Gulf Intelligence Podcasts

Why do the oil markets appear unconcerned about Trump's 25% tariffs due to land on Mexico & Canada Feb. 1st: 1. Because won't include oil; 2. Trade war won't last long; 3. Ample oil supply in the world; OR 4. None of the above? Andrew Laven, Managing Director, E-Cons; James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University; and Gaurav Sharma, UK-based Journalist and Energy Analyst, weighed in their views as the Daily Energy Markets Podcast wraps up this week.

TRUMP will have to choose between Lower FED rates or Higher Tariffs: Agree or Disagree? The Daily Energy Markets Podcast tries to make sense of US President Trump’s ‘wish’ list with leading energy markets analysts Jamal Qureshi, Managing Director, Analysis & Strategy, Petro-Logistics; Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; and Matthew Wright, Senior Freight Analyst, Kpler.

What will have the biggest impact on oil prices in Q1 – Trump 2.0; China's Stimulus; or Geopolitics? The Daily Energy Markets Podcast continues to unpack what is in store for 2025 with views from Libya by Mohamed Eljarh, Co-Founder, Libya Outlook for Research and Consulting; macroeconomics outlook from Bora Bariman, Managing Partner, Hormuz Straits Partnership; and oil producers’ investment direction from Salih Yilmaz, Senior Energy Equity Analyst, Bloomberg Intelligence.

Today’s Inquiry: Is "AI" deployment bullish or bearish for oil markets – bull, bear, or neutral? This and more in today’s Daily Energy Markets Podcast: outlook on EastMed gas from Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; views on Russian sanctions from Kate Dourian, FEI, MEES Contributing Editor &Non-Resident Fellow, The Arab Gulf States Institute in Washington; and comments about OPEC+ from Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman.

After ONE WEEK of Trump 2.0, will his policies be bullish or bearish for oil prices in 2025? The Daily Energy Markets Podcast 2025 kicks off today with outlook from Omar Najia, Head of Trading (Derivatives), BB Energy; Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange; and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies.

Exploring the evolving dynamics of US-LATAM energy trade, experts debate the potential impacts of Trump tariffs on key players like Venezuela and Mexico, and the rising influence of China in the region. Listen in to this panel session which unpacks the strategic shifts, energy opportunities, and geopolitical challenges shaping 2025. #EnergyTrade #USLatAm #GlobalOutlook2025

Experts unpack the global energy demand outlook for 2025, emphasizing key trends such as China's shifting dynamics, US recession risks, India's and Africa's emerging roles, and evolving oil demand trends. The discussion navigates macro uncertainties, policy impacts, and market shifts shaping the future.

This session explores key trends shaping the energy market, including robust non-OPEC supply growth, OPEC+ strategies amid oversupply, and geopolitical shifts like U.S.-Iran dynamics. Panelists also discuss China's evolving energy demand, the rise of U.S. LNG exports, and the potential impacts of energy transitions on Gulf producers.

Listen in to leading experts as they navigate Europe’s evolving energy landscape in the wake of the Ukraine war. With LNG infrastructure expansion, renewable goals, and geopolitical challenges at the forefront, this panel explores Europe’s strides toward energy independence and the balancing act of security, sustainability, and affordability. From U.S. LNG reliance to renewable integration, dive into key insights shaping the continent’s energy future in a dynamic global context.

This CEO Panel explores three key trends shaping oil markets in 2025: geopolitical tensions, including U.S.-China relations and Middle East dynamics, driving market volatility; the ongoing energy transition competing with energy security concerns, particularly in Europe and China; and the shifting balance between OPEC’s cautious supply strategies and the rise of non-OPEC production. Dive into the complexities of a volatile yet evolving energy landscape! #EnergyOutlook2025 #OilMarkets