Gulf Intelligence Podcasts

The IEA raised its 2024 oil demand growth forecast last week for the fourth time since November. Will that upward revision trend continue? Yes, through Q2 / Yes, through Q2 & Q3 / No, they're done now! Share your thoughts by voting here: https://x.com/gulf_intel/status/1770704141502803970?s=20 . Tune in to today’s Daily Energy Markets Podcast featuring Mike McGlone, Senior Macro Strategist at Bloomberg Intelligence; Andrew Critchlow, Head of News, EMEA at S&P Global Commodity Insights; and Kieran Gallagher, Managing Director at Vitol Bahrain E.C. to gain valuable insights.

Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy discussed his outlook for lower crude exports; Andrew Laven, Senior Partner, E-Cons noted that trend for oil prices are up; and Bill Spindle, Senior Global Correspondent, Cipher News, commented on energy transition in China in today’s Daily Energy Markets Podcast. We also asked the participants: Saudi Aramco CEO Amin Hassan Nasser said at CERAWeek that he saw higher oil demand above 104m b/d in 2025 and described the phaseout of fossil fuels as a "fantasy" and energy transition is “visibly failing”. Do you AGREE or DISAGREE: https://x.com/gulf_intel/status/1770343605363749202?s=20

Brent crude oil will continue to rise to $90 before end of Q1/March. Vote here to Agree or Disagree: https://x.com/gulf_intel/status/1769982355723149423?s=20 Narendra Taneja, India's Leading Energy Expert; Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; and Yiyong He, Founder & CEO, LNG Easy, expressed their views on the current oil price trend and their outlook on India, China, and other parts of Asia in today’s Daily Energy Markets Podcast.

Omar Najia, Global Head, Derivatives, BB Energy; Dr. Charles Ellinas; CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; and Jamie Ingram, Senior Editor, Middle East Economic Survey, kicked off the Daily Energy Markets Podcast today on the direction of travel for oil prices, gas developments in Egypt, and outlook on OPEC’s decision for Q2. They also discussed what impact will Putin's new 6-year term in office have on oil prices over the remainder of 2024: Bullish/ Bearish/ No Impact? Your views? https://x.com/gulf_intel/status/1769619489866351067?s=20

Brent crude oil prices will end Q1 in two weeks’ time at closer to: $90; $85; $80; OR $75? Get your outlook counted, vote here: https://x.com/gulf_intel/status/1768531866829635721?s=20 The Daily Energy Markets Podcast ended the week pondering if oil prices could go higher or lower in the coming two weeks considering the demand factors in Asia, the geopolitical developments this week and the economic decisions of major economies such as Europe. Listen in for more insights from Bora Bariman, Managing Partner, Hormuz Straits Partnership; Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters; and Henning Gloystein, Director - Energy, Climate & Resources, Eurasia Group.

How much geopolitical risk premium is in the current oil price - $7+; $5 approx; $3 approx; $1 or none? Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; Vandana Hari, Founder & CEO, Vanda Insights; and Paul Hickin, Editor-in-Chief, Petroleum Economist weigh in their views in today’s Daily Energy Markets Podcast. Share your thoughts here: https://x.com/gulf_intel/status/1768168577377419352?s=20

Do you AGREE or DISAGREE: Oil prices to trend higher in Q2 on elevated seasonal demand & sustained OPEC+ supply cuts? Vote here: https://x.com/gulf_intel/status/1767806417094750390?s=20 Hear more from Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Robin Mills, Chief Executive Officer, Qamar Energy; and Salih Yilmaz, Senior Energy Equity Analyst, Bloomberg Intelligence, in today’s Daily Energy Markets Podcast.

The oil market will be tight by end of Q2 and so OPEC+ will release some capacity: Agree or Disagree? Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Daniel Richards, MENA economist, Emirates NBD; and Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey, weigh in their views in today’s Daily Energy Markets Podcast. Share your views here: https://x.com/gulf_intel/status/1767444115283665097?s=20

The Daily Energy Markets Podcast kicked off this Monday morning with discussions on the direction of travel for oil markets and supply outlook, with views from Omar Najia, Global Head, Derivatives, BB Energy; Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; and Max Torres, Managing Partner, Plata Energy. ARAMCO says suspension of its planned 1m b/d oil production capacity increase is likely to reduce its capex by $40bn between now and 2028 - do you expect other producers to fill this new capacity gap? Vote YES or NO here: https://x.com/gulf_intel/status/1767080447144505759?s=20

On International Women’s Day, we featured women energy analysts who took on energy markets trends -from shipping to oil fundamentals to geopolitics. Hear from Laury Haytayan, MENA Director, Natural Resource Governance Institute; Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and Nur Azlin Ahmad, Editor, Crude Oil, Argus Media, in today’s Daily Energy Markets Podcast.