Gulf Intelligence Podcasts PODCAST: Daily Energy Markets - May 22nd
May 22, 2025
Brian Pieri, Founder of Energy Rogue, and Raad Alkadiri, Managing Partner at 3TEN32 Associates, dive deep into the complexities of the energy market. They discuss OPEC+ output increases and potential impacts on oil prices, alongside Iraq’s oil export dilemmas and India's rising oil demand. The duo also tackles the challenges of U.S. shale production amidst price fluctuations and the geopolitical tensions influencing market dynamics. Their insights shed light on the future of energy strategy in a rapidly changing landscape.
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Real Risk of Israeli Attacks
- Israeli attacks on Iranian nuclear sites are a realistic threat if talks collapse.
- Timing and detail issues, especially on enrichment, heighten conflict risks in the Middle East.
Limited Supply from Iran Deal
- A U.S.-Iran deal may only add a few hundred thousand barrels per day, not a million.
- The main benefit of a deal is de-escalating tensions, not significantly increasing supply.
OPEC+ Price Control Pressure
- OPEC+ faces pressure to control prices amid geopolitical tensions and sluggish demand.
- Prices likely rise moderately to around $70-$75 per barrel, but not to $100 levels.