Will Brent touch $90 OR $80 first? Vote here: https://x.com/gulf_intel/status/1801507679304606095 The Daily Energy Markets Podcast capped the week with fresh insights on trending topics – from new sanctions and oil vessels carrying Russian crude to tanker rates, and LNG outlook in Asia and beyond. Hear more from Marc Howson, Head of Asia, Welligence Analytics; Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; and Matthew Wright, Senior Freigh...
Jun 14, 2024•31 min
How will the Will They Won't They FED cut rates impact markets in H2: Bullish OR Bearish? Vote here: https://x.com/gulf_intel/status/1801146160071025012 Listen in for more views on OPEC+ decision from Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic, International & Energy Studies; and Frank Kane, Editor-at-Large, Arabian Gulf Business Insights, in today’s Daily Energy Markets Podcast.
Jun 13, 2024•34 min
The Daily Energy Markets Podcast dissected the headlines surrounding energy transition in Europe and the US, with James McCallum, CEO & Chairman, Xergy Group, and Professor of Energy, Strathclyde University; and Bill Spindle, Senior Global Correspondent, Cipher News. Bora Bariman, Managing Partner, Hormuz Straits Partnership voiced his views on demand forecasts and oil prices.
Jun 12, 2024•33 min
SURVEY: Oil prices will hit $90 in Q3 and hold for the year despite the expectation of added oil in Q4? AGREE/DISAGREE. Let us know your thoughts: https://x.com/gulf_intel/status/1800424417199346038 Listen to today’s speakers on the Daily Energy Markets Podcast with experts Narendra Taneja, India’s leading energy expert; Rob Barnett, senior global energy and commodity analyst at Bloomberg Intelligence; and Victor Yang, senior analyst at JLC Network Technology.
Jun 11, 2024•31 min
The Daily Energy Markets Podcast kicked off the trading week with insights from Omar Najia, Global Head of Derivatives at BB Energy; Marc Ostwald, Chief Economist & Global Strategist at ADM Investor Services International; and Richard Redoglia, Chief Executive Officer of Matrix Global Holdings. Will European election results with swing to far right be bullish or bearish for oil prices in H2? Let us know your thoughts: https://x.com/gulf_intel/status/1800059623879438553
Jun 10, 2024•34 min
Listen in to views from analysts across the globe with Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group sharing his outlook for Japan energy markets; Max Torres, Managing Partner, Plata Energy on the Americas; and Paul Hickin, Editor-in-Chief, Petroleum Economist, with his recent observations on latest OPEC major announcements. We wrapped up the week for the Daily Energy Markets Podcast posing this question: Brent crude oil price will likely average about $83 for H1 -- what ...
Jun 07, 2024•36 min
In today’s Daily Energy Markets Podcast, we posed the question: The start of rate cuts has put a floor under oil price: AGREE or DISGAREE? Vote here: https://x.com/gulf_intel/status/1798610891979780256 Listen in for views and outlook on Europe and upcoming elections from Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; OPEC decision on its June 2nd meeting from Andrew Critchlow, Head of News, EMEA, S&P Global Commodity In...
Jun 06, 2024•32 min
More insights and views from notable OPEC observers in today’s Daily Energy Markets Podcast with Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Jamie Ingram, Senior Editor, Middle East Economic Survey; and Peter McGuire, Chief Executive Officer, XM Australia. The session also tackled this question: The start of rate cuts cycle beginning with ECB will reverse oil price decline - Agree OR Disagree? Vote here: https://x.com/gulf_intel/...
Jun 05, 2024•29 min
Why has the oil market responded bearishly to OPEC meeting thus far: OPEC+8 Plan to Raise Output; Global Demand Weakening; OPEC+ too much idle supply; OR None of the Above? Vote here: https://x.com/gulf_intel/status/1797890052636442841 Listen in to today’s speakers at the Daily Energy Markets Podcast, with Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Pamela Munger, Senior Market Analyst, Vortexa; Clyde Russell, Asia Commodities & Energy Columnist, Thomson ...
Jun 04, 2024•30 min
The Daily Energy Markets Podcast kicked off the trading week with views from Omar Najia, Global Head, Derivatives, BB Energy; Vandana Hari, Founder & CEO, Vanda Insights; and Paul Horsnell, Head of Commodities Research, Standard Chartered Bank, following the decision of OPEC+ meeting announced on Sunday. What was the biggest piece of news for oil market to take away from the OPEC+ meetings yesterday: Roll over 2.2 mbpd voluntary cuts for Q3; Extension all OPEC+ cuts until end of 2025; OPEC+ ...
Jun 03, 2024•32 min
The Daily Energy Markets Podcast kicked off the month of June with our tandem powerhouse cast Mike Muller, Head, Vitol Asia, with Christof Rühl, Senior Research Scholar, Center on Global Energy Policy, Columbia University. This session is part of the Energy Markets Series’ curtain raiser discussion to the OPEC+ meeting in Riyadh with some ministers and online, today at 1pm Vienna time. We posed this question: OPEC+ needs to at least maintain all current output cuts through H2 to sustain $83 avg ...
Jun 02, 2024•33 min
The Daily Energy Markets Podcast capped the week with outlook on OPEC+ announcement on Sunday. Listen in to hear more views from Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai. Brent crude oil prices will drop below $80 if OPEC+ agree to rollover cuts for only Q3: Agree OR ...
May 31, 2024•32 min
Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; Janiv Shah, Vice President, Oil Markets; Refinery and Crude Balances Lead, Rystad Energy; and Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta, shed light on the economics and demand of oil as the markets anticipate the next move by the OPEC group. Hear more from the Daily Energy Markets Podcast and have your say: What's OPEC+ likely to do if prices don't hit the desired $90+ during Q3: Deepen voluntary...
May 30, 2024•30 min
Today’s Daily Energy Markets Podcast continues to explore the possible outcomes of OPEC meeting this weekend. Hear views from Ilia Bouchouev, Ph.D., Managing Partner, Pentathlon Investments; Michal Meidan, Head of China Research Programme, The Oxford Institute for Energy Studies; and Daniel Richards, MENA economist, Emirates NBD. Will OPEC now look to unravel cuts after IMF upgrades China's 2024, 2025 GDP growth forecasts after 'strong' Q1: YES or NO? Vote here: https://x.com/gulf_intel/status/1...
May 29, 2024•31 min
In keeping with the tradition that OPEC+ likes to surprise the market -- what could be top of list of possibilities: Make Deeper Cuts; Unwind Current Cuts in Q3; Announce end of Cuts for Q4; OR None of the Above? Have your say here: https://x.com/gulf_intel/status/1795348317116981729 Hear more from Maleeha Bengali, Founder, MB Commodity Corner; Victor Yang, Senior Analyst, JLC International; and Laury Haytayan, MENA Director, Natural Resource Governance Institute in today’s Daily Energy Markets ...
May 28, 2024•30 min
The Daily Energy Markets Podcast kicked off this week with a focus on upcoming OPEC+ decision and explored diverse views from commentators across geographical markets. Hear more from Omar Najia, Global Head, Derivatives, BB Energy; Brian Pieri, Founding Member, Energy Rogue, Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting. Will oil supply/demand market tightness in H2 allow OPEC+ to start unravelling cuts: YES or NO? Have your say: https://x.com/gulf_intel/status/179498682630375...
May 27, 2024•32 min
What will OPEC do when it meets next week: Roll Over same cuts for Q3; Roll over same Cuts for H2; OR Start to unravel cuts? Have your say: https://x.com/gulf_intel/status/1793896700702281752 The Daily Energy Markets Podcast capped the week with key discussions on outlook for OPEC+ decision, Iran’s future, and the ongoing geopolitical events in Europe. Hear them all from our guest speakers Robin Mills, Chief Executive Officer, Qamar Energy; Danial Rahmat, Senior Energy Security Consultant, Iran;...
May 24, 2024•33 min
Even if 2H oil demand beats expectations, higher for longer rates will keep prices below $90 this year: Agree OR Disagree? Vote here: https://x.com/gulf_intel/status/1793536669834256673 Hear more insights in today’s Daily Energy Markets Podcast with guest speakers Jamal Qureshi, Managing Director, Analysis & Strategy, Petro-Logistics; Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies; and David Elward, Pricing Director Energy Transition, General-Index....
May 23, 2024•30 min
Quite an insightful discussion about the world of energy trading with Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Vandana Hari, Founder & CEO, Vanda Insights; and Gaurav Sharma, Journalist and Energy Analyst, in today’s Daily Energy Markets Podcast. How could the US-led backlash against the ICC arrest bid for Israel's Prime Minister impact oil markets: BULLISH/BEARISH/NO IMPACT? Vote here: https://x.com/gulf_intel/status/1793174900414504967
May 22, 2024•31 min
Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; and Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey, weighed their views on aspects of risk management, likely OPEC+ decision for the second half of the year, and current trends in US energy policy amid election year. OPEC+ will have to keep cuts in place in H2 with the US Fed Now Signaling Only One ...
May 21, 2024•34 min
The Daily Energy Markets Podcast opened the week with an extremely bullish outlook for oil markets from our resident Monday commentator, Omar Najia, Global Head, Derivatives, BB Energy. Gulmira Rzayeva, Founder & Managing Director, Eurasia Analytics and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies, also shared their insights on the recent events that happened in Iran. The oil market has become increasingly numb to geopolitical develop...
May 20, 2024•32 min
Why isn't oil joining all other markets and hitting records: Too much supply; Uncertain demand; OR $80+ is fair price? Have your say: https://x.com/gulf_intel/status/1791361738157257076 The Daily Energy Markets Podcast capped the week with outlook from leading energy markets and geopolitical experts weighing in their views on the direction of travel for oil prices in the months ahead. Hear more from Narendra Taneja, India's Leading Energy Expert; David Fyfe, Chief Economist, Argus Media; and Pet...
May 17, 2024•30 min
Key discussions in today’s Daily Energy Markets Podcast focused on US economy outlook, China oil demand, and OPEC+ decisions this coming June meeting. Hear more form Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; Victor Yang, Senior Analyst, JLC Network Technology; and Andrew Critchlow, Head of News, EMEA, S&P Global Commodity Insights. What is most likely to enable oil prices to break above the rangebound $80-85 bracket: 1. Central Bank rate cuts; 2. Stronger than Expected D...
May 16, 2024•31 min
What impact will growing trade-tariff war between China & US have on oil prices over medium term 6-12 months: Bullish, Bearish, OR Little Impact? Have your say: https://x.com/gulf_intel/status/1790637728280842565 Walter Simpson, Managing Director, CCED; Aabha Gandhi, Pricing Director - Oil Products, General-Index; and Richard Redoglia, Chief Executive Officer, Matrix Global Holdings, shared their views in today’s Daily Energy Markets Podcast.
May 15, 2024•32 min
In today’s Daily Energy Markets Podcast, we heard the views of Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman outlook for OPEC+ cuts. Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence also shared her insights on oil and gas flows amid Western sanctions; and Russell Robertson, Chief Commercial Officer, Dubai Mercantile Exchange expressed his views on market trends. Brent has returned to low $80s -- is that a floor ...
May 14, 2024•30 min
Omar Najia, Global Head, Derivatives, BB Energy; Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters shared their insights in today’s Daily Energy Markets Podcast on what will determine China's appetite for oil imports in H2: International Oil Prices OR China’s Economic Growth? What’s your view? https://x.com/gulf_intel/status/1789912633497317710
May 13, 2024•32 min
Mike Muller, Head of Vitol Asia, and Christof Rühl, Senior Research Scholar at the Center on Global Energy Policy, Columbia University, discussed oil market outlook during the Daily Energy Markets’ Month in Review and Outlook Ahead Podcast.
May 13, 2024•31 min
The Daily Energy Markets Podcast capped the week with views from Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University; and Amena Bakr, Senior Research Analyst, Energy Intelligence. We asked the viewers: Brent started the year at $75 so it’s fair to assume Oil markets have already seen the low for 2024: Agree OR Disagree? Vote here: https://x.com/gulf_intel/status/1788823715096019029
May 10, 2024•32 min
Oil prices will hold in a $75-$90/bl range for the remainder of 2024, given the now negligible risk premium and OPEC+ keeping volumes steady: Agree OR Disagree? Vote here: https://x.com/gulf_intel/status/1788462049225290140 Matthew Wright, Senior Freight Analyst, Kpler; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Scott Livermore, Chief Economist, Oxford Economics Middle East, shared their outlook in today’s Daily Energy...
May 09, 2024•31 min
Geopolitical tensions in the Middle East and OPEC+ likely decision in the coming months remain in focus in today’s discussion with energy markets analysts Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Niamh McBurney, Associate Director, Control Risks; and Salih Yilmaz, Senior Energy Equity Analyst, Bloomberg Intelligence. The U.S. believes negotiations on a Gaza ceasefire should be able to close the gaps between Israel and Hamas: do you Agree or Disagree? Share...
May 08, 2024•31 min
