OPEC Will Definitely Need to Cut Output Further in 2024: Agree/Disagree? Let us know by voting here: https://x.com/gulf_intel/status/1722509379516142031?s=20 More views from today’s Daily Energy Markets Podcast with guests Rachel Ziemba, Founder, Ziemba Insights & Adjunct Fellow, Center for a New American Security; Jorge Montepeque, President & Founder, Global Markets; and Amena Bakr, Chief Opec Correspondent & Dubai Deputy Bureau Chief, Energy Intelligence.
Nov 09, 2023•31 min
A weak Eurozone and weak China will keep the USD strong regardless of softening FED rate cycle: AGREE /DISAGREE? Let us know by voting here: https://x.com/gulf_intel/status/1722145823029395504?s=20 Hear more insights from Richard Redoglia, CEO, Matrix Global Holdings; Peter McGuire, CEO, XM Australia; and Andrew Laven, Senior Partner, E-Cons, in today’s Daily Energy Markets Podcast.
Nov 08, 2023•30 min
China's imports unexpectedly grew in October while exports contracted at a quicker pace -- is the worst over for China's post-Covid economic recovery: Yes/No? Let us know by voting here: https://twitter.com/gulf_intel/status/1721783930234560700 Hear more insights on oil and gas demand outlook in Asia from Yuriy Humber, Founder and President, Japan NRG/ Yuriy Group and Serena Huang, Head of APAC Analysis, Vortexa. Views as well on oil supply considering the ongoing crisis in the Middle East from ...
Nov 07, 2023•30 min
Demand expectations will be revised upwards for 2024 now that the US Fed is likely to pause interest rate hikes next year: AGREE or DISAGREE? Let us know by voting here: https://x.com/gulf_intel/status/1721427327521878120?s=20 Listen for more market insights from Omar Najia, Global Head, Derivatives, BB Energy; Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; and Bora Bariman, Managing Partner, Hormuz Straits Partnership in today’s Daily Energy Markets Podcast.
Nov 06, 2023•32 min
The OIL market is taking Mideast conflict in its stride, as it looks to be neither a significant demand or supply disruption event- AGREE or DISAGREE? Let us know by voting here: https://x.com/gulf_intel/status/1721052840561610924?s=46&t=bPS3ZRY-6mxD_M0rYqR1qg Pick up key energy market insights in today’s MONTH In REVIEW/ OUTLOOK AHEAD Sunday special with Mike Muller, Head of Vitol Asia and Christof Rühl, Senior Research Scholar at the Center on Global Energy Policy in Columbia University....
Nov 05, 2023•30 min
Featured Speaker: Manal Hassan, Group Chief Sustainability Officer of Elsewedy Electric and Vice Chairman, Elsewedy Electric Foundation The awareness of the climate emergency is rising among all sectors of society. In the corporate world, the pressure on organizations to execute more ambitious commitments to mitigate their carbon footprint and environmental impact is mounting. Both internal and external stakeholders, such as investors, clients, employees, and commercial partners are increasingly...
Nov 02, 2023•36 min•Ep. 8
OPEC+ will definitely extend cuts into 2024 as interest rates finally impact oil demand: AGREE or DISAGREE? Let us know by voting here: https://x.com/gulf_intel/status/1719975188387787233?s=20 Hear more on the direction of travel for oil and gas/LNG from Yiyong He, Founder & CEO, LNG Easy; Matthew Wright, Senior Freight Analyst, Kpler; and Salih Yilmaz, Senior Energy Equity Analyst, Bloomberg Intelligence, in today’s Daily Energy Markets Podcast.
Nov 02, 2023•30 min
What will be the biggest influence on oil prices in November: Israel-Hamas conflict; Global economic cues; OR Probably a new wild card? Let us know by voting here: x.com/gulf_intel/status/1719626608112509056?s=20 Today, we heard some outlook in the oil markets, the likely state of play for oil and gas industry at COP28, and health of the Indian economy. The Daily Energy Markets Podcast welcomed views from Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; Kate Dourian, FEI, MEES Contr...
Nov 01, 2023•35 min
Will the World Bank's Worst-Case scenario transpire with oil hitting $150: YES or NO? Let us know by voting here: x.com/gulf_intel/status/1719…bPS3ZRY-6mxD_M0rYqR1qg Listen to what our speakers have to say in today’s Daily Energy Markets Podcast: Mehmet Öğütçü, Group CEO, Global Resources Partnership, Chairman, London Energy Club; Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; Bill Spindle, Senior Global Correspondent, Cipher News....
Oct 31, 2023•30 min
Brent stuck at $90 + or - until it is clear whether war in Palestine will spread to region or not: Agree or Disagree? Let us know by voting here: https://twitter.com/gulf_intel/status/1718883898753531935?s=20 The Daily Energy Markets Podcast heard important perspectives on the geopolitical situation in the Middle East. Hear from Omar Najia, Global Head, Derivatives, BB Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Narendra Taneja, India's Leading Energy Expert...
Oct 30, 2023•31 min
What will have a greater influence on direction of travel for oil prices over coming weeks/months: 1. War spreads in Mideast; 2. US eco outlook; 3. China eco outlook; OR 4. OPEC cuts outlook? Let us know by voting here: https://twitter.com/gulf_intel/status/1717796746942701984?s=20 The Daily Energy Markets capped the week with views from Dr. Aldo Flores-Quiroga, Former Deputy Secretary of Energy for Hydrocarbons, Mexico's Ministry of Energy & Senior Advisor, FTI Consulting; Dr. Carole Nakhle...
Oct 27, 2023•32 min
Mideast conflict has in fact placed a negative risk premium on oil prices as it is proving a distraction to positive market fundamentals: AGREE or DISAGREE? Let us know by voting here: https://twitter.com/gulf_intel/status/1717434520650039512?s=20 Hear from from Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Maleeha Bengali, Founder, MB Commodity Corner; and Peter McGuire, CEO, XM Australia in today’s Daily Energy Markets Podcast.
Oct 26, 2023•33 min
The global spare oil capacity of 5mbpd has trumped geopolitical premium risks and pushed prices back into the $80s: AGREE or DISAGREE? Let us know by voting here: https://x.com/gulf_intel/status/1717072984156803222?s=20 More views from today’s Daily Energy Markets Podcast with Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University; and Jamie Ingram, Senior Editor, Middle East Economic...
Oct 25, 2023•34 min
BITCOIN hits $35,000 for first time in 18 months -- is this a signal of: Risk on Markets or Flight to Safety? Let us know by voting here: https://x.com/gulf_intel/status/1716708203390488717?s=20 These and more views from Ahmed Mehdi, MD, Renaissance Energy Advisors and Visiting Fellow, Oxford Institute for Energy Studies; Vandana Hari, Founder & CEO, Vanda Insights; and Ole Hansen, Head, Commodity Strategy; Saxo Bank in today’s Daily Energy Markets Podcast.
Oct 24, 2023•30 min
China's Middle East envoy Zhai Jun will arrive in region this week to push for peace talks / cease-fire -- How much influence does China have on resolving crisis: 1. Not Much; 2. Curtail War Spread; OR 3. Significant? Let us know by voting here: https://x.com/gulf_intel/status/1716346650564649272?s=20 Insights on the direction of travel for oil prices, Chinese oil imports, and outlook on Venezuela’s oil supply in today’s Daily Energy Markets podcast with Omar Najia, Global Head, Derivatives, BB ...
Oct 23, 2023•31 min
Saudi will not only have to rollover cuts into Q1 but OPEC+ will need to cut further to accommodate new supply from the Americas and as economies weaken in Asia, EU & US: AGREE or DISAGREE? Let us know by voting here: https://x.com/gulf_intel/status/1715260671275720806?s=20 The Daily Energy Markets Podcast ended this week’s conversation with views from Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Ali Al Riyami, Consultant & Former Director General of M...
Oct 20, 2023•31 min
Saudi Arabia unilateral output cuts will extend through to Q1 2024, especially as more non-OPEC supply expected: Agree or Disagree? Let us know by voting here: https://x.com/gulf_intel/status/1714898675112014019?s=20 In today’s Daily Energy Markes podcast, Victor Yang, Senior Analyst, JLC Network Technology; Osama Rizvi, Energy & Economic Analyst, Primary Vision Network; and Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa, shared their outlook on China’s oil demand, outloo...
Oct 19, 2023•31 min
What is having the greatest underpinning for $85-$90 oil market: China Demand; Saudi Unilateral Cuts; Geo-Politics; or None of the Above? Let us know by voting here: https://x.com/gulf_intel/status/1714535262238163150?s=20 The Daily Energy Markets Podcast’s panel of speakers discussed outlook on oil and gas prices as well as economic outlook in Asia, GCC and Europe. Listen to the conversation with Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center...
Oct 18, 2023•30 min
Will escalation in regional geo-pol tensions drive Brent up to $100 in coming weeks/ months: YES or NO? Let us know by voting here: https://twitter.com/gulf_intel/status/1714179464471413216 We heard the outlook from the Arab Gulf and Asia from Sara Akbar, Chairperson & CEO, OiLSERV, Kuwait & Non-Executive Director, Petrofac; Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; and Nur Azlin Ahmad, Editor, Crude Oil, Argus Media, in today...
Oct 17, 2023•31 min
Do you expect Saudi Arabia to extend its voluntary 1mbpd supply cuts through Q1 2024: YES or NO? Let us know by voting here: https://twitter.com/gulf_intel/status/1712361925491732497?s=20 Today’s Daily Energy Markets Podcast discussed oil supply outlook as well as prospects in Argentina with Amena Bakr, Chief OPEC Correspondent & Dubai Deputy Bureau Chief, Energy Intelligence; Andrew Critchlow, Head of News, EMEA, S&P Global Commodity Insights; and Max Torres, Managing Partner, Plata Ene...
Oct 12, 2023•33 min
Oil surged as much as 5% after the broadest and bloodiest escalation in fighting between Israel and Palestinian militants contesting 50-year occupation -- will this be a temporary blip in oil markets like we saw after Russia's invasion of Ukraine: 1. Temporary 1 week; 2. Sustain only through October; or 3. GEO POL Risk to Remain? Let us know by voting here: https://twitter.com/gulf_intel/status/1711275238460145805?s=20 The Daily Energy Markets Podcast kicked off the week with views from Jorge Mo...
Oct 09, 2023•31 min
What will have biggest impact on direction of travel for oil markets in Q4: 1. FED rates higher for longer; 2. OPEC+ cuts for longer; 3. China GDP outlook; and 4. GeoPols Black Swan? Let us know by voting here: https://twitter.com/gulf_intel/status/1710189225004454227?s=20 The Daily Energy Markets Podcast capped the week with insights from Dr. Raad Alkadiri, Managing Director - Energy, Climate & Resources Eurasia Group; Laury Haytayan, MENA Director, Natural Resource Governance Institute; an...
Oct 06, 2023•30 min
Which Energy agency made the right forecast for oil supply deficit in Q4: 1. OPEC - 3mbpd; 2. IEA - 1.5mbpd; 3. DOE - 300K bpd? Let us know by voting here: https://twitter.com/gulf_intel/status/1709826704351297791 Listen to views and outlook from Dr. Yousef Alshammari, CEO and Head of Energy Research, CMarkits & Senior Research Fellow, Imperial College London; and Bora Bariman, Managing Partner, Hormuz Straits Partnership in today’s Daily Energy Markets Podcast.
Oct 05, 2023•31 min
Will US domestic politics wobble and bearish Treasury rates silence the $100 oil bulls: YES or NO? Let us know by voting here: https://twitter.com/gulf_intel/status/1709462390171967882?s=20 Here’s your daily dose of useful insights in today’s Daily Energy Markets from Peter McGuire, CEO, XM Australia; Richard Redoglia, CEO, Matrix Global Holdings; and Ami Daniel, Co-Founder & CEO, Windward.
Oct 04, 2023•31 min
We can expect more supply tightening from Saudi Arabia if crude retreats into the $80s – Yes or No? Let us know by voting: https://twitter.com/gulf_intel/status/1709101183892156553 The debate between energy transition and energy security continues to hug the spotlight as ADIPEC goes underway. Vandana Hari, Founder & CEO of Vanda Insights led the discussion in today’s Daily Energy Markets Podcast with seasoned speakers Narendra Taneja, India's Leading Energy Expert; Paul Hickin, Editor-in-Chi...
Oct 03, 2023•34 min
The November Contract expires on Friday, and we are now trading December - is it too late for winter Demand delivery to propel Brent to $100 – YES or NO? Let us know by voting here: https://twitter.com/gulf_intel/status/1708733861947994159 The Daily Energy Markets Podcast kicked off the fourth quarter with outlook from Omar Najia, Global Head, Derivatives, BB Energy; Adi Imsirovic, Director, Surrey Clean Energy; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters.
Oct 02, 2023•31 min
Is surge to $100 oil demand-led or supply-constrained? Demand or Supply? Let us know by voting here: https://twitter.com/gulf_intel/status/1707288013561037278 The Daily Energy Markets Podcast capped the conversation this week with three panels from Europe, China, and US. Hear views from Ole Hansen, Head, Commodity Strategy, Saxo Bank; Victor Yang, Senior Analyst, JLC Network Technology; and Bill Spindle, Senior Global Correspondent, Cipher.
Sep 28, 2023•31 min
Will Atlantic Basin achieve Soft eco landing or Hard? SOFT/HARD Let us know by voting here: https://twitter.com/gulf_intel/status/1706923246841417973 Tune in for the direction of travel in the oil markets in today’s Daily Energy Markets Podcast, with views from Anish Kapadia, Director and Head of Energy, Palissy Advisors; Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy; and David Fyfe, Chief Economist, Argus Media.
Sep 27, 2023•31 min
Featured Speaker: Diana Sibanda, Group Head of Sustainability, Coca-Cola Beverages Africa The awareness of the climate emergency is rising among all sectors of society. In the corporate world, the pressure on organizations to execute more ambitious commitments to mitigate their carbon footprint and environmental impact is mounting. Both internal and external stakeholders, such as investors, clients, employees, and commercial partners are increasingly scrutinizing the actions and outcomes from or...
Sep 26, 2023•24 min•Ep. 7
US crude oil production is set to match pre-Covid 2019 high of 13 million barrels per day this month, according to estimates by Rystad Energy -- will this rising US production keep Brent from ascending to $100 in Q4 – YES or NO? Let us know by voting here: https://twitter.com/gulf_intel/status/1706559960690094089?s=20 Take your daily dose of energy insights today from Neil Atkinson, Former Head of Oil Markets Division International Energy Agency; Salih Yilmaz, Senior Energy Equity Analyst, Bloom...
Sep 26, 2023•32 min
