Gulf Intelligence Podcasts

Fed's Powell says restrictive rates policy needs more time to work -- what does higher for longer mean for Oil Markets: 1. Bullish 2. Bearish 3. No Impact? Vote here: https://x.com/gulf_intel/status/1780490380745613679 Hear more from Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa; and Jamie Ingram, Senior Editor, Middle East Economic Survey, in today’s Daily Energy Markets Podcast. Key trends in commodities, shipping, and Middle East geopolitical situation were also discussed.

The geopolitical tensions between Israel and Iran continue to weigh in energy markets. The discussion, among others, continues in the Daily Energy Markets today with Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; and Ole Hansen, Head, Commodity Strategy, Saxo Bank. We asked the audience: What phase in the process are we in this current Israel-Iran face-off that started on April 1st - Start of the Beginning OR Beginning of the End? Your thoughts here: https://x.com/gulf_intel/status/1780122322378068210?s=46&t=bPS3ZRY-6mxD_M0rYqR1qg

The Daily Energy Markets Podcast kicks off this Monday morning after a week’s hiatus for the Eid-Ul-Fitr holidays here in the UAE, and we came back with all the noise of heightened geopolitical risks. After Iran's first-ever direct attack on Israel, the risk of a future oil supply disruption from the region has: 1. Increased; 2. Decreased; 3. Unchanged? Share your views here: https://x.com/gulf_intel/status/1779767582108647777 Hear more from Omar Najia, Global Head, Derivatives, BB Energy; Richard Redoglia, Chief Executive Officer, Matrix Global Holdings; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters in today’s conversation.

OPEC+ will only consider unwinding cuts if Brent moves above $100? AGREE or DISAGREE? Let us know your opinion by voting here: https://x.com/gulf_intel/status/1776868138665062836 Mike Muller, Head of Vitol Asia and Christof Rühl, Senior Research Scholar at the Center on Global Energy Policy, Columbia University, weighed in their views during the Daily Energy Markets’ Month in Review and Outlook Ahead Podcast.

Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; Maleeha Bengali, Founder, MB Commodity Corner; and Danial Rahmat, Senior Energy Security Consultant, Iran, capped the discussion this week in the Daily Energy Markets Podcast, as oil prices remain elevated. We asked the panel and the viewers: FED will have to abandon rate cuts as long as Brent stays above $90 - AGREE or DISAGREE? Share your views here: https://twitter.com/gulf_intel/status/1776140152261292510

The upward direction of travel for oil prices continues to hug the headlines in the energy markets. JP Morgan says Brent crude oil will reach $100 in Q3: AGREE or DISAGREE? Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and David Fyfe, Chief Economist, Argus Media, expressed their views in today’s Daily Energy Markets Podcast. Share yours here: https://x.com/gulf_intel/status/1775779603954491796?s=20

What is the main driver for oil prices to $90: Supply Cuts, GeoPols/ Wars, US/China Demand, OR Seasonality? Ilia Bouchouev, Ph.D., Managing Partner, Pentathlon Investments; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Matthew Wright, Senior Freight Analyst, Kpler, weighed in their views in today’s Daily Energy Markets Podcast. Share your views here: https://x.com/gulf_intel/status/1775415858283557124?s=20

Today’s Daily Energy Markets Podcast put the spotlight on OPEC+ and its likely decision to unwind cuts in the coming months, with Amena Bakr, Senior Research Analyst of Energy Intelligence at the helm. We also hear from Caracas-based Jose Chalhoub, LATAM Consultant, Venergy Global on his outlook for Venezuela’s oil production, and Osama Rizvi, Energy & Economic Analyst, Primary Vision Network for his views on Pakistan and the subcontinent’s energy demand. Will tight oil market conditions allow OPEC+ to start to unwind cuts in Q3? YES/NO Share your thoughts by voting: https://x.com/gulf_intel/status/1775053074689655129?s=20

The Daily Energy Markets Podcast kicked off this Monday morning with views from Omar Najia, Global Head, Derivatives, BB Energy on the direction of travel for oil prices for the second quarter. Marc Howson, Head of Asia, Welligence Analytics shared his outlook on LNG demand in China and greater Asian region, while Gulmira Rzayeva, Founder & Managing Director, Eurasia Analytics, expressed her insights on the role of Azerbaijan in the upcoming Cop29 and what to expect in the coming months, as well as the outlook on gas markets in Europe. Share your outlook for Q2 thru this survey: Brent crude oil rose over $10 per bbl through Q1 to average around $83 over the quarter -- what will it AVERAGE in Q2: 1. $85-$90; 2. $80-$85; 3. above $90; 4. below $80? Vote here: https://twitter.com/gulf_intel/status/1774688988466442525

The Daily Energy Markets Podcast capped the week with more discussion on geopolitics and energy policy views from Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Niamh McBurney, Associate Director, Control Risks; and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies. Andrew Critchlow, Head of News, EMEA, S&P Global Commodity Insights moderated the discussion. Oil prices in Q2 will most likely: Stay at $85; Reach $90; Hit $95; OR Touch $100? Let us know your outlook by voting here: https://twitter.com/gulf_intel/status/1773243830520656315