The Daily Energy Markets Podcast continues to unpack the impact of evolving US-China trade war and emerging challenges in the global economy. Hear more from Narendra Taneja, India's Leading Energy Expert; Michal Meidan, Head of China Research Programme, The Oxford Institute for Energy Studies; and Paul Horsnell, Head of Commodities Research, Standard Chartered Bank. Have your say in today’s survey: Oil markets will recover to a $70-75 range in H2 once the dust settles on final reciprocal tariffs...
Apr 16, 2025•32 min
The Daily Energy Market Podcast continues the discussion oil supply and demand with a key focus on Middle East economic dynamics. Listen in with Ole Hansen, Head, Commodity Strategy, Saxo Bank; Daniel Richards, MENA economist, Emirates NBD; and Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange. Kazakhstan is still producing 400k+ bpd above its OPEC+ commitment -- what will most likely happen next - 1. KAZAKHSTAN leaves OPEC+; 2. OPEC+ abandon quotas; 3. KAZAKHSTAN stops cheat...
Apr 15, 2025•33 min
The 2025 Global oil demand growth was forecast to be between 1m-1.5m bpd before US-China Trade War kicked off -- what will it be now: 1. Same; 2. Closer to 1mbpd; 3. 500k-800k bpd; 4. Under 500k bpd? The Daily Energy Markets Podcast kicked off this week, seeking the direction of travel for oil demand. Listen in for more insights from Omar Najia, Head of Trading (Derivatives), BB Energy; Brian Pieri, Founder, Energy Rogue; and Ehsan Ul-Haq, Senior Oil Analyst, Petroleum Economist. Share your thou...
Apr 14, 2025•34 min
The Daily Energy Markets Podcast capped the week, reflecting the developments in the US tariff policy and its impact on oil market demand. Hear more from Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Carole Nakhle, President, Arab Energy Club & CEO, Crystol Energy; and Scott Livermore, Chief Economist, Oxford Economics Middle East. What will be the most significant lasting legacy of Trump's tariff "Liberation Day" for ...
Apr 11, 2025•35 min
The Daily Energy Markets Podcast hears the views of Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; Peter McGuire, CEO Australia, Trading.com (Formerly XM); and Henning Gloystein, Head of Energy, Climate & Resources, Eurasia Group, regarding the latest turn of events in the US tariff conundrum. What will have a greater bearing on the direction of oil prices through Q2: Trump Tariff Pivot for most OR Increased Tariffs on China? VOTE here: https://x....
Apr 10, 2025•32 min
The Daily Energy Markets Podcast continues to unravel the repercussions of the impact of the US’ unleashing of massive tariffs globally, as well as the new OPEC+ supply hike announcement. Tune in to listen to views from David Wech, Chief Economist, Vortexa; Gulmira Rzayeva, Founder & Managing Director; Eurasia Analytics; and Rustin Edwards, TARS International, Head of Sales & Marketing. When do you expect OPEC+ to abandon oil supply increases: 1. Abandon May Hike; 2. Stop Raising from Ju...
Apr 09, 2025•31 min
What will stop oil prices from falling further: 1. OPEC+ abandon supply increases; 2. Trump abandons Tarrif War; 3. Iran Sanctions; OR 4. Non OPEC+ Cut Production? David Fyfe, Chief Economist, Argus Media; Michelle Wiese Bockmann, Independent Maritime and Energy Commodities Analyst; and Osama Rizvi, Energy & Economic Analyst, Primary Vision, shared their views on the aftermath of the oil price slump and the US war on tariffs in today’s Daily Energy Markets Podcast. Share your views here: htt...
Apr 08, 2025•29 min
The Daily Energy Markets Podcast returns from the long Eid Holidays here in the Middle East and the global markets get shaken by the US new tariffs’ imposition. Do you expect OPEC+ to reverse plans to accelerate oil supply increases after price collapse: YES or NO? Commentators from trading, geopolitics and Asia commodities markets weighed in their views this Monday morning with Omar Najia, Head of Trading (Derivatives), BB Energy; Laury Haytayan, MENA Director, Natural Resource Governance Insti...
Apr 07, 2025•36 min
The Daily Energy Markets capped Q1 2025 with oil prices continuing upward trends. Heightened US-Houthi tensions and tight inventories will keep oil prices securely above $70 in Q2: Agree OR Disagree? VOTE here: https://x.com/gulf_intel/status/1905514423311044958 Listen in for more views on the outlook from China, Iran, and Latin America from today’s speakers: Victor Yang, Senior Analyst, JLC Network Technology; Danial Rahmat, Senior Energy Security Consultant, Iran; and Max Torres, Exploration V...
Mar 28, 2025•32 min
The Daily Energy Markets Podcast continues unpacking the implications of the US’ tariffs impositions in key sectors. Listen in to Alan Gelder, SVP Refining, Chemicals & Oil Markets, Wood Mackenzie; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and June Goh, Senior Oil Market Analyst, Sparta Commodities, for insights in Europe, the Middle East, and Asia in today’s Daily Energy Markets Podcast. Oil prices are immune to trad...
Mar 27, 2025•31 min
The oil markets continue to move upward this week, and we asked Daily Energy Markets Podcast commentators Andrew Laven, Managing Director, E-Cons; Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; and Jamie Ingram, Senior Editor, Middle East Economic Survey -- what is driving the direction of travel? Will OPEC+ continue to release barrels in May based on current market scenarios – YES or NO? VOTE here: https://x.com/gulf_intel/status/1904787740727611811 or here: https://www.linkedin.c...
Mar 26, 2025•32 min
The Daily Energy Markets Podcast took the pulse of commentators on key issues affecting the commodities markets on the backdrop of the FT Summit happening today in Lausanne. 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, weighed in their views on current geopolitical uncertainties and their outloo...
Mar 25, 2025•31 min
The Daily Energy Markets Podcast kicked off this Monday morning with insights from Rachel Ziemba, Adjunct Fellow, Center for a New American Security, Senior Advisor, Horizon Engage; Omar Najia, Head of Trading (Derivatives), BB Energy; and Bora Bariman, Managing Partner, Hormuz Straits Partnership. Will the US' next stage of sanctions targeting teapot refineries cause an escalation in US-China geopolitical tensions: YES/ NO? VOTE here: https://x.com/gulf_intel/status/1904065116649271709 OR here:...
Mar 24, 2025•33 min
The Daily Energy Markets Podcast marks its 5th Year today! We capped the week with this question: How long will it take for Trump Administration to successfully close down Iranian oil exports under maximum pressure campaign? 1. By end of Q2; 2. End of Q3; 3. End of year; OR 4. They will fail. Tune in for more insights from Peter McGuire, CEO Australia, Trading.com (Formerly XM); Brian Pieri, Founder, Energy Rogue; and Andrew Critchlow, Global Head of News, S&P Global Commodity Insights....
Mar 21, 2025•34 min
FED sees Slower Growth & Higher Inflation through 2025 -- will that be bullish or bearish for oil prices this year: Bullish or Bearish? Listen to today’s Daily Energy Markets Podcast as Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Vibhuti Garg, Director - South Asia, IEEFA; and Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management, unpack this conundrum. Share your views here: https://x.com/gulf_intel/status/190261457...
Mar 20, 2025•34 min
As geopolitical shifts continue to influence the market, the Daily Energy Markets Podcast listened to Mukesh Sahdev, Global Head, Commodities Markets-Oil, Rystad Energy; Mike McGlone, Senior Commodity Strategist, Bloomberg Intelligence; and Jose Chalhoub, Policy & Energy Analyst, Jose Parejo & Associates, regarding their views on energy prices, crude supply outlook from the North and South of the United States, and views on refinery runs, among other concerns. Will a ceasefire in Ukraine...
Mar 19, 2025•29 min
he Daily Energy Markets Podcast discussed the direction of travel for oil markets following recent geopolitical tensions in the Middle East. Dr. Raad Alkadiri, Managing Partner, 3TEN32 Associates; Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; and Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency weighed in their views. What is the main driver of Brent crude oil prices moving up into the $70s: 1. Supply Disruption Concerns; 2. Renewed China Demand; OR...
Mar 18, 2025•32 min
Omar Najia, Head of Trading (Derivatives), BB Energy; Matthew Wright, Senior Freight Analyst, Kpler; and Gaurav Sharma, Journalist and Energy Analyst, kicked off this week’s Daily Energy Markets Podcast with their views on all things shipping, following the latest geopolitical tension in Yemen, the US markets, and oil price direction. The question for the day is: What part of the Trump 2.0 revolution could have the biggest impact on oil prices moving forward: 1. Global Trade War; 2. Erosion of J...
Mar 17, 2025•29 min
Amena Bakr, Head of Middle East Energy & OPEC-plus Research, KPLER and Bill Spindle, Senior Global Correspondent, Cipher News, capped the week’s Daily Energy Markets Podcast with insights from CERAWeek and outlook on OPEC+. Will US Maximum pressure sanctions on Iran remove 1+mbpd of oil exports off the market like last time: YES or NO?
Mar 14, 2025•31 min
OPEC+ is likely to continue with supply increases beyond April as long as the oil markets remain in backwardation: AGREE or DISAGREE? Paul Hickin, Editor-in-Chief, Petroleum Economist; Dr. Aldo Flores-Quiroga, Former Deputy Secretary, Mexico's Ministry of Energy & Non-Resident Fellow, Baker Institute; and Jamal Qureshi, Managing Director, Analysis & Strategy, Petro-Logistics, shared their outlook on OPEC+, US tariffs on Mexico and Canada, and outlook on sanctions.
Mar 13, 2025•36 min
The fast-moving geopolitical developments in the West and its impact on energy markets continue to be one of the major themes that was explored in today’s Daily Energy Markets Podcast. Will a US orchestrated Ceasefire in Ukraine be Bullish or Bearish for oil prices? Don’t miss important insights from Narendra Taneja, India's Leading Energy Expert; Robin Mills, CEO, Qamar Energy; and Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey.
Mar 12, 2025•34 min
Will OPEC+ reclaim market share from non-OPEC If Brent remains below $70 for sustained period – YES or NO? From the ‘Trump tantrums’ to the ‘genius behind the madness’, leading women energy analysts are putting forward their original insights to get us a better picture of the direction of travel for the energy markets. Hear more for unique insights from Vandana Hari, Founder & CEO, Vanda Insights; Maleeha Bengali, Founder, MB Commodity Corner; and Rosemary Griffin, OPEC+ Lead Reporter, S&...
Mar 11, 2025•31 min
Brent holding at $70 one week later is a win for OPEC+ decision to raise supply – Agree or Disagree? Omar Najia, Head of Trading (Derivatives), BB Energy; Sara Akbar, Chairperson & CEO, OiLSERV, Kuwait & Non-Executive Director, Petrofac; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International, kicked off this week’s Daily Energy Markets Podcast with their views on the direction of travel for the energy markets.
Mar 10, 2025•35 min
On the eve of International Women’s Day, the Daily Energy Markets Podcast featured three of the world’s top women analysts on geopolitics and energy markets direction. Listen to more insights from Laury Haytayan, MENA Director, Natural Resource Governance Institute; Pamela Munger, Lead Market Analyst, Vortexa; and Niamh McBurney, Associate Director, Control Risks. Today’s question for viewers and followers: US pledge to ‘collapse’ Iran’s economy will weaken its economic position in China tariff ...
Mar 07, 2025•31 min
Ole Hansen, Head, Commodity Strategy, Saxo Bank; Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group; and Dmitri Zabelin, Founder, Pantheon Insights, shared their views and outlook on the latest announcements on tariffs imposition by the US, and its impact on commodities, Asian markets, and consumers in the US. Hear more in today’s Daily Energy Markets Podcast.
Mar 06, 2025•31 min
What will win tug of war to have most influence on direction of oil prices: 1. OPEC+ Supply; 2. China Stimulus; 3. US Tariffs; 4. None of the Above? The Daily Energy Markets Podcast further unpacks this topic with Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange; and Matt Stanley, Head of Market engagement, EMEA & APAC, Kpler.
Mar 05, 2025•33 min
Will OPEC+ be compelled to reverse plans to raise output April 1st as Brent crude oil falls below $70 a Barrel through March – YES or NO? The Daily Energy Markets Podcast further discusses the ramifications of the major geopolitical developments between the US, Ukraine, and Russia; as well as the outlook for gas and LNG in today’s conversation with Henning Gloystein, Head of Energy, Climate & Resources, Eurasia Group; Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fel...
Mar 04, 2025•18 min
The Daily Energy Markets Podcast enters the final month of the first quarter with some big geopolitical headlines over the weekend and faces new major announcements from China. China's National People’s Congress will finally deliver bazooka stimulus this week to lift consumer consumption and energy demand: AGREE/DISAGREE? Omar Najia, Head of Trading (Derivatives), BB Energy; Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and Victor Yang, Senior Analyst, JLC Network Techno...
Mar 03, 2025•32 min
The Daily Energy Markets Podcast marks its 1,000th Episode Today with Brent crude oil at $73.37. What will OPEC+ decide to do with Q2 oil Supply - 1. Raise Output; 2. Maintain Cuts for Q2; 3. Extend cuts to End of Year? We capped the week and our 5th year with three of the best energy and commodities markets analysts in the world - Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Dr. Carole Nakhle, Secretary-General of Arab Energy Club & CEO of Crystol Energy; and P...
Feb 28, 2025•35 min
New US Sanctions on Iranian Oil Will Resolve OPEC+ Dilemma on Easing Cuts in April: AGREE or DISAGREE? The Daily Energy Markets Podcast in its 999th episode delved into the geopolitics of Iran sanctions, energy flows to China, and updates on Pakistan energy corridor, among others. Listen in for more with Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; Ivan Mathews, Head of APAC Analysis, Vortexa; and Osama Rizvi, Energy & Economic Analy...
Feb 27, 2025•31 min
