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...

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...

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....

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

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:...

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...

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

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...

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...

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...

WHAT will Brent crude oil price do first: 1. Drop below $70 OR Rise to $80? The Daily Energy Markets Podcast heard from Mukesh Sahdev, Global Head - Commodity Markets Oil, Rystad Energy and Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington on their views of the oil markets. Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group, also gave his views on the recent political developments in Japan and its possible...

The Daily Energy Markets Podcast has returned to its regular programming following a week’s hiatus and shift of coverage to ADIPEC WEEK 2024. We opened this week’s discussion with Omar Najia, Global Head, Derivatives, BB Energy; Peter McGuire, CEO, XM Australia; and Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey. Oil has not enjoyed Trump bump like most financial markets because drill-baby-drill policies mean more supply than demand – AGREE or DISAGREE? Share your views here:...

The Daily Energy Markets Podcast hosted a conversation with Mike Muller, Head, Vitol Asia and Christof Rühl, Senior Research Scholar, Center on Global Energy Policy at Columbia University, focused on the new Trump presidency and what would it mean for the energy markets

The Daily Energy Markets Podcast capped the week with outlook on China’s oil demand from Jorge Montepeque, Managing Director, Benchmarks, Onyx Capital Group and Yan Chong Yaw, Director of Oil Research -Asia, LSEG. We also heard insights from Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies on his views of the US Elections and the ongoing conflicts in the Middle East. Will the US election result be a game changer for oil markets to move prices into a new...

As the Future Investment Initiative Summit wraps up today in Saudi Arabia, the Daily Energy Markets Podcast puts a spotlight on the pulse there from investors and policymakers on US elections. Frank Kane, Editor-at-Large, Arabian Gulf Business Insight, provides a live update from Riyadh. Saudi Arabia’s declared pivot to focus more on in-country investment, will add pressure to maintain a specific oil price floor – AGREE or DISAGREE? Listen in for more views from Robin Mills, CEO, Qamar...

Have oil markets priced in OPEC+ Supply increase on Dec. 1st? Viktor Katona, Head of Oil Analysis, KPLER; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International, weighed in their views in today’s Daily Energy Markets Podcast. Share your thoughts here: https://x.com/gulf_intel/status/1851519816722424244

In the age old tradition of the oil markets "Buy the Rumour, Sell the News" – What is the next bit of News – US Elections; OPEC+ Supply Plans; FED Next Move; or No News? Share your views here - https://x.com/gulf_intel/status/1851158653018968564 Hear more comments from Andrew Laven, Managing Director, E-Cons; Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta; and Robert Perkins, Managing Editor, Downstream Oil News – EMEA, S&P Global Commodity Insights....

The Daily Energy Markets Podcast kicked off the week with some reflections on new market data coming out of Asia, and its possible impact of OPEC+ decision on Dec. 1st. Listen in to Omar Najia, Global Head, Derivatives, BB Energy; Peter McGuire, CEO, XM Australia; and Bill Spindle, Senior Global Correspondent, Cipher News, for their outlook. Profits at China’s industrial firms in September fell 27.1% from a year earlier -- do you expect OPEC+ to proceed with Dec. 1st oil supply increases –...

What will have biggest impact on oil market direction after US election is over: 1. CHINA Stimulus Plans; 2. OPEC+ Supply Plans; 3. GEOPOLITICALS; 4. Contested US Election Results? Bora Bariman, Managing Partner, Hormuz Straits Partnership; Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; and Richard Redoglia, CEO, Matrix Global Holdings, weighed their views as we cap the week in today’s Daily Energy Markets Podcast. What’s your view?...

Is the world tilting towards a new world order, and how does that reflect on the energy markets? It was a short but deep dive into the world of geopolitics and US markets in today’s Daily Energy Markets Podcast, with Narendra Taneja, India's Leading Energy Expert; Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; and Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence. Who will be more bullish for oil prices if they win US election – Trump or Harris? Pencil in your view...

Geopolitical tensions in the Middle East, global macroeconomic outlook, and shipping decarbonization are among the key points of discussion in today’s Daily Energy Markets Podcast, featuring Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Maleeha Bengali, Founder, MB Commodity Corner; and Cem Saral, CEO, Cockett Group. Do you believe the one year old active conflict in the Middle East is: 1. Closer to beginning; 2. Closer...

Caption - Do you expect OPEC+ to proceed with an oil supply increase on Dec. 1st as announced despite lower trending oil price – YES or NO? Vandana Hari, Founder & CEO, Vanda Insights; Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; and Brian Pieri, Founding Member, Energy Rogue commented in view of China economy, US and Americas supply oil supply outlook and Middle East geopolitical events, in today’s Daily Energy Markets Podcast....

The Daily Energy Markets Podcast kicked off the week with the question still hanging over the trading world: Oil prices have once again lost all their geopolitical risk premium as demand weakness trumps supply risk: AGREE or DISAGREE? Listen in with Omar Najia, Global Head, Derivatives, BB Energy; Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange; and Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting. Your views matter, vote here:...

The Daily Energy Markets Podcast capped the week with outlook from Latin America from Dr. Aldo Flores-Quiroga, Former Deputy Secretary of Energy for Hydrocarbons, Mexico's Ministry of Energy & Senior Advisor, FTI Consulting; views from Tehran on the current situation by Danial Rahmat, Senior Energy Security Consultant, Iran; and possibilities in sustainable aviation fuels from David Elward, Pricing Director - Energy Transition, General Index. With a negligible Geopolitical risk premium in...