Omar Najia, Global Head, Derivatives, BB Energy; Dr. Charles Ellinas; CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; and Jamie Ingram, Senior Editor, Middle East Economic Survey, kicked off the Daily Energy Markets Podcast today on the direction of travel for oil prices, gas developments in Egypt, and outlook on OPEC’s decision for Q2. They also discussed what impact will Putin's new 6-year term in office have on oil prices over the remainder o...
Mar 18, 2024•30 min
Brent crude oil prices will end Q1 in two weeks’ time at closer to: $90; $85; $80; OR $75? Get your outlook counted, vote here: https://x.com/gulf_intel/status/1768531866829635721?s=20 The Daily Energy Markets Podcast ended the week pondering if oil prices could go higher or lower in the coming two weeks considering the demand factors in Asia, the geopolitical developments this week and the economic decisions of major economies such as Europe. Listen in for more insights from Bora Bariman, Manag...
Mar 15, 2024•31 min
How much geopolitical risk premium is in the current oil price - $7+; $5 approx; $3 approx; $1 or none? Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; Vandana Hari, Founder & CEO, Vanda Insights; and Paul Hickin, Editor-in-Chief, Petroleum Economist weigh in their views in today’s Daily Energy Markets Podcast. Share your thoughts here: https://x.com/gulf_intel/status/1768168577377419352?s=20
Mar 14, 2024•32 min
Do you AGREE or DISAGREE: Oil prices to trend higher in Q2 on elevated seasonal demand & sustained OPEC+ supply cuts? Vote here: https://x.com/gulf_intel/status/1767806417094750390?s=20 Hear more from Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Robin Mills, Chief Executive Officer, Qamar Energy; and Salih Yilmaz, Senior Energy Equity Analyst, Bloomberg Intelligence, in today’s Daily Energy Markets Podcast.
Mar 13, 2024•31 min
The oil market will be tight by end of Q2 and so OPEC+ will release some capacity: Agree or Disagree? Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Daniel Richards, MENA economist, Emirates NBD; and Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey, weigh in their views in today’s Daily Energy Markets Podcast. Share your views here: https://x.com/gulf_intel/status/1767444115283665097?s=20
Mar 12, 2024•31 min
The Daily Energy Markets Podcast kicked off this Monday morning with discussions on the direction of travel for oil markets and supply outlook, with views from Omar Najia, Global Head, Derivatives, BB Energy; Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; and Max Torres, Managing Partner, Plata Energy. ARAMCO says suspension of its planned 1m b/d oil production capacity increase is likely to reduce its capex by $40bn between now and 2028 - do you expect other producers to ...
Mar 11, 2024•33 min
On International Women’s Day, we featured women energy analysts who took on energy markets trends -from shipping to oil fundamentals to geopolitics. Hear from Laury Haytayan, MENA Director, Natural Resource Governance Institute; Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and Nur Azlin Ahmad, Editor, Crude Oil, Argus Media, in today’s Daily Energy Markets Podcast.
Mar 08, 2024•31 min
The Daily Energy Markets Podcast further unpacked the Chinese economic growth targets in a discussion with Victor Yang, Senior Analyst, JLC Network Technology. We also heard from Richard Redoglia, CEO, Matrix Global Holdings on US oil demand and outlook, as well as views from Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management on oil markets dynamics. Survey Today: Powell Reiterated yesterday that Fed Needs More Confidence on Inflation to proceed with Cuts: How man...
Mar 07, 2024•31 min
China has target economic growth of 5% this year - will that be bullish or bearish for oil prices? Vote here: https://x.com/gulf_intel/status/1765269102090715346?s=20 The Daily Energy Markets Podcast today addressed China's Economic Growth and Oil Market Dynamics; OPEC's Challenges and Market Share Concerns; and US Economic Outlook and Oil Production. Listen more from Amena Bakr, Senior Research Analyst, Energy Intelligence; Brian Pieri, Founding Member, Energy Rogue; and Dr. Michal Meidan, Head...
Mar 06, 2024•29 min
Hear from our speakers Ole Hansen, Head, Commodity Strategy, Saxo Bank; Janiv Shah, Vice President, Oil Markets; Refinery and Crude Balances Lead, Rystad Energy; Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group. Catch their outlook on refined products, Europe and Japan economies, among other trends in today’s Daily Energy Markets Podcast. Survey Today: Around 7mn b/d of crude and refined products – about 12% of total seaborne trade – pass through the Red Sea. Will oil market...
Mar 05, 2024•31 min
The Daily Energy Markets Podcast kicked off this Monday morning with Omar Najia, Global Head, Derivatives, BB Energy; Maleeha Bengali, Founder, MB Commodity Corner; and Ian Nathan, Director, Global LNG Research, Energy Intelligence. The speakers provided a comprehensive analysis of various factors shaping energy markets, including OPEC's decisions, geopolitical tensions, economic indicators, and their implications for oil and LNG prices. Will the OPEC+ decision to extend cuts through to June be ...
Mar 04, 2024•31 min
The Daily Energy Markets Podcast capped the week with a discussion on economic outlook and currency dynamics, energy imports and policy decisions, and geopolitical dynamics and energy markets, with Peter McGuire, CEO, XM Australia; Jose Chalhoub, LATAM Consultant, Venergy Global; Osama Rizvi, Energy & Economic Analyst, Primary Vision Network. Survey Today: When will higher for longer rates kick in to consumer confidence in the US: Q2, Q3, Q4? Vote here: https://x.com/gulf_intel/status/176345...
Mar 01, 2024•30 min
The Daily Energy Markets Podcast talked to Clay Seigle, Director - Global Oil Service, Rapidan Energy Group; Gulmira Rzayeva, Founder & Managing Director, Eurasia Analytics; and Badar Chaudhry, Head of Energy Sector, Mashreq, on the direction of oil and gas prices in the coming month and onwards. We also listened to Badar Chaudhry on economic investments outlook for the Middle East. Brent crude averaged just above $80 a barrel in February – what will it average in March? Closer to $70; Close...
Feb 29, 2024•33 min
Are oil markets now factoring in Red Sea disruptions and costs for the entire year? YES/NO - there’s a belief that the Mideast crisis will be resolved by June. Share your views here: https://x.com/gulf_intel/status/1762732771032629393?s=20 Rachel Ziemba, Founder, Ziemba Insights & Adjunct Fellow, Center for a New American Security; Matthew Wright, Senior Freight Analyst, Kpler; Aabha Gandhi, Senior Pricing Analyst, General-Index, weighed in their views in today’s Daily Energy Markets Podcast...
Feb 28, 2024•31 min
Forecasts from IEWeek in London show wide range in US oil supply growth in 2024 - what do you think is more likely: 1. Closer to 500k bpd/ 2. Closer to 1m bpd? Vote here: https://x.com/gulf_intel/status/1762372187661471868?s=20 Hear from Bora Bariman, Managing Partner, Hormuz Straits Partnership; Narendra Taneja, India's Leading Energy Expert; and Rob Barnett, Senior Global Energy and Commodity Analyst, Bloomberg Intelligence, in today’s Daily Energy Markets Podcast.
Feb 27, 2024•34 min
The Daily Energy Markets Podcast kicked off the week seeking for oil markets direction from Omar Najia, Global Head, Derivatives, BB Energy; and Vandana Hari, Founder & CEO, Vanda Insights. They also discussed the outlook for Natural Gas. Share your views by voting in today’s survey: The only way is up from here for Natural gas prices: Agree or Disagree? Vote here: https://x.com/gulf_intel/status/1762007998958895385?s=20
Feb 26, 2024•33 min
The Daily Energy Markets Podcast capped the week with views on geopolitical risks in the oil markets, updates on Middle East NOCs, and gas developments in Algeria, among others. Listen to Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies; Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting; Jamie Ingram, Senior Editor, Middle East Economic Survey, in today’s conversation. Geopolitical risk premium IN OIL PRICE remains in low single digits: AGRE...
Feb 23, 2024•32 min
Listen to Jamal Qureshi, Managing Director, Analysis & Strategy, Petro-Logistics; Vibhuti Garg, Director - South Asia, IEEFA; Paul Hickin, Editor-in-Chief, Petroleum Economist, and what they have to say on the direction of travel for oil markets, in today’s Daily Energy Markets Podcast. Will the advancement of "AI" be Bullish or Bearish for oil prices? Vote here: https://x.com/gulf_intel/status/1760558558687486134?s=46&t=bPS3ZRY-6mxD_M0rYqR1qg
Feb 22, 2024•31 min
The Daily Energy Markets Podcast mid-week conversation delved into the China’s travel growth and economic recovery, energy crisis and natural gas prices, and EU Parliament elections, among other topics. Your daily dose of energy insights from Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; Andrei Belyi, PhD, Professor, Founder & CEO, Balesene OÜ; and Victor Yang, Senior Analyst,JLC Network Technology. Oil markets have priced in rates to stay higher for longer: AGREE/DISAGREE? V...
Feb 21, 2024•32 min
Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence, shared their insights on East Med gas prospects, Iran geopolitics, and US oil production outlook, among others. Your thoughts on today’s survey: Brent Crude Oil climbed 10% in 1st half of Q1 - - what will it do in 2nd-half of Q1? https://twitt...
Feb 20, 2024•32 min
The Daily Energy Markets Podcast kicked off the week with views from Omar Najia, Global Head, Derivatives, BB Energy; Dr. Sara Vakhshouri, Founder & President, SVB Energy International; and Amena Bakr, Senior Research Analyst, Energy Intelligence. The call discussed the direction of travel for oil markets, views on discrepancies in international agencies’ outlook, and Saudi Arabia’s recent decision to halt oil capacity expansion plans. Tourism revenues in China during the Lunar New Year holi...
Feb 19, 2024•30 min
The Daily Energy Markets Podcast capped the week with views from David Fyfe, Chief Economist, Argus Media; Andrew Laven, Senior Partner, E-Cons; and Danial Rahmat, Senior Energy Security Consultant, Iran, on their outlook for the global economy, oil majors’ investment, and sentiments from Iran. Will oil prices fall as we see some G7 countries dip into technical recessions: YES/ NO? Vote here: https://x.com/gulf_intel/status/1758383634996920694?s=20
Feb 16, 2024•29 min
Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; and Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency shared their insights on key trends in the Daily Energy Markets Podcast and discussed the outlook for China, FED rate cuts, and divergence on international energy agencies’ oil demand forecast, among others. Share your thoughts by participating in today’s survey: W...
Feb 15, 2024•33 min
IEA (1.2) & OPEC (2.2) are 1mbpd apart in 2024 oil demand growth forecast - who is most accurate? Vote here: https://x.com/gulf_intel/status/1757658606789378470?s=20 The Daily Energy Markets Podcast dug into the question of oil demand, Middle East geopolitical risks, and energy transition, among others. Take your notes today from Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; Kate Dourian, FEI, MEES Contributing Editor & Non-Reside...
Feb 14, 2024•32 min
Saudi energy minister asked on Monday "Why should we be the last country to hold emergency oil capacities when it is not recognized?" -- should global markets start preparing for a world with no swing producer? YES/NO What’s your view? Vote here: https://x.com/gulf_intel/status/1757299115812106420?s=46&t=bPS3ZRY-6mxD_M0rYqR1qg Peter McGuire, CEO, XM Australia; Walter Simpson, Managing Director, CCED; and Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta, weig...
Feb 13, 2024•30 min
The Daily Energy Markets Podcast kicked off this Monday morning with Omar Najia, Global Head, Derivatives, BB Energy; Brian Pieri, Founding Member, Energy Rogue; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters, sharing their views on the direction of travel for oil prices and outlook for US and China markets. Would pause/end of Israeli war on Gaza be Bullish or Bearish for oil prices? Vote here: https://x.com/gulf_intel/status/1756935082613325937?s=20
Feb 12, 2024•31 min
Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy; Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International, capped the week’s discussion on the direction of travel for oil markets in today’s Daily Energy Markets Podcast. Andrew Critchlow, Head of News - EMEA, S&P Global Commodity Insights moderated the conversation. How long do you see the conflict in the Red Sea continu...
Feb 09, 2024•30 min
Take your daily dose of energy insights from today’s conversation with Ahmed Mehdi, MD, Renaissance Energy Advisors and Visiting Fellow, OIES; Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; and Andrew Critchlow, Head of News, EMEA, S&P Global Commodity Insights, in the Daily Energy Markets Podcast. Is it time for EUROPE to start planning a post-Ukraine War Energy policy? Vote here: https://x.com/gulf_intel/status/1755487590365491290?s=20
Feb 08, 2024•32 min
The Oil markets have absorbed the shipping disruption in Red Sea: AGREE /DISAGREE? Share your view by voting here: https://twitter.com/gulf_intel/status/1755123632353718377 On other updates in commodities, LNG and upstream investments, hear from Ole Hansen, Head, Commodity Strategy, Saxo Bank; Yiyong He, Founder & CEO, LNG Easy; and James McCallum, CEO & Chairman, Xergy Group, Professor of Energy, Strathclyde University, in today’s Daily Energy Markets Podcast.
Feb 07, 2024•31 min
The number of Russian crude oil cargoes carried on Greek ships has collapsed since the US Treasury began to tighten sanctions - from 40 last May to just 8 in Jan - will Russian crude exports be reduced in H1 due to tighter sanctions enforcement: YES/NO? Vote here: https://x.com/gulf_intel/status/1754762893575196686?s=20 Catch up with Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Maleeha Bengali, Founder, MB Commodity Corner; and Sa...
Feb 06, 2024•31 min
