Gulf Intelligence Podcasts

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.

The Daily Energy Markets Podcast further unpacked the Chinese economic growth targets in a discussion with Victor Yang, Senior Analyst, JLC Network Technology. We also heard from Richard Redoglia, CEO, Matrix Global Holdings on US oil demand and outlook, as well as views from Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management on oil markets dynamics. Survey Today: Powell Reiterated yesterday that Fed Needs More Confidence on Inflation to proceed with Cuts: How many rate cuts do you expect the FED this year: 1. Three+; 2. Two; 3. One; 4. None? Vote here: https://x.com/gulf_intel/status/1765631213073568184?s=20

China has target economic growth of 5% this year - will that be bullish or bearish for oil prices? Vote here: https://x.com/gulf_intel/status/1765269102090715346?s=20 The Daily Energy Markets Podcast today addressed China's Economic Growth and Oil Market Dynamics; OPEC's Challenges and Market Share Concerns; and US Economic Outlook and Oil Production. Listen more from Amena Bakr, Senior Research Analyst, Energy Intelligence; Brian Pieri, Founding Member, Energy Rogue; and Dr. Michal Meidan, Head of China Energy Research, The Oxford Institute for Energy Studies.

Hear from our speakers Ole Hansen, Head, Commodity Strategy, Saxo Bank; Janiv Shah, Vice President, Oil Markets; Refinery and Crude Balances Lead, Rystad Energy; Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group. Catch their outlook on refined products, Europe and Japan economies, among other trends in today’s Daily Energy Markets Podcast. Survey Today: Around 7mn b/d of crude and refined products – about 12% of total seaborne trade – pass through the Red Sea. Will oil markets witness more price volatility this year if current disruptions persist: YES or NO? Vote here: https://x.com/gulf_intel/status/1764908269812748293?s=20

The Daily Energy Markets Podcast kicked off this Monday morning with Omar Najia, Global Head, Derivatives, BB Energy; Maleeha Bengali, Founder, MB Commodity Corner; and Ian Nathan, Director, Global LNG Research, Energy Intelligence. The speakers provided a comprehensive analysis of various factors shaping energy markets, including OPEC's decisions, geopolitical tensions, economic indicators, and their implications for oil and LNG prices. Will the OPEC+ decision to extend cuts through to June be enough to support Brent above $80/bl: YES/NO? Share your views here: https://x.com/gulf_intel/status/1764542046809788610?s=20

The Daily Energy Markets Podcast capped the week with a discussion on economic outlook and currency dynamics, energy imports and policy decisions, and geopolitical dynamics and energy markets, with Peter McGuire, CEO, XM Australia; Jose Chalhoub, LATAM Consultant, Venergy Global; Osama Rizvi, Energy & Economic Analyst, Primary Vision Network. Survey Today: When will higher for longer rates kick in to consumer confidence in the US: Q2, Q3, Q4? Vote here: https://x.com/gulf_intel/status/1763455928676835687?s=46&t=bPS3ZRY-6mxD_M0rYqR1qg

The Daily Energy Markets Podcast talked to Clay Seigle, Director - Global Oil Service, Rapidan Energy Group; Gulmira Rzayeva, Founder & Managing Director, Eurasia Analytics; and Badar Chaudhry, Head of Energy Sector, Mashreq, on the direction of oil and gas prices in the coming month and onwards. We also listened to Badar Chaudhry on economic investments outlook for the Middle East. Brent crude averaged just above $80 a barrel in February – what will it average in March? Closer to $70; Closer to $75; Closer to $80; OR Closer to $85? Vote here: https://x.com/gulf_intel/status/1763094120564691402?s=20

Are oil markets now factoring in Red Sea disruptions and costs for the entire year? YES/NO - there’s a belief that the Mideast crisis will be resolved by June. Share your views here: https://x.com/gulf_intel/status/1762732771032629393?s=20 Rachel Ziemba, Founder, Ziemba Insights & Adjunct Fellow, Center for a New American Security; Matthew Wright, Senior Freight Analyst, Kpler; Aabha Gandhi, Senior Pricing Analyst, General-Index, weighed in their views in today’s Daily Energy Markets Podcast.

Forecasts from IEWeek in London show wide range in US oil supply growth in 2024 - what do you think is more likely: 1. Closer to 500k bpd/ 2. Closer to 1m bpd? Vote here: https://x.com/gulf_intel/status/1762372187661471868?s=20 Hear from Bora Bariman, Managing Partner, Hormuz Straits Partnership; Narendra Taneja, India's Leading Energy Expert; and Rob Barnett, Senior Global Energy and Commodity Analyst, Bloomberg Intelligence, in today’s Daily Energy Markets Podcast.

The Daily Energy Markets Podcast kicked off the week seeking for oil markets direction from Omar Najia, Global Head, Derivatives, BB Energy; and Vandana Hari, Founder & CEO, Vanda Insights. They also discussed the outlook for Natural Gas. Share your views by voting in today’s survey: The only way is up from here for Natural gas prices: Agree or Disagree? Vote here: https://x.com/gulf_intel/status/1762007998958895385?s=20