Shipping risks, sanctions, and outlook on China demand took centerstage in today’s Daily Energy Markets Podcast. Hear more from Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and Victor Yang, Senior Analyst, JLC Network Technology. What is weighing more on oil prices - China Demand OR US, Europe Macro Concerns? Feel the pulse from market observers here:...

As we enter the mid-week, the Daily Energy Markets Podcast unpacks a little bit more on those analysis of supply and demand dynamics, along with some outlook on China’s LNG versus diesel demand outlook. Hear more from Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; Matthew Wright, Senior Freight Analyst, Kpler; and Yiyong He, Founder & CEO, LNG Easy.

The energy conversation continues in today’s Daily Energy Markets Podcast regarding factors that will have biggest impact on oil prices – OPEC+, China, or Geopolitics? Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters; and Osama Rizvi, Energy & Economic Analyst, Primary Vision Network weighed in their views. We asked the audience, Brent crude oil to return to test $70 now that Iran's oil...

The Daily Energy Markets opened this week’s discussion on what will have the biggest impact in determining oil prices over Q4 – Is it the latest China economic stimulus, OPEC+ supply policy, or the Middle East geopolitical tensions? Hear from Omar Najia, Global Head, Derivatives, BB Energy; Mriganka Jaipuriyar; Head of News, APAC, S&P Global Commodity Insights; and Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects, in today’s discussion, and share your thoughts here:...

The Daily Energy Markets Podcast capped the discussion for the week with notes from Dr. Aniseh Bassiri Tabrizi, Senior Analyst, Control Risks; Rob Barnett, Senior Global Energy and Commodity Analyst, Bloomberg Intelligence; and Jose Chalhoub, Analyst, Jose Parejo Associates. Listen in to get insights on the Iran-Israel geopolitical events; US energy transition outlook; on the geopolitical situation in the Middle East; US energy outlook; and Latin American oil production. What will Brent Crude...

Energy markets observers Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; Serena Huang, Head of APAC Analysis, Vortexa; and Daniel Richards, MENA economist, Emirates NBD, shared their outlook on OPEC+, China oil demand, and Middle East economic performance, in today’s Daily Energy Markets Podcast. Do you expect OPEC+ to proceed with plans to start to increase oil supply from Dec. 1st: YES or NO? Have your say here:...

Oil prices jump of only 10+% in the last week have priced in an Israeli retaliatory strike on Iran, but Not on Iranian oil infrastructure: AGREE or DISAGREE? Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Peter McGuire, CEO, XM Australia; and Janiv Shah, Vice President, Oil Markets, Cross Barrel Balances Lead, Rystad Energy, weighed in their views in today’s Daily Energy Markets Podcast. Express your view here: https://x.com/gulf_intel/status/1843555846544077265

With 6 million barrels a day of idle capacity, any geopolitical-premium spike in oil prices will be short-lived regardless of what happens next: AGREE or DISAGREE? Listen in for views from Omar Najia, Global Head, Derivatives, BB Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Jamie Ingram, Senior Editor, Middle East Economic Survey, in today’s Daily Energy Markets. Share your vote here: https://x.com/gulf_intel/status/1843184817783136686

Mike Muller, Head of Vitol Asia and Christof Rühl, Senior Research Scholar, Center on Global Energy Policy, Columbia University kicked off this month’s Daily Energy Markets Podcast. Take out your notepads as they discussed, among others, the outlook for demand and supply balance in Q4, the OPEC price war question, and the monetary policy scenarios as we enter Q4.

The Daily Energy Markets Podcast conversed with Peter McGuire, Chief Executive Officer, XM Australia; Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies; and Paul Hickin, Editor-in-Chief, Petroleum Economist to cap the week. OPEC+ has no choice but to trigger a market share battle because oil producers not bound by supply cuts are adding more new production than annual demand growth: AGREE or DISAGREE? Have your say:...

FT Reporting that Saudi Arabia is ready to launch oil market share battle -- can they win: YES or NO? In today’s Daily Energy Markets Podcast, Andrew Critchlow, Global Head of News, S&P Global Commodity Insights and Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington, shared their views on a report regarding Saudi oil market share. We also heard the outlook on LNG and gas demand in Asia with Marc Howson, Head of Asia,...

The discussion continues in the midweek at the Daily Energy Markets Podcast, with key insights on our topic of the day ‘OPEC sees global oil demand growing by 10mbpd from 2023 to 2029: Agree with 10MBPD; Maybe Half That; Less Than a Third; OR No Growth as we are at Peak Demand?’ Listen in for views from Sara Akbar, Chairperson & CEO, OiLSERV, Kuwait & Non-Executive Director, Petrofac; Alan Gelder, Downstream Global SME, VP Refining, Chemicals & Oil Markets, Commodities Research,...

China Unleashed Stimulus Blitz Today to Stimulate Economy - will it ignite oil markets: Yes, No, OR Little Impact? Vote here: https://x.com/gulf_intel/status/1838472415510192214 Listen in for more insights from James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University; Richard Redoglia, Chief Executive Officer, Matrix Global Holdings; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International.

Oil markets narrative is shifting towards Glass Half-Full bullish on march towards $80 in Q4: AGREE or DISAGREE? Ilia Bouchouev, Managing Partner, Penthathlon Investments; Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; and Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey, weighed in their views as we opened the week with oil prices touching $75. Have your say here: https://x.com/gulf_intel/status/1838107926180876675

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.

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

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

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...

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

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

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

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

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...

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

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:...