Gulf Intelligence Podcasts

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

As we move to the midweek, the Daily Energy Markets Podcast delved into market fundamentals and heard views from our go-to experts Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group; and Matthew Wright, Senior Freight Analyst, Kpler. With 6MBPD of cuts already adopted, does OPEC+ have any more cards to play to reverse price decline: YES or NO? https://x.com/gulf_intel/status/1833763886786380002

The Daily Energy Markets Podcast took a picture of what the energy markets look like as oil prices go bearish. Our speakers today weighed in their views on outlook for Iraq, Turkey, Egypt, and the economic view from the GCC. Hear more from Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Scott Livermore, Chief Economist, Oxford Economics Middle East; and Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council. The oil market has adjusted to a new normal price range of $60-$70 for Q4: AGREE/DISAGREE? Have your say: https://x.com/gulf_intel/status/1833399636314206432

Brent Crude Oil consolidating at YTD lows before rising towards $80 after FED cuts rates later this month: AGREE or DISAGREE? Hear from Omar Najia, Global Head, Derivatives, BB Energy; Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and Peter McGuire, CEO, XM Australia, in today’s Daily Energy Markets Podcast. Have your say here: x.com/gulf_intel/status/1833036731588739081

The Daily Energy Markets Podcast capped the week with a strong finish as we heard insightful oil markets outlook in relation to OPEC, Iran, and China. Listen in to Amena Bakr, Senior Research Analyst, Energy Intelligence; Danial Rahmat, Senior Energy Security Consultant, Iran; and Yan Chong Yaw, Director of Oil Research -Asia, London Stock Exchange Group in this session. Will OPEC+ decision to postpone oil supply increases be enough to stop oil prices falling further: YES or NO? Vote here: https://x.com/gulf_intel/status/1831949423997526494

The Daily Energy Markets Podcast continues the conversation with a focus on views from the Asian markets. Listen in with Narendra Taneja, India's Leading Energy Expert; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters. Brent Crude Oil Prices have averaged around $82 Year to date through August - what will they average over remaining of the year: Closer to $85 / $80 / $75/ $70? Have your say: https://x.com/gulf_intel/status/1831586241248182684

Oil has now wiped out all this year’s gains - what is the main trigger: Opec+ to raise supply; China's weak demand; Fed to start cutting; US eco slowdown? Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Vandana Hari, Founder & CEO, Vanda Insights; and Jamie Ingram, Senior Editor, Middle East Economic Survey, weighed in their views in today’s Daily Energy Markets Podcast. Have your say here: https://x.com/gulf_intel/status/1831225095907430760

Will the return of Wall Street business as usual with the end of Summer/ Labor Day be BULLISH or BEARISH for oil prices? Have your say here: https://x.com/gulf_intel/status/1830879245561659583 Hear fresh notes from 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, on oil fundamentals, OPEC, and Middle East geopolitics, among others, in today’s Daily Energy Markets Podcast Season 5.

As the Daily Energy Markets Podcast resume its regular programming today for its 5th Season, Omar Najia, Global Head, Derivatives, BB Energy; Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy, indicated their outlook for the energy markets and shared their views on this thesis: Is $80 still a FLOOR for Brent crude or is it now a CEILING moving into Q4? Have your say here: https://x.com/gulf_intel/status/1830499968039174452

The Daily Energy Markets Podcast Season 5 has now begun, with Mike Muller, Head of Vitol Asia and Christof Rühl, Senior Research Scholar at Center on Global Energy Policy in Columbia University kicking off the session as they reflect on the recent geopolitical events during the summer and the current trends in the energy markets.