The DEM Podcast conversation on FED rate cuts, OPEC+ outlook, and geopolitical risks continue as we enter the midweek. Take your notes from seasoned analysts Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; and Henning Gloystein, Director - Energy, Climate & Resources, Eurasia Group. The FED decision today will be bearish or bullish for oil markets. Vote here: https://x.com/gulf_intel/status/1836298532896100821
Sep 18, 2024•30 min
The Daily Energy Markets Podcast took a closer look on the bearish tone in APPEC in Singapore last week as Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; Bill Spindle, Senior Global Correspondent, Cipher News; and Victor Yang, Senior Analyst, JLC Network Technology shared their respective views on OPEC, US markets, and China. We asked the audience - Profits for major catering businesses in Beijing plunged 88% over the first half of 2024 -- has China's weaker economic perfo...
Sep 17, 2024•32 min
What size of FED rate cut this week would be more bullish for oil prices - 25 basis points; 50 basis points; or NO impact on oil prices? Listen in for this week’s outlook from Omar Najia, Global Head, Derivatives, BB Energy; Brian Pieri, Founding Member, Energy Rogue; and Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman. Share your views here: https://x.com/gulf_intel/status/1835573940594336146
Sep 16, 2024•35 min
The Daily Energy Markets capped the week with insights from Robin Mills, CEO, Qamar Energy; Jose Chalhoub, LATAM Consultant, Orinoco Research; and Andrew Laven, Managing Director, E-Cons. Brent crude oil has fought-off $60+ and survived with $70 floor now bedded in: AGREE or DISAGREE? Get your views heard and vote here: https://x.com/gulf_intel/status/1834485945715867838
Sep 13, 2024•30 min
OPEC+ to launch its third oil price war in a decade to squeeze out higher-cost producers by proceeding with output increases next year: AGREE or DISAGREE? Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa; Maleeha Bengali, Founder, MB Commodity Corner; and Osama Rizvi, Energy & Economic Analyst, Primary Vision Network, weighed in their views in today’s Daily Energy Markets Podcast. Share your views here: https://x.com/gulf_intel/status/1834123342808301656
Sep 12, 2024•29 min
As we move to the midweek, the Daily Energy Markets Podcast delved into market fundamentals and heard views from our go-to experts Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group; and Matthew Wright, Senior Freight Analyst, Kpler. With 6MBPD of cuts already adopted, does OPEC+ have any more cards to play to reverse price decline: YES or NO? https://x.com/gulf_intel/status/1833763886786380002
Sep 11, 2024•32 min
The Daily Energy Markets Podcast took a picture of what the energy markets look like as oil prices go bearish. Our speakers today weighed in their views on outlook for Iraq, Turkey, Egypt, and the economic view from the GCC. Hear more from Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Scott Livermore, Chief Economist, Oxford Economics Middle East; and Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center -...
Sep 10, 2024•32 min
Brent Crude Oil consolidating at YTD lows before rising towards $80 after FED cuts rates later this month: AGREE or DISAGREE? Hear from Omar Najia, Global Head, Derivatives, BB Energy; Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and Peter McGuire, CEO, XM Australia, in today’s Daily Energy Markets Podcast. Have your say here: x.com/gulf_intel/status/1833036731588739081...
Sep 09, 2024•31 min
The Daily Energy Markets Podcast capped the week with a strong finish as we heard insightful oil markets outlook in relation to OPEC, Iran, and China. Listen in to Amena Bakr, Senior Research Analyst, Energy Intelligence; Danial Rahmat, Senior Energy Security Consultant, Iran; and Yan Chong Yaw, Director of Oil Research -Asia, London Stock Exchange Group in this session. Will OPEC+ decision to postpone oil supply increases be enough to stop oil prices falling further: YES or NO? Vote here: https...
Sep 06, 2024•34 min
The Daily Energy Markets Podcast continues the conversation with a focus on views from the Asian markets. Listen in with Narendra Taneja, India's Leading Energy Expert; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters. Brent Crude Oil Prices have averaged around $82 Year to date through August - what will they average over remaining of the year: Closer to $85 / $80 / $75/ $70? Have your say: https://...
Sep 05, 2024•34 min
Oil has now wiped out all this year’s gains - what is the main trigger: Opec+ to raise supply; China's weak demand; Fed to start cutting; US eco slowdown? Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Vandana Hari, Founder & CEO, Vanda Insights; and Jamie Ingram, Senior Editor, Middle East Economic Survey, weighed in their views in today’s Daily Energy Markets Podcast. Have your say here: https://x.com/gulf_intel/status/1831225095907430760
Sep 04, 2024•34 min
Will the return of Wall Street business as usual with the end of Summer/ Labor Day be BULLISH or BEARISH for oil prices? Have your say here: https://x.com/gulf_intel/status/1830879245561659583 Hear fresh notes from Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting; and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies, on oil fundamentals, OPEC, and Middl...
Sep 03, 2024•35 min
As the Daily Energy Markets Podcast resume its regular programming today for its 5th Season, Omar Najia, Global Head, Derivatives, BB Energy; Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy, indicated their outlook for the energy markets and shared their views on this thesis: Is $80 still a FLOOR for Brent crude or is it now a CEILING moving into Q4? Have your say here: https://x.com/gulf_intel/...
Sep 02, 2024•32 min
The Daily Energy Markets Podcast Season 5 has now begun, with Mike Muller, Head of Vitol Asia and Christof Rühl, Senior Research Scholar at Center on Global Energy Policy in Columbia University kicking off the session as they reflect on the recent geopolitical events during the summer and the current trends in the energy markets.
Sep 02, 2024•33 min
The Daily Energy Markets Podcast wraps up the ’23-’24 Season today and asks our followers: What will be the price of Brent crude oil after summer season on Sept. 1st: Closer to $95; Closer to $90; Closer to $85; OR Closer to $80? Have your say: https://x.com/gulf_intel/status/1811654733066645875 Listen in for outlook from our notable speakers Kieran Gallagher, Managing Director, Vitol Bahrain E.C; Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; and Gaurav Sharma, Journalist...
Jul 12, 2024•31 min
China's Communist Party top Select Committee will meet next week for 3rd summit of current 5-year government -- will they green light any notable stimulus measures to drive growth and energy demand in H2 2024: YES or NO? Vote here: https://x.com/gulf_intel/status/1811293371819802676 Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; and Osama Rizvi, Ene...
Jul 11, 2024•30 min
What should oil market keep closest eye on when everyone heads to the beach for summer holidays: 1. Rate Cuts; 2. Biden Goes/ Stays; 3. OPEC+ Cuts or NO; 4. Hurricanes? Hear the views of Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta; Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai, in today’s Daily Energy Markets Podcast. Get your views counted here: https://x.com/gulf_intel/status/18109...
Jul 10, 2024•32 min
Hurricane season 2024 will push Brent to $90+ in Q3 after "Beryl" was earliest Category 4 & 5 hurricane on record and left 85% of Houston without power: AGREE or DISAGREE? Vote here: https://x.com/gulf_intel/status/1810568522558283806 Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; Vandana Hari, Founder & CEO, Vanda Insights ; and Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey, offered insightful notes on key aspects imp...
Jul 09, 2024•35 min
With election results from Iran to France behind us with victories for the center, Have we passed through the Geopolitical risk premium high water mark for Q3: YES or NO? Hear from Omar Najia, Global Head, Derivatives, BB Energy; Amena Bakr, Senior Research Analyst, Energy Intelligence; and Walter Simpson, Managing Director, CCED, as they share their insights in today’s Daily Energy Markets Podcast. Share your vote here: https://x.com/gulf_intel/status/1810205586333573408
Jul 08, 2024•31 min
Catch up with Mike Muller, Head of Vitol Asia, with Christof Rühl, Senior Research Scholar at Center on Global Energy Policy in Columbia University in this special edition of the Daily Energy Markets Podcast, taking a deeper dive on the outlook ahead in the coming months.
Jul 08, 2024•34 min
Hear it from Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies; Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; Victor Yang, Senior Analyst, JLC Network Technology, as we cap the week’s Daily Energy Markets Podcast. Paul Hickin, Editor-in-Chief, Petroleum Economist moderated the conversation.
Jul 05, 2024•31 min
Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; and Peter McGuire, Chief Executive Officer, XM Australia, weighed in their views, considering policy outlook and market demand insights, in today’s Daily Energy Markets Podcast.
Jul 04, 2024•31 min
Oil supply and demand outlook take centerstage in today’s the Daily Energy Markets Podcast, in conversation with Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Vibhuti Garg, Director - South Asia, IEEFA; and Paul Hickin, Editor-in-Chief, Petroleum Economist.
Jul 03, 2024•30 min
The Daily Energy Markets Podcast continues to discuss key factors impacting the direction of travel for oil markets in Q3. Listen in for more views from Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Brian Pieri, Founding Member, Energy Rogue; and Russell Robertson, Chief Commercial Officer, Dubai Mercantile Exchange.
Jul 02, 2024•35 min
The Daily Energy Markets Podcast kicked off the second half of 2024 with outlook on the markets with a focus on geopolitics and elections in US and Europe, as well as on maritime and China demand. Listen in with Omar Najia, Global Head, Derivatives, BB Energy; Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa; and Henning Gloystein, Director - Energy, Climate & Resources, Eurasia Group.
Jul 01, 2024•32 min
Geopolitical risk premium returns to oil markets as new threats emerged overnight. We welcomed the views of Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Danial Rahmat, Senior Energy Security Consultant, based in Tehran, in today’s Daily Energy Markets Podcast.
Jun 28, 2024•32 min
Demand outlook and OPEC+ decision this month, and the outlook for H2 were discussed in today’s Daily Energy Markets Podcast with commodities gurus Ole Hansen, Head of Commodity Strategy, Saxo Bank, and Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence, along with Andrew Laven, Senior Partner, E-Cons.
Jun 27, 2024•31 min
We heard varied insights on the outlook for energy demand in the coming months, plus an update on Latin American supply in today’s Daily Energy Markets Podcast. Hear more from Jeff Brown, President, FGEnergy; Maleeha Bengali, Founder, MB Commodity Corner; and Jose Chalhoub, LATAM Consultant.
Jun 26, 2024•32 min
An excess of refined products exports will keep crude prices under $90 in Q3: AGREE/DISAGREE? Listen in for expert views from Alan Gelder, Downstream Global SME, VP Refining, Chemicals & Oil Markets, Commodities Research, Wood Mackenzie; Robin Mills, Chief Executive Officer, Qamar Energy; and Andrei Belyi, PhD, Professor, Founder & CEO, Balesene OÜ, in today’s Daily Energy Markets Podcast. Your views are most welcome, vote here: https://x.com/gulf_intel/status/1805493943250870593
Jun 25, 2024•32 min
Catch up on a dynamic set of energy markets views from Omar Najia, Global Head, Derivatives, BB Energy; Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy, in today’s podcast. Oil prices in Q3 will average: 1. $80-$85; 2. $85-$90 OR 3. $90 plus? Vote here: https://x.com/gulf_intel/status/1805133906653356045
Jun 24, 2024•32 min
