Gulf Intelligence Podcasts

The Daily Energy Markets Podcast is capping the week with more talks on geopolitics and outlook for oil-sanctioned countries, Iran and Venezuela, with speakers Max Torres, Managing Partner, Plata Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Danial Rahmat, Senior Energy Security Consultant, Iran. OPEC+ Can’t Afford to Put More Oil on the Market in H2 Under Current Demand Scenario: AGREE or DEGREE? What’s your take on this, vote here: https://x.com/gulf_intel/status/1783751798420832736

The Geopolitical Risk premium has now been drained out of oil markets: AGREE or DISAGREE? Have your say here: https://x.com/gulf_intel/status/1783390570028708091 Your daily dose of energy insights had strong flavors today. Listen in as Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies; Narendra Taneja, India's Leading Energy Expert; and Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS, shared their views on matters relating to energy markets fundamentals, geopolitics, and policies in today’s Daily Energy Markets Podcast.

US Senate approves $61bn in military aid for Ukraine and Pentagon says it can start delivering weapons to Kiev "within days" -- is this bearish or bullish for oil prices? Have your say: https://x.com/gulf_intel/status/1783025797940293855 Listen to today’s podcast and take your daily dose of energy insights from Robin Mills, Chief Executive Officer, Qamar Energy; Alan Gelder, Downstream Global SME, VP Refining, Chemicals & Oil Markets, Commodities Research, Wood Mackenzie; and Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management.

US sanctions on Iran, even if enforced, would have no material impact on current oil market balances, mainly because: A. China takes most its oil; B. Plenty of non-OPEC supply; or C. OPEC+ spare capacity? Have your say: https://x.com/gulf_intel/status/1782664887979712683 Gain further insights from today’s Daily Energy Markets Podcast with Janiv Shah, Vice President, Oil Markets; Refinery and Crude Balances Lead, Rystad Energy; Rob Barnett, Senior Global Energy and Commodity Analyst, Bloomberg Intelligence; and Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta.

What will have biggest bearing on direction of oil markets through remainder of Q2: Geopolitics; Higher for Longer Rates; OPEC Supply Cuts; OR China Economic Outlook? Have your say here: https://x.com/gulf_intel/status/1782300303875784945 We kicked off the Daily Energy Markets Podcast this week with an outlook 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 Victor Yang, Senior Analyst, JLC Network Technology.

The energy markets --oil & gas-- will likely have to start pricing in an even larger risk premium now that Iran & Israel have stepped across Red line of attacking each other directly: AGREE/DISAGREE? The Daily Energy Markets Podcast ended the week trying to find out some answers to this question and we’re lucky to have Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai to shed some light, along with Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence who shared her views on sanctions, dark fleets and risk insurance among others. Meanwhile, Peter McGuire, Chief Executive Officer, XM Australia gave us an outlook on what to watch out for in the equity markets. Have your say here: https://x.com/gulf_intel/status/1781213844322329031

Oil prices have fallen $3 since Iran targeted Israel - what is most likely to happen next: 1. Regional War OR Regional Ceasefire including Gaza? Have your say here: https://x.com/gulf_intel/status/1780854326589550800 Catch up on the latest discussion on issues impacting the energy markets in today’s DEM Podcast with Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; Vandana Hari, Founder & CEO, Vanda Insights; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International.

Fed's Powell says restrictive rates policy needs more time to work -- what does higher for longer mean for Oil Markets: 1. Bullish 2. Bearish 3. No Impact? Vote here: https://x.com/gulf_intel/status/1780490380745613679 Hear more from Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa; and Jamie Ingram, Senior Editor, Middle East Economic Survey, in today’s Daily Energy Markets Podcast. Key trends in commodities, shipping, and Middle East geopolitical situation were also discussed.

The geopolitical tensions between Israel and Iran continue to weigh in energy markets. The discussion, among others, continues in the Daily Energy Markets today with Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; and Ole Hansen, Head, Commodity Strategy, Saxo Bank. We asked the audience: What phase in the process are we in this current Israel-Iran face-off that started on April 1st - Start of the Beginning OR Beginning of the End? Your thoughts here: https://x.com/gulf_intel/status/1780122322378068210?s=46&t=bPS3ZRY-6mxD_M0rYqR1qg

The Daily Energy Markets Podcast kicks off this Monday morning after a week’s hiatus for the Eid-Ul-Fitr holidays here in the UAE, and we came back with all the noise of heightened geopolitical risks. After Iran's first-ever direct attack on Israel, the risk of a future oil supply disruption from the region has: 1. Increased; 2. Decreased; 3. Unchanged? Share your views here: https://x.com/gulf_intel/status/1779767582108647777 Hear more from Omar Najia, Global Head, Derivatives, BB Energy; Richard Redoglia, Chief Executive Officer, Matrix Global Holdings; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters in today’s conversation.