Gulf Intelligence Podcasts

Geopolitical risk premium returns to oil markets as new threats emerged overnight. We welcomed the views of Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Danial Rahmat, Senior Energy Security Consultant, based in Tehran, in today’s Daily Energy Markets Podcast.

Demand outlook and OPEC+ decision this month, and the outlook for H2 were discussed in today’s Daily Energy Markets Podcast with commodities gurus Ole Hansen, Head of Commodity Strategy, Saxo Bank, and Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence, along with Andrew Laven, Senior Partner, E-Cons.

We heard varied insights on the outlook for energy demand in the coming months, plus an update on Latin American supply in today’s Daily Energy Markets Podcast. Hear more from Jeff Brown, President, FGEnergy; Maleeha Bengali, Founder, MB Commodity Corner; and Jose Chalhoub, LATAM Consultant.

An excess of refined products exports will keep crude prices under $90 in Q3: AGREE/DISAGREE? Listen in for expert views from Alan Gelder, Downstream Global SME, VP Refining, Chemicals & Oil Markets, Commodities Research, Wood Mackenzie; Robin Mills, Chief Executive Officer, Qamar Energy; and Andrei Belyi, PhD, Professor, Founder & CEO, Balesene OÜ, in today’s Daily Energy Markets Podcast. Your views are most welcome, vote here: https://x.com/gulf_intel/status/1805493943250870593

Catch up on a dynamic set of energy markets views from Omar Najia, Global Head, Derivatives, BB Energy; Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy, in today’s podcast. Oil prices in Q3 will average: 1. $80-$85; 2. $85-$90 OR 3. $90 plus? Vote here: https://x.com/gulf_intel/status/1805133906653356045

Will Brent touch $90 OR $80 first? Vote here: https://x.com/gulf_intel/status/1801507679304606095 The Daily Energy Markets Podcast capped the week with fresh insights on trending topics – from new sanctions and oil vessels carrying Russian crude to tanker rates, and LNG outlook in Asia and beyond. Hear more from Marc Howson, Head of Asia, Welligence Analytics; Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; and Matthew Wright, Senior Freight Analyst, Kpler, in today’s Daily Energy Markets Podcast.

How will the Will They Won't They FED cut rates impact markets in H2: Bullish OR Bearish? Vote here: https://x.com/gulf_intel/status/1801146160071025012 Listen in for more views on OPEC+ decision from Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic, International & Energy Studies; and Frank Kane, Editor-at-Large, Arabian Gulf Business Insights, in today’s Daily Energy Markets Podcast.

The Daily Energy Markets Podcast dissected the headlines surrounding energy transition in Europe and the US, with James McCallum, CEO & Chairman, Xergy Group, and Professor of Energy, Strathclyde University; and Bill Spindle, Senior Global Correspondent, Cipher News. Bora Bariman, Managing Partner, Hormuz Straits Partnership voiced his views on demand forecasts and oil prices.

SURVEY: Oil prices will hit $90 in Q3 and hold for the year despite the expectation of added oil in Q4? AGREE/DISAGREE. Let us know your thoughts: https://x.com/gulf_intel/status/1800424417199346038 Listen to today’s speakers on the Daily Energy Markets Podcast with experts Narendra Taneja, India’s leading energy expert; Rob Barnett, senior global energy and commodity analyst at Bloomberg Intelligence; and Victor Yang, senior analyst at JLC Network Technology.

The Daily Energy Markets Podcast kicked off the trading week with insights from Omar Najia, Global Head of Derivatives at BB Energy; Marc Ostwald, Chief Economist & Global Strategist at ADM Investor Services International; and Richard Redoglia, Chief Executive Officer of Matrix Global Holdings. Will European election results with swing to far right be bullish or bearish for oil prices in H2? Let us know your thoughts: https://x.com/gulf_intel/status/1800059623879438553