Gulf Intelligence Podcasts

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

Oil Markets Fundamentals in 2024: Sanctions-Price Caps--Global South-Climate Change-Bitcoin-China Real Estate and many more upstarts are trying to muscle into the infamous virtual bucket that is known as the ”Oil Markets Fundamentals” – How are market fundamentals changing and what will meet the grade in 2024? Listen to the insights of Dr. Adi Imsirovic, Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; and Jorge Montepeque, President & Founder, Global Markets

Oil Markets Remained Relatively Immune to 2023 Black Swans: What are your Top 3 Trends / Events -Black or Grey- that will determine the direction of oil markets in 2024? Listen to the insights of Christof Rühl, Senior Research Scholar, Center on Global Energy Policy, Columbia University; and Mike Muller, Head of Asia, Vitol

“Sell in May and Go Away”: Where does one Find certainty in the oil markets to Buy at all in 2024?   Listen to the insights of Dr. Amrita Sen, Co-Founder & Head of Research, Energy Aspects  

Higher for Longer or is it: What Impact will end of rate tightening cycle have on East-of-Suez Oil Storage Industry in 2024 and Beyond – Winners & Losers?   The additional costs of storing oil during a period of sustained high interest rates are stark. Take a two-million barrel cargo with prices at, say, $80 a barrel. Based on an interest-rates at 5%, it would cost a trader an $8 million per year in financing to hold onto the consignment. Oil refiners, who buy crude and then sell fuels like gasoline and diesel at a later date, also see their profits squeezed by higher financing costs. It all serves to increase the chances of the world having to get used to lower levels of oil inventories. The disincentive to store is doubled when later oil prices are trading at a discount to nearby ones — a structure known as backwardation, that is present at the moment —because it means traders are forced to sell barrels they had stored at a loss.   Listen to the insights of Michiel Gilsing, Member of Executive Board & CFO, VOPAK

INDUSTRY PANEL “Think Global, Act Local”: The Gulf Economies & their National Energy Industries are Focused on Reversing this old North Star – Outlook for 2024 and Beyond?    Listen to the insights of Peter Zeilinger, SVP, Middle East and Africa, OMV; Kieran Gallagher, Managing Director, Vitol Bahrain E.C; Robin Mills, CEO, Qamar Energy; Simon Williams, Chief Economist – MENA, HSBC

OPEC PANEL GONE IN 60 SECONDS: Why have OPEC+ Supply “Meetings” gone from lasting Minutes to Weeks -- What’s at Stake in 2024 for World’s Largest ‘Voluntary’ Oil Exporting Group?   Listen to the insights of Amena Bakr, Deputy Bureau Chief, Energy Intelligence; Yousef Alshammari, CEO & Head of Energy Research, CMarkits &Senior Research Fellow, Imperial College London; and Paul Hickin, Editor in Chief, Petroleum Economist

ENERGY SECURITY PANEL   Everyone was convinced Israel’s War in Palestine was No Threat to Oil & Gas Flows until It Was: What possible Risks are we Not seeing in 2024 for MENA Energy Exports as Old Foes try maintain New Rapproachments?    Listen to the insights of Danial Rahmat, Senior Energy Security Consultant, Iran; Laury Haytayan, MENA Director, National Resource Governance Institute; and Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, AGSIW

What is the Outlook for Asian Energy Demand in 2024 as China Stuck in the Doldrums?  Healthy domestic demand saved Asia in 2023 as services remained healthy despite weak external demand holding back manufacturing – how will this paradigm play out in 2024?   Listen to the insights of Peter McGuire, CEO, XM Australia; Vibhuti Garg, Director – South Asia, IEEFA; and Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta

What is the Outlook for Asian LNG Demand to Reclaim its Global Supremacy in 2024? Listen to the insights of Yiyong He, Founder and CEO, LNG Easy; Yuriy Humber, Founder, Japan NRG & President, Yuri Group; and Marc Howson, Head of Asia, Welligence Energy Analytics