WHAT will Brent crude oil price do first: 1. Drop below $70 OR Rise to $80? The Daily Energy Markets Podcast heard from Mukesh Sahdev, Global Head - Commodity Markets Oil, Rystad Energy and Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington on their views of the oil markets. Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group, also gave his views on the recent political developments in Japan and its possible ramif...
Nov 12, 2024•31 min
The Daily Energy Markets Podcast has returned to its regular programming following a week’s hiatus and shift of coverage to ADIPEC WEEK 2024. We opened this week’s discussion with Omar Najia, Global Head, Derivatives, BB Energy; Peter McGuire, CEO, XM Australia; and Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey. Oil has not enjoyed Trump bump like most financial markets because drill-baby-drill policies mean more supply than demand – AGREE or DISAGREE? Share your views here: https:/...
Nov 11, 2024•34 min
The Daily Energy Markets Podcast hosted a conversation with Mike Muller, Head, Vitol Asia and Christof Rühl, Senior Research Scholar, Center on Global Energy Policy at Columbia University, focused on the new Trump presidency and what would it mean for the energy markets
Nov 08, 2024•35 min
The Daily Energy Markets Podcast capped the week with outlook on China’s oil demand from Jorge Montepeque, Managing Director, Benchmarks, Onyx Capital Group and Yan Chong Yaw, Director of Oil Research -Asia, LSEG. We also heard insights from Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies on his views of the US Elections and the ongoing conflicts in the Middle East. Will the US election result be a game changer for oil markets to move prices into a new tr...
Nov 01, 2024•31 min
As the Future Investment Initiative Summit wraps up today in Saudi Arabia, the Daily Energy Markets Podcast puts a spotlight on the pulse there from investors and policymakers on US elections. Frank Kane, Editor-at-Large, Arabian Gulf Business Insight, provides a live update from Riyadh. Saudi Arabia’s declared pivot to focus more on in-country investment, will add pressure to maintain a specific oil price floor – AGREE or DISAGREE? Listen in for more views from Robin Mills, CEO, Qamar Energy, a...
Oct 31, 2024•32 min
Have oil markets priced in OPEC+ Supply increase on Dec. 1st? Viktor Katona, Head of Oil Analysis, KPLER; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International, weighed in their views in today’s Daily Energy Markets Podcast. Share your thoughts here: https://x.com/gulf_intel/status/1851519816722424244
Oct 30, 2024•32 min
In the age old tradition of the oil markets "Buy the Rumour, Sell the News" – What is the next bit of News – US Elections; OPEC+ Supply Plans; FED Next Move; or No News? Share your views here - https://x.com/gulf_intel/status/1851158653018968564 Hear more comments from Andrew Laven, Managing Director, E-Cons; Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta; and Robert Perkins, Managing Editor, Downstream Oil News – EMEA, S&P Global Commodity Insights. The p...
Oct 29, 2024•29 min
The Daily Energy Markets Podcast kicked off the week with some reflections on new market data coming out of Asia, and its possible impact of OPEC+ decision on Dec. 1st. Listen in to Omar Najia, Global Head, Derivatives, BB Energy; Peter McGuire, CEO, XM Australia; and Bill Spindle, Senior Global Correspondent, Cipher News, for their outlook. Profits at China’s industrial firms in September fell 27.1% from a year earlier -- do you expect OPEC+ to proceed with Dec. 1st oil supply increases – YES o...
Oct 28, 2024•35 min
What will have biggest impact on oil market direction after US election is over: 1. CHINA Stimulus Plans; 2. OPEC+ Supply Plans; 3. GEOPOLITICALS; 4. Contested US Election Results? Bora Bariman, Managing Partner, Hormuz Straits Partnership; Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; and Richard Redoglia, CEO, Matrix Global Holdings, weighed their views as we cap the week in today’s Daily Energy Markets Podcast. What’s your view? https://x.com/gulf_intel/status/1849709406167953...
Oct 25, 2024•32 min
Is the world tilting towards a new world order, and how does that reflect on the energy markets? It was a short but deep dive into the world of geopolitics and US markets in today’s Daily Energy Markets Podcast, with Narendra Taneja, India's Leading Energy Expert; Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; and Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence. Who will be more bullish for oil prices if they win US election – Trump or Harris? Pencil in your view here ...
Oct 24, 2024•34 min
Geopolitical tensions in the Middle East, global macroeconomic outlook, and shipping decarbonization are among the key points of discussion in today’s Daily Energy Markets Podcast, featuring Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Maleeha Bengali, Founder, MB Commodity Corner; and Cem Saral, CEO, Cockett Group. Do you believe the one year old active conflict in the Middle East is: 1. Closer to beginning; 2. Closer to...
Oct 23, 2024•29 min
Caption - Do you expect OPEC+ to proceed with an oil supply increase on Dec. 1st as announced despite lower trending oil price – YES or NO? Vandana Hari, Founder & CEO, Vanda Insights; Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; and Brian Pieri, Founding Member, Energy Rogue commented in view of China economy, US and Americas supply oil supply outlook and Middle East geopolitical events, in today’s Daily Energy Markets Podcast. Shar...
Oct 22, 2024•32 min
The Daily Energy Markets Podcast kicked off the week with the question still hanging over the trading world: Oil prices have once again lost all their geopolitical risk premium as demand weakness trumps supply risk: AGREE or DISAGREE? Listen in with Omar Najia, Global Head, Derivatives, BB Energy; Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange; and Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting. Your views matter, vote here: https://x.com/gulf_intel/statu...
Oct 21, 2024•33 min
The Daily Energy Markets Podcast capped the week with outlook from Latin America from Dr. Aldo Flores-Quiroga, Former Deputy Secretary of Energy for Hydrocarbons, Mexico's Ministry of Energy & Senior Advisor, FTI Consulting; views from Tehran on the current situation by Danial Rahmat, Senior Energy Security Consultant, Iran; and possibilities in sustainable aviation fuels from David Elward, Pricing Director - Energy Transition, General Index. With a negligible Geopolitical risk premium in th...
Oct 18, 2024•32 min
Shipping risks, sanctions, and outlook on China demand took centerstage in today’s Daily Energy Markets Podcast. Hear more from Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and Victor Yang, Senior Analyst, JLC Network Technology. What is weighing more on oil prices - China Demand OR US, Europe Macro Concerns? Feel the pulse from market observers here: https://x.com/gulf_intel/status/1846...
Oct 17, 2024•33 min
As we enter the mid-week, the Daily Energy Markets Podcast unpacks a little bit more on those analysis of supply and demand dynamics, along with some outlook on China’s LNG versus diesel demand outlook. Hear more from Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; Matthew Wright, Senior Freight Analyst, Kpler; and Yiyong He, Founder & CEO, LNG Easy.
Oct 16, 2024•32 min
The energy conversation continues in today’s Daily Energy Markets Podcast regarding factors that will have biggest impact on oil prices – OPEC+, China, or Geopolitics? Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters; and Osama Rizvi, Energy & Economic Analyst, Primary Vision Network weighed in their views. We asked the audience, Brent crude oil to return to test $70 now that Iran's oil infrastr...
Oct 15, 2024•33 min
The Daily Energy Markets opened this week’s discussion on what will have the biggest impact in determining oil prices over Q4 – Is it the latest China economic stimulus, OPEC+ supply policy, or the Middle East geopolitical tensions? Hear from Omar Najia, Global Head, Derivatives, BB Energy; Mriganka Jaipuriyar; Head of News, APAC, S&P Global Commodity Insights; and Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects, in today’s discussion, and share your thoughts here: https://x.com/...
Oct 14, 2024•35 min
The Daily Energy Markets Podcast capped the discussion for the week with notes from Dr. Aniseh Bassiri Tabrizi, Senior Analyst, Control Risks; Rob Barnett, Senior Global Energy and Commodity Analyst, Bloomberg Intelligence; and Jose Chalhoub, Analyst, Jose Parejo Associates. Listen in to get insights on the Iran-Israel geopolitical events; US energy transition outlook; on the geopolitical situation in the Middle East; US energy outlook; and Latin American oil production. What will Brent Crude oi...
Oct 10, 2024•29 min
Energy markets observers Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; Serena Huang, Head of APAC Analysis, Vortexa; and Daniel Richards, MENA economist, Emirates NBD, shared their outlook on OPEC+, China oil demand, and Middle East economic performance, in today’s Daily Energy Markets Podcast. Do you expect OPEC+ to proceed with plans to start to increase oil supply from Dec. 1st: YES or NO? Have your say here: https://x.com...
Oct 09, 2024•30 min
Oil prices jump of only 10+% in the last week have priced in an Israeli retaliatory strike on Iran, but Not on Iranian oil infrastructure: AGREE or DISAGREE? Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Peter McGuire, CEO, XM Australia; and Janiv Shah, Vice President, Oil Markets, Cross Barrel Balances Lead, Rystad Energy, weighed in their views in today’s Daily Energy Markets Podcast. Express your view here: https://x.com/gulf_intel/status/1843555846544077265...
Oct 08, 2024•31 min
With 6 million barrels a day of idle capacity, any geopolitical-premium spike in oil prices will be short-lived regardless of what happens next: AGREE or DISAGREE? Listen in for views from Omar Najia, Global Head, Derivatives, BB Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Jamie Ingram, Senior Editor, Middle East Economic Survey, in today’s Daily Energy Markets. Share your vote here: https://x.com/gulf_intel/status/1843184817783136686
Oct 07, 2024•35 min
Mike Muller, Head of Vitol Asia and Christof Rühl, Senior Research Scholar, Center on Global Energy Policy, Columbia University kicked off this month’s Daily Energy Markets Podcast. Take out your notepads as they discussed, among others, the outlook for demand and supply balance in Q4, the OPEC price war question, and the monetary policy scenarios as we enter Q4.
Oct 06, 2024•33 min
The Daily Energy Markets Podcast conversed with Peter McGuire, Chief Executive Officer, XM Australia; Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies; and Paul Hickin, Editor-in-Chief, Petroleum Economist to cap the week. OPEC+ has no choice but to trigger a market share battle because oil producers not bound by supply cuts are adding more new production than annual demand growth: AGREE or DISAGREE? Have your say: https://x.com/gulf_intel/status/183956094...
Sep 27, 2024•34 min
FT Reporting that Saudi Arabia is ready to launch oil market share battle -- can they win: YES or NO? In today’s Daily Energy Markets Podcast, Andrew Critchlow, Global Head of News, S&P Global Commodity Insights and Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington, shared their views on a report regarding Saudi oil market share. We also heard the outlook on LNG and gas demand in Asia with Marc Howson, Head of Asia, Welligence...
Sep 26, 2024•32 min
The discussion continues in the midweek at the Daily Energy Markets Podcast, with key insights on our topic of the day ‘OPEC sees global oil demand growing by 10mbpd from 2023 to 2029: Agree with 10MBPD; Maybe Half That; Less Than a Third; OR No Growth as we are at Peak Demand?’ Listen in for views from Sara Akbar, Chairperson & CEO, OiLSERV, Kuwait & Non-Executive Director, Petrofac; Alan Gelder, Downstream Global SME, VP Refining, Chemicals & Oil Markets, Commodities Research, Wood...
Sep 25, 2024•31 min
China Unleashed Stimulus Blitz Today to Stimulate Economy - will it ignite oil markets: Yes, No, OR Little Impact? Vote here: https://x.com/gulf_intel/status/1838472415510192214 Listen in for more insights from James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University; Richard Redoglia, Chief Executive Officer, Matrix Global Holdings; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International.
Sep 24, 2024•32 min
Oil markets narrative is shifting towards Glass Half-Full bullish on march towards $80 in Q4: AGREE or DISAGREE? Ilia Bouchouev, Managing Partner, Penthathlon Investments; 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 in their views as we opened the week with oil prices touching $75. Have your say here: https://x.com/gulf_intel/status/1838107926180876675
Sep 23, 2024•33 min
Will Israel's escalating attacks on Lebanon trigger a regional War: YES or NO? Share your view here: https://x.com/gulf_intel/status/1837023715713814675 Our guest speakers shed light on these worries and offered their views in today’s in today’s Daily Energy Markets Podcast. Hear from Laury Haytayan, MENA Director, Natural Resource Governance Institute; Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta; and Niamh McBurney, Associate Director, Control Risks....
Sep 20, 2024•33 min
With bumper FED rate cut now behind us --what price is Brent crude oil more likely to hit first: $70 OR $80? Dr Patricio Valdivieso, Vice President, Oil Markets, Global Lead - Crude Trading Analysis, Rystad Energy; Bora Bariman, Managing Partner, Hormuz Straits Partnership; Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange, weighed in their views in today’s Daily Energy Markets Podcast. Have your say: https://x.com/gulf_intel/status/1836665097998971077
Sep 19, 2024•33 min
