Gulf Intelligence Podcasts

Gulf Intelligence
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Apr 9, 2025 • 31min

PODCAST: Daily Energy Markets - April. 9th

The Daily Energy Markets Podcast continues to unravel the repercussions of the impact of the US’ unleashing of massive tariffs globally, as well as the new OPEC+ supply hike announcement. Tune in to listen to views from David Wech, Chief Economist, Vortexa; Gulmira Rzayeva, Founder & Managing Director; Eurasia Analytics; and Rustin Edwards, TARS International, Head of Sales & Marketing. When do you expect OPEC+ to abandon oil supply increases: 1. Abandon May Hike; 2. Stop Raising from June; 3. Stop Raising in Q3; OR 4. Won't Stop Supply Hikes? VOTE here: https://x.com/gulf_intel/status/1909861343043150218 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7315627738281721856
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Apr 8, 2025 • 29min

PODCAST: Daily Energy Markets - April. 8th

What will stop oil prices from falling further: 1. OPEC+ abandon supply increases; 2. Trump abandons Tarrif War; 3. Iran Sanctions; OR 4. Non OPEC+ Cut Production? David Fyfe, Chief Economist, Argus Media; Michelle Wiese Bockmann, Independent Maritime and Energy Commodities Analyst; and Osama Rizvi, Energy & Economic Analyst, Primary Vision, shared their views on the aftermath of the oil price slump and the US war on tariffs in today’s Daily Energy Markets Podcast. Share your views here: https://x.com/gulf_intel/status/1909502007620374635 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7315267948175089667
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Apr 7, 2025 • 36min

PODCAST: Daily Energy Markets - April. 7th

The Daily Energy Markets Podcast returns from the long Eid Holidays here in the Middle East and the global markets get shaken by the US new tariffs’ imposition. Do you expect OPEC+ to reverse plans to accelerate oil supply increases after price collapse: YES or NO? Commentators from trading, geopolitics and Asia commodities markets weighed in their views this Monday morning with Omar Najia, Head of Trading (Derivatives), BB Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters. Have your views counted here: https://x.com/gulf_intel/status/1909137576780247472 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7314903410619654144
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Mar 28, 2025 • 32min

PODCAST: Daily Energy Markets - Mar. 28th

The Daily Energy Markets capped Q1 2025 with oil prices continuing upward trends. Heightened US-Houthi tensions and tight inventories will keep oil prices securely above $70 in Q2: Agree OR Disagree? VOTE here: https://x.com/gulf_intel/status/1905514423311044958 Listen in for more views on the outlook from China, Iran, and Latin America from today’s speakers: Victor Yang, Senior Analyst, JLC Network Technology; Danial Rahmat, Senior Energy Security Consultant, Iran; and Max Torres, Exploration VP, PetroTal.
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Mar 27, 2025 • 31min

PODCAST: Daily Energy Markets - Mar. 27th

The Daily Energy Markets Podcast continues unpacking the implications of the US’ tariffs impositions in key sectors. Listen in to Alan Gelder, SVP Refining, Chemicals & Oil Markets, Wood Mackenzie; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and June Goh, Senior Oil Market Analyst, Sparta Commodities, for insights in Europe, the Middle East, and Asia in today’s Daily Energy Markets Podcast. Oil prices are immune to trade war due to massive idle supply available: True or False? VOTE here: https://x.com/gulf_intel/status/1905152723399455207 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7310918566810202113
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Mar 26, 2025 • 32min

PODCAST: Daily Energy Markets - Mar. 26th

The oil markets continue to move upward this week, and we asked Daily Energy Markets Podcast commentators Andrew Laven, Managing Director, E-Cons; Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; and Jamie Ingram, Senior Editor, Middle East Economic Survey -- what is driving the direction of travel? Will OPEC+ continue to release barrels in May based on current market scenarios – YES or NO? VOTE here: https://x.com/gulf_intel/status/1904787740727611811 or here: https://www.linkedin.com/feed/update/urn:li:activity:7310553499308625920
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Mar 25, 2025 • 31min

PODCAST: Daily Energy Markets - Mar. 25th

The Daily Energy Markets Podcast took the pulse of commentators on key issues affecting the commodities markets on the backdrop of the FT Summit happening today in Lausanne. Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting; and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies, weighed in their views on current geopolitical uncertainties and their outlook for commodities markets amidst rapid shifts in policies. Do you expect the end of hostility in Russia’s war in Ukraine this year 2025 - YES or NO? VOTE here: https://x.com/gulf_intel/status/1904427705795268799 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7310193365067702273
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Mar 24, 2025 • 33min

PODCAST: Daily Energy Markets - Mar. 24th

The Daily Energy Markets Podcast kicked off this Monday morning with insights from Rachel Ziemba, Adjunct Fellow, Center for a New American Security, Senior Advisor, Horizon Engage; Omar Najia, Head of Trading (Derivatives), BB Energy; and Bora Bariman, Managing Partner, Hormuz Straits Partnership. Will the US' next stage of sanctions targeting teapot refineries cause an escalation in US-China geopolitical tensions: YES/ NO? VOTE here: https://x.com/gulf_intel/status/1904065116649271709OR here: https://www.linkedin.com/feed/update/urn:li:activity:7309830898323984385
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Mar 21, 2025 • 34min

PODCAST: Daily Energy Markets - Mar. 21st

The Daily Energy Markets Podcast marks its 5th Year today! We capped the week with this question: How long will it take for Trump Administration to successfully close down Iranian oil exports under maximum pressure campaign? 1. By end of Q2; 2. End of Q3; 3. End of year; OR 4. They will fail. Tune in for more insights from Peter McGuire, CEO Australia, Trading.com (Formerly XM); Brian Pieri, Founder, Energy Rogue; and Andrew Critchlow, Global Head of News, S&P Global Commodity Insights.
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Mar 20, 2025 • 34min

PODCAST: Daily Energy Markets - Mar. 20th

FED sees Slower Growth & Higher Inflation through 2025 -- will that be bullish or bearish for oil prices this year: Bullish or Bearish? Listen to today’s Daily Energy Markets Podcast as Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Vibhuti Garg, Director - South Asia, IEEFA; and Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management, unpack this conundrum. Share your views here: https://x.com/gulf_intel/status/1902614578153832739 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7308380236323110913

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