Gulf Intelligence Podcasts

The Daily Energy Markets Podcast capped the week discussing the post-OPEC meeting results, with insights from Robin Mills, CEO, Qamar Energy; Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; and Victor Yang, Senior Analyst, JLC Network Technology. OPEC+ has done enough to keep Brent crude oil above $70 Avg. through Q1: AGREE or DISAGREE? What’s your view: https://x.com/gulf_intel/status/1864926989376713211?

Whatever peak (plateau) oil demand date you subscribed to up to now, what impact will the re-election of Trump have on delaying that date by: Closer to 5 years; Closer to 10 years; Closer to 20 years; OR No impact? We heard from leading analysts from India, the US, and UAE in today’s Daily Energy Markets Podcast. Listen in to short- and medium-term outlook from Narendra Taneja, India's Leading Energy Expert; Richard Redoglia, CEO, Matrix Global Holdings; and Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa. You can share your views here: https://x.com/gulf_intel/status/1864564629118079450

The Daily Energy Markets Podcast returned from the long weekend with questions still hanging over OPEC+ decision of whether to return supply cuts or extend them in the coming month. Hear more from Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; and Andrew Laven, Managing Director, E-Cons. The current oil price has priced-in that OPEC will: Proceed with supply increase; Extend cuts 1 month; OR Extend cuts 3 months. Vote here: https://x.com/gulf_intel/status/1864202625693983153

Trump Tariffs, OPEC+ Decision & Lebanon Ceasefire – What’s Next for Oil Prices? Join Laury Haytayan, MENA Director at the Natural Resource Governance Institute, Marc Ostwald, Chief Economist & Global Strategist at ADM Investor Services International, and Janiv Shah, VP of Oil Markets at Rystad Energy, as they discuss the impact of Trump tariffs and the upcoming OPEC+ decision. Will Brent oil prices average closer to $70 or $75 in December? Tune in and cast your vote here: https://x.com/gulf_intel/status/1862028314333921389

OPEC+ remains on the spotlight in today’s conversation in the Daily Energy Markets Podcast, with Kieran Gallagher, Managing Director, Vitol Bahrain E.C; Niamh McBurney, Associate Director, Control Risks; and Matt Stanley, Head of Market engagement - EMEA & APAC, Kpler. What will be the priority for OPEC+ in Q1 2025: Push hard on compliance; Support price above $70; OR start to retake market share? Ink your view here: https://x.com/gulf_intel/status/1861664964315902037

The Daily Energy Markets Podcast conversation continues to drill down on the outlook for OPEC+ decision ahead of the Dec 1st meeting. Panelists took a view on how much is the current geopolitical risk premium in the oil price. Hear more from Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; Vibhuti Garg, Director - South Asia, IEEFA; and Jamal Qureshi, Managing Director - Analysis & Strategy, Petro-Logistics. How much geopolitical risk premium will be removed from current oil price if a ceasefire goes through between Israel and Hezbollah: $5+; $1-2; OR None? Vote here: https://x.com/gulf_intel/status/1861304890305179872

The Daily Energy Markets Podcast kicked off this Monday morning with market views from Peter McGuire, CEO, XM Australia; shipping and sanctions insights from Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and refining outlook from Alan Gelder, Downstream Global SME, VP Refining, Chemicals & Oil Markets, Commodities Research, Wood Mackenzie. What does OPEC+ need to agree to do on Dec 1st meeting to ensure $75 Brent average in Q1: Proceed with Supply Increase; Extend Cuts 1 Month; Extend Cuts 3 Months; OR Extend Cuts Through 2025? Vote here: https://x.com/gulf_intel/status/1860942701975257144

How does the current oil price reflect the geopolitical risk to energy supply infrastructure: Seems about right; Underprices Risk; Overprices Risk; OR Significantly Underprices Risk? The Daily Energy Markets Podcast wrapped up the week with an insightful conversation joined by Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange; and Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting. Pencil in your views here: https://x.com/gulf_intel/status/1859853813060075759

What will OPEC+ decide to do at the next meeting? Listen in for views from Brian Pieri, Founder, Energy Rogue, based in US; Anoop Singh, Global Head of Shipping Research, Oil Brokerage, based in Singapore; and Paul Horsnell, Head of Commodities Research, Standard Chartered Ban, based in UK. Will it: Proceed with supply increases; Extend cuts by one month; Extend cuts by three months; or Extend cuts through 2025? Share your views here: https://x.com/gulf_intel/status/1859497004692275668

Can geopolitical risk to oil supply infrastructure in Europe and Mideast keep Brent oil prices averaging closer to $75 than $70 through the end of the year: YES or NO? Listen in for more views from leading analysts Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters; Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; and Osama Rizvi, Energy & Economic Analyst, Primary Vision, in today’s Daily Energy Markets Podcast. Pencil your outlook here: https://x.com/gulf_intel/status/1859129952685244923