Gulf Intelligence Podcasts

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

The Daily Energy Markets Podcast’s MONTH in REVIEW/ OUTLOOK AHEAD returns this month with Christof Rühl, Senior Research Scholar, Center on Global Energy Policy at Columbia University, along with Jorge Montepeque, Managing Director, Benchmarks of Onyx Capital Group. Listen in for a deep dive on macroeconomic analysis of the impact of US’ tariffs policy, the OPEC decision to release more oil supply, and the overall demand outlook.

The Daily Energy Markets Podcast capped the week focused on geopolitical risks and the outlook for key hotspots in the world – Russia, US, Iran, China, and shipping and trade flows. Tune in to hear more from Andrei Belyi, PhD, Professor, Founder & CEO, Balesene OÜ; Danial Rahmat, Senior Energy Security Consultant, Iran; and Matthew Wright, Senior Freight Analyst, Kpler. How soon will China-US reach a Trade Agreement - by end of: Q2; Q3; Q4; OR In 2026? VOTE here: https://x.com/gulf_intel/status/1918197794910724519 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7323963617064710144

What is the main reason Saudi Arabia appears keen to drive UP oil supply and push DOWN oil prices: Taming Wayward OPEC+; Help US Lower Inflation; Market Share War; OR NONE of the Above? The Daily Energy Markets Podcast addressed this question in today’s conversation. Tune in for views from Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; and Ian Nathan, Director, Global LNG Research, Energy Intelligence, share your own views through this survey here: https://x.com/gulf_intel/status/1917836215010631941 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7323602200990048258

The Daily Energy Markets Podcast further unpacks today the ramifications of Trump tariffs imposition with Rahul Kapoor, VP, Head of Shipping Analytics & Research, S&P Global Commodity Insights; Victor Yang, Senior Analyst, JLC Network Technology; and Jamie Ingram, Senior Editor, Middle East Economic Survey. Tune in for exclusive insights on outlook from China’s demand, shipping, and OPEC+. Brent crude oil fell 20% over first 100 Days of Trump 2.0 -- how will they perform in 2nd 100 Days: 1. Higher; 2. Lower; OR 3. Not Much Change? VOTE here: https://x.com/gulf_intel/status/1917485036183421079 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7323250866298220568

The Daily Energy Markets Podcast focused on gas in Asia and Europe and sought insights from Marc Howson, Head of Asia, Welligence Analytics and Anne-Sophie Corbeau, Global Research Scholar, Center on Global Energy Policy at Columbia University. Meanwhile, Andrew Laven, Managing Director, E-Cons shared his views on the direction of travel for oil markets. Does the Spain power outage present a cuckoo in the coalmine warning for global infrastructure vulnerability in the era of AI – YES or NO? VOTE here: https://x.com/gulf_intel/status/1917110889611973038 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7322876656610607104

The Daily Energy Markets Podcast kicked off the week with an analysis of the markets, particularly in Asia, and the existing geopolitical risks hanging over its head. Tune in for further insights from Omar Najia, Head of Trading (Derivatives), BB Energy; Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group; Mehmet Öğütçü, Group CEO, Global Resources Partnership &Chairman, London Energy Club. Trump's China Tariffs to unleash Supply Shock on US Economy -- will that be bullish or bearish for oil prices? VOTE here: https://x.com/gulf_intel/status/1916747927894061529 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7322513586579222528

What will have greater bearing on the direction of oil prices: Russia-Ukraine ceasefire; Iran-US Nuclear Agreement; China-US Trade Pact; OR OPEC+ Oil Supply Plans? The Daily Energy Markets Podcast concluded the week with an outlook from Mohamed Eljarh, Co-founder, Libya Outlook for Research and Consulting; Rosemary Griffin, OPEC+ Lead Reporter, S&P Global Commodity Insights; and Bill Spindle, Senior Global Correspondent, Cipher News. Have your say here: https://x.com/gulf_intel/status/1915661564071317703 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7321427460049260545

Amidst Trump tariffs impact on the global economy and ongoing geopolitical deals in Europe and Middle East, the Daily Energy Markets Podcast has further unpacked the reasons behind on OPEC+ decision to increase supply and if it will continue in the coming months. Hear from seasoned analysts Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Amena Bakr, Head of Middle East Energy & OPEC-plus Research, KPLER; and Iman Nasseri, Managing Director - Middle East,FGE Dubai. Peak Trump Turmoil for global markets will behind us as first 100 Days comes to a close on April 30th? AGREE/DISAGREE VOTE here: https://x.com/gulf_intel/status/1915302139846422746 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7321067937434353665