Gulf Intelligence Podcasts

Non-OPEC production and market share will be the predominant concern for OPEC+ in 2024: Agree OR Disagree? Vote here: https://x.com/gulf_intel/status/1753312037445202229?s=20 Catch up on the energy markets conversation with Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Narendra Taneja, India's Leading Energy Expert; and Richard Redoglia, CEO, Matrix Global Holdings, in today’s Daily Energy Markets Podcast.

Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; and Anish Kapadia, Director and Head of Energy, Palissy Advisors, shared their outlook on market fundamentals in today’s Daily Energy Markets Podcast, and also on their views on today’s Survey: How much Geopolitical Premium from Middle East supply risk is already bedded into the oil price - Over $5; Less than $5; OR None? Share yours by voting here: https://x.com/gulf_intel/status/1752948939043606920?s=20

Brent crude oil averaged around $78 a barrel in January. What do you think it will average in February? Closer to $70/$75/$80/$85 Share your views by voting here: https://x.com/gulf_intel/status/1752585899261448635?s=20 Hear insights from Laury Haytayan, MENA Director, Natural Resource Governance Institute; Peter McGuire, CEO, XM Australia; and Paul Hickin, Editor-in-Chief, Petroleum Economist.

The Daily Energy Markets Podcast took views of energy markets analysts on key trends of the day – from Saudi Arabia’s decision to keep its 12mn b/d production to the impact of attacks in the Red Sea to tanker and freight rates, as well as to GCC economies. Listen to Sara Akbar, Chairperson & CEO, OiLSERV, Kuwait & Non-Executive Director, Petrofac; Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and Daniel Richards, MENA economist, Emirates NBD. For our Daily Survey: Will US retaliation to weekend attack/fatalities in Jordan be of a scale that will drive oil prices higher – Yes or No? Vote here: https://twitter.com/gulf_intel/status/1752230503699108150

From an oil markets perspective, has the massive Israeli assault on Gaza over last 3+ months now escalated to a regional conflict: YES or NO? Our energy markets and geopolitical analysts weighed in their views in today’s Daily Energy Markets Podcast. Hear from Omar Najia, Global Head, Derivatives, BB Energy; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Dr. Tom Walsh, Lecturer in International Relations and Politics, Northumbria University Newscastle. Share your views here by voting: https://x.com/gulf_intel/status/1751859717356257298?s=20

Listen to James Reeve, Chief Economist of Jadwa Investment, in this Half-Time Talk Feature Interview, a mid-week analysis of the Daily Energy Markets Series.

Max Torres, Managing Partner, Plata Energy; Scott Livermore, Chief Economist, Oxford Economics Middle East; and David Elward, Senior Pricing Analyst, General-Index, shared their energy outlook in today’s Daily Energy Markets Podcast. The topics focused on oil and gas supply from LATAM, Middle East economies, and aviation fuel demand and price direction.

The Daily Energy Markets Podcast kicked off the week with comments from Omar Najia, Global Head of Derivatives, BBEnergy; Bora Bariman, Managing Partner, Hormuz Straits Partnership; and Andy Laven, Senior Partner, E-Cons. The dampening outlook on rate cuts coming in first half of 2024 will be bullish or bearish for oil prices: Bullish or Bearish? Share us your view by voting here: https://x.com/gulf_intel/status/1749318572218728695?s=20

Oil prices remain stable because the risk of unplanned escalation leading to a major confrontation disruption of oil and gas supplies from MIDEAST to Europe or Asia remains relatively low? AGREE /DISAGREE? Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Matthew Wright, Senior Freight Analyst, Kpler; and Osama Rizvi, Energy & Economic Analyst, Primary Vision Network weigh in their views in today’s Daily Energy Markets Podcast. Share your thoughts here by voting: https://x.com/gulf_intel/status/1747876344774467841?s=20

What will be top of mind for OPEC+ at the start of this year as it decides on output levels? 1. China Demand 2. Non-OPEC production 3. Central bank policy? Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy; Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; and Jamie Ingram, Senior Editor, Middle East Economic Survey, shared their views in today’s Daily Energy Markets Podcast. Add your voice here: https://twitter.com/gulf_intel/status/1747515152285438363