Gulf Intelligence Podcasts

The Daily Energy Markets Podcast capped the week with some insights on Europe gas policy outlook, US and LATAM oil production outlook, and Trump’s Middle East visit. Hear from Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Max Torres, Exploration VP, PetroTal. It seems clear what President Trump got from Gulf Tour - $$trillions of FDI into US -- what was the biggest thing the Gulf got from visit: 1. Continued US Security; 2. Gulf Seat at Top Table; 3. US Rules Out Iran War; or 4. None of the Above? VOTE here: https://x.com/gulf_intel/status/1923271697697759582 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7329037864099319809

The US-Middle East relations continue to drive market conversations, and welcomed the views of Toby Iles, Chief Economist, Jadwa Investment; Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; and Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange, in today’s Daily Energy Markets Podcast. We asked the audience: Which GEO POL crisis is most likely to resolve first - 1. Iran-US Nuclear Deal; 2. Russia-Ukraine Peace; 3. Israel end War in Gaza; OR 4. none this year? Share your views here: https://www.linkedin.com/feed/update/urn:li:activity:7328314396118593536 OR here: https://x.com/gulf_intel/status/1922548658840465847

Have we already seen the oil price LOW for 2025: YES or NO? Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey; and Mike McGlone, Senior Commodity Strategist, Bloomberg Intelligence, weighed in their views in today’s Daily Energy Markets Podcast. What’s your take? Vote here: https://x.com/gulf_intel/status/1922548658840465847 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7328314396118593536

Caption - James McCallum, CEO & Chairman, Xergy Group, Professor of Energy, Strathclyde University; Maleeha Bengali, Founder, MB Commodity Corner; and Paul Hickin, Chief Economist & Editor-in-Chief, Petroleum Economist, join the Daily Energy Markets Podcast conversation today and shared their outlook for the global economy on the back of US President Trump’s visit to Saudi Arabia. Who won the US-China Trade War: CHINA; US; DRAW; OR NOT OVER YET? Share your views here: https://x.com/gulf_intel/status/1922186732272820252 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7327952550819680256

Omar Najia, Derivatives Trader, BB Energy; Narendra Taneja, India's Leading Energy Expert; and Victor Yang, Senior Analyst, JLC Network Technology, shed light on the major developments over the weekend in China’s trade talks with the US, India’s ceasefire with Pakistan, and Trump’s coming visit this week to the Middle East, in today’s Daily Energy Markets Podcast. Will Trump's visit to the Gulf be Bullish/ Bearish/ OR No Impact on oil prices? VOTE here: https://x.com/gulf_intel/status/1921822532321034416 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7327588432103272450

The Daily Energy Markets Podcast wrapped up the week with sharp insights into OPEC+’s evolving strategy and a forward-looking discussion on the escalating trade tensions between the US and multiple global partners. Tune in for expert analysis from seasoned policy and market commentators Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; and Choeib Boutamine, Energy Advisor & CEO, Ranadrill Energy. The most likely outcome of China-US Trade Talks is for things to simply return to the way they were before April 2nd: Agree or Disagree? VOTE here: https://x.com/gulf_intel/status/1920734263718109647 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7326500040980492288

Are there any signs of stability returning to commodities and oil markets? Listen in for clarity for our speakers today, Peter McGuire, CEO Australia, Trading.com (Formerly XM); Pamela Munger, Head of Market Analysis – Europe, Vortexa; and Osama Rizvi, Energy & Economic Analyst, Primary Vision. We took their perspectives in equities and commodities trading, shipping and trade flows, and recent geopolitical events, particularly in India and Pakistan.

The Daily Energy Markets Podcast delves into whether the prolonged bearish trend in oil markets may finally be nearing its end. In this episode, expert insights are shared by Alan Gelder, Senior Vice President of Refining, Chemicals & Oil Markets at Wood Mackenzie; Sara Akbar, Chairperson & CEO of OiLSERV Kuwait and Non-Executive Director at Petrofac; and Jamal Qureshi, Managing Director of Analysis & Strategy at Petro-Logistics. Together, they assess the underlying market dynamics and share their perspectives on whether a turning point might be on the horizon for global oil prices. The BEARISH worst of year is over for oil markets as OPEC+ supply priced in, Trump Tariff bark ending in a whimper and conflicts in Europe and Mideast rage on: AGREE or DISAGREE? VOTE here: https://x.com/gulf_intel/status/1920008496596042001 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7325774914462830594

What oil price floor would trigger OPEC+ to reverse its planned output increases: $55; $45; Below $40; OR No floor? VOTE here: https://x.com/gulf_intel/status/1919647875958513874 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7325413729771143170Vandana Hari, Founder & CEO, Vanda Insights; Ilia Bouchouev, Managing Partner, Penthathlon Investments; and June Goh, Senior Oil Analyst, Sparta Commodities, joined in today’s Daily Energy Markets Podcast to distill markets outlook further with specific views from trading, Asia, and refining margins.

The Daily Energy Markets Podcast analyzes OPEC+’s May 3 move to raise output and discusses the likelihood of further supply hikes in the months ahead. Listen in for insights from Omar Najia, Head of Trading (Derivatives), BB Energy; Michelle Wiese Bockmann, Independent Energy and Commodities Analyst; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters. OPEC+ will continue with accelerated oil supply increases through Q3 until all 2.2 mbpd cuts are reversed: Agree OR Disagree? VOTE here: https://x.com/gulf_intel/status/1919286131729760649 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7325051748618784768