Gulf Intelligence Podcasts

David Wech, Chief Economist at Vortexa; Robin Mills, CEO of Qamar Energy; and Jamie Ingram, Managing Editor at the Middle East Economic Survey, discuss key shifts in the oil market as OPEC+ meets. They delve into how the U.S. credit rating downgrade could impact global oil markets and the effects of Trump’s economic policies. The trio also explores de-dollarization trends, geopolitical tensions influencing oil exports, and China’s growing role in global oil demand. Their insights shed light on market dynamics that could reshape the energy landscape.

Carole Nakhle, President of the Arab Energy Club and CEO of Crystol Energy, shares insights on OPEC+ policies and the impacts of geopolitics on oil prices. Daniel Richards, a MENA economist with Emirates NBD, analyzes the macroeconomic pressures facing Gulf states amid fluctuating oil revenues. Jose Chalhoub, a policy and energy analyst, discusses the intricate dynamics of Venezuela’s oil market under sanctions. Together, they explore critical factors influencing Brent crude's stability and the strategies needed for OPEC economies amidst global shifts.

Adi Imsirovic, an oil market expert, Omar Najia, a savvy derivatives trader, and Clyde Russell, an Asia commodities columnist, share fascinating insights on current oil dynamics. They discuss China’s modest oil demand increase and OPEC’s potential supply hikes. The trio delves into geopolitical tensions, especially involving Iran, impacting global oil prices. Listeners gain valuable perspectives on fluctuating market conditions and the implications of economic policies on energy strategies, making it a must-listen for energy enthusiasts.

Danial Rahmat, a Senior Energy Security Consultant from Iran, discusses escalating tensions between Israel and Iran and the potential implications for regional stability. Henning Gloystein, Head of Energy at Eurasia Group, analyzes how geopolitical conflicts are reshaping global energy markets and OPEC’s strategic decisions. David Elward from General Index dives into the promising future of sustainable aviation fuels and their market challenges. Together, they explore how these dynamics influence both traditional and greener energy pathways amid shifting global demands.

Brian Pieri, Founder of Energy Rogue, and Raad Alkadiri, Managing Partner at 3TEN32 Associates, dive deep into the complexities of the energy market. They discuss OPEC+ output increases and potential impacts on oil prices, alongside Iraq’s oil export dilemmas and India's rising oil demand. The duo also tackles the challenges of U.S. shale production amidst price fluctuations and the geopolitical tensions influencing market dynamics. Their insights shed light on the future of energy strategy in a rapidly changing landscape.

Bill Farren-Price, a Senior Research Fellow at the Oxford Institute for Energy Studies, shares insights on the current state of natural gas and commodities in light of geopolitical changes. Rustin Edwards, Head of Sales & Marketing at VKG Gmbh, discusses the implications of recent U.S. diplomacy with Gulf nations on energy dynamics. They explore how tensions, such as a potential Israeli strike on Iranian facilities, could spike oil prices dramatically. The conversation also touches on OPEC's role and Europe’s effort to reduce its dependence on Russian energy.

Niamh McBurney, an Associate Director at Control Risks, shares her expertise on geopolitics and energy security. Ole Hansen, Head of Commodity Strategy at Saxo Bank, provides insights into commodity markets. Bora Bariman, Managing Partner at Hormuz Straits Partnership, focuses on trade flows and investment in the Middle East. They discuss the potential impact of a Russia-Ukraine ceasefire on oil prices, delve into BRICS’ rising influence, and analyze the complexities of oil dynamics amid geopolitical tensions and changing demand patterns.

The Daily Energy Markets Podcast takes a deep dive this Monday morning on the further ramifications of US President Trump’s visit to the Middle East and how it is reshaping the geopolitical landscape. How will Moody's downgrade of US Credit Rating impact oil markets? 1. Bullish; 2. Bearish; OR 3. No Impact? Listen in for comments from Omar Najia, Derivatives Trader, BB Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies. This episode is moderated by Paul Hickin, Chief Economist & Editor-in-Chief, Petroleum Economist. Share your thoughts here: VOTE here: https://x.com/gulf_intel/status/1924360070566953005 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7330125823061987329

The Daily Energy Markets Podcast capped the week with some insights on Europe gas policy outlook, US and LATAM oil production outlook, and Trump’s Middle East visit. Hear from Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Max Torres, Exploration VP, PetroTal. It seems clear what President Trump got from Gulf Tour - $$trillions of FDI into US -- what was the biggest thing the Gulf got from visit: 1. Continued US Security; 2. Gulf Seat at Top Table; 3. US Rules Out Iran War; or 4. None of the Above? VOTE here: https://x.com/gulf_intel/status/1923271697697759582 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7329037864099319809

The US-Middle East relations continue to drive market conversations, and welcomed the views of Toby Iles, Chief Economist, Jadwa Investment; Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; and Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange, in today’s Daily Energy Markets Podcast. We asked the audience: Which GEO POL crisis is most likely to resolve first - 1. Iran-US Nuclear Deal; 2. Russia-Ukraine Peace; 3. Israel end War in Gaza; OR 4. none this year? Share your views here: https://www.linkedin.com/feed/update/urn:li:activity:7328314396118593536 OR here: https://x.com/gulf_intel/status/1922548658840465847