Gulf Intelligence Podcasts

The discussion continues in the midweek at the Daily Energy Markets Podcast, with key insights on our topic of the day ‘OPEC sees global oil demand growing by 10mbpd from 2023 to 2029: Agree with 10MBPD; Maybe Half That; Less Than a Third; OR No Growth as we are at Peak Demand?’ Listen in for views from Sara Akbar, Chairperson & CEO, OiLSERV, Kuwait & Non-Executive Director, Petrofac; Alan Gelder, Downstream Global SME, VP Refining, Chemicals & Oil Markets, Commodities Research, Wood Mackenzie; and Salih Yilmaz, Senior Energy Equity Analyst, Bloomberg Intelligence.

China Unleashed Stimulus Blitz Today to Stimulate Economy - will it ignite oil markets: Yes, No, OR Little Impact? Vote here: https://x.com/gulf_intel/status/1838472415510192214 Listen in for more insights from James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University; Richard Redoglia, Chief Executive Officer, Matrix Global Holdings; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International.

Oil markets narrative is shifting towards Glass Half-Full bullish on march towards $80 in Q4: AGREE or DISAGREE? Ilia Bouchouev, Managing Partner, Penthathlon Investments; Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; and Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey, weighed in their views as we opened the week with oil prices touching $75. Have your say here: https://x.com/gulf_intel/status/1838107926180876675

Will Israel's escalating attacks on Lebanon trigger a regional War: YES or NO? Share your view here: https://x.com/gulf_intel/status/1837023715713814675 Our guest speakers shed light on these worries and offered their views in today’s in today’s Daily Energy Markets Podcast. Hear from Laury Haytayan, MENA Director, Natural Resource Governance Institute; Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta; and Niamh McBurney, Associate Director, Control Risks.

With bumper FED rate cut now behind us --what price is Brent crude oil more likely to hit first: $70 OR $80? Dr Patricio Valdivieso, Vice President, Oil Markets, Global Lead - Crude Trading Analysis, Rystad Energy; Bora Bariman, Managing Partner, Hormuz Straits Partnership; Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange, weighed in their views in today’s Daily Energy Markets Podcast. Have your say: https://x.com/gulf_intel/status/1836665097998971077

The DEM Podcast conversation on FED rate cuts, OPEC+ outlook, and geopolitical risks continue as we enter the midweek. Take your notes from seasoned analysts Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; and Henning Gloystein, Director - Energy, Climate & Resources, Eurasia Group. The FED decision today will be bearish or bullish for oil markets. Vote here: https://x.com/gulf_intel/status/1836298532896100821

The Daily Energy Markets Podcast took a closer look on the bearish tone in APPEC in Singapore last week as Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; Bill Spindle, Senior Global Correspondent, Cipher News; and Victor Yang, Senior Analyst, JLC Network Technology shared their respective views on OPEC, US markets, and China. We asked the audience - Profits for major catering businesses in Beijing plunged 88% over the first half of 2024 -- has China's weaker economic performance now bottomed out: YES, recovery from here or NO, deeper weakness ahead? Share your views here: https://x.com/gulf_intel/status/1835936291629785322

What size of FED rate cut this week would be more bullish for oil prices - 25 basis points; 50 basis points; or NO impact on oil prices? Listen in for this week’s outlook from Omar Najia, Global Head, Derivatives, BB Energy; Brian Pieri, Founding Member, Energy Rogue; and Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman. Share your views here: https://x.com/gulf_intel/status/1835573940594336146

The Daily Energy Markets capped the week with insights from Robin Mills, CEO, Qamar Energy; Jose Chalhoub, LATAM Consultant, Orinoco Research; and Andrew Laven, Managing Director, E-Cons. Brent crude oil has fought-off $60+ and survived with $70 floor now bedded in: AGREE or DISAGREE? Get your views heard and vote here: https://x.com/gulf_intel/status/1834485945715867838

OPEC+ to launch its third oil price war in a decade to squeeze out higher-cost producers by proceeding with output increases next year: AGREE or DISAGREE? Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa; Maleeha Bengali, Founder, MB Commodity Corner; and Osama Rizvi, Energy & Economic Analyst, Primary Vision Network, weighed in their views in today’s Daily Energy Markets Podcast. Share your views here: https://x.com/gulf_intel/status/1834123342808301656