Gulf Intelligence Podcasts PODCAST: Daily Energy Markets - May 20th
May 20, 2025
Niamh McBurney, an Associate Director at Control Risks, shares her expertise on geopolitics and energy security. Ole Hansen, Head of Commodity Strategy at Saxo Bank, provides insights into commodity markets. Bora Bariman, Managing Partner at Hormuz Straits Partnership, focuses on trade flows and investment in the Middle East. They discuss the potential impact of a Russia-Ukraine ceasefire on oil prices, delve into BRICS’ rising influence, and analyze the complexities of oil dynamics amid geopolitical tensions and changing demand patterns.
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BRICS' Enduring Global Role
- The BRICS countries remain a significant global energy and trade bloc despite political tensions.
- They potentially offer an alternative, rules-based platform for investment outside US dominance.
BRICS as Trade Platform
- BRICS serves as a stable trading platform alternative to US-dominated systems.
- Growing Asian economies prefer predictable trade rules over executive order-based US mechanisms.
Dollar’s Role May Face Disruption
- A shift away from dollar payments by BRICS could profoundly disrupt global trade.
- That shift could significantly impact the US economy and the dollar’s role as reserve currency.