Episodes
Oil supply and demand outlook take centerstage in today’s the Daily Energy Markets Podcast, in conversation with Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Vibhuti Garg, Director - South Asia, IEEFA; and Paul Hickin, Editor-in-Chief, Petroleum Economist.
Published 07/03/24
The Daily Energy Markets Podcast continues to discuss key factors impacting the direction of travel for oil markets in Q3. Listen in for more views from Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Brian Pieri, Founding Member, Energy Rogue; and Russell Robertson, Chief Commercial Officer, Dubai Mercantile Exchange.
Published 07/02/24
The Daily Energy Markets Podcast kicked off the second half of 2024 with outlook on the markets with a focus on geopolitics and elections in US and Europe, as well as on maritime and China demand. Listen in with Omar Najia, Global Head, Derivatives, BB Energy; Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa; and Henning Gloystein, Director - Energy, Climate & Resources, Eurasia Group.
Published 07/01/24
Geopolitical risk premium returns to oil markets as new threats emerged overnight. We welcomed the views of Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Danial Rahmat, Senior Energy Security Consultant, based in Tehran, in today’s Daily Energy Markets Podcast.
Published 06/28/24
Demand outlook and OPEC+ decision this month, and the outlook for H2 were discussed in today’s Daily Energy Markets Podcast with commodities gurus Ole Hansen, Head of Commodity Strategy, Saxo Bank, and Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence, along with Andrew Laven, Senior Partner, E-Cons.
Published 06/27/24
We heard varied insights on the outlook for energy demand in the coming months, plus an update on Latin American supply in today’s Daily Energy Markets Podcast. Hear more from Jeff Brown, President, FGEnergy; Maleeha Bengali, Founder, MB Commodity Corner; and Jose Chalhoub, LATAM Consultant.
Published 06/26/24
An excess of refined products exports will keep crude prices under $90 in Q3: AGREE/DISAGREE? Listen in for expert views from Alan Gelder, Downstream Global SME, VP Refining, Chemicals & Oil Markets, Commodities Research, Wood Mackenzie; Robin Mills, Chief Executive Officer, Qamar Energy; and Andrei Belyi, PhD, Professor, Founder & CEO, Balesene OÜ, in today’s Daily Energy Markets Podcast. Your views are most welcome, vote here: https://x.com/gulf_intel/status/1805493943250870593
Published 06/25/24
Catch up on a dynamic set of energy markets views from Omar Najia, Global Head, Derivatives, BB Energy; Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy, in today’s podcast. Oil prices in Q3 will average: 1. $80-$85; 2. $85-$90 OR 3. $90 plus? Vote here: https://x.com/gulf_intel/status/1805133906653356045
Published 06/24/24
Will Brent touch $90 OR $80 first? Vote here: https://x.com/gulf_intel/status/1801507679304606095 The Daily Energy Markets Podcast capped the week with fresh insights on trending topics – from new sanctions and oil vessels carrying Russian crude to tanker rates, and LNG outlook in Asia and beyond. Hear more from Marc Howson, Head of Asia, Welligence Analytics; Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; and Matthew Wright, Senior...
Published 06/14/24
How will the Will They Won't They FED cut rates impact markets in H2: Bullish OR Bearish? Vote here: https://x.com/gulf_intel/status/1801146160071025012 Listen in for more views on OPEC+ decision from Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic, International & Energy Studies; and Frank Kane, Editor-at-Large, Arabian Gulf Business Insights, in today’s Daily Energy Markets Podcast.
Published 06/13/24
The Daily Energy Markets Podcast dissected the headlines surrounding energy transition in Europe and the US, with James McCallum, CEO & Chairman, Xergy Group, and Professor of Energy, Strathclyde University; and Bill Spindle, Senior Global Correspondent, Cipher News. Bora Bariman, Managing Partner, Hormuz Straits Partnership voiced his views on demand forecasts and oil prices.
Published 06/12/24
SURVEY: Oil prices will hit $90 in Q3 and hold for the year despite the expectation of added oil in Q4? AGREE/DISAGREE. Let us know your thoughts: https://x.com/gulf_intel/status/1800424417199346038 Listen to today’s speakers on the Daily Energy Markets Podcast with experts Narendra Taneja, India’s leading energy expert; Rob Barnett, senior global energy and commodity analyst at Bloomberg Intelligence; and Victor Yang, senior analyst at JLC Network Technology.
Published 06/11/24
The Daily Energy Markets Podcast kicked off the trading week with insights from Omar Najia, Global Head of Derivatives at BB Energy; Marc Ostwald, Chief Economist & Global Strategist at ADM Investor Services International; and Richard Redoglia, Chief Executive Officer of Matrix Global Holdings. Will European election results with swing to far right be bullish or bearish for oil prices in H2? Let us know your thoughts: https://x.com/gulf_intel/status/1800059623879438553
Published 06/10/24
Listen in to views from analysts across the globe with Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group sharing his outlook for Japan energy markets; Max Torres, Managing Partner, Plata Energy on the Americas; and Paul Hickin, Editor-in-Chief, Petroleum Economist, with his recent observations on latest OPEC major announcements. We wrapped up the week for the Daily Energy Markets Podcast posing this question: Brent crude oil price will likely average about $83 for H1 --...
Published 06/07/24
In today’s Daily Energy Markets Podcast, we posed the question: The start of rate cuts has put a floor under oil price: AGREE or DISGAREE? Vote here: https://x.com/gulf_intel/status/1798610891979780256 Listen in for views and outlook on Europe and upcoming elections from Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; OPEC decision on its June 2nd meeting from Andrew Critchlow, Head of News, EMEA, S&P Global...
Published 06/06/24
More insights and views from notable OPEC observers in today’s Daily Energy Markets Podcast with Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Jamie Ingram, Senior Editor, Middle East Economic Survey; and Peter McGuire, Chief Executive Officer, XM Australia. The session also tackled this question: The start of rate cuts cycle beginning with ECB will reverse oil price decline - Agree OR Disagree? Vote here:...
Published 06/05/24
Why has the oil market responded bearishly to OPEC meeting thus far: OPEC+8 Plan to Raise Output; Global Demand Weakening; OPEC+ too much idle supply; OR None of the Above? Vote here: https://x.com/gulf_intel/status/1797890052636442841 Listen in to today’s speakers at the Daily Energy Markets Podcast, with Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Pamela Munger, Senior Market Analyst, Vortexa; Clyde Russell, Asia Commodities & Energy Columnist,...
Published 06/04/24
The Daily Energy Markets Podcast kicked off the trading week with views from Omar Najia, Global Head, Derivatives, BB Energy; Vandana Hari, Founder & CEO, Vanda Insights; and Paul Horsnell, Head of Commodities Research, Standard Chartered Bank, following the decision of OPEC+ meeting announced on Sunday. What was the biggest piece of news for oil market to take away from the OPEC+ meetings yesterday: Roll over 2.2 mbpd voluntary cuts for Q3; Extension all OPEC+ cuts until end of 2025;...
Published 06/03/24
The Daily Energy Markets Podcast kicked off the month of June with our tandem powerhouse cast Mike Muller, Head, Vitol Asia, with Christof Rühl, Senior Research Scholar, Center on Global Energy Policy, Columbia University. This session is part of the Energy Markets Series’ curtain raiser discussion to the OPEC+ meeting in Riyadh with some ministers and online, today at 1pm Vienna time. We posed this question: OPEC+ needs to at least maintain all current output cuts through H2 to sustain $83...
Published 06/02/24
The Daily Energy Markets Podcast capped the week with outlook on OPEC+ announcement on Sunday. Listen in to hear more views from Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai. Brent crude oil prices will drop below $80 if OPEC+ agree to rollover cuts for only Q3: Agree...
Published 05/31/24
Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; Janiv Shah, Vice President, Oil Markets; Refinery and Crude Balances Lead, Rystad Energy; and Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta, shed light on the economics and demand of oil as the markets anticipate the next move by the OPEC group. Hear more from the Daily Energy Markets Podcast and have your say: What's OPEC+ likely to do if prices don't hit the desired $90+ during Q3: Deepen...
Published 05/30/24
Today’s Daily Energy Markets Podcast continues to explore the possible outcomes of OPEC meeting this weekend. Hear views from Ilia Bouchouev, Ph.D., Managing Partner, Pentathlon Investments; Michal Meidan, Head of China Research Programme, The Oxford Institute for Energy Studies; and Daniel Richards, MENA economist, Emirates NBD. Will OPEC now look to unravel cuts after IMF upgrades China's 2024, 2025 GDP growth forecasts after 'strong' Q1: YES or NO? Vote here:...
Published 05/29/24
In keeping with the tradition that OPEC+ likes to surprise the market -- what could be top of list of possibilities: Make Deeper Cuts; Unwind Current Cuts in Q3; Announce end of Cuts for Q4; OR None of the Above? Have your say here: https://x.com/gulf_intel/status/1795348317116981729 Hear more from Maleeha Bengali, Founder, MB Commodity Corner; Victor Yang, Senior Analyst, JLC International; and Laury Haytayan, MENA Director, Natural Resource Governance Institute in today’s Daily Energy...
Published 05/28/24
The Daily Energy Markets Podcast kicked off this week with a focus on upcoming OPEC+ decision and explored diverse views from commentators across geographical markets. Hear more from Omar Najia, Global Head, Derivatives, BB Energy; Brian Pieri, Founding Member, Energy Rogue, Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting. Will oil supply/demand market tightness in H2 allow OPEC+ to start unravelling cuts: YES or NO? Have your say:...
Published 05/27/24
What will OPEC do when it meets next week: Roll Over same cuts for Q3; Roll over same Cuts for H2; OR Start to unravel cuts? Have your say: https://x.com/gulf_intel/status/1793896700702281752 The Daily Energy Markets Podcast capped the week with key discussions on outlook for OPEC+ decision, Iran’s future, and the ongoing geopolitical events in Europe. Hear them all from our guest speakers Robin Mills, Chief Executive Officer, Qamar Energy; Danial Rahmat, Senior Energy Security Consultant,...
Published 05/24/24