As the markets await clarity on the next OPEC+, the Daily Energy Markets Podcast continues to unravel the outlook for oil prices considering various influences. What is most likely to shift Brent crude oil definitively off $65 rock: OPEC+ policy; Geopolitics; Trade War; OR None as all priced In? Carole Nakhle, President, Arab Energy Club & CEO, Crystol Energy; Daniel Richards, MENA economist, Emirates NBD; and Jose Chalhoub, Policy & Energy Analyst, Jose Parejo & Associates weighed i...
May 27, 2025•32 min
Tune in for fresh insights on the outlook for China’s oil demand and likely supply hike from OPEC+ in its next meeting. Hear from three of the top class analysts in the industry Omar Najia, Derivatives Trader, BB Energy; Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Clyde Russell, Asia Commodities & Energy Columnist; Thomson Reuters. Oil markets have priced in that OPEC+ will continue with accelerated oil supply increase strategy when it meets June 1st: Agree or ...
May 26, 2025•30 min
The Daily Energy Markets Podcast capped the week with insights from Henning Gloystein, Head of Energy, Climate & Resources, Eurasia Group; Danial Rahmat, Senior Energy Security Consultant, Iran; and David Elward, Pricing Director, Energy Transition, General Index. The conversation centered around the geopolitical tensions in Russia and Ukraine and the risks of conflict posed by Israel on Iran; outlook for OPEC+ decision next week; and closer look on fuel products particularly on SAFs. What d...
May 23, 2025•36 min
The Daily Energy Markets Podcast continues the conversation on OPEC+ boosting output and how further plans could impact other oil prices and revenue of non-OPEC producers. Tune in for more views on Iraq supply outlook and geopolitical challenges from Raad Alkadiri, Managing Partner, 3TEN32 Associates; India’s oil demand outlook from Vibhuti Garg, Director - South Asia, IEEFA; and US shale outlook from Brian Pieri, Founder, Energy Rogue. Nader Itayim, Middle East Bureau Chief of Argus Media moder...
May 22, 2025•33 min
The Daily Energy Markets Podcast goes to Europe today and listened in to the outlook on natural gas, commodities, and Russian energy flows. Tune in to hear more from Bill Farren-Price, Senior Research Fellow and Head of Gas Research, The Oxford Institute for Energy Studies; Caroline Bain, Founder, Bain Commodities Research; and Rustin Edwards, Head of Sales & Marketing, VKG Gmbh. How much would oil prices spike higher on the day if Israel bombed Iranian nuclear facilities: 1. Over $30; 2. $2...
May 21, 2025•31 min
Bora Bariman, Managing Partner, Hormuz Straits Partnership; Niamh McBurney, Associate Director, Control Risks; and Ole Hansen, Head, Commodity Strategy, Saxo Bank, weighed in their views on the direction of travel for oil markets considering the impact of geopolitics, demand outlook, and central banks signal. What Impact would a Russia-Ukraine ceasefire have on oil markets: 1. Bullish; 2. Bearish; OR 3. No Impact? VOTE here: https://x.com/gulf_intel/status/1924719880596549876 OR here: https://ww...
May 20, 2025•32 min
The Daily Energy Markets Podcast takes a deep dive this Monday morning on the further ramifications of US President Trump’s visit to the Middle East and how it is reshaping the geopolitical landscape. How will Moody's downgrade of US Credit Rating impact oil markets? 1. Bullish; 2. Bearish; OR 3. No Impact? Listen in for comments from Omar Najia, Derivatives Trader, BB Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Omar Al-Ubaydli, Director of Research, Bahrain...
May 19, 2025•34 min
The Daily Energy Markets Podcast capped the week with some insights on Europe gas policy outlook, US and LATAM oil production outlook, and Trump’s Middle East visit. Hear from Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Max Torres, Exploration VP, PetroTal. It seems clear what President Trump got from Gulf...
May 16, 2025•34 min
The US-Middle East relations continue to drive market conversations, and welcomed the views of Toby Iles, Chief Economist, Jadwa Investment; Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; and Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange, in today’s Daily Energy Markets Podcast. We asked the audience: Which GEO POL crisis is most likely to resolve first - 1. Iran-US Nuclear Deal; 2. Russia-Ukraine Peace; 3. Israel e...
May 15, 2025•32 min
Have we already seen the oil price LOW for 2025: YES or NO? Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey; and Mike McGlone, Senior Commodity Strategist, Bloomberg Intelligence, weighed in their views in today’s Daily Energy Markets Podcast. What’s your take? Vote here: https://x.com/gulf_intel/status/1922548658840465847 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7328314396118593536...
May 14, 2025•32 min
Caption - James McCallum, CEO & Chairman, Xergy Group, Professor of Energy, Strathclyde University; Maleeha Bengali, Founder, MB Commodity Corner; and Paul Hickin, Chief Economist & Editor-in-Chief, Petroleum Economist, join the Daily Energy Markets Podcast conversation today and shared their outlook for the global economy on the back of US President Trump’s visit to Saudi Arabia. Who won the US-China Trade War: CHINA; US; DRAW; OR NOT OVER YET? Share your views here: https://x.com/gulf_...
May 13, 2025•35 min
Omar Najia, Derivatives Trader, BB Energy; Narendra Taneja, India's Leading Energy Expert; and Victor Yang, Senior Analyst, JLC Network Technology, shed light on the major developments over the weekend in China’s trade talks with the US, India’s ceasefire with Pakistan, and Trump’s coming visit this week to the Middle East, in today’s Daily Energy Markets Podcast. Will Trump's visit to the Gulf be Bullish/ Bearish/ OR No Impact on oil prices? VOTE here: https://x.com/gulf_intel/status/1921822532...
May 12, 2025•35 min
The Daily Energy Markets Podcast wrapped up the week with sharp insights into OPEC+’s evolving strategy and a forward-looking discussion on the escalating trade tensions between the US and multiple global partners. Tune in for expert analysis from seasoned policy and market commentators Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; and Choei...
May 09, 2025•34 min
Are there any signs of stability returning to commodities and oil markets? Listen in for clarity for our speakers today, Peter McGuire, CEO Australia, Trading.com (Formerly XM); Pamela Munger, Head of Market Analysis – Europe, Vortexa; and Osama Rizvi, Energy & Economic Analyst, Primary Vision. We took their perspectives in equities and commodities trading, shipping and trade flows, and recent geopolitical events, particularly in India and Pakistan.
May 08, 2025•32 min
The Daily Energy Markets Podcast delves into whether the prolonged bearish trend in oil markets may finally be nearing its end. In this episode, expert insights are shared by Alan Gelder, Senior Vice President of Refining, Chemicals & Oil Markets at Wood Mackenzie; Sara Akbar, Chairperson & CEO of OiLSERV Kuwait and Non-Executive Director at Petrofac; and Jamal Qureshi, Managing Director of Analysis & Strategy at Petro-Logistics. Together, they assess the underlying market dynamics a...
May 07, 2025•32 min
What oil price floor would trigger OPEC+ to reverse its planned output increases: $55; $45; Below $40; OR No floor? VOTE here: https://x.com/gulf_intel/status/1919647875958513874 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7325413729771143170 Vandana Hari, Founder & CEO, Vanda Insights; Ilia Bouchouev, Managing Partner, Penthathlon Investments; and June Goh, Senior Oil Analyst, Sparta Commodities, joined in today’s Daily Energy Markets Podcast to distill markets outlook fur...
May 06, 2025•31 min
The Daily Energy Markets Podcast analyzes OPEC+’s May 3 move to raise output and discusses the likelihood of further supply hikes in the months ahead. Listen in for insights from Omar Najia, Head of Trading (Derivatives), BB Energy; Michelle Wiese Bockmann, Independent Energy and Commodities Analyst; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters. OPEC+ will continue with accelerated oil supply increases through Q3 until all 2.2 mbpd cuts are reversed: Agree OR Disag...
May 05, 2025•32 min
The Daily Energy Markets Podcast’s MONTH in REVIEW/ OUTLOOK AHEAD returns this month with Christof Rühl, Senior Research Scholar, Center on Global Energy Policy at Columbia University, along with Jorge Montepeque, Managing Director, Benchmarks of Onyx Capital Group. Listen in for a deep dive on macroeconomic analysis of the impact of US’ tariffs policy, the OPEC decision to release more oil supply, and the overall demand outlook.
May 04, 2025•32 min
The Daily Energy Markets Podcast capped the week focused on geopolitical risks and the outlook for key hotspots in the world – Russia, US, Iran, China, and shipping and trade flows. Tune in to hear more from Andrei Belyi, PhD, Professor, Founder & CEO, Balesene OÜ; Danial Rahmat, Senior Energy Security Consultant, Iran; and Matthew Wright, Senior Freight Analyst, Kpler. How soon will China-US reach a Trade Agreement - by end of: Q2; Q3; Q4; OR In 2026? VOTE here: https://x.com/gulf_intel/sta...
May 02, 2025•35 min
What is the main reason Saudi Arabia appears keen to drive UP oil supply and push DOWN oil prices: Taming Wayward OPEC+; Help US Lower Inflation; Market Share War; OR NONE of the Above? The Daily Energy Markets Podcast addressed this question in today’s conversation. Tune in for views from Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; and Ian Nathan, Director, Global LNG Research, Energy Intelligen...
May 01, 2025•31 min
The Daily Energy Markets Podcast further unpacks today the ramifications of Trump tariffs imposition with Rahul Kapoor, VP, Head of Shipping Analytics & Research, S&P Global Commodity Insights; Victor Yang, Senior Analyst, JLC Network Technology; and Jamie Ingram, Senior Editor, Middle East Economic Survey. Tune in for exclusive insights on outlook from China’s demand, shipping, and OPEC+. Brent crude oil fell 20% over first 100 Days of Trump 2.0 -- how will they perform in 2nd 100 Days:...
Apr 30, 2025•31 min
The Daily Energy Markets Podcast focused on gas in Asia and Europe and sought insights from Marc Howson, Head of Asia, Welligence Analytics and Anne-Sophie Corbeau, Global Research Scholar, Center on Global Energy Policy at Columbia University. Meanwhile, Andrew Laven, Managing Director, E-Cons shared his views on the direction of travel for oil markets. Does the Spain power outage present a cuckoo in the coalmine warning for global infrastructure vulnerability in the era of AI – YES or NO? VOTE...
Apr 29, 2025•30 min
The Daily Energy Markets Podcast kicked off the week with an analysis of the markets, particularly in Asia, and the existing geopolitical risks hanging over its head. Tune in for further insights from Omar Najia, Head of Trading (Derivatives), BB Energy; Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group; Mehmet Öğütçü, Group CEO, Global Resources Partnership &Chairman, London Energy Club. Trump's China Tariffs to unleash Supply Shock on US Economy -- will that be bullish ...
Apr 28, 2025•33 min
What will have greater bearing on the direction of oil prices: Russia-Ukraine ceasefire; Iran-US Nuclear Agreement; China-US Trade Pact; OR OPEC+ Oil Supply Plans? The Daily Energy Markets Podcast concluded the week with an outlook from Mohamed Eljarh, Co-founder, Libya Outlook for Research and Consulting; Rosemary Griffin, OPEC+ Lead Reporter, S&P Global Commodity Insights; and Bill Spindle, Senior Global Correspondent, Cipher News. Have your say here: https://x.com/gulf_intel/status/191566...
Apr 25, 2025•31 min
Amidst Trump tariffs impact on the global economy and ongoing geopolitical deals in Europe and Middle East, the Daily Energy Markets Podcast has further unpacked the reasons behind on OPEC+ decision to increase supply and if it will continue in the coming months. Hear from seasoned analysts Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Amena Bakr, Head of Middle East Energy & OPEC-plus Research, KPLER; and Iman Nasseri, Managing Director - Middle East,FGE Dubai. ...
Apr 24, 2025•32 min
The Daily Energy Markets Podcast delves further into the direction of travel for most markets as volatility reigns. Hear more from Robin Mills, CEO, Qamar Energy; Maleeha Bengali, Founder, MB Commodity Corner; and Mukesh Sahdev, Global Head, Commodities Markets-Oil, Rystad Energy. Markets will continue to experience volatility until: 90-Day Tariffs Pause; End of Year; OR Next Year? VOTE here: https://x.com/gulf_intel/status/1914934919739982144 OR here: https://www.linkedin.com/feed/update/urn:li...
Apr 23, 2025•30 min
Middle East and North Africa energy markets analysts Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Bora Bariman, Managing Partner, Hormuz Straits Partnership, shared their insights on the direction of travel amidst economic and geopolitical uncertainties in today’s Daily Energy Markets Podcast. What is mostly driving current oil price volatility: Geopolitic...
Apr 22, 2025•30 min
With recent geopolitical developments in the Middle East, the oil markets are looking for direction if this is factored in oil prices. Omar Najia, Head of Trading (Derivatives), BB Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman, shared their views in today’s Daily Energy Markets Podcast. How much geo-pol premium is in current oil price from possible Ira...
Apr 21, 2025•35 min
The Daily Energy Markets Podcast capped the week reflecting on the major events that transpired over the last two weeks. Listen in for outlook on geopolitical risks and market fundamentals from Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Niamh McBurney, Associate Director, Control Risks; and Raad Alkadiri, Managing Partner, 3TEN32 Associates. Oil markets soared this week as Trump headline fatigue allowed traders to focus on fundamentals – Agree OR Disagree? V...
Apr 18, 2025•34 min
The markets are still grappling with new realities following the disruptions from last week’s announcements by the US Administration. We listened to Mike McGlone, Senior Commodity Strategist, Bloomberg Intelligence; Ahmed Mehdi, MD, Renaissance Energy Advisors and Senior Fellow, OIES; and James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University in today’s Daily Energy Markets Podcast. Have we already seen the 2025 low for Brent crude oil price – YES or NO...
Apr 17, 2025•34 min
