Speakers explored the Gulf's dual focus on energy security and transition, highlighting ambitious projects like Kuwait’s $30B infrastructure plan and SNOC’s decarbonization efforts. The discussion underscored the region's strategic role in stabilizing global energy markets, balancing oil capacity growth with renewable initiatives. Despite challenges, Gulf nations remain committed to long-term energy strategies, with Brent crude forecasts hovering around $70 amid geopolitical and market complexit...
Jan 14, 2025•28 min
This session brings together industry experts from South Asia, featuring energy analysts Vibhuti Garg, Osama Rizvi, and Ram Narayanan. They explored how the subcontinent balances rapid economic growth, rising energy needs, and environmental challenges. Key insights highlighted renewables, fossil fuels, and geopolitical factors shaping the region's energy future. #EnergyTransition #SouthAsia #GlobalOutlook
Jan 14, 2025•30 min
Experts explored how Asia’s evolving energy landscape impacts global oil markets. Key insights included China’s shift to a “new normal” with tempered oil demand growth, India’s steady rise, and the strategic dominance of refined products across the region. With Brent crude hovering near $75, Asia’s influence remains pivotal amid a complex energy transition. #EnergyOutlook2025 #GlobalOilMarkets
Jan 14, 2025•30 min
Experts unpacked US energy dominance, its impact on China and India, and evolving trade systems. Key themes: Gulf region tensions, renewable energy security, and systemic trade rewiring. Insights from Rachel Ziemba, Dr. Raad Alkadiri, and Bill Spindle revealed the geopolitical complexities of a transforming energy landscape. A pivotal discussion for the global market’s future! #EnergyGeopolitics #GlobalOutlookForum
Jan 14, 2025•32 min
An expert panel discussion at Global Energy Outlook Forum 2025 delves into 2025 shipping industry challenges, sanctions impacts, and geopolitical risks. Michelle Bockmann of Lloyd’s List Intelligence, David Wech of Vortexa, and Richard Bronze of Energy Aspects explore global trade dynamics, volatile markets, and the gray fleet. Moderated by Andy Critchlow of S&P Global Commodity Insights, the session covers threats to major shipping lanes, evolving sanctions, and economic implications amid U...
Jan 14, 2025•31 min
This panel examines Middle Eastern perspectives on 2025 oil markets, focusing on price trends, US policies under Trump, Iran’s supply role, and China’s shifting energy demand. Geopolitical risks, shipping disruptions, and stabilization of oil prices between $70–$80 are key themes, reflecting cautious optimism for the year ahead.
Jan 13, 2025•30 min
This panel on Middle East geopolitics explores 2025 energy dynamics, focusing on Trump’s policy shifts, Israel’s influence, and Syria’s reconstruction. Key insights include Gulf investment strategies, Turkey’s growing regional role, and China’s mediation impact. Experts highlight the challenges in balancing energy security, infrastructure, and geopolitical stability while navigating partnerships and shifting global demand. The discussion further underscores the Middle East’s critical position in...
Jan 13, 2025•30 min
This panel discusses how Southeast Asia's growing economies will drive LNG demand, while Japan’s imports stabilize amid energy policy shifts. Tight supply and high prices, bolstered by colder winters and limited new projects, remain critical. Asia’s price sensitivity and diverse energy landscapes challenge affordability, with LNG pivotal in transition plans.
Jan 13, 2025•30 min
This panel explores key trends shaping the US energy industry, focusing on the impacts of a Trump 2.0 presidency. Expert panelists analyze oil and LNG production, market dynamics, sustainability, and geopolitical influences. Discussions highlight the role of supermajors, infrastructure bottlenecks, and the balance between profitability and production growth.
Jan 13, 2025•32 min
This panel focuses on China Macro Outlook & Oil Demand Growth in 2025. What to expect: A 5% growth rate for China this year is plausible; Economic growth in China is increasingly driven by new energy and technology industries; and Chinese refineries are evolving to focus on chemicals rather than gasoline or diesel.
Jan 13, 2025•30 min
Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; Rosemary Griffin, OPEC+ Lead Reporter, S&P Global Commodity Insights; and Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies weighed in their views on the recent geopolitical development in the Middle East. The Daily Energy Markets Podcast also asked the participants today: Canada said yesterday it would cut off energy to the US if President-elect Donald Trump imposes sweeping tariffs on all C...
Dec 12, 2024•32 min
The Daily Energy Markets Podcast continues this week with our top speakers from Europe: Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Dr. Carole Nakhle, CEO, Crystol Energy; and Gaurav Sharma, Journalist and Energy Analyst. What will have greatest impact on direction of oil markets in Q1: OPEC+ Supply Cuts; China Stimulus; Trump Arrival; OR Geopolitics? Share your views here: https://x.com/gulf_intel/status/1866738449480651228
Dec 11, 2024•33 min
The Daily Energy Markets Podcast went deeper into analyzing OPEC+’s recent decision – are they still in the driver’s seat in the current market? Listen in to hear expert views from Mukesh Sahdev, Global Head - Commodities Markets Oil, Rystad Energy; Peter McGuire, CEO, XM Australia; and Jamie Ingram, Senior Editor, Middle East Economic Survey. The panel also dig into China’s new stimulus campaign. China's top Communist Party officials have announced a shift in their monetary policy stance to "vi...
Dec 10, 2024•30 min
The collapse of the Assad regime in Syria will make a regional war between Israel and Iran: Less Likely; More Likely; OR No Impact? Omar Najia, Global Head, Derivatives, BB Energy; Viktor Katona, Head of Oil Analysis, KPLER; Bora Bariman, Managing Partner, Hormuz Straits Partnership, weighed in their views in today’s Daily Energy Markets Podcast. Share your views here: https://x.com/gulf_intel/status/1866015491082600811
Dec 09, 2024•36 min
Mike Muller, Head, Vitol Asia and Christof Rühl, Senior Research Scholar, Center on Global Energy Policy at Columbia University, shared their insights on the recent decision by OPEC+ as well as their outlook for Asian energy demand in the Daily Energy Markets Podcast’s Month in Review/ Outlook Ahead.
Dec 09, 2024•29 min
The Daily Energy Markets Podcast capped the week discussing the post-OPEC meeting results, with insights from Robin Mills, CEO, Qamar Energy; Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; and Victor Yang, Senior Analyst, JLC Network Technology. OPEC+ has done enough to keep Brent crude oil above $70 Avg. through Q1: AGREE or DISAGREE? What’s your view: https://x.com/gulf_intel/status/1864926989376713211?
Dec 06, 2024•32 min
Whatever peak (plateau) oil demand date you subscribed to up to now, what impact will the re-election of Trump have on delaying that date by: Closer to 5 years; Closer to 10 years; Closer to 20 years; OR No impact? We heard from leading analysts from India, the US, and UAE in today’s Daily Energy Markets Podcast. Listen in to short- and medium-term outlook from Narendra Taneja, India's Leading Energy Expert; Richard Redoglia, CEO, Matrix Global Holdings; and Jay Maroo, Head of Market Intelligenc...
Dec 05, 2024•32 min
The Daily Energy Markets Podcast returned from the long weekend with questions still hanging over OPEC+ decision of whether to return supply cuts or extend them in the coming month. Hear more from Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; and Andrew Laven, Managing Director, E-Cons. The current oil price has priced-in that OPEC will: Proc...
Dec 04, 2024•32 min
Trump Tariffs, OPEC+ Decision & Lebanon Ceasefire – What’s Next for Oil Prices? Join Laury Haytayan, MENA Director at the Natural Resource Governance Institute, Marc Ostwald, Chief Economist & Global Strategist at ADM Investor Services International, and Janiv Shah, VP of Oil Markets at Rystad Energy, as they discuss the impact of Trump tariffs and the upcoming OPEC+ decision. Will Brent oil prices average closer to $70 or $75 in December? Tune in and cast your vote here: https://x.com/g...
Nov 28, 2024•32 min
OPEC+ remains on the spotlight in today’s conversation in the Daily Energy Markets Podcast, with Kieran Gallagher, Managing Director, Vitol Bahrain E.C; Niamh McBurney, Associate Director, Control Risks; and Matt Stanley, Head of Market engagement - EMEA & APAC, Kpler. What will be the priority for OPEC+ in Q1 2025: Push hard on compliance; Support price above $70; OR start to retake market share? Ink your view here: https://x.com/gulf_intel/status/1861664964315902037
Nov 27, 2024•32 min
The Daily Energy Markets Podcast conversation continues to drill down on the outlook for OPEC+ decision ahead of the Dec 1st meeting. Panelists took a view on how much is the current geopolitical risk premium in the oil price. Hear more from Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; Vibhuti Garg, Director - South Asia, IEEFA; and Jamal Qureshi, Managing Director - Analysis & Strategy, Petro-Logistics. How much geopolitical risk premium will be removed from current oil pr...
Nov 26, 2024•31 min
The Daily Energy Markets Podcast kicked off this Monday morning with market views from Peter McGuire, CEO, XM Australia; shipping and sanctions insights from Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and refining outlook from Alan Gelder, Downstream Global SME, VP Refining, Chemicals & Oil Markets, Commodities Research, Wood Mackenzie. What does OPEC+ need to agree to do on Dec 1st meeting to ensure $75 Brent average in Q1: Proceed with Supply Increase; Extend Cu...
Nov 25, 2024•31 min
How does the current oil price reflect the geopolitical risk to energy supply infrastructure: Seems about right; Underprices Risk; Overprices Risk; OR Significantly Underprices Risk? The Daily Energy Markets Podcast wrapped up the week with an insightful conversation joined by Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange; and Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting. Pencil...
Nov 22, 2024•34 min
What will OPEC+ decide to do at the next meeting? Listen in for views from Brian Pieri, Founder, Energy Rogue, based in US; Anoop Singh, Global Head of Shipping Research, Oil Brokerage, based in Singapore; and Paul Horsnell, Head of Commodities Research, Standard Chartered Ban, based in UK. Will it: Proceed with supply increases; Extend cuts by one month; Extend cuts by three months; or Extend cuts through 2025? Share your views here: https://x.com/gulf_intel/status/1859497004692275668
Nov 21, 2024•36 min
Can geopolitical risk to oil supply infrastructure in Europe and Mideast keep Brent oil prices averaging closer to $75 than $70 through the end of the year: YES or NO? Listen in for more views from leading analysts Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters; Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; and Osama Rizvi, Energy & Economic Analyst, Primary Vision, in today’s Daily Energy Markets Podcast. Pencil your outlook here: https://x.com/gulf_i...
Nov 20, 2024•31 min
Gulmira Rzayeva, Founder & Managing Director, Eurasia Analytics shared the developments, and her insights live from COP29 in today’s Daily Energy Markets Podcast. We also heard views from Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta on Indian markets’ reaction to the winning of Donald Trump in US elections, and the outlook from Venezuela and Latin America from Jose Chalhoub, Analyst, Jose Parejo Associates. Frank Kane, Editor-at-Large, Arabian Gulf Busin...
Nov 19, 2024•32 min
Which of Trump's policies could have biggest impact on oil prices in 2025: 1. China Tariffs; 2. Deregulate US Oil; 3. Repeal IRA; 4. None of Above? Omar Najia, Global Head, Derivatives, BB Energy; Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; and Paul Hickin, Editor-in-Chief, Petroleum Economist, commented in the Daily Energy Markets Podcast this Monday morning. Vote here: https://x.com/gulf_intel/status/1858404206022934839
Nov 18, 2024•35 min
The Daily Energy Markets Podcast capped the week’s discussion on the possible scenarios for the oil markets in the coming months under a Trump 2.0 presidency. Listen in to the views on OPEC+ decision from Amena Bakr, Senior Research Analyst, Energy Intelligence; Iran economy and energy outlook from Danial Rahmat, Senior Energy Security Consultant; and more market risks views from Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management. FED Chair Powell said yesterday t...
Nov 15, 2024•33 min
The Daily Energy Markets Podcast conversation focused on the outlook on the ongoing wars in Europe and the Middle East following the election of Donald Trump. Andrei Belyi, PhD, Professor, and Founder & CEO of Balesene OÜ and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies shared their respective views, while Salih Yilmaz, Senior Energy Equity Analyst, Bloomberg Intelligence gave his insights on the outlook for oil majors once Trump retu...
Nov 14, 2024•34 min
The conversation continues in the Daily Energy Markets Podcast with Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Maleeha Bengali, Founder, MB Commodity Corner; and Victor Yang, Senior Analyst, JLC Network Technology. The chat dwell on aspects relating to the oil supply and demand outlook for 2025, the global demand and macroeconomic outlook, with key outlook from China. US oil production capacity didn't grow this year - what do you expect in 2025: Little Chang...
Nov 13, 2024•29 min
