Gulf Intelligence Podcasts

What is the Appetite across Asia for the Russian Gift that Keeps on Giving in 2024?   Listen to the insights of Narendra Taneja, India’s Leading Energy Expert; Osama Rizvi, Energy & Economic Analyst, Primary Vision Network; and Vandana Hari, Founder & CEO, Vanda Insights.  

Can OPEC+ Rely on Chinese Oil Demand to Save the Day in 2024?   Listen to the insights of Victor Yang, Senior Editor, JLC Network Technology; Clyde Russell, Asia Commodities & Energy Columnist, Reuters; and Serena Huang, Head of APAC Analysis, Vortexa.

S&P Global Commodities Joins the IEA in Forecasting Peak Oil Demand to Arrive as Early as 2030: What, Where, When & Why? The global demand for crude oil is expected to see its peak in 2030 at 112 million barrels a day mark with India and Africa to be major contributors, S&P Global Commodity Insights reported in December 2023 – two months after the IEA were criticized heavily by OPEC for predicting a similar peak date. The current global demand of crude oil is at 103 million barrels per day, and India and Africa will be the major contributors to the 8.7% increase in demand by 2030 as industrial activities will pick up in the Global South region, S&P said. Listen to the insights of Paul McConnell, Executive Director, Climate and Sustainability, S&P Global Commodity Insights

Which 2023 Trend will carry over and determine oil market direction in Q1? 1. OPEC Supply Cuts; 2. End Rate Tightening; 3. Geopolitics; OR 4. China Eco Outlook Let us know by voting: https://x.com/gulf_intel/status/1735553491219705959?s=20 Dr. Carole Nakhle, CEO, Crystol Energy; Adi Imsirovic, Director, Surrey Clean Energy & Senior Asscociate, CSIS; and Bora Bariman, Managing Partner, Hormuz Straits Partnership, shared their views in today’s Daily Energy Markets Podcast.

Will FED PIVOT lift all boats including oil markets through end of year rally? 1. Yes – Bullish; 2. No – Bearish; or 3. Little Impact. Let us know by voting here: https://x.com/gulf_intel/status/1735191720449429763?s=20 We look at the markets as well as impact of geopolitics in today’s Daily Energy Markets Podcast with our guests Ole Hansen, Head, Commodity Strategy, Saxo Bank; Dr. Raad Alkadiri, Managing Director - Energy, Climate & Resources, Eurasia Group; and Rafiq Latta, Senior Correspondent, Energy Intelligence.

COP28 proposed deal references transition away from all fossil fuels - could this cause oil producers to abandon supply cut deals and pump as much as possible Now: YES/NO/MAYBE? Let us know by voting here: https://twitter.com/gulf_intel/status/1734839472062173344 Meanwhile, we heard views on China, OPEC, and Venezuela from our speakers today at Daily Energy Markets Podcast: Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters; Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; and Jose Chalhoub, LATAM Consultant, Azur Global Consulting & Venergy Global.

China's leaders are meeting today to agree growth targets for 2024 -- a rollover of 2023 target 5% would be seen by oil markets as: 1. BULLISH; 2. BEARISH; 3. NO IMPACT. Let us know by voting here: https://x.com/gulf_intel/status/1734467957592309987?s=20 Hear more from David Fyfe, Chief Economist, Argus Media; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Salih Yilmaz, Senior Energy Equity Analyst, Bloomberg Intelligence in today’s Daily Energy Markets Podcast.

Featured Speaker: Nick Green, Senior Manager - Policy, Abu Dhabi Global Market Climate finance is the lifeblood of sustainable initiatives, ranging from renewable energy projects to climate adaptation measures, and its timely deployment is paramount. The global community must accelerate its deployment to effectively combat the escalating environmental crisis. COP conferences serve as pivotal platforms where nations converge to strategize and commit to actions that can reshape the trajectory of our planet’s future. This journey necessitates navigating intricate geopolitical landscapes, fostering innovative financial mechanisms, and ensuring equitable distribution to address the diverse needs of nations. COP28 Designate President highlighted “fixing climate finance” as one of the main four areas for the upcoming climate negotiations. Under that narrative, what are the main areas that need to be repaired to accelerate the mobilization of climate finance? On which specific aspects should finance-related negotiations focus? Moderator: Brian Cozzolino, Director, Gulf Intelligence

Oil fell last week for the seventh straight week, the longest streak of weekly declines since 2018 - will that trend be broken before end of year: YES or NO? Let us know by voting here: https://x.com/gulf_intel/status/1734105862753386555?s=20 The Daily Energy Markets Podcast kicked off the week with views on global markets, US production outlook, and China demand outlook, among others. Hear from Peter McGuire, Chief Executive Officer, XM Australia; Brian Pieri, Founding Member, Energy Rogue; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International.

Mike Muller, Head of Vitol Asia and Christof Rühl, Senior Research Scholar at Center on Global Energy Policy in Columbia University shared their insights on oil price direction and recent OPEC decision, exclusive in the Daily Energy Market’s MONTH in REVIEW//OUTLOOK AHEAD.