Gulf Intelligence Podcasts

In keeping with the tradition that OPEC+ likes to surprise the market -- what could be top of list of possibilities: Make Deeper Cuts; Unwind Current Cuts in Q3; Announce end of Cuts for Q4; OR None of the Above? Have your say here: https://x.com/gulf_intel/status/1795348317116981729 Hear more from Maleeha Bengali, Founder, MB Commodity Corner; Victor Yang, Senior Analyst, JLC International; and Laury Haytayan, MENA Director, Natural Resource Governance Institute in today’s Daily Energy Markets Podcast.

The Daily Energy Markets Podcast kicked off this week with a focus on upcoming OPEC+ decision and explored diverse views from commentators across geographical markets. Hear more from Omar Najia, Global Head, Derivatives, BB Energy; Brian Pieri, Founding Member, Energy Rogue, Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting. Will oil supply/demand market tightness in H2 allow OPEC+ to start unravelling cuts: YES or NO? Have your say: https://x.com/gulf_intel/status/1794986826303754267

What will OPEC do when it meets next week: Roll Over same cuts for Q3; Roll over same Cuts for H2; OR Start to unravel cuts? Have your say: https://x.com/gulf_intel/status/1793896700702281752 The Daily Energy Markets Podcast capped the week with key discussions on outlook for OPEC+ decision, Iran’s future, and the ongoing geopolitical events in Europe. Hear them all from our guest speakers Robin Mills, Chief Executive Officer, Qamar Energy; Danial Rahmat, Senior Energy Security Consultant, Iran; and Henning Gloystein, Director - Energy, Climate & Resources, Eurasia Group.

Even if 2H oil demand beats expectations, higher for longer rates will keep prices below $90 this year: Agree OR Disagree? Vote here: https://x.com/gulf_intel/status/1793536669834256673 Hear more insights in today’s Daily Energy Markets Podcast with guest speakers Jamal Qureshi, Managing Director, Analysis & Strategy, Petro-Logistics; Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies; and David Elward, Pricing Director Energy Transition, General-Index.

Quite an insightful discussion about the world of energy trading with Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Vandana Hari, Founder & CEO, Vanda Insights; and Gaurav Sharma, Journalist and Energy Analyst, in today’s Daily Energy Markets Podcast. How could the US-led backlash against the ICC arrest bid for Israel's Prime Minister impact oil markets: BULLISH/BEARISH/NO IMPACT? Vote here: https://x.com/gulf_intel/status/1793174900414504967

Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; 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 their views on aspects of risk management, likely OPEC+ decision for the second half of the year, and current trends in US energy policy amid election year. OPEC+ will have to keep cuts in place in H2 with the US Fed Now Signaling Only One Rate This Year: Agree OR Disagree? https://x.com/gulf_intel/status/1792810554635223197

The Daily Energy Markets Podcast opened the week with an extremely bullish outlook for oil markets from our resident Monday commentator, Omar Najia, Global Head, Derivatives, BB Energy. Gulmira Rzayeva, Founder & Managing Director, Eurasia Analytics and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies, also shared their insights on the recent events that happened in Iran. The oil market has become increasingly numb to geopolitical developments, and the large amount of spare OPEC production is likely contributing to this: AGREE or DISAGREE? Vote here: https://x.com/gulf_intel/status/1792448060280193092

Why isn't oil joining all other markets and hitting records: Too much supply; Uncertain demand; OR $80+ is fair price? Have your say: https://x.com/gulf_intel/status/1791361738157257076 The Daily Energy Markets Podcast capped the week with outlook from leading energy markets and geopolitical experts weighing in their views on the direction of travel for oil prices in the months ahead. Hear more from Narendra Taneja, India's Leading Energy Expert; David Fyfe, Chief Economist, Argus Media; and Peter McGuire, Chief Executive Officer, XM Australia.

Key discussions in today’s Daily Energy Markets Podcast focused on US economy outlook, China oil demand, and OPEC+ decisions this coming June meeting. Hear more form Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; Victor Yang, Senior Analyst, JLC Network Technology; and Andrew Critchlow, Head of News, EMEA, S&P Global Commodity Insights. What is most likely to enable oil prices to break above the rangebound $80-85 bracket: 1. Central Bank rate cuts; 2. Stronger than Expected Demand in H2; OR 3. OPEC+ Committing to extend voluntary cuts to year end? Cast your vote here: https://x.com/gulf_intel/status/1790999628130738569

What impact will growing trade-tariff war between China & US have on oil prices over medium term 6-12 months: Bullish, Bearish, OR Little Impact? Have your say: https://x.com/gulf_intel/status/1790637728280842565 Walter Simpson, Managing Director, CCED; Aabha Gandhi, Pricing Director - Oil Products, General-Index; and Richard Redoglia, Chief Executive Officer, Matrix Global Holdings, shared their views in today’s Daily Energy Markets Podcast.