Gulf Intelligence Podcasts

Which of Trump's policies could have biggest impact on oil prices in 2025: 1. China Tariffs; 2. Deregulate US Oil; 3. Repeal IRA; 4. None of Above? Omar Najia, Global Head, Derivatives, BB Energy; Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; and Paul Hickin, Editor-in-Chief, Petroleum Economist, commented in the Daily Energy Markets Podcast this Monday morning. Vote here: https://x.com/gulf_intel/status/1858404206022934839

The Daily Energy Markets Podcast capped the week’s discussion on the possible scenarios for the oil markets in the coming months under a Trump 2.0 presidency. Listen in to the views on OPEC+ decision from Amena Bakr, Senior Research Analyst, Energy Intelligence; Iran economy and energy outlook from Danial Rahmat, Senior Energy Security Consultant; and more market risks views from Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management. FED Chair Powell said yesterday that the economy is not sending any signals that we need to be in a hurry to lower rates - is this bullish or bearish for oil prices: BULLISH; BEARISH; or NO IMPACT? Share your views here: https://x.com/gulf_intel/status/1857319991990768102

The Daily Energy Markets Podcast conversation focused on the outlook on the ongoing wars in Europe and the Middle East following the election of Donald Trump. Andrei Belyi, PhD, Professor, and Founder & CEO of Balesene OÜ and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies shared their respective views, while Salih Yilmaz, Senior Energy Equity Analyst, Bloomberg Intelligence gave his insights on the outlook for oil majors once Trump returns to Washington in January. What will have the biggest impact on the direction of oil prices through the end of the year: 1. Trump Plans; 2. OPEC+ Policies; 3. China Stimulus; OR 4. Geopolitics? Vote here: https://x.com/gulf_intel/status/1856955277498540500

The conversation continues in the Daily Energy Markets Podcast with Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Maleeha Bengali, Founder, MB Commodity Corner; and Victor Yang, Senior Analyst, JLC Network Technology. The chat dwell on aspects relating to the oil supply and demand outlook for 2025, the global demand and macroeconomic outlook, with key outlook from China. US oil production capacity didn't grow this year - what do you expect in 2025: Little Change; Some Growth; OR Rise a Lot? Share your views here: https://x.com/gulf_intel/status/1856589532092654036

WHAT will Brent crude oil price do first: 1. Drop below $70 OR Rise to $80? The Daily Energy Markets Podcast heard from Mukesh Sahdev, Global Head - Commodity Markets Oil, Rystad Energy and Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington on their views of the oil markets. Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group, also gave his views on the recent political developments in Japan and its possible ramifications to the country’s energy policy. Click here to vote on today’s survey: https://x.com/gulf_intel/status/1856229836634628139

The Daily Energy Markets Podcast has returned to its regular programming following a week’s hiatus and shift of coverage to ADIPEC WEEK 2024. We opened this week’s discussion with Omar Najia, Global Head, Derivatives, BB Energy; Peter McGuire, CEO, XM Australia; and Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey. Oil has not enjoyed Trump bump like most financial markets because drill-baby-drill policies mean more supply than demand – AGREE or DISAGREE? Share your views here: https://x.com/gulf_intel/status/1855867313553043479

The Daily Energy Markets Podcast hosted a conversation with Mike Muller, Head, Vitol Asia and Christof Rühl, Senior Research Scholar, Center on Global Energy Policy at Columbia University, focused on the new Trump presidency and what would it mean for the energy markets

The Daily Energy Markets Podcast capped the week with outlook on China’s oil demand from Jorge Montepeque, Managing Director, Benchmarks, Onyx Capital Group and Yan Chong Yaw, Director of Oil Research -Asia, LSEG. We also heard insights from Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies on his views of the US Elections and the ongoing conflicts in the Middle East. Will the US election result be a game changer for oil markets to move prices into a new trading range out of the $70s – YES or NO? Share your views here: https://x.com/gulf_intel/status/1852243253715701936

As the Future Investment Initiative Summit wraps up today in Saudi Arabia, the Daily Energy Markets Podcast puts a spotlight on the pulse there from investors and policymakers on US elections. Frank Kane, Editor-at-Large, Arabian Gulf Business Insight, provides a live update from Riyadh. Saudi Arabia’s declared pivot to focus more on in-country investment, will add pressure to maintain a specific oil price floor – AGREE or DISAGREE? Listen in for more views from Robin Mills, CEO, Qamar Energy, and David Fyfe, Chief Economist, Argus Media. Share your views here: https://x.com/gulf_intel/status/1851881169299587265

Have oil markets priced in OPEC+ Supply increase on Dec. 1st? Viktor Katona, Head of Oil Analysis, KPLER; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International, weighed in their views in today’s Daily Energy Markets Podcast. Share your thoughts here: https://x.com/gulf_intel/status/1851519816722424244