Gulf Intelligence Podcasts

Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; and Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency shared their insights on key trends in the Daily Energy Markets Podcast and discussed the outlook for China, FED rate cuts, and divergence on international energy agencies’ oil demand forecast, among others. Share your thoughts by participating in today’s survey: What are the chances that Israel's War on Gaza could still spillover into a regional conflict threatening energy supplies from Mideast: 1. close to zero; 2. close to 25%; 3. close to 50%; OR 4. closer to 75%? Vote here: https://x.com/gulf_intel/status/1758023321180832109?s=20

IEA (1.2) & OPEC (2.2) are 1mbpd apart in 2024 oil demand growth forecast - who is most accurate? Vote here: https://x.com/gulf_intel/status/1757658606789378470?s=20 The Daily Energy Markets Podcast dug into the question of oil demand, Middle East geopolitical risks, and energy transition, among others. Take your notes today from Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Bill Spindle, Senior Global Correspondent, Cipher News.

Saudi energy minister asked on Monday "Why should we be the last country to hold emergency oil capacities when it is not recognized?" -- should global markets start preparing for a world with no swing producer? YES/NO What’s your view? Vote here: https://x.com/gulf_intel/status/1757299115812106420?s=46&t=bPS3ZRY-6mxD_M0rYqR1qg Peter McGuire, CEO, XM Australia; Walter Simpson, Managing Director, CCED; and Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta, weighed in their views in today’s Daily Energy Markets Podcast.

The Daily Energy Markets Podcast kicked off this Monday morning with Omar Najia, Global Head, Derivatives, BB Energy; Brian Pieri, Founding Member, Energy Rogue; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters, sharing their views on the direction of travel for oil prices and outlook for US and China markets. Would pause/end of Israeli war on Gaza be Bullish or Bearish for oil prices? Vote here: https://x.com/gulf_intel/status/1756935082613325937?s=20

Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy; Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International, capped the week’s discussion on the direction of travel for oil markets in today’s Daily Energy Markets Podcast. Andrew Critchlow, Head of News - EMEA, S&P Global Commodity Insights moderated the conversation. How long do you see the conflict in the Red Sea continuing? Vote here: https://x.com/gulf_intel/status/1755846710595551654?s=20

Take your daily dose of energy insights from today’s conversation with Ahmed Mehdi, MD, Renaissance Energy Advisors and Visiting Fellow, OIES; Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; and Andrew Critchlow, Head of News, EMEA, S&P Global Commodity Insights, in the Daily Energy Markets Podcast. Is it time for EUROPE to start planning a post-Ukraine War Energy policy? Vote here: https://x.com/gulf_intel/status/1755487590365491290?s=20

The Oil markets have absorbed the shipping disruption in Red Sea: AGREE /DISAGREE? Share your view by voting here: https://twitter.com/gulf_intel/status/1755123632353718377 On other updates in commodities, LNG and upstream investments, hear from Ole Hansen, Head, Commodity Strategy, Saxo Bank; Yiyong He, Founder & CEO, LNG Easy; and James McCallum, CEO & Chairman, Xergy Group, Professor of Energy, Strathclyde University, in today’s Daily Energy Markets Podcast.

The number of Russian crude oil cargoes carried on Greek ships has collapsed since the US Treasury began to tighten sanctions - from 40 last May to just 8 in Jan - will Russian crude exports be reduced in H1 due to tighter sanctions enforcement: YES/NO? Vote here: https://x.com/gulf_intel/status/1754762893575196686?s=20 Catch up with Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Maleeha Bengali, Founder, MB Commodity Corner; and Salih Yilmaz, Senior Energy Equity Analyst, Bloomberg Intelligence, in today’s Daily Energy Markets Podcast.

What will have a bigger bearing on direction for oil prices through rest of Q1 - the outlook for: 1. Geopolitical Premium; 2. FED Interest Rates; 3. OPEC+ Supply Cuts; OR 4. None of the Above? The discussion continues this Monday morning with Omar Najia, Global Head, Derivatives, BB Energy; Victor Yang, Senior Analyst, JLC Network Technology; and Henning Gloystein, Director - Energy, Climate & Resources, Eurasia Group, in today’s Daily Energy Markets Podcast.

What will have a bigger bearing on direction for oil prices through rest of Q1 - the outlook for: 1. Geopolitical Premium; 2. FED Interest Rates; 3. OPEC+ Supply Cuts; OR 4. None of the Above? 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.