Gulf Intelligence Podcasts

As the Daily Energy Markets Podcast wraps up its 2024-2025 season, experts dissect whether Brent crude can hold above $70 or retreat into the 60s amid tightening supply and tariff headwinds. Paul Horsnell of Standard Chartered unpacks OPEC’s outlook and spare capacity myths, while Rachel Ziemba warns of tariff-driven macro risks and shifting Chinese demand. James Lear adds traders’ technical insights on price floors and beachside stop-loss strategies. It’s a vital pulse check before the market drifts into a volatile summer lull.

On today’s Daily Energy Markets podcast, host Sean Evers welcomes Peter McGuire, Carol Nakhle, and Omar Al-Ubaydli to debate whether Brent crude’s $70 mark is now a price floor or ceiling amid fresh Trump tariff chaos. From OPEC’s balancing act and China’s resilience to the impact of geopolitical flashpoints from Gaza to Bab al-Mandab, the panel unpacks the market’s muted shock and the US dollar’s decline. Tune in for sharp insights on what could shake oil prices next. Does Trump Tariff chaos make $70 a floor or ceiling for oil market? Have your say here: https://x.com/gulf_intel/status/1943198013804945792 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7348963776601161728

Brent crude tests $70 as experts unpack what’s driving oil prices — from macro speculation and a weaker dollar to China’s mixed demand signals and ongoing geopolitical risks. In today’s Daily Energy Markets Podcast, Maleeha Bengali, Clyde Russell, and Laury Haytayan explore Fed policy, tariffs, and Europe’s defense spending amid global uncertainty. Last month, Israel’s war on Iran drove Brent crude to $70+ -- what is the biggest driver in July? Have your say here: https://x.com/gulf_intel/status/1942838948671443103 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7348604657155411972

This Daily Energy Markets episode explores the oil market’s struggle as Brent crude hovers around $70, caught in a geopolitical ping pong. With fresh tariffs, trade tensions, and OPEC+ moves, the panel debates whether this “tariff movie” is any different this time. Hear Bloomberg’s Mike McGlone, India’s Narendra Taneja, and China analyst Victor Yang unpack the shifting energy outlook, from deflationary forces to strategic alliances reshaping global supply, demand, and market psychology. Have your say here: https://x.com/gulf_intel/status/1942471106264174664 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7348236401190023168

Oil markets shrug off OPEC+’s surprise “supply plus” plan as prices hold steady. Analysts say financial flows and global liquidity now outweigh old supply-demand thinking. Saudi Arabia’s higher Asia oil prices signal confidence in demand, but real questions remain about spare capacity, refinery cycles, and geopolitical risks ahead. Tune in for a deeper dive as the Daily Energy Markets address the results of recent OPEC+ decision, with Omar Najia, Derivatives Trader, BB Energy; Amena Bakr, Head of Middle East Energy & OPEC-plus Research, KPLER; and Mukesh Sahdev, Global Head, Commodities Markets-Oil, Rystad Energy. Have your say here: https://x.com/gulf_intel/status/1942117884773167160 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7347883407445520384

How will OPEC+ supply hikes, China’s stimulus shifts, and Trump’s economic surprises shape oil markets? Mainstay Month in Review & Outlook Ahead speaker Christoph Rühl, Senior Research Scholar at Center on Global Energy Policy in Columbia University was joined by Yang Liang Miao, Chief Strategist at China International Capital Corp, on Sunday to unpack the latest OPEC+ decision, China’s resilient demand outlook, and the impact of tariffs and trade tensions. Insightful views on peaking oil demand, inventory strategies, and global macroeconomic shifts round out this essential energy markets conversation.

The Daily Energy Markets podcast tackled the ripple effects of a sweeping new US spending bill adding $3 trillion to debt while slashing taxes and gutting key social and climate programs — a clear political win for Trump but raising concerns over debt and dollar pressure. Guests debated how a weaker dollar could support oil prices, the impact of OPEC+ unwinding supply cuts amid tight compliance, and the market’s focus on upcoming US tariffs. Uncertainty remains a key theme, with refinery cracks widening and Europe bracing for further trade friction as oil markets watch volatile supply-demand balances. Tune in for more insights from Patrick Kulsen, CEO of Insights Global; Rosemary Griffin, OPEC+ Lead Reporter at S&P Global Commodity Insights; and Raad Alkadiri, Managing Partner of 3TEN32 Associates.

Amid volatile oil prices, energy and commodities experts Choeib Boutamine, Nadia Martin Wiggen, and Ahmed Mehdi unpacked the ripple effects of Trump’s vast budget bill, OPEC+ supply decisions, and global trade negotiations on energy markets. With inventories high in China and US stockpiles surprising to the upside, the panel weighed whether OPEC+ can sustain production unwinds without risking a price drop below $60. Tune in to learn more about how a weakening dollar and fragile trade deals could impact revenues for oil producers, while refining capacity closures and resilient demand in China may lend support, in today’s the Daily Energy Markets podcast.

Is traditional oil market supply-demand research still fit for purpose? As OPEC+ pushes ahead with its plans to unwind historic supply cuts, what does this mean for the future trajectory of oil markets? The Daily Energy Markets Podcast unpacks these questions from multiple angles, featuring insights from Ali Al Riyami, Consultant and Former Director General of Marketing at Oman’s Ministry of Energy & Minerals; Neil Atkinson, Former Head of the Oil Markets Division at the International Energy Agency; and Jamie Ingram, Managing Editor at the Middle East Economic Survey. Tune in now to hear where these experts believe the market is headed — and why old forecasting models might be overdue for a rethink. Share your perspective and join the debate: https://x.com/gulf_intel/status/1940305602485666119 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7346071398961901568

The Daily Energy Markets Podcast unpacked the diverse dynamics that could shape oil prices in the second half of the year, following an average of $70.80 for the first six months. In this episode, Jorge Montepeque, Managing Director of Benchmarks at Onyx Capital Group; James McCallum, CEO & Chairman at Xergy Group and Professor of Energy at Strathclyde University; and Arne Lohmann Rasmussen, Chief Analyst and Head of Research at Global Risk Management, shared their expert perspectives on where Brent crude oil might average in the coming months. So, what do you think - Will Brent land closer to $55, $65, $75, or $85 in 2H?