OPEC+ repeated oil supply cuts have had little impact on pushing prices higher this year because they have been too bitesized, short-term and lacked a BIG punch: Agree/Disagree? Vote here: twitter.com/gulf_intel/status/1676125870153428992 Today’s Daily Energy Markets Podcast discussed OPEC producers Saudi Arabia and Russia’s announcement of extending oil barrel cuts. Hear views from Bora Bariman, Managing Partner, Hormuz Straits Partnership; Clyde Russell, Asia Commodities & Energy Columnist...
Jul 04, 2023•31 min
Brent crude oil stuck around $75 due to: 1. Supply Excess 2. Weak Demand? Vote here: twitter.com/gulf_intel/status/1675444545540980738 Mike Muller, Head, Vitol Asia and Christof Rühl, Senior Research Scholar at Center on Global Energy Policy, Columbia University, kicked off the Daily Energy Markets Podcast with the MONTH in REVIEW// OUTLOOK AHEAD.
Jul 03, 2023•31 min
What will have Biggest Impact on Direction of Oil Prices in Q3 - More Rate Hikes; Saudi Oil Cuts; or China Eco Stimulus? Vote here: twitter.com/gulf_intel/status/1672136274717851650 Today’s Daily Energy Markets Podcast capped the month of June as we head into a break for the EID AL ADHA next week. Updates and outlook on all things energy from Maleeha Bengali, Founder of MB Commodity Corner; Ram Narayanan, Director/VP for Strategic Market and Business Development, Vedanta; and Amena Bakr, Deputy ...
Jun 23, 2023•32 min
With the world awash with crude and a dim outlook for the global economy, there’s no chance prices will exceed $80 in 2H 2023 – agree or disagree? Vote here: twitter.com/gulf_intel/status/1…IVzMpZp6vmW0nA&s=08 Listen further to the discussion on oil flows to China and India, changing geopolitics, East Med gas opportunities, and more with Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Nur Azlin Ahmad, Editor, Crude Oil, Argus Media; and Rafiq Latta,...
Jun 22, 2023•32 min
Brent Crude will remain hemmed in, in a tight trading range of $70-$80 during 2H 2023, by OPEC and China: AGREE or DISAGREE? Vote here: twitter.com/gulf_intel/status/1…nDhimjXRBtd2CQ&s=19 These and more on oil shipping, energy data, and outlook for H2 in today’s Daily Energy Markets Podcast, joined by Rustin Edwards, Head of Fuel Oil Procurement, Euronav NV; David Wech, Chief Economist, Vortexa; and Andrew Critchlow, Head of News – EMEA, S&P Global Commodity Insights....
Jun 21, 2023•32 min
China's too little too late post-Covid stimulus won't trigger sufficient oil demand recovery in H2 to absorb growing supply from Russia, US, Iran, and others - AGREE or DISAGREE? Vote here: twitter.com/gulf_intel/status/1…ZcZ7iQCWnRtwXc1CF3A Hear insights from Middle East analysts in today’s Daily Energy Markets Podcast with guest speakers Kieran Gallagher, Managing Director, Vitol Bahrain E.C; Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey; and Omar Al-Ubaydli, Director of Research,...
Jun 20, 2023•33 min
Brent crude oil has averaged below $80 in first half of 2023 - what will it average in H2: Above $80 or below $80? Vote here: twitter.com/gulf_intel/status/1…90338657165319?s=20 Get insights from today’s Daily Energy Markets Podcast, kicking off the week with Omar Najia, Global Head of Derivatives, BB Energy; Jorge Montepeque, Founder & President, Global Markets; and Adi Imsirovic, Director, Surrey Clean Energy....
Jun 19, 2023•33 min
Optimism in higher energy demand from China after 15% hike in refinery throughout in May is a sign second half of the year is going to be tight for oil markets. Agree or Disagree? Vote here: twitter.com/gulf_intel/status/1…99920041480194?s=20 We took some outlook on Latin America, Iran, and oil shipping trends in today’s the Daily Energy Markets Podcast with Max Torres, Managing Partner, Plata Energy; Danial Rahmat, Senior Energy Security Consultant based in Iran; and Matthew Wright, Senior Frei...
Jun 16, 2023•29 min
Oil prices will eventually follow Equities higher to 'irrational exuberance' land as FED ends tightening cycle? AGREE/DISAGREE Vote here: twitter.com/gulf_intel/status/1…73597493080065?s=20 Catch the latest views on topics relating to China, Europe, Iran, and Turkey, in today’s Daily Energy Markets Podcast with guest speakers: Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Dr. Iman Nasseri, Managing Director - Middle East, ...
Jun 14, 2023•33 min
Will a FED "Pause" trump weak China reopening to reverse oil price decline? YES/NO Vote here: twitter.com/gulf_intel/status/1…12105043992577?s=20 Your daily dose of energy insights today come from Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Anish Kapadia, Director and Head of Energy, Palissy Advisors; and Osama Rizvi, Energy & Economic Analyst, Primary Vision Network....
Jun 13, 2023•31 min
How would Iran-US nuclear agreement impact oil markets: Bullish/Bearish/NO impact? Vote here: twitter.com/gulf_intel/status/1…49098652786688?s=20 Listen to who is Bullish or Bearish in today’s Daily Energy Markets Podcast with Omar Najia, Global Head of Derivatives, BB Energy; Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters; and Jamie Ingram, Senior Editor, Middle East Economic Survey....
Jun 12, 2023•31 min
Stock Markets Soaring as Oil Markets Falling -- which one has correct outlook for the global economy: Oil Markets or Equity Markets? Vote here: twitter.com/gulf_intel/status/1…61954702082048?s=20 The Daily Energy Markets capped the week with views from Edward Bell, Head of Market Economics, Emirates NBD; Gulmira Rzayeva, Founder & Managing Director, Eurasia Analytics; and Marc Howson, Head of Asia, Welligence Analytics....
Jun 09, 2023•33 min
Do you still subscribe to the Year of Two Halves Narrative where Asian demand will drive up oil prices above $80? Vote here: twitter.com/gulf_intel/status/1…00539122397184?s=20 The discussion on the ramifications of OPEC+ meeting held on Sunday and the global macroeconomic outlook continues in today’s Daily Energy Markets podcast. Hear views from Peter McGuire, Chief Executive Officer, XM Australia; Dr. Raad Alkadiri, Managing Director - Energy, Climate & Resources Eurasia Group; and Narendr...
Jun 08, 2023•32 min
How will all of the announcements made by OPEC+ yesterday impact Brent oil over summer months? 1. Bulls higher $80+ avg; 2. Bears lower $70- avg; 3. No change $75ish. Vote here: twitter.com/gulf_intel/status/1…14215774720000?s=20 Omar Najia, Global Head of Derivatives, BB Energy; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Andrew Critchlow, Head of News, EMEA, S&P Global Commodity Insights, shared their views in tod...
Jun 07, 2023•32 min
Despite the additional 1mn b/d Saudi cut, Brent will sink towards $70 sooner than it hits $80. Agree/ Disagree? Vote here: twitter.com/gulf_intel/status/1…3ZRY-6mxD_M0rYqR1qg Listen to the comments and insights from Ole Hansen, Head of Commodity Strategy, Saxo Bank; Victor Yang, Senior Analyst, JLC Network Technology; and Paul Hickin, Editor-in-Chief, Petroleum Economist, in today’s Daily Energy Markets Podcast....
Jun 06, 2023•32 min
How will all of the announcements made by OPEC+ yesterday impact Brent oil over summer months? 1. Bulls higher $80+ avg; 2. Bears lower $70- avg; 3. No change $75ish. Vote here: twitter.com/gulf_intel/status/1…14215774720000?s=20 Omar Najia, Global Head of Derivatives, BB Energy; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Andrew Critchlow, Head of News, EMEA, S&P Global Commodity Insights, shared their views in tod...
Jun 05, 2023•33 min
The Daily Energy Markets Podcast kicked off the month of June with the MONTH in REVIEW and OUTLOOK AHEAD with leading market analysts and commentators Mike Muller, Head of Vitol Asia, and Christof Rühl, Senior Research Scholar at Center on Global Energy Policy, Columbia University. Listen to their insights on OPEC+ and energy market outlook in Asia.
Jun 04, 2023•32 min
Which should OPEC+ be guided by when they meet this weekend: Bullish - US Debt Deal OR Bearish - Weak China Data? Vote here: twitter.com/gulf_intel/status/1…28896153329668?s=20 The Daily Energy Markets Podcast capped the week with insights from Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; David Rundell, Former Chief of Mission, American Embassy in Riyadh & Author - Vision or Mirage, Saudi Arabia at the Crossroads; and Bill Spindle, Senior Global Correspond...
Jun 02, 2023•31 min
OPEC+ will Not Cut Output further at its June meeting. Agree or Disagree? Vote here: twitter.com/gulf_intel/status/1…64079034834944?s=20 These and more insights from Richard Redoglia, Chief Executive Officer, Matrix Global Holdings; Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; Matt Stanley, Partnerships Lead, Middle East, Kpler, in today’s Daily Energy Markets Podcast....
Jun 01, 2023•33 min
Global Oil Demand will Peak by Decade end, according to IEA's new forecast. AGREE/DISAGREE Vote here: twitter.com/gulf_intel/status/1…37838158651392?s=20 Hear more from Robin Mills, Chief Executive Officer, Qamar Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Henning Gloystein, Director - Energy, Climate & Resources, Eurasia Group, in today’s Daily Energy Markets Podcast.
Jun 01, 2023•32 min
A compromise deal on the US debt ceiling extension will be positive for energy demand and prices: AGREE or DISAGREE? Vote here: twitter.com/gulf_intel/status/1…02295488749570?s=20 Catch up on the headlines surrounding OPEC, shipping, and macroeconomic outlook in GCC and global markets, in today’s Daily Energy Markets Podcast with guest speakers Amena Bakr, Deputy Bureau Chief, Energy Intelligence; Rustin Edwards, Head of Fuel Oil Procurement, Euronav NV; and Daniel Richards, MENA economist, Emir...
May 31, 2023•32 min
A key gauge of Chinese stocks was on track to enter a bear market --20% DOWN IN 2023-- on a sluggish economic recovery, weakening yuan and tensions with the US: Do you still buy H2 China oil demand will rally? Vote here: twitter.com/gulf_intel/status/1…39780607131648?s=20 Listen to the discussion on demand outlook in China, Europe, and all things commodities; insights on OPEC+; and geopolitics, with commentators Adi Imsirovic, Director, Surrey Clean Energy; Laury Haytayan, MENA Director, Natural...
May 30, 2023•33 min
Will Debt Ceiling deal now be the catalyst to allow oil prices to break above $80? Vote here: twitter.com/gulf_intel/status/1…76105220128770?s=20 Hear views from Omar Najia, Global Head, of Derivatives, BB Energy; Bora Bariman, Managing Partner, Hormuz Straits Partnership; and Serena Huang, Head of APAC Analysis, Vortexa, in this week’s opening of the Daily Energy Markets Podcast....
May 29, 2023•31 min
Would Saudi Arabia be willing to proceed with further oil supply cuts if Russia continues not to comply? Vote here: twitter.com/gulf_intel/status/1…90212258480128?s=20 The Daily Energy Markets Podcast capped the week with this question hanging over the markets, with views from Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; Danial Rahmat, Senior Energy Security Consultant based in Tehran; and Dr. Aldo Flores-Quiroga, Former Dep...
May 26, 2023•33 min
OPEC’s obsession with speculators and speculation is a distraction from its real job of trying to balance oil supply and demand, and optimize oil prices: Agree or Disagree? Vote here: twitter.com/gulf_intel/status/1…27376457973760?s=20 These and more discussion on commodities, questions on Russia’s role in OPEC, storage updates in Fujairah, among others. Catch up with Tony Quinn, Operating Partner, Prostar Capital & CEO, Tankbank International; Ram Narayanan, Director/ VP - Strategic Market ...
May 25, 2023•32 min
What impact would it have on oil prices if OPEC+ formalized the so-called "voluntarily" production cuts of 1.66 million b/d cuts implemented this month by 9-member countries when the group next meets on June 4th: Push Prices Above $80; No change as already priced-in Market; OR Prices will fall without more cuts? Vote here: twitter.com/gulf_intel/status/1…63745086263297?s=20 Hear views from Sara Akbar, Chairperson & CEO, OiLSERV, Kuwait & Non-Executive Director, Petrofac; Salih Yilmaz, Se...
May 24, 2023•32 min
Commodity markets have priced in that the US debt ceiling and banking crisis is over: Agree OR Disagree? Vote here: twitter.com/gulf_intel/status/1…02441758457856?s=20 Listen to the discussion on demand outlook in China and all things commodities, and insights on OPEC+ with our speakers today: Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Maleeha Bengali, Founder, MB Commodity Corner; and Victor Yang, Senior Analyst, JLC Network Te...
May 23, 2023•31 min
Given demand concerns, is there any chance we could see $80 oil again this year – YES or NO? Vote here: twitter.com/gulf_intel/status/1…39427041472512?s=20 Get a sense on the direction of travel this Monday morning with Omar Najia, Global Head of Derivatives, BB Energy; Vandana Hari, Founder & CEO, Vanda Insights; and James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University, in today’s Daily Energy Markets Podcast.
May 22, 2023•33 min
What will Brent crude average be during 2H 2023: $65-75/barrel; $75-85/barrel; OR Above $85/barrel? Vote here: twitter.com/gulf_intel/status/1…52714412064769?s=20 These and more as we wrapped up the week with commentators from the Middle East and Asia Robin Mills, Chief Executive Officer, Qamar Energy; Yousef Alshammari, CEO & Head of Oil Research, CMarkits & Senior Research Fellow, Imperial College London; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters, in t...
May 19, 2023•31 min
What is more likely to pull oil prices back up to $80: Stronger China Demand in Q3; Another OPEC+ Cut Announcement in June; Clear Signal from US Fed that Interest Rates Have Plateaud? Vote here: twitter.com/gulf_intel/status/1…92639134744576?s=20 Hear more insights from Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Dr. Raad Alkadiri, Managing Director - Energy, Climate & Resources, Eurasia Group; and Peter McGuire, Chief Executive Officer, XM Aust...
May 18, 2023•33 min
