Gulf Intelligence Podcasts

The Daily Energy Markets opened this week’s discussion on what will have the biggest impact in determining oil prices over Q4 – Is it the latest China economic stimulus, OPEC+ supply policy, or the Middle East geopolitical tensions? Hear from Omar Najia, Global Head, Derivatives, BB Energy; Mriganka Jaipuriyar; Head of News, APAC, S&P Global Commodity Insights; and Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects, in today’s discussion, and share your thoughts here: https://x.com/gulf_intel/status/1845721362167402739

The Daily Energy Markets Podcast capped the discussion for the week with notes from Dr. Aniseh Bassiri Tabrizi, Senior Analyst, Control Risks; Rob Barnett, Senior Global Energy and Commodity Analyst, Bloomberg Intelligence; and Jose Chalhoub, Analyst, Jose Parejo Associates. Listen in to get insights on the Iran-Israel geopolitical events; US energy transition outlook; on the geopolitical situation in the Middle East; US energy outlook; and Latin American oil production. What will Brent Crude oil average in Q4 – Closer to: $85/ $80/ $75/ $70 Weigh in your views here: https://x.com/gulf_intel/status/1844272380434317736

Energy markets observers Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; Serena Huang, Head of APAC Analysis, Vortexa; and Daniel Richards, MENA economist, Emirates NBD, shared their outlook on OPEC+, China oil demand, and Middle East economic performance, in today’s Daily Energy Markets Podcast. Do you expect OPEC+ to proceed with plans to start to increase oil supply from Dec. 1st: YES or NO? Have your say here: https://x.com/gulf_intel/status/1843908325945291074

Oil prices jump of only 10+% in the last week have priced in an Israeli retaliatory strike on Iran, but Not on Iranian oil infrastructure: AGREE or DISAGREE? Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Peter McGuire, CEO, XM Australia; and Janiv Shah, Vice President, Oil Markets, Cross Barrel Balances Lead, Rystad Energy, weighed in their views in today’s Daily Energy Markets Podcast. Express your view here: https://x.com/gulf_intel/status/1843555846544077265

With 6 million barrels a day of idle capacity, any geopolitical-premium spike in oil prices will be short-lived regardless of what happens next: AGREE or DISAGREE? Listen in for views from Omar Najia, Global Head, Derivatives, BB Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Jamie Ingram, Senior Editor, Middle East Economic Survey, in today’s Daily Energy Markets. Share your vote here: https://x.com/gulf_intel/status/1843184817783136686

Mike Muller, Head of Vitol Asia and Christof Rühl, Senior Research Scholar, Center on Global Energy Policy, Columbia University kicked off this month’s Daily Energy Markets Podcast. Take out your notepads as they discussed, among others, the outlook for demand and supply balance in Q4, the OPEC price war question, and the monetary policy scenarios as we enter Q4.

The Daily Energy Markets Podcast conversed with Peter McGuire, Chief Executive Officer, XM Australia; Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies; and Paul Hickin, Editor-in-Chief, Petroleum Economist to cap the week. OPEC+ has no choice but to trigger a market share battle because oil producers not bound by supply cuts are adding more new production than annual demand growth: AGREE or DISAGREE? Have your say: https://x.com/gulf_intel/status/1839560947230261562

FT Reporting that Saudi Arabia is ready to launch oil market share battle -- can they win: YES or NO? In today’s Daily Energy Markets Podcast, Andrew Critchlow, Global Head of News, S&P Global Commodity Insights and Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington, shared their views on a report regarding Saudi oil market share. We also heard the outlook on LNG and gas demand in Asia with Marc Howson, Head of Asia, Welligence Analytics.

The discussion continues in the midweek at the Daily Energy Markets Podcast, with key insights on our topic of the day ‘OPEC sees global oil demand growing by 10mbpd from 2023 to 2029: Agree with 10MBPD; Maybe Half That; Less Than a Third; OR No Growth as we are at Peak Demand?’ Listen in for views from Sara Akbar, Chairperson & CEO, OiLSERV, Kuwait & Non-Executive Director, Petrofac; Alan Gelder, Downstream Global SME, VP Refining, Chemicals & Oil Markets, Commodities Research, Wood Mackenzie; and Salih Yilmaz, Senior Energy Equity Analyst, Bloomberg Intelligence.

China Unleashed Stimulus Blitz Today to Stimulate Economy - will it ignite oil markets: Yes, No, OR Little Impact? Vote here: https://x.com/gulf_intel/status/1838472415510192214 Listen in for more insights from James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University; Richard Redoglia, Chief Executive Officer, Matrix Global Holdings; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International.