Global oil demand is set to expand this year to reach 102mn b/d, with recent Chinese mobility data showing its economy continuing to rebound - will OPEC+ raise or continue with oil supply cuts in H2 of 2023? Vote here: twitter.com/gulf_intel/status/1658731078666862592 Listen to the podcast discussion on supply outlook, all things OPEC and IEA projections with today’s speakers Narendra Taneja, India's Leading Energy Expert; Neil Atkinson, Former Head of Oil Markets Division, International Energy ...
May 17, 2023•34 min
What is the likelihood that the US will default on debt: 1. No way; 2. Unlikely; 3. Maybe; OR 4. Probably? Vote here: twitter.com/gulf_intel/status/1658366887909285895 Listen to the podcast discussion on energy dynamics surrounding US debt ceiling, Turkey elections, and Pakistan’s poly-crisis with Mike McGlone, Senior Marco Strategist, Bloomberg Intelligence; Rafiq Latta, Senior Correspondent, Energy Intelligence; and Osama Rizvi, Energy & Economic Analyst, Primary Vision Network in today’s ...
May 16, 2023•32 min
Rapid rise in interest rates (US/EU/UK) is trumping Oil demand recovery in China/Asia – AGREE or DISAGREE? Vote here: twitter.com/gulf_intel/status/1658004168244875264 These and more in today’s Daily Energy Markets Podcast with Omar Najia, Global Head of Derivatives, BB Energy; Jorge Montepeque, President & Founder, Global Markets; and Andrei Belyi, PhD, Professor, Founder & CEO, Balesene OÜ. Listen to the discussion on the direction of travel for oil prices, views on OPEC+ supply decisi...
May 15, 2023•30 min
Green hydrogen has the potential to replace hydrocarbons as the world's primary fuel source and solve the problem of global warming once and for all. Agree OR Disagree? Vote here: twitter.com/gulf_intel/status/1…15979094593536?s=20 This and more about commodities, freight, and geopolitics in today’s Daily Energy Markets Podcast with Peter McGuire, Chief Executive Officer, XM Australia; Matthew Wright, Senior Freight Analyst, Kpler; and Andrew Critchlow, Head of News, EMEA, S&P Global Commodi...
May 12, 2023•31 min
Climate technology - like carbon capture and clean hydrogen development - is the "silver bullet" that will allow oil companies to meet their energy transition commitments while continuing to produce hydrocarbons: Agree OR Disagree? https://twitter.com/gulf_intel/status/1656555372537081857?s=20 This topic and key insights on Europe, Iran, and Venezuela in today’s Daily Energy Markets Podcast with Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center -...
May 11, 2023•35 min
China’s Jan-Apr macro-economic data suggests the country’s rebound: Will accelerate in H2; Will stay flat; OR Will decelerate in H2? Vote here: twitter.com/gulf_intel/status/1…91917661593606?s=20 Let’s hear from Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; Vibhuti Garg, Director - South Asia, IEEFA; and Henning Gloystein, Director - Energy, Climate & Resources, Eurasia Group in today’s Daily Energy Markets Podcast. Vandana Hari, Founder & CE...
May 10, 2023•33 min
Which one would be THE biggest driver of volatility in crude over the next four weeks: US debt ceiling crisis; US banking sector stresses; OR OPEC+ June 4 policy meeting? Vote here: twitter.com/gulf_intel/status/1…30267746037762?s=20 Great line up of energy commentators today sharing views on geopolitics on US, Saudi, Iraq, and Turkey – and more on China demand outlook. Views from David Rundell, Former Chief of Mission, American Embassy in Riyadh & Author - Vision or Mirage, Saudi Arabia at ...
May 09, 2023•35 min
Is the oil market now reflecting lower for longer China GDP growth - YES or NO? Vote here: twitter.com/gulf_intel/status/1…67352769658881?s=20 The Daily Energy Markets Podcast kicked off this Monday morning with views from Omar Najia, Global Head of Derivatives, BB Energy; Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies....
May 08, 2023•32 min
What will it take to convince short sellers to stop pressuring oil prices: Another OPEC cut announcement at its JUNE meeting OR Upward revisions for 2H 2023 demand? The Daily Energy Markets Podcast MONTH in REVIEW and OUTLOOK AHEAD with Mike Muller, Board Director, Vitol and Viva Energy Australia and Christof Rühl, Senior Research Scholar, Center on Global Energy Policy, Columbia University, discussed market trends and outlook on Asian demand.
May 08, 2023•33 min
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 Gulmira Rzayeva, Founder & Managing Director, Eurasia Analytics; and Tehran-based Danial Rahmat, Senior ...
May 05, 2023•32 min
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 of Energy & Minerals, Oman; and Maleeha Bengali, Founder, MB Commodity Corner, in today’s Daily En...
May 04, 2023•32 min
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, Renaissance Energy; Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey in today’s Daily Energy Mar...
May 03, 2023•32 min
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 Daily Energy Markets Podcast....
May 03, 2023•31 min
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.
May 03, 2023•26 min
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; and Osama Rizvi, Energy & Economic Analyst, Primary Vision Network, in today’s Daily Energy Ma...
May 03, 2023•30 min
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.
May 03, 2023•32 min
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, Petroleum Economist, in today’s Daily Energy Markets Podcast...
May 03, 2023•33 min
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 & Senior Research Fellow, Imperial College London; Neil Atkinson, Former Head of Oil Markets Division, Inte...
May 03, 2023•30 min
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 Insights; and Omar Najia, Global Head - Derivatives, BB Energy....
May 03, 2023•32 min
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 Hari, Founder & CEO, Vanda Insights moderated the discussion.
May 03, 2023•34 min
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.
May 03, 2023•32 min
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.
May 03, 2023•30 min
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 & Resources, Eurasia Group; Adi Imsirovic, Director, Surrey Clean Energy. Frank Kane, Editor-at-Large, Arabia...
Apr 27, 2023•34 min
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 producers’ stance on production cuts, and continued flow of Russian oil despite price caps, and more from...
Apr 27, 2023•33 min
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's Daily Energy Markets Podcast.
Apr 12, 2023•32 min
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 Strategic International & Energy Studies; and Jose Chalhoub, a Political Risk & Oil Analys and a Con...
Apr 11, 2023•32 min
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 Mirage, Saudi Arabia at the Crossroads,in today’s Daily Energy Markets Podcast....
Apr 10, 2023•36 min
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 first sign of tension? Listen to today's Daily Energy Markets Podcast that features three panelists ...
Apr 07, 2023•32 min
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; and Laury Haytayan, MENA Director, Natural Resource Governance Institute, in today’s Daily Energy Market...
Apr 06, 2023•30 min
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 Richards, MENA economist, Emirates NBD.
Apr 05, 2023•32 min
