Gulf Intelligence Podcasts

The Daily Energy Markets Podcast capped the week and the month with outlook for the equities markets, US energy policy, and the possible outcome of OPEC+ decision on June 1st. Tune in as we hear more insights from speakers across continents with Sydney-based Peter McGuire, CEO Australia of Trading.com (Formerly XM); London-based Rosemary Griffin, OPEC+ Lead Reporter of S&P Global Commodity Insights; and based outside of Washington D.C. Bill Spindle, Senior Global Correspondent of Cipher News. Oil Markets have priced-in and now more or less immune to Trump Tariff Turmoil: AGREE or DISAGREE? Cast your vote: 📊 LinkedIn 👉 https://www.linkedin.com/feed/update/urn:li:activity:7334112070231019520📊 X (Twitter) 👉 https://x.com/gulf_intel/status/1928346300941992189

Iman Nasseri, Managing Director for the Middle East at FGE Dubai, and Ahmed Mehdi, MD of Renaissance Energy Advisors, provide sharp insights into the volatile energy market. They discuss the potential for a US-Iran nuclear deal and its bearish implications for oil prices. The conversation highlights OPEC's strategic moves amid weak global demand and geopolitical tensions. The complexities of oil dynamics, including relationships between major producers and the impact of political decisions on market reactions, take center stage.

David Wech, Chief Economist at Vortexa; Robin Mills, CEO of Qamar Energy; and Jamie Ingram, Managing Editor at the Middle East Economic Survey, discuss key shifts in the oil market as OPEC+ meets. They delve into how the U.S. credit rating downgrade could impact global oil markets and the effects of Trump’s economic policies. The trio also explores de-dollarization trends, geopolitical tensions influencing oil exports, and China’s growing role in global oil demand. Their insights shed light on market dynamics that could reshape the energy landscape.

Carole Nakhle, President of the Arab Energy Club and CEO of Crystol Energy, shares insights on OPEC+ policies and the impacts of geopolitics on oil prices. Daniel Richards, a MENA economist with Emirates NBD, analyzes the macroeconomic pressures facing Gulf states amid fluctuating oil revenues. Jose Chalhoub, a policy and energy analyst, discusses the intricate dynamics of Venezuela’s oil market under sanctions. Together, they explore critical factors influencing Brent crude's stability and the strategies needed for OPEC economies amidst global shifts.

Adi Imsirovic, an oil market expert, Omar Najia, a savvy derivatives trader, and Clyde Russell, an Asia commodities columnist, share fascinating insights on current oil dynamics. They discuss China’s modest oil demand increase and OPEC’s potential supply hikes. The trio delves into geopolitical tensions, especially involving Iran, impacting global oil prices. Listeners gain valuable perspectives on fluctuating market conditions and the implications of economic policies on energy strategies, making it a must-listen for energy enthusiasts.

Danial Rahmat, a Senior Energy Security Consultant from Iran, discusses escalating tensions between Israel and Iran and the potential implications for regional stability. Henning Gloystein, Head of Energy at Eurasia Group, analyzes how geopolitical conflicts are reshaping global energy markets and OPEC’s strategic decisions. David Elward from General Index dives into the promising future of sustainable aviation fuels and their market challenges. Together, they explore how these dynamics influence both traditional and greener energy pathways amid shifting global demands.

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.

Bill Farren-Price, a Senior Research Fellow at the Oxford Institute for Energy Studies, shares insights on the current state of natural gas and commodities in light of geopolitical changes. Rustin Edwards, Head of Sales & Marketing at VKG Gmbh, discusses the implications of recent U.S. diplomacy with Gulf nations on energy dynamics. They explore how tensions, such as a potential Israeli strike on Iranian facilities, could spike oil prices dramatically. The conversation also touches on OPEC's role and Europe’s effort to reduce its dependence on Russian energy.

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.

The Daily Energy Markets Podcast takes a deep dive this Monday morning on the further ramifications of US President Trump’s visit to the Middle East and how it is reshaping the geopolitical landscape. How will Moody's downgrade of US Credit Rating impact oil markets? 1. Bullish; 2. Bearish; OR 3. No Impact? Listen in for comments from Omar Najia, Derivatives Trader, BB Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies. This episode is moderated by Paul Hickin, Chief Economist & Editor-in-Chief, Petroleum Economist. Share your thoughts here: VOTE here: https://x.com/gulf_intel/status/1924360070566953005 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7330125823061987329