Gulf Intelligence Podcasts

As geopolitical shifts continue to influence the market, the Daily Energy Markets Podcast listened to Mukesh Sahdev, Global Head, Commodities Markets-Oil, Rystad Energy; Mike McGlone, Senior Commodity Strategist, Bloomberg Intelligence; and Jose Chalhoub, Policy & Energy Analyst, Jose Parejo & Associates, regarding their views on energy prices, crude supply outlook from the North and South of the United States, and views on refinery runs, among other concerns. Will a ceasefire in Ukraine move Brent back below $70: YES or NO? Share your views here: https://x.com/gulf_intel/status/1902253895109210523 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7308019745289658368

he Daily Energy Markets Podcast discussed the direction of travel for oil markets following recent geopolitical tensions in the Middle East. Dr. Raad Alkadiri, Managing Partner, 3TEN32 Associates; Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; and Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency weighed in their views. What is the main driver of Brent crude oil prices moving up into the $70s: 1. Supply Disruption Concerns; 2. Renewed China Demand; OR 3. Trump Fear of Unknown? VOTE here: https://x.com/gulf_intel/status/1901891655608787097 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7307657514014183425

Omar Najia, Head of Trading (Derivatives), BB Energy; Matthew Wright, Senior Freight Analyst, Kpler; and Gaurav Sharma, Journalist and Energy Analyst, kicked off this week’s Daily Energy Markets Podcast with their views on all things shipping, following the latest geopolitical tension in Yemen, the US markets, and oil price direction. The question for the day is: What part of the Trump 2.0 revolution could have the biggest impact on oil prices moving forward: 1. Global Trade War; 2. Erosion of Judiciary (US); 3. Break-up of West Alliance; OR 4. None of the Above? Share your views here: https://x.com/gulf_intel/status/1901528702124536139 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7307294651500134400

Amena Bakr, Head of Middle East Energy & OPEC-plus Research, KPLER and Bill Spindle, Senior Global Correspondent, Cipher News, capped the week’s Daily Energy Markets Podcast with insights from CERAWeek and outlook on OPEC+. Will US Maximum pressure sanctions on Iran remove 1+mbpd of oil exports off the market like last time: YES or NO?

OPEC+ is likely to continue with supply increases beyond April as long as the oil markets remain in backwardation: AGREE or DISAGREE? Paul Hickin, Editor-in-Chief, Petroleum Economist; Dr. Aldo Flores-Quiroga, Former Deputy Secretary, Mexico's Ministry of Energy & Non-Resident Fellow, Baker Institute; and Jamal Qureshi, Managing Director, Analysis & Strategy, Petro-Logistics, shared their outlook on OPEC+, US tariffs on Mexico and Canada, and outlook on sanctions.

The fast-moving geopolitical developments in the West and its impact on energy markets continue to be one of the major themes that was explored in today’s Daily Energy Markets Podcast. Will a US orchestrated Ceasefire in Ukraine be Bullish or Bearish for oil prices? Don’t miss important insights from Narendra Taneja, India's Leading Energy Expert; Robin Mills, CEO, Qamar Energy; and Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey.

Will OPEC+ reclaim market share from non-OPEC If Brent remains below $70 for sustained period – YES or NO? From the ‘Trump tantrums’ to the ‘genius behind the madness’, leading women energy analysts are putting forward their original insights to get us a better picture of the direction of travel for the energy markets. Hear more for unique insights from Vandana Hari, Founder & CEO, Vanda Insights; Maleeha Bengali, Founder, MB Commodity Corner; and Rosemary Griffin, OPEC+ Lead Reporter, S&P Global Commodity Insights, in today’s Daily Energy Markets Podcast.

Brent holding at $70 one week later is a win for OPEC+ decision to raise supply – Agree or Disagree? Omar Najia, Head of Trading (Derivatives), BB Energy; Sara Akbar, Chairperson & CEO, OiLSERV, Kuwait & Non-Executive Director, Petrofac; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International, kicked off this week’s Daily Energy Markets Podcast with their views on the direction of travel for the energy markets.

On the eve of International Women’s Day, the Daily Energy Markets Podcast featured three of the world’s top women analysts on geopolitics and energy markets direction. Listen to more insights from Laury Haytayan, MENA Director, Natural Resource Governance Institute; Pamela Munger, Lead Market Analyst, Vortexa; and Niamh McBurney, Associate Director, Control Risks. Today’s question for viewers and followers: US pledge to ‘collapse’ Iran’s economy will weaken its economic position in China tariff tit-for-tat: Agree OR Disagree?

Ole Hansen, Head, Commodity Strategy, Saxo Bank; Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group; and Dmitri Zabelin, Founder, Pantheon Insights, shared their views and outlook on the latest announcements on tariffs imposition by the US, and its impact on commodities, Asian markets, and consumers in the US. Hear more in today’s Daily Energy Markets Podcast.