The Daily Energy Markets Podcast focused on the Middle East and Asia today, with views from Andrew Laven, Senior Partner, E-Cons; Jamie Ingram, Senior Editor, Middle East Economic Survey; and Osama Rizvi, Energy & Economic Analyst, Primary Vision Network. We asked the participants, “What stage is Israel's War on Gaza at after 7 months: End of the Beginning OR Beginning of the End?” Have your say here: https://x.com/gulf_intel/status/1787736646198186483
May 07, 2024•32 min
The Daily Energy Markets Podcast took the views of our regular commentators Omar Najia, Global Head, Derivatives, BB Energy; Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy; Bora Bariman, Managing Partner, Hormuz Straits Partnership, as oil markets edged higher today. Hamas says latest ceasefire talks have ended -- how much geo pol premium will we see return to oil price this week: 1. $5+; 2. $3 approx; OR 3. None? Have your say: https://x.com/gulf_intel/status/1787375510286192...
May 06, 2024•35 min
The Daily Energy Markets Podcast capped the week with outlook on Latin America from Dr. Aldo Flores-Quiroga, Former Deputy Secretary of Energy for Hydrocarbons, Mexico's Ministry of Energy & Senior Advisor, FTI Consulting; India’s energy demand outlook after national elections from Vibhuti Garg, Director - South Asia, IEEFA; and views on OPEC+ from Paul Horsnell, Head of Commodities Research, Standard Chartered Bank. Have your say in today’s survey: What is the main cause of $6 drop in oil p...
May 03, 2024•31 min
Pick up some insights in today’s Daily Energy Markets Podcast on Turkey’s current geopolitical roles in the Middle East and beyond from Mehmet Öğütçü, Group CEO, Global Resources Partnership and Chairman, London Energy Club; macroeconomic outlook and the US FED rate cuts from Maleeha Bengali, Founder, MB Commodity Corner; and views on elections in India and US, as well as energy outlook in Southeast Asia from Bill Spindle, Senior Global Correspondent, Cipher News. Is Brent more likely to hit $80...
May 02, 2024•31 min
Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Andrei Belyi, PhD, Professor, Founder & CEO, Balesene OÜ; and Paul Hickin, Editor-in-Chief, Petroleum Economist, shared their views in today’s Daily Energy Markets Podcast on topics focused on Europe gas and politics, as well as outlook on OPEC+ decision in June meeting. What will OPEC+ agree when they meet in one month from now: No Change to cuts in H2 OR Agree to Unwind c...
May 01, 2024•31 min
Oil fell 1.5% after the New York Times reported that Israel is open to a truce involving an initial release of hostages -- how much Geo-Pol risk premium still in oil price: $3 or less; $5 approx; $6 or more; or None - all drained? Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting; Nur Azlin Ahmad, Managing Editor - Asia, Argus Media; and Peter McGuire, Chief Executive Officer, XM Australia, weigh in their views on the direction of travel for oil prices in today’s Daily Energy Mark...
Apr 30, 2024•30 min
What will have biggest determination on the direction of oil prices in H2: Ukraine War; Mideast Geopols; OPEC Cuts Rollover; or No FED Cuts? The Daily Energy Markets Podcast kicked off the week in conversation with Omar Najia, Global Head, Derivatives, BB Energy; Brian Pieri, Founding Member, Energy Rogue; and Andrew Critchlow, Head of News, EMEA, S&P Global Commodity Insights. Share your views here: https://x.com/gulf_intel/status/1784840225790824553
Apr 29, 2024•33 min
The Daily Energy Markets Podcast is capping the week with more talks on geopolitics and outlook for oil-sanctioned countries, Iran and Venezuela, with speakers Max Torres, Managing Partner, Plata Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Danial Rahmat, Senior Energy Security Consultant, Iran. OPEC+ Can’t Afford to Put More Oil on the Market in H2 Under Current Demand Scenario: AGREE or DEGREE? What’s your take on this, vote here: https://x.com/gulf_intel/s...
Apr 26, 2024•32 min
The Geopolitical Risk premium has now been drained out of oil markets: AGREE or DISAGREE? Have your say here: https://x.com/gulf_intel/status/1783390570028708091 Your daily dose of energy insights had strong flavors today. Listen in as Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies; Narendra Taneja, India's Leading Energy Expert; and Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS, shared their views on matters relating to energ...
Apr 25, 2024•32 min
US Senate approves $61bn in military aid for Ukraine and Pentagon says it can start delivering weapons to Kiev "within days" -- is this bearish or bullish for oil prices? Have your say: https://x.com/gulf_intel/status/1783025797940293855 Listen to today’s podcast and take your daily dose of energy insights from Robin Mills, Chief Executive Officer, Qamar Energy; Alan Gelder, Downstream Global SME, VP Refining, Chemicals & Oil Markets, Commodities Research, Wood Mackenzie; and Arne Lohmann Ra...
Apr 24, 2024•32 min
US sanctions on Iran, even if enforced, would have no material impact on current oil market balances, mainly because: A. China takes most its oil; B. Plenty of non-OPEC supply; or C. OPEC+ spare capacity? Have your say: https://x.com/gulf_intel/status/1782664887979712683 Gain further insights from today’s Daily Energy Markets Podcast with Janiv Shah, Vice President, Oil Markets; Refinery and Crude Balances Lead, Rystad Energy; Rob Barnett, Senior Global Energy and Commodity Analyst, Bloomberg In...
Apr 23, 2024•31 min
What will have biggest bearing on direction of oil markets through remainder of Q2: Geopolitics; Higher for Longer Rates; OPEC Supply Cuts; OR China Economic Outlook? Have your say here: https://x.com/gulf_intel/status/1782300303875784945 We kicked off the Daily Energy Markets Podcast this week with an outlook 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 Victor Yang, ...
Apr 22, 2024•32 min
The energy markets --oil & gas-- will likely have to start pricing in an even larger risk premium now that Iran & Israel have stepped across Red line of attacking each other directly: AGREE/DISAGREE? The Daily Energy Markets Podcast ended the week trying to find out some answers to this question and we’re lucky to have Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai to shed some light, along with Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence who share...
Apr 19, 2024•34 min
Oil prices have fallen $3 since Iran targeted Israel - what is most likely to happen next: 1. Regional War OR Regional Ceasefire including Gaza? Have your say here: https://x.com/gulf_intel/status/1780854326589550800 Catch up on the latest discussion on issues impacting the energy markets in today’s DEM Podcast with Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; Vandana Hari, Founder & CEO, Vanda Insights; and Marc Ostwald, Chief Econo...
Apr 18, 2024•33 min
Fed's Powell says restrictive rates policy needs more time to work -- what does higher for longer mean for Oil Markets: 1. Bullish 2. Bearish 3. No Impact? Vote here: https://x.com/gulf_intel/status/1780490380745613679 Hear more from Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa; and Jamie Ingram, Senior Editor, Middle East Economic Survey, in today’s Daily Energy Markets Podcast. Key trends in commodities, shipp...
Apr 17, 2024•29 min
The geopolitical tensions between Israel and Iran continue to weigh in energy markets. The discussion, among others, continues in the Daily Energy Markets today with Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; and Ole Hansen, Head, Commodity Strategy, Saxo Bank. We asked the audience: What phase in the process are we in this current Israel-Iran face-...
Apr 16, 2024•32 min
The Daily Energy Markets Podcast kicks off this Monday morning after a week’s hiatus for the Eid-Ul-Fitr holidays here in the UAE, and we came back with all the noise of heightened geopolitical risks. After Iran's first-ever direct attack on Israel, the risk of a future oil supply disruption from the region has: 1. Increased; 2. Decreased; 3. Unchanged? Share your views here: https://x.com/gulf_intel/status/1779767582108647777 Hear more from Omar Najia, Global Head, Derivatives, BB Energy; Richa...
Apr 15, 2024•33 min
OPEC+ will only consider unwinding cuts if Brent moves above $100? AGREE or DISAGREE? Let us know your opinion by voting here: https://x.com/gulf_intel/status/1776868138665062836 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.
Apr 07, 2024•31 min
Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; Maleeha Bengali, Founder, MB Commodity Corner; and Danial Rahmat, Senior Energy Security Consultant, Iran, capped the discussion this week in the Daily Energy Markets Podcast, as oil prices remain elevated. We asked the panel and the viewers: FED will have to abandon rate cuts as long as Brent stays above $90 - AGREE or DISAGREE? Share your views here: https://twitter.com/gulf_intel/status/177...
Apr 05, 2024•32 min
The upward direction of travel for oil prices continues to hug the headlines in the energy markets. JP Morgan says Brent crude oil will reach $100 in Q3: AGREE or DISAGREE? Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and David Fyfe, Chief Economist, Argus Media, expressed their views in today’s Daily Energy Markets Podcast. Share yours here: https://x.com/gulf_intel/status/1775779603954491796?s=20
Apr 04, 2024•29 min
What is the main driver for oil prices to $90: Supply Cuts, GeoPols/ Wars, US/China Demand, OR Seasonality? Ilia Bouchouev, Ph.D., Managing Partner, Pentathlon Investments; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Matthew Wright, Senior Freight Analyst, Kpler, weighed in their views in today’s Daily Energy Markets Podcast. Share your views here: https://x.com/gulf_intel/status/1775415858283557124?s=20
Apr 03, 2024•30 min
Today’s Daily Energy Markets Podcast put the spotlight on OPEC+ and its likely decision to unwind cuts in the coming months, with Amena Bakr, Senior Research Analyst of Energy Intelligence at the helm. We also hear from Caracas-based Jose Chalhoub, LATAM Consultant, Venergy Global on his outlook for Venezuela’s oil production, and Osama Rizvi, Energy & Economic Analyst, Primary Vision Network for his views on Pakistan and the subcontinent’s energy demand. Will tight oil market conditions all...
Apr 02, 2024•31 min
The Daily Energy Markets Podcast kicked off this Monday morning with views from Omar Najia, Global Head, Derivatives, BB Energy on the direction of travel for oil prices for the second quarter. Marc Howson, Head of Asia, Welligence Analytics shared his outlook on LNG demand in China and greater Asian region, while Gulmira Rzayeva, Founder & Managing Director, Eurasia Analytics, expressed her insights on the role of Azerbaijan in the upcoming Cop29 and what to expect in the coming months, as ...
Apr 01, 2024•32 min
The Daily Energy Markets Podcast capped the week with more discussion on geopolitics and energy policy views from Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Niamh McBurney, Associate Director, Control Risks; and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies. Andrew Critchlow, Head of News, EMEA, S&P Global Commodity Insights moderated the discussion. Oil prices in Q2 will most likely: Sta...
Mar 28, 2024•31 min
The talk on risks impacting oil markets continues in today’s Daily Energy Markets Podcast. Listen in to James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University; Peter McGuire, Chief Executive Officer, XM Australia; and Jamal Qureshi, Managing Director, Analysis & Strategy, Petro-Logistics. Eva Isabella Levesque, Senior Editor, Arabian Gulf Business Insight, moderated the conversation. Which will have the biggest influence in oil markets in Q2: Geopol...
Mar 27, 2024•33 min
Geopolitical risks were widely discussed today in the Daily Energy Markets Podcast, with views from Jorge Montepeque, Managing Director - Benchmarks, Onyx Capital Group; Serena Huang, Head of APAC Analysis, Vortexa; and Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies. We asked the listeners: How will US decision not to veto a UN Security Council resolution demanding an immediate cease-fire in Gaza impact oil prices: 1.Bullish / 2. Bearish/ or 3. No Impact...
Mar 26, 2024•33 min
The direction of travel for oil prices was the center of discussion in today’s Daily Energy Markets Podcast, kicking off the week with views from Omar Najia, Global Head - Derivatives, BB Energy; Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; and Gaurav Sharma, UK-based Journalist and Energy Market Analyst. Paul Hickin, Editor-in-Chief, Petroleum Economist led the conversation as Guest Host. We asked the listeners: Will oil prices see a breakout from current ranges th...
Mar 25, 2024•32 min
The IEA raised its 2024 oil demand growth forecast last week for the fourth time since November. Will that upward revision trend continue? Yes, through Q2 / Yes, through Q2 & Q3 / No, they're done now! Share your thoughts by voting here: https://x.com/gulf_intel/status/1770704141502803970?s=20 . Tune in to today’s Daily Energy Markets Podcast featuring Mike McGlone, Senior Macro Strategist at Bloomberg Intelligence; Andrew Critchlow, Head of News, EMEA at S&P Global Commodity Insights; a...
Mar 21, 2024•31 min
Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy discussed his outlook for lower crude exports; Andrew Laven, Senior Partner, E-Cons noted that trend for oil prices are up; and Bill Spindle, Senior Global Correspondent, Cipher News, commented on energy transition in China in today’s Daily Energy Markets Podcast. We also asked the participants: Saudi Aramco CEO Amin Hassan Nasser said at CERAWeek that he saw higher oil demand above 104m b/d in 2025 and described the phaseout of f...
Mar 20, 2024•31 min
Brent crude oil will continue to rise to $90 before end of Q1/March. Vote here to Agree or Disagree: https://x.com/gulf_intel/status/1769982355723149423?s=20 Narendra Taneja, India's Leading Energy Expert; Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; and Yiyong He, Founder & CEO, LNG Easy, expressed their views on the current oil price trend and their outlook on India, China, and other parts of Asia in today’s Daily Energy Markets Podcast....
Mar 19, 2024•30 min
