Episodes
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.
Published 09/20/24
Published 09/20/24
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
Published 09/19/24
The DEM Podcast conversation on FED rate cuts, OPEC+ outlook, and geopolitical risks continue as we enter the midweek. Take your notes from seasoned analysts Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; and Henning Gloystein, Director - Energy, Climate & Resources, Eurasia Group. The FED decision today will be bearish or bullish for oil markets. Vote here: https://x.com/gulf_intel/status/1836298532896100821
Published 09/18/24
The Daily Energy Markets Podcast took a closer look on the bearish tone in APPEC in Singapore last week as Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; Bill Spindle, Senior Global Correspondent, Cipher News; and Victor Yang, Senior Analyst, JLC Network Technology shared their respective views on OPEC, US markets, and China. We asked the audience - Profits for major catering businesses in Beijing plunged 88% over the first half of 2024 -- has China's weaker economic...
Published 09/17/24
What size of FED rate cut this week would be more bullish for oil prices - 25 basis points; 50 basis points; or NO impact on oil prices? Listen in for this week’s outlook from Omar Najia, Global Head, Derivatives, BB Energy; Brian Pieri, Founding Member, Energy Rogue; and Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman. Share your views here: https://x.com/gulf_intel/status/1835573940594336146
Published 09/16/24
The Daily Energy Markets capped the week with insights from Robin Mills, CEO, Qamar Energy; Jose Chalhoub, LATAM Consultant, Orinoco Research; and Andrew Laven, Managing Director, E-Cons. Brent crude oil has fought-off $60+ and survived with $70 floor now bedded in: AGREE or DISAGREE? Get your views heard and vote here: https://x.com/gulf_intel/status/1834485945715867838
Published 09/13/24
OPEC+ to launch its third oil price war in a decade to squeeze out higher-cost producers by proceeding with output increases next year: AGREE or DISAGREE? Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa; Maleeha Bengali, Founder, MB Commodity Corner; and Osama Rizvi, Energy & Economic Analyst, Primary Vision Network, weighed in their views in today’s Daily Energy Markets Podcast. Share your views here: https://x.com/gulf_intel/status/1834123342808301656
Published 09/12/24
As we move to the midweek, the Daily Energy Markets Podcast delved into market fundamentals and heard views from our go-to experts Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group; and Matthew Wright, Senior Freight Analyst, Kpler. With 6MBPD of cuts already adopted, does OPEC+ have any more cards to play to reverse price decline: YES or NO? https://x.com/gulf_intel/status/1833763886786380002
Published 09/11/24
The Daily Energy Markets Podcast took a picture of what the energy markets look like as oil prices go bearish. Our speakers today weighed in their views on outlook for Iraq, Turkey, Egypt, and the economic view from the GCC. Hear more from Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Scott Livermore, Chief Economist, Oxford Economics Middle East; and Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy...
Published 09/10/24
Brent Crude Oil consolidating at YTD lows before rising towards $80 after FED cuts rates later this month: AGREE or DISAGREE? Hear from Omar Najia, Global Head, Derivatives, BB Energy; Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and Peter McGuire, CEO, XM Australia, in today’s Daily Energy Markets Podcast. Have your say here: x.com/gulf_intel/status/1833036731588739081
Published 09/09/24
The Daily Energy Markets Podcast capped the week with a strong finish as we heard insightful oil markets outlook in relation to OPEC, Iran, and China. Listen in to Amena Bakr, Senior Research Analyst, Energy Intelligence; Danial Rahmat, Senior Energy Security Consultant, Iran; and Yan Chong Yaw, Director of Oil Research -Asia, London Stock Exchange Group in this session. Will OPEC+ decision to postpone oil supply increases be enough to stop oil prices falling further: YES or NO? Vote here:...
Published 09/06/24
The Daily Energy Markets Podcast continues the conversation with a focus on views from the Asian markets. Listen in with Narendra Taneja, India's Leading Energy Expert; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters. Brent Crude Oil Prices have averaged around $82 Year to date through August - what will they average over remaining of the year: Closer to $85 / $80 / $75/ $70? Have your say:...
Published 09/05/24
Oil has now wiped out all this year’s gains - what is the main trigger: Opec+ to raise supply; China's weak demand; Fed to start cutting; US eco slowdown? Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Vandana Hari, Founder & CEO, Vanda Insights; and Jamie Ingram, Senior Editor, Middle East Economic Survey, weighed in their views in today’s Daily Energy Markets Podcast. Have your say here: https://x.com/gulf_intel/status/1831225095907430760
Published 09/04/24
Will the return of Wall Street business as usual with the end of Summer/ Labor Day be BULLISH or BEARISH for oil prices? Have your say here: https://x.com/gulf_intel/status/1830879245561659583 Hear fresh notes from 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, on oil fundamentals, OPEC, and...
Published 09/03/24
As the Daily Energy Markets Podcast resume its regular programming today for its 5th Season, Omar Najia, Global Head, Derivatives, BB Energy; Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy, indicated their outlook for the energy markets and shared their views on this thesis: Is $80 still a FLOOR for Brent crude or is it now a CEILING moving into Q4? Have your say here:...
Published 09/02/24
The Daily Energy Markets Podcast Season 5 has now begun, with Mike Muller, Head of Vitol Asia and Christof Rühl, Senior Research Scholar at Center on Global Energy Policy in Columbia University kicking off the session as they reflect on the recent geopolitical events during the summer and the current trends in the energy markets.
Published 09/02/24
The Daily Energy Markets Podcast wraps up the ’23-’24 Season today and asks our followers: What will be the price of Brent crude oil after summer season on Sept. 1st: Closer to $95; Closer to $90; Closer to $85; OR Closer to $80? Have your say: https://x.com/gulf_intel/status/1811654733066645875 Listen in for outlook from our notable speakers Kieran Gallagher, Managing Director, Vitol Bahrain E.C; Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; and Gaurav Sharma,...
Published 07/12/24
China's Communist Party top Select Committee will meet next week for 3rd summit of current 5-year government -- will they green light any notable stimulus measures to drive growth and energy demand in H2 2024: YES or NO? Vote here: https://x.com/gulf_intel/status/1811293371819802676 Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; and Osama Rizvi,...
Published 07/11/24
What should oil market keep closest eye on when everyone heads to the beach for summer holidays: 1. Rate Cuts; 2. Biden Goes/ Stays; 3. OPEC+ Cuts or NO; 4. Hurricanes? Hear the views of Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta; Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai, in today’s Daily Energy Markets Podcast. Get your views counted here:...
Published 07/10/24
Hurricane season 2024 will push Brent to $90+ in Q3 after "Beryl" was earliest Category 4 & 5 hurricane on record and left 85% of Houston without power: AGREE or DISAGREE? Vote here: https://x.com/gulf_intel/status/1810568522558283806 Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; Vandana Hari, Founder & CEO, Vanda Insights ; and Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey, offered insightful notes on key aspects...
Published 07/09/24
With election results from Iran to France behind us with victories for the center, Have we passed through the Geopolitical risk premium high water mark for Q3: YES or NO? Hear from Omar Najia, Global Head, Derivatives, BB Energy; Amena Bakr, Senior Research Analyst, Energy Intelligence; and Walter Simpson, Managing Director, CCED, as they share their insights in today’s Daily Energy Markets Podcast. Share your vote here: https://x.com/gulf_intel/status/1810205586333573408
Published 07/08/24
Catch up with Mike Muller, Head of Vitol Asia, with Christof Rühl, Senior Research Scholar at Center on Global Energy Policy in Columbia University in this special edition of the Daily Energy Markets Podcast, taking a deeper dive on the outlook ahead in the coming months.
Published 07/08/24
Hear it from Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies; Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; Victor Yang, Senior Analyst, JLC Network Technology, as we cap the week’s Daily Energy Markets Podcast. Paul Hickin, Editor-in-Chief, Petroleum Economist moderated the conversation.
Published 07/05/24
Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; and Peter McGuire, Chief Executive Officer, XM Australia, weighed in their views, considering policy outlook and market demand insights, in today’s Daily Energy Markets Podcast.
Published 07/04/24