Gulf Intelligence Podcasts

What will have a greater influence on direction of travel for oil prices over coming weeks/months: 1. War spreads in Mideast; 2. US eco outlook; 3. China eco outlook; OR 4. OPEC cuts outlook? Let us know by voting here: https://twitter.com/gulf_intel/status/1717796746942701984?s=20 The Daily Energy Markets capped the week with views from Dr. Aldo Flores-Quiroga, Former Deputy Secretary of Energy for Hydrocarbons, Mexico's Ministry of Energy & Senior Advisor, FTI Consulting; Dr. Carole Nakhle, CEO, Crystol Energy; and Aditya Saraswat, Research Director - MENA, Rystad Energy.

Mideast conflict has in fact placed a negative risk premium on oil prices as it is proving a distraction to positive market fundamentals: AGREE or DISAGREE? Let us know by voting here: https://twitter.com/gulf_intel/status/1717434520650039512?s=20 Hear from from Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Maleeha Bengali, Founder, MB Commodity Corner; and Peter McGuire, CEO, XM Australia in today’s Daily Energy Markets Podcast.

The global spare oil capacity of 5mbpd has trumped geopolitical premium risks and pushed prices back into the $80s: AGREE or DISAGREE? Let us know by voting here: https://x.com/gulf_intel/status/1717072984156803222?s=20 More views from today’s Daily Energy Markets Podcast with Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University; and Jamie Ingram, Senior Editor, Middle East Economic Survey.

BITCOIN hits $35,000 for first time in 18 months -- is this a signal of: Risk on Markets or Flight to Safety? Let us know by voting here: https://x.com/gulf_intel/status/1716708203390488717?s=20 These and more views from Ahmed Mehdi, MD, Renaissance Energy Advisors and Visiting Fellow, Oxford Institute for Energy Studies; Vandana Hari, Founder & CEO, Vanda Insights; and Ole Hansen, Head, Commodity Strategy; Saxo Bank in today’s Daily Energy Markets Podcast.

China's Middle East envoy Zhai Jun will arrive in region this week to push for peace talks / cease-fire -- How much influence does China have on resolving crisis: 1. Not Much; 2. Curtail War Spread; OR 3. Significant? Let us know by voting here: https://x.com/gulf_intel/status/1716346650564649272?s=20 Insights on the direction of travel for oil prices, Chinese oil imports, and outlook on Venezuela’s oil supply in today’s Daily Energy Markets podcast with Omar Najia, Global Head, Derivatives, BB Energy;Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters; and Jose Chalhoub, LATAM Consultant, Azur Global Consulting & Venergy Global.

Saudi will not only have to rollover cuts into Q1 but OPEC+ will need to cut further to accommodate new supply from the Americas and as economies weaken in Asia, EU & US: AGREE or DISAGREE? Let us know by voting here: https://x.com/gulf_intel/status/1715260671275720806?s=20 The Daily Energy Markets Podcast ended this week’s conversation with views from Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman, Danial Rahmat, Senior Energy Security Consultant, Iran.

Saudi Arabia unilateral output cuts will extend through to Q1 2024, especially as more non-OPEC supply expected: Agree or Disagree? Let us know by voting here: https://x.com/gulf_intel/status/1714898675112014019?s=20 In today’s Daily Energy Markes podcast, Victor Yang, Senior Analyst, JLC Network Technology; Osama Rizvi, Energy & Economic Analyst, Primary Vision Network; and Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa, shared their outlook on China’s oil demand, outlook for gas in Pakistan, and possible oil flow impact in Straits of Hormuz considering current geopolitics in Middle East.

What is having the greatest underpinning for $85-$90 oil market: China Demand; Saudi Unilateral Cuts; Geo-Politics; or None of the Above? Let us know by voting here: https://x.com/gulf_intel/status/1714535262238163150?s=20 The Daily Energy Markets Podcast’s panel of speakers discussed outlook on oil and gas prices as well as economic outlook in Asia, GCC and Europe. Listen to the conversation with Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Daniel Richards, MENA economist, Emirates NBD.

Will escalation in regional geo-pol tensions drive Brent up to $100 in coming weeks/ months: YES or NO? Let us know by voting here: https://twitter.com/gulf_intel/status/1714179464471413216 We heard the outlook from the Arab Gulf and Asia from Sara Akbar, Chairperson & CEO, OiLSERV, Kuwait & Non-Executive Director, Petrofac; Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; and Nur Azlin Ahmad, Editor, Crude Oil, Argus Media, in today’s Daily Energy Markets Podcast.

Do you expect Saudi Arabia to extend its voluntary 1mbpd supply cuts through Q1 2024: YES or NO? Let us know by voting here: https://twitter.com/gulf_intel/status/1712361925491732497?s=20 Today’s Daily Energy Markets Podcast discussed oil supply outlook as well as prospects in Argentina with Amena Bakr, Chief OPEC Correspondent & Dubai Deputy Bureau Chief, Energy Intelligence; Andrew Critchlow, Head of News, EMEA, S&P Global Commodity Insights; and Max Torres, Managing Partner, Plata Energy.