Gulf Intelligence Podcasts

A Fed rate cut will not happen till at least 2H 2024: Agree or Disagree? Let us know by voting here: https://twitter.com/gulf_intel/status/1727224193471991914 As the oil markets head through the week, Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; Vibhuti Garg, Director - South Asia, IEEFA; and Daniel Richards, MENA economist, Emirates NBD, shared their insights on key factors impacting the market in today’s Daily Energy Markets Podcast.

China has left it too late for any boost in government expenditure to bring back consumer confidence in 2024: AGREE/ DISAGREE? Let us know by voting here: https://x.com/gulf_intel/status/1726858305341931688?s=20 These and other comments on OPEC and COP28 in today’s Daily Energy Markets Podcast with Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Bill Spindle, Senior Global Correspondent, Cipher News.

Do you expect OPEC+ to deliver deeper Oil Supply Cuts than just rollover of the current portfolio for Q1? YES/NO Let us know by voting here: https://x.com/gulf_intel/status/1726495623074259447?s=20 We talked about crude, products, US markets and more insights from Omar Najia, Global Head, Derivatives, BB Energy; Maleeha Bengali, Founder, MB Commodity Corner; and Kieran Gallagher, Managing Director, Vitol Bahrain E.C, as we start the week in the Daily Energy Markets Podcast.

Will a rollover of existing bouquet of OPEC+ supply cuts including Saudi voluntary 1mn b/d cut, be enough to put an $80 floor on Brent for Q1: YES/NO? Let us know by voting: https://x.com/gulf_intel/status/1725407268718473453?s=20 The Daily Energy Markets capped the week with views from Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Brian Pieri, Founding Member, Energy Rogue; Rob Barnett, EMEA Lead of Energy and Commodity Research, Bloomberg Intelligence.

Saudi Arabia is likely to announce an extension of 1mn b/d voluntary cuts into 2024 by: 1. One Month; 2. 3 Months; 3. 6 Months; or 4. All Year. Let us know by voting here: https://x.com/gulf_intel/status/1725043611346026498?s=46&t=bPS3ZRY-6mxD_M0rYqR1qg More views from today’s Daily Energy Markets Podcast with guests Vladimir Langhamer, MD – Europe & Africa, Prax Group; Sara Akbar, Chairperson & CEO, OiLSERV, Kuwait & Non-Executive Director, Petrofac; Osama Rizvi, Energy & Economic Analyst, Primary Vision Network.

Denmark will be tasked with inspecting and potentially blocking tankers of Russian oil sailing through its waters under new EU plans - will this latest measure succeed to curtail Russian oil exports: YES/NO? Let us know by voting here: https://x.com/gulf_intel/status/1724682759950434788?s=20 Listen here for more outlook with Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy; and Ole Hansen, Head, Commodity Strategy, Saxo Bank, in today’s Daily Energy Markets Podcast.

Will China-US Summit tomorrow deliver any breakthroughs for growing cold war relationship: YES/NO? Let us know by voting: https://twitter.com/gulf_intel/status/1724325830359204230 Get your daily dose of energy insights from Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters; and Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman, in today’s Daily Energy Markets Podcast.

Oil Prices saw third weekly loss in a row last week for the first time in six months - will that trend continue this week: YES/NO? Let us know by voting here: https://x.com/gulf_intel/status/1723956325091348890?s=20 Hear what our energy analysts think in today’s Daily Energy Markets Podcast, kicking off the week with views from Omar Najia, Global Head, Derivatives, BB Energy; Victor Yang, Senior Analyst, JLC Network Technology; and Jamie Ingram, Senior Editor, Middle East Economic Survey.

What is main cause of downward draft in oil price: 1. Weak Demand Outlook; 2. Plenty of Idle Supply; 3. Market Speculators? Let us know by voting here: https://twitter.com/gulf_intel/status/1722870003437879312 The Daily Energy Markets capped the week with views from Adi Imsirovic, Director, Surrey Clean Energy & Senior Asscociate, CSIS; Dr. Raad Alkadiri, Managing Director - Energy, Climate & Resources, Eurasia Group; Andrew Critchlow, Head of News, EMEA, S&P Global Commodity Insights.

OPEC Will Definitely Need to Cut Output Further in 2024: Agree/Disagree? Let us know by voting here: https://x.com/gulf_intel/status/1722509379516142031?s=20 More views from today’s Daily Energy Markets Podcast with guests Rachel Ziemba, Founder, Ziemba Insights & Adjunct Fellow, Center for a New American Security; Jorge Montepeque, President & Founder, Global Markets; and Amena Bakr, Chief Opec Correspondent & Dubai Deputy Bureau Chief, Energy Intelligence.