Gulf Intelligence Podcasts

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

In the age old tradition of the oil markets "Buy the Rumour, Sell the News" – What is the next bit of News – US Elections; OPEC+ Supply Plans; FED Next Move; or No News? Share your views here - https://x.com/gulf_intel/status/1851158653018968564 Hear more comments from Andrew Laven, Managing Director, E-Cons; Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta; and Robert Perkins, Managing Editor, Downstream Oil News – EMEA, S&P Global Commodity Insights. The panel discussed the outlook for Saudi given the OPEC+ supply decision hanging the balance; Asia’s commodities and oil demand outlook; and refinery runs performance in Global South and Europe.

The Daily Energy Markets Podcast kicked off the week with some reflections on new market data coming out of Asia, and its possible impact of OPEC+ decision on Dec. 1st. Listen in to Omar Najia, Global Head, Derivatives, BB Energy; Peter McGuire, CEO, XM Australia; and Bill Spindle, Senior Global Correspondent, Cipher News, for their outlook. Profits at China’s industrial firms in September fell 27.1% from a year earlier -- do you expect OPEC+ to proceed with Dec. 1st oil supply increases – YES or NO? Vote here: https://x.com/gulf_intel/status/1850796616933941337

What will have biggest impact on oil market direction after US election is over: 1. CHINA Stimulus Plans; 2. OPEC+ Supply Plans; 3. GEOPOLITICALS; 4. Contested US Election Results? Bora Bariman, Managing Partner, Hormuz Straits Partnership; Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; and Richard Redoglia, CEO, Matrix Global Holdings, weighed their views as we cap the week in today’s Daily Energy Markets Podcast. What’s your view? https://x.com/gulf_intel/status/1849709406167953598

Is the world tilting towards a new world order, and how does that reflect on the energy markets? It was a short but deep dive into the world of geopolitics and US markets in today’s Daily Energy Markets Podcast, with Narendra Taneja, India's Leading Energy Expert; Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; and Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence. Who will be more bullish for oil prices if they win US election – Trump or Harris? Pencil in your view here - https://x.com/gulf_intel/status/1849343639110959504

Geopolitical tensions in the Middle East, global macroeconomic outlook, and shipping decarbonization are among the key points of discussion in today’s Daily Energy Markets Podcast, featuring Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Maleeha Bengali, Founder, MB Commodity Corner; and Cem Saral, CEO, Cockett Group. Do you believe the one year old active conflict in the Middle East is: 1. Closer to beginning; 2. Closer to ending; 3. Half-way approx; 4. No idea? Have your say: https://x.com/gulf_intel/status/1848983266885353936

Caption - Do you expect OPEC+ to proceed with an oil supply increase on Dec. 1st as announced despite lower trending oil price – YES or NO? Vandana Hari, Founder & CEO, Vanda Insights; Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; and Brian Pieri, Founding Member, Energy Rogue commented in view of China economy, US and Americas supply oil supply outlook and Middle East geopolitical events, in today’s Daily Energy Markets Podcast. Share your views here: https://x.com/gulf_intel/status/1848619887444496754

The Daily Energy Markets Podcast kicked off the week with the question still hanging over the trading world: Oil prices have once again lost all their geopolitical risk premium as demand weakness trumps supply risk: AGREE or DISAGREE? Listen in with Omar Najia, Global Head, Derivatives, BB Energy; Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange; and Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting. Your views matter, vote here: https://x.com/gulf_intel/status/1848256468165767658

The Daily Energy Markets Podcast capped the week with outlook from Latin America from Dr. Aldo Flores-Quiroga, Former Deputy Secretary of Energy for Hydrocarbons, Mexico's Ministry of Energy & Senior Advisor, FTI Consulting; views from Tehran on the current situation by Danial Rahmat, Senior Energy Security Consultant, Iran; and possibilities in sustainable aviation fuels from David Elward, Pricing Director - Energy Transition, General Index. With a negligible Geopolitical risk premium in the oil price, OPEC+ will have to delay adding volumes back to the market once again - AGREE or DISAGREE? Share your views here: https://x.com/gulf_intel/status/1847170448401879364

Shipping risks, sanctions, and outlook on China demand took centerstage in today’s Daily Energy Markets Podcast. Hear more from Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and Victor Yang, Senior Analyst, JLC Network Technology. What is weighing more on oil prices - China Demand OR US, Europe Macro Concerns? Feel the pulse from market observers here: https://x.com/gulf_intel/status/1846807373509247257