Gulf Intelligence Podcasts

More insights and views from notable OPEC observers in today’s Daily Energy Markets Podcast with Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Jamie Ingram, Senior Editor, Middle East Economic Survey; and Peter McGuire, Chief Executive Officer, XM Australia. The session also tackled this question: The start of rate cuts cycle beginning with ECB will reverse oil price decline - Agree OR Disagree? Vote here: https://x.com/gulf_intel/status/1798247868308115857

Why has the oil market responded bearishly to OPEC meeting thus far: OPEC+8 Plan to Raise Output; Global Demand Weakening; OPEC+ too much idle supply; OR None of the Above? Vote here: https://x.com/gulf_intel/status/1797890052636442841 Listen in to today’s speakers at the Daily Energy Markets Podcast, with Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Pamela Munger, Senior Market Analyst, Vortexa; Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters.

The Daily Energy Markets Podcast kicked off the trading week with views from Omar Najia, Global Head, Derivatives, BB Energy; Vandana Hari, Founder & CEO, Vanda Insights; and Paul Horsnell, Head of Commodities Research, Standard Chartered Bank, following the decision of OPEC+ meeting announced on Sunday. What was the biggest piece of news for oil market to take away from the OPEC+ meetings yesterday: Roll over 2.2 mbpd voluntary cuts for Q3; Extension all OPEC+ cuts until end of 2025; OPEC+ 8 to start raising supply in Q4; OR None of the above? Have your say here: https://x.com/gulf_intel/status/1797526992671457760

The Daily Energy Markets Podcast kicked off the month of June with our tandem powerhouse cast Mike Muller, Head, Vitol Asia, with Christof Rühl, Senior Research Scholar, Center on Global Energy Policy, Columbia University. This session is part of the Energy Markets Series’ curtain raiser discussion to the OPEC+ meeting in Riyadh with some ministers and online, today at 1pm Vienna time. We posed this question: OPEC+ needs to at least maintain all current output cuts through H2 to sustain $83 avg year to date for rest of 2024: AGREE or DISAGREE? Have your say here: https://x.com/gulf_intel/status/1797160539858022421

The Daily Energy Markets Podcast capped the week with outlook on OPEC+ announcement on Sunday. Listen in to hear more views from Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai. Brent crude oil prices will drop below $80 if OPEC+ agree to rollover cuts for only Q3: Agree OR Disagree? Vote here: https://x.com/gulf_intel/status/1796435736713183673

Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; Janiv Shah, Vice President, Oil Markets; Refinery and Crude Balances Lead, Rystad Energy; and Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta, shed light on the economics and demand of oil as the markets anticipate the next move by the OPEC group. Hear more from the Daily Energy Markets Podcast and have your say: What's OPEC+ likely to do if prices don't hit the desired $90+ during Q3: Deepen voluntary cuts in Q4 OR Commit to current volumes till end H2? https://x.com/gulf_intel/status/1796074678190014538

Today’s Daily Energy Markets Podcast continues to explore the possible outcomes of OPEC meeting this weekend. Hear views from Ilia Bouchouev, Ph.D., Managing Partner, Pentathlon Investments; Michal Meidan, Head of China Research Programme, The Oxford Institute for Energy Studies; and Daniel Richards, MENA economist, Emirates NBD. Will OPEC now look to unravel cuts after IMF upgrades China's 2024, 2025 GDP growth forecasts after 'strong' Q1: YES or NO? Vote here: https://x.com/gulf_intel/status/1795710532265361565

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.