy infrastructure investment before they look elsewhere to develop their economies? Listen to the Insights of Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Gulmira Rzayeva, Founder & Managing Director, Eurasia Analytics; and Dr. Carole Nakhle, CEO, Crystol Energy
Jan 10, 2024•30 min
Oil Markets Fundamentals in 2024: Sanctions-Price Caps--Global South-Climate Change-Bitcoin-China Real Estate and many more upstarts are trying to muscle into the infamous virtual bucket that is known as the ”Oil Markets Fundamentals” – How are market fundamentals changing and what will meet the grade in 2024? Listen to the insights of Dr. Adi Imsirovic, Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Neil Atkinson, Former Head of Oil Markets Division, International En...
Jan 10, 2024•32 min
Oil Markets Remained Relatively Immune to 2023 Black Swans: What are your Top 3 Trends / Events -Black or Grey- that will determine the direction of oil markets in 2024? Listen to the insights of Christof Rühl, Senior Research Scholar, Center on Global Energy Policy, Columbia University; and Mike Muller, Head of Asia, Vitol
Jan 10, 2024•31 min
“Sell in May and Go Away”: Where does one Find certainty in the oil markets to Buy at all in 2024? Listen to the insights of Dr. Amrita Sen, Co-Founder & Head of Research, Energy Aspects
Jan 10, 2024•28 min
Higher for Longer or is it: What Impact will end of rate tightening cycle have on East-of-Suez Oil Storage Industry in 2024 and Beyond – Winners & Losers? The additional costs of storing oil during a period of sustained high interest rates are stark. Take a two-million barrel cargo with prices at, say, $80 a barrel. Based on an interest-rates at 5%, it would cost a trader an $8 million per year in financing to hold onto the consignment. Oil refiners, who buy crude and then sell fuels like ga...
Jan 10, 2024•30 min
INDUSTRY PANEL “Think Global, Act Local”: The Gulf Economies & their National Energy Industries are Focused on Reversing this old North Star – Outlook for 2024 and Beyond? Listen to the insights of Peter Zeilinger, SVP, Middle East and Africa, OMV; Kieran Gallagher, Managing Director, Vitol Bahrain E.C; Robin Mills, CEO, Qamar Energy; Simon Williams, Chief Economist – MENA, HSBC...
Jan 10, 2024•43 min
OPEC PANEL GONE IN 60 SECONDS: Why have OPEC+ Supply “Meetings” gone from lasting Minutes to Weeks -- What’s at Stake in 2024 for World’s Largest ‘Voluntary’ Oil Exporting Group? Listen to the insights of Amena Bakr, Deputy Bureau Chief, Energy Intelligence; Yousef Alshammari, CEO & Head of Energy Research, CMarkits &Senior Research Fellow, Imperial College London; and Paul Hickin, Editor in Chief, Petroleum Economist...
Jan 10, 2024•30 min
ENERGY SECURITY PANEL Everyone was convinced Israel’s War in Palestine was No Threat to Oil & Gas Flows until It Was: What possible Risks are we Not seeing in 2024 for MENA Energy Exports as Old Foes try maintain New Rapproachments? Listen to the insights of Danial Rahmat, Senior Energy Security Consultant, Iran; Laury Haytayan, MENA Director, National Resource Governance Institute; and Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, AGSIW...
Jan 10, 2024•32 min
What is the Outlook for Asian Energy Demand in 2024 as China Stuck in the Doldrums? Healthy domestic demand saved Asia in 2023 as services remained healthy despite weak external demand holding back manufacturing – how will this paradigm play out in 2024? Listen to the insights of Peter McGuire, CEO, XM Australia; Vibhuti Garg, Director – South Asia, IEEFA; and Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta...
Jan 10, 2024•31 min
