Gulf Intelligence Podcasts

Omar Najia, Global Head, Derivatives, BB Energy; Nur Azlin Ahmad, Editor, Crude Oil, Argus Media; and Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman, kicked off the week with their outlook on the direction travel for oil markets. You can also share your views on today’s question: Do you expect the disruption of shipping lanes around Red Sea to get better or worse with US/UK attacks on the Houtis? WORSE or BETTER? Click here to vote: https://x.com/gulf_intel/status/1746789563077443798?s=20

Jorge Montepeque, Founder and President of Global Markets and Sean Evers, Managing Partner, Gulf Intelligence wrapped up the day with a review of the outlook that emerged from each session of the Global Energy Outlook Forum 2024.

LATAM Oil Supply: Will 2024 be the year that sees the Latino Golden Goose finally Return to its Natural Cruising Altitude? Listen to the Insights of Aldo Flores-Quiroga, Former Deputy Secretary of Energy for Hydrocarbons, Mexico’s Ministry of Energy & Senior Advisor, FTI Consulting; Carlos Garibaldi, Executive Secretary, Association of Oil, Gas & Renewable Energy Companies of LATAM & the Caribbean; and Jose Chalhoub, LATAM Consultant, Azur Global Consulting & Venergy Global

Will the Real America Please Stand Up: US Oil & LNG Output Hit Records in the Year of the IRA & COP28 – What’s Next for Green Washing’ton? Listen to the Insights of Rob Barnett, EMEA Lead of Energy & Commodity Research, Bloomberg; Bill Spindle, Senior Global Correspondent, Cipher News; Richard Redoglia, CEO, Matrix Global Holdings

It’s the Gasoline Price “Stupid”: Biden, Energy & Re-Election – What’s at Stake? Listen to the Insights of Rachel Ziemba, Founder, Ziemba Insights & Adjunct Fellow, Center for a New American Security; Dr. Raad Alkadiri, Managing Director – Energy, Climate & Resources, Eurasia Group; and Dr. Karen Young, Senior Research Scholar, Center on Global Energy Policy, Columbia University US

How do we overcome the main challenges facing the launch of voluntary carbon markets -- lack of standardization, integrity and transparency? Listen to the Insights of Michael Curran, Head of Carbon, VITOL

What Impact will the US Oil Majors’ Mega-Shale Mergers Seen in 2023 have on Capex Spending Reaching Greater Record Output Levels in 2024? Listen on the Insights of Clay Seigle, Director of Oil Service, Rapidan Energy Group; Brian Pieri, Founding Member, Energy Rogue; Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; and James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University

Outlook for US LNG in ‘24: is Europe Swapping one Dependency for another? Listen to the Insights of Martin Houston, Chairman & CEO, Tellurian

IS THAT A DOVISH PIVOT I SEE BEFORE ME: What’s at stake for energy markets in 2024 as Central Bankers and Markets misread the signals on the easing side of the Rates mountain as they did on the tightening side? Listen to the Insights of: Ole Hansen, Head - Commodity Strategy, Saxo Bank; Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; and Maleeha Bengali, Founder, MB Commodity Corner.

How long will the EU’s southern neighbors wait for Europe to make strategic energy infrastructure investment before they look elsewhere to develop their economies? Listen to the Insights of Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Gulmira Rzayeva, Founder & Managing Director, Eurasia Analytics; and Dr. Carole Nakhle, CEO, Crystol Energy