Gulf Intelligence Podcasts

As we enter the mid-week, the Daily Energy Markets Podcast unpacks a little bit more on those analysis of supply and demand dynamics, along with some outlook on China’s LNG versus diesel demand outlook. Hear more from Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; Matthew Wright, Senior Freight Analyst, Kpler; and Yiyong He, Founder & CEO, LNG Easy.

The energy conversation continues in today’s Daily Energy Markets Podcast regarding factors that will have biggest impact on oil prices – OPEC+, China, or Geopolitics? Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters; and Osama Rizvi, Energy & Economic Analyst, Primary Vision Network weighed in their views. We asked the audience, Brent crude oil to return to test $70 now that Iran's oil infrastructure is off target list – Agree OR Disagree? Vote here: https://x.com/gulf_intel/status/1846083089363038223

The Daily Energy Markets opened this week’s discussion on what will have the biggest impact in determining oil prices over Q4 – Is it the latest China economic stimulus, OPEC+ supply policy, or the Middle East geopolitical tensions? Hear from Omar Najia, Global Head, Derivatives, BB Energy; Mriganka Jaipuriyar; Head of News, APAC, S&P Global Commodity Insights; and Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects, in today’s discussion, and share your thoughts here: https://x.com/gulf_intel/status/1845721362167402739

The Daily Energy Markets Podcast capped the discussion for the week with notes from Dr. Aniseh Bassiri Tabrizi, Senior Analyst, Control Risks; Rob Barnett, Senior Global Energy and Commodity Analyst, Bloomberg Intelligence; and Jose Chalhoub, Analyst, Jose Parejo Associates. Listen in to get insights on the Iran-Israel geopolitical events; US energy transition outlook; on the geopolitical situation in the Middle East; US energy outlook; and Latin American oil production. What will Brent Crude oil average in Q4 – Closer to: $85/ $80/ $75/ $70 Weigh in your views here: https://x.com/gulf_intel/status/1844272380434317736

Energy markets observers Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; Serena Huang, Head of APAC Analysis, Vortexa; and Daniel Richards, MENA economist, Emirates NBD, shared their outlook on OPEC+, China oil demand, and Middle East economic performance, in today’s Daily Energy Markets Podcast. Do you expect OPEC+ to proceed with plans to start to increase oil supply from Dec. 1st: YES or NO? Have your say here: https://x.com/gulf_intel/status/1843908325945291074

Oil prices jump of only 10+% in the last week have priced in an Israeli retaliatory strike on Iran, but Not on Iranian oil infrastructure: AGREE or DISAGREE? Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Peter McGuire, CEO, XM Australia; and Janiv Shah, Vice President, Oil Markets, Cross Barrel Balances Lead, Rystad Energy, weighed in their views in today’s Daily Energy Markets Podcast. Express your view here: https://x.com/gulf_intel/status/1843555846544077265

With 6 million barrels a day of idle capacity, any geopolitical-premium spike in oil prices will be short-lived regardless of what happens next: AGREE or DISAGREE? Listen in for views from Omar Najia, Global Head, Derivatives, BB Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Jamie Ingram, Senior Editor, Middle East Economic Survey, in today’s Daily Energy Markets. Share your vote here: https://x.com/gulf_intel/status/1843184817783136686

Mike Muller, Head of Vitol Asia and Christof Rühl, Senior Research Scholar, Center on Global Energy Policy, Columbia University kicked off this month’s Daily Energy Markets Podcast. Take out your notepads as they discussed, among others, the outlook for demand and supply balance in Q4, the OPEC price war question, and the monetary policy scenarios as we enter Q4.

The Daily Energy Markets Podcast conversed with Peter McGuire, Chief Executive Officer, XM Australia; Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies; and Paul Hickin, Editor-in-Chief, Petroleum Economist to cap the week. OPEC+ has no choice but to trigger a market share battle because oil producers not bound by supply cuts are adding more new production than annual demand growth: AGREE or DISAGREE? Have your say: https://x.com/gulf_intel/status/1839560947230261562

FT Reporting that Saudi Arabia is ready to launch oil market share battle -- can they win: YES or NO? In today’s Daily Energy Markets Podcast, Andrew Critchlow, Global Head of News, S&P Global Commodity Insights and Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington, shared their views on a report regarding Saudi oil market share. We also heard the outlook on LNG and gas demand in Asia with Marc Howson, Head of Asia, Welligence Analytics.