The Daily Energy Markets Podcast’s 998th episode discussed the supply and demand dynamics with production outlook from James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University; non-OPEC and OPEC supply outlook from Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; and China import demand from Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters. We asked the audience: Softer sanctions on Russia, Harsher sanctions on Iran - wo...
Feb 26, 2025•32 min
The Daily Energy Markets Podcast continues to unpack new decisions coming from the US White House when it comes to tariffs and sanctions. Hear more from Brian Pieri, Founder, Energy Rogue; Andrew Laven, Managing Director, E-Cons; and Rahul Kapoor, VP, Head of Shipping Analytics & Research, S&P Global Commodity Insights.
Feb 25, 2025•32 min
Who will be the biggest Winner from the spoils of War in Ukraine: 1. Russia; 2. Ukraine; 3. US; OR 4. Europe? The Daily Energy Markets Podcast kicked off Monday morning against the gloomy weather backdrop in Dubai, with a conversation that is quickly heating up – will there be OPEC cuts, will there be more US oil production, and what is the outlook for China’s demand? Listen in to Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; Omar Najia, ...
Feb 24, 2025•32 min
OPEC+ is likely to postpone adding volumes until Q3 to allow time for market volatility to settle: Agree OR Disagree? The Daily Energy Markets Podcast closes the week’s conversation focused on supply and demand, with outlook on Iran oil exports to China, as well as Europe energy supply and demand. Hear more views from Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; Rustin Edwards, TARS International, Head of Sales & Marketing; and Paul Horsnell, Head of Commodities Research, St...
Feb 21, 2025•32 min
OPEC+ will not be able to increase volumes in April as volatility from Trump policy uncertainty will continue: Agree or Disagree? The Daily Energy Markets Podcast delves deeper into this week’s major headlines, offering in-depth analysis of oil market fundamentals with Mukesh Sahdev, Global Head of Commodities Markets-Oil at Rystad Energy. The discussion also explores financial and macroeconomic trends with Bora Bariman, Managing Partner at Hormuz Straits Partnership, and provides key geopolitic...
Feb 20, 2025•31 min
What is top of agenda in US - Russia talks: 1. Ukraine 2. China 3. Middle East 4. All of the above? Narendra Taneja, India's Leading Energy Expert; Mike McGlone, Senior Commodity Strategist, Bloomberg Intelligence; and Jamie Ingram, Senior Editor, Middle East Economic Survey, shared their views on the matter in today’s Daily Energy Markets Podcast. Among other topics discussed were India’s growth trajectory, commodities outlook, and OPEC+ likely decision on supply cuts next quarter.
Feb 19, 2025•32 min
Trump Will Succeed in Sealing a deal between Russia and Ukraine by June – Agree or Disagree? Geopolitics in the US and the Middle East drive the conversation in today’s Daily Energy Markets Podcast, along with insightful outlook on China and oil fundamentals. Hear more from Dr. Raad Alkadiri, Managing Partner, 3TEN32 Associates; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Viktor Katona, Head of Oil Analysis, KPLER.
Feb 18, 2025•32 min
The Daily Energy Markets Podcast kicked off the week with strong commentaries on the geopolitical implications of possible conclusion of the wars in Ukraine as well as Gaza; the outlook for China’s energy demand; and the direction of travel for the commodities trading. Hear more views from Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Victor Yang, Senior Analyst, JLC Network Technology; and Omar Najia, Head of Trading (Derivatives), BB Energy. We aske...
Feb 17, 2025•33 min
Brent oil prices averaged $75 in first half of Q1, will it be higher or lower in 2nd half of Q1: HIGHER or LOWER? The Daily Energy Markets Podcast capped the week with an outlook on risks, refining, and Middle East geopolitics. Listen in with Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Alan Gelder, SVP Refining, Chemicals & Oil Markets, Wood Mackenzie; Danial Rahmat, Senior Energy Security Consultant, Iran.
Feb 14, 2025•32 min
The Daily Energy Markets Podcast posed this question today: Oil markets are overreacting to possibility of Russia-Ukraine ceasefire – Agree or Disagree? We also heard from seasoned journalists Paul Hickin, Chief Economist & Editor-in-Chief, Petroleum Economist; Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and Bill Spindle, Senior Global Correspondent, Cipher News, on their views about India’s energy sector, US markets and energy transition, and shipping and sanction...
Feb 13, 2025•32 min
US FED says it's in No Hurry to Lower Rates Further -- is this Bullish, Bearish or No Impact for oil prices in 2025? The discussion on Trump 2.0 impact on energy markets continue in the Daily Energy Markets Podcast with today’s speakers: Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Maleeha Bengali, Founder, MB Commodity Corner; and Janiv Shah, Vice President, Oil Markets; Refinery and Crude Balances Lead, Rystad Energy.
Feb 12, 2025•31 min
How will Trump's suspension of law banning bribery of foreign officials and other regulatory oversights impact oil markets: Bullish; Bearish; OR No Impact? David Fyfe, Chief Economist, Argus Media; Amena Bakr, Head of Middle East Energy & OPEC+, KPLER; and Osama Rizvi, Energy & Economic Analyst, Primary Vision, weighed in their views in today’s Daily Energy Markets Podcast.
Feb 11, 2025•31 min
The Daily Energy Markets Podcast kicked off this Monday morning in Dubai with this question: Oil markets are immune to Trump rhetoric: Agree or Disagree? Listen in for market-moving views from seasoned commentators Omar Najia, Head of Trading (Derivatives), BB Energy; Niamh McBurney, Associate Director, Control Risks; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International.
Feb 10, 2025•32 min
The Daily Energy Markets Podcast capped the week, leaving this question to listeners: OPEC+ will need to keep ALL oil supply cuts in place through to end of year to see Brent crude average above $70 in 2025 – AGREE or DISAGREE? Listen in for more views on OPEC+ and Iran from Robin Mills, CEO, Qamar Energy; US oil production and new energy policy impact from Brian Pieri, Founder, Energy Rogue; and fossil fuel storage outlook and insights from Patrick Kulsen, CEO, Insights-Global.
Feb 07, 2025•31 min
The Daily Energy Markets Podcast moves through the week with this question: What Brent crude oil is more likely to hit first - $70 or $80? Listen in to get a pulse from participants. The discussion further explored US-Middle East geopolitics, gas, and oil flows outlook with key insights from Dimitri Zabelin, Founder, Pantheon Insights; Anne-Sophie Corbeau, Global Research Scholar, Center on Global Energy Policy; and Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa.
Feb 06, 2025•39 min
The Daily Energy Markets Podcast theme of the day: Energy Markets are underestimating the geopolitical risk that Trump's radical plans for the Middle East could have on regional oil flows: AGREE or DISAGREE? Listen in further for technical updates on energy prices in Europe and beyond from Clive Lambert, Founder, FuturesTechs; geopolitical risks outlook on the back of recent announcements by US president Trump from Henning Gloystein, Head of Energy, Climate & Resources, Eurasia Group; and ou...
Feb 05, 2025•32 min
The Daily Energy Markets Podcast continues to unpack US President Trump’s recent imposition of tariffs on Canada and Mexico. Was he bluffing on tariffs or did he win concessions? Listen in to hear views from Peter McGuire, CEO, XM Australia; Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters.
Feb 04, 2025•32 min
Do you expect Trump's Tariff war to disrupt oil supplies: YES or NO? Market experts and observers weighed in their views on US’ decision to impose 25% tariffs to Canada’s exports in the country. Hear from Omar Najia, Head of Trading (Derivatives), BB Energy; Rosemary Griffin, OPEC+ Lead Reporter, S&P Global Commodity Insights; and Anoop Singh, Global Head of Shipping Research, Oil Brokerage.
Feb 03, 2025•32 min
Why do the oil markets appear unconcerned about Trump's 25% tariffs due to land on Mexico & Canada Feb. 1st: 1. Because won't include oil; 2. Trade war won't last long; 3. Ample oil supply in the world; OR 4. None of the above? Andrew Laven, Managing Director, E-Cons; James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University; and Gaurav Sharma, UK-based Journalist and Energy Analyst, weighed in their views as the Daily Energy Markets Podcast wraps up t...
Jan 31, 2025•34 min
TRUMP will have to choose between Lower FED rates or Higher Tariffs: Agree or Disagree? The Daily Energy Markets Podcast tries to make sense of US President Trump’s ‘wish’ list with leading energy markets analysts Jamal Qureshi, Managing Director, Analysis & Strategy, Petro-Logistics; Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; and Matthew Wright, Senior Freight Analyst, Kpler.
Jan 30, 2025•29 min
What will have the biggest impact on oil prices in Q1 – Trump 2.0; China's Stimulus; or Geopolitics? The Daily Energy Markets Podcast continues to unpack what is in store for 2025 with views from Libya by Mohamed Eljarh, Co-Founder, Libya Outlook for Research and Consulting; macroeconomics outlook from Bora Bariman, Managing Partner, Hormuz Straits Partnership; and oil producers’ investment direction from Salih Yilmaz, Senior Energy Equity Analyst, Bloomberg Intelligence.
Jan 29, 2025•32 min
Today’s Inquiry: Is "AI" deployment bullish or bearish for oil markets – bull, bear, or neutral? This and more in today’s Daily Energy Markets Podcast: outlook on EastMed gas from Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; views on Russian sanctions from Kate Dourian, FEI, MEES Contributing Editor &Non-Resident Fellow, The Arab Gulf States Institute in Washington; and comments about OPEC+ from Ali Al Riyami, Consult...
Jan 28, 2025•33 min
After ONE WEEK of Trump 2.0, will his policies be bullish or bearish for oil prices in 2025? The Daily Energy Markets Podcast 2025 kicks off today with outlook from Omar Najia, Head of Trading (Derivatives), BB Energy; Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange; and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies.
Jan 27, 2025•32 min
Exploring the evolving dynamics of US-LATAM energy trade, experts debate the potential impacts of Trump tariffs on key players like Venezuela and Mexico, and the rising influence of China in the region. Listen in to this panel session which unpacks the strategic shifts, energy opportunities, and geopolitical challenges shaping 2025. #EnergyTrade #USLatAm #GlobalOutlook2025
Jan 14, 2025•31 min
Experts unpack the global energy demand outlook for 2025, emphasizing key trends such as China's shifting dynamics, US recession risks, India's and Africa's emerging roles, and evolving oil demand trends. The discussion navigates macro uncertainties, policy impacts, and market shifts shaping the future.
Jan 14, 2025•30 min
This session explores key trends shaping the energy market, including robust non-OPEC supply growth, OPEC+ strategies amid oversupply, and geopolitical shifts like U.S.-Iran dynamics. Panelists also discuss China's evolving energy demand, the rise of U.S. LNG exports, and the potential impacts of energy transitions on Gulf producers.
Jan 14, 2025•33 min
Listen in to leading experts as they navigate Europe’s evolving energy landscape in the wake of the Ukraine war. With LNG infrastructure expansion, renewable goals, and geopolitical challenges at the forefront, this panel explores Europe’s strides toward energy independence and the balancing act of security, sustainability, and affordability. From U.S. LNG reliance to renewable integration, dive into key insights shaping the continent’s energy future in a dynamic global context.
Jan 14, 2025•31 min
This CEO Panel explores three key trends shaping oil markets in 2025: geopolitical tensions, including U.S.-China relations and Middle East dynamics, driving market volatility; the ongoing energy transition competing with energy security concerns, particularly in Europe and China; and the shifting balance between OPEC’s cautious supply strategies and the rise of non-OPEC production. Dive into the complexities of a volatile yet evolving energy landscape! #EnergyOutlook2025 #OilMarkets
Jan 14, 2025•32 min
AI is redefining global energy trading—reshaping strategies, driving efficiency, and unlocking immense value. In this transformative session, experts explored AI’s game-changing role, from leveraging generative models to managing data as the new oil. As industries navigate innovation, regulation, and ethical challenges, the future of energy trading promises smarter, faster decisions powered by AI. The question remains: how far can AI propel us in 2025 and beyond?
Jan 14, 2025•32 min
With non-OPEC supply surging, demand uncertainty, and geopolitical pressures, can OPEC+ maintain its pivotal role? Experts Amena Bakr, Dr. Yousef AlShammari, and Choeib Boutamine provided insights on cohesion, production strategies, and global market dynamics. As Saudi Arabia and Russia navigate shifting alliances and economic pressures, the path ahead remains complex yet crucial for global energy stability. The session was moderated by Frank Kane of Arabian Gulf Business Insight.
Jan 14, 2025•31 min
