Gulf Intelligence Podcasts

Oil surged as much as 5% after the broadest and bloodiest escalation in fighting between Israel and Palestinian militants contesting 50-year occupation -- will this be a temporary blip in oil markets like we saw after Russia's invasion of Ukraine: 1. Temporary 1 week; 2. Sustain only through October; or 3. GEO POL Risk to Remain? Let us know by voting here: https://twitter.com/gulf_intel/status/1711275238460145805?s=20 The Daily Energy Markets Podcast kicked off the week with views from Jorge Montepeque, President and Founder of Global Markets; Omar Najia, Global Head, Derivatives, BB Energy; and Scott Livermore, Chief Economist, Oxford Economics.

What will have biggest impact on direction of travel for oil markets in Q4: 1. FED rates higher for longer; 2. OPEC+ cuts for longer; 3. China GDP outlook; and 4. GeoPols Black Swan? Let us know by voting here: https://twitter.com/gulf_intel/status/1710189225004454227?s=20 The Daily Energy Markets Podcast capped the week with insights from Dr. Raad Alkadiri, Managing Director - Energy, Climate & Resources Eurasia Group; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence.

Which Energy agency made the right forecast for oil supply deficit in Q4: 1. OPEC - 3mbpd; 2. IEA - 1.5mbpd; 3. DOE - 300K bpd? Let us know by voting here: https://twitter.com/gulf_intel/status/1709826704351297791 Listen to views and outlook from Dr. Yousef Alshammari, CEO and Head of Energy Research, CMarkits & Senior Research Fellow, Imperial College London; and Bora Bariman, Managing Partner, Hormuz Straits Partnership in today’s Daily Energy Markets Podcast.

Will US domestic politics wobble and bearish Treasury rates silence the $100 oil bulls: YES or NO? Let us know by voting here: https://twitter.com/gulf_intel/status/1709462390171967882?s=20 Here’s your daily dose of useful insights in today’s Daily Energy Markets from Peter McGuire, CEO, XM Australia; Richard Redoglia, CEO, Matrix Global Holdings; and Ami Daniel, Co-Founder & CEO, Windward.

We can expect more supply tightening from Saudi Arabia if crude retreats into the $80s – Yes or No? Let us know by voting: https://twitter.com/gulf_intel/status/1709101183892156553 The debate between energy transition and energy security continues to hug the spotlight as ADIPEC goes underway. Vandana Hari, Founder & CEO of Vanda Insights led the discussion in today’s Daily Energy Markets Podcast with seasoned speakers Narendra Taneja, India's Leading Energy Expert; Paul Hickin, Editor-in-Chief, Petroleum Economist; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International.

The November Contract expires on Friday, and we are now trading December - is it too late for winter Demand delivery to propel Brent to $100 – YES or NO? Let us know by voting here: https://twitter.com/gulf_intel/status/1708733861947994159 The Daily Energy Markets Podcast kicked off the fourth quarter with outlook from Omar Najia, Global Head, Derivatives, BB Energy; Adi Imsirovic, Director, Surrey Clean Energy; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters.

Is surge to $100 oil demand-led or supply-constrained? Demand or Supply? Let us know by voting here: https://twitter.com/gulf_intel/status/1707288013561037278 The Daily Energy Markets Podcast capped the conversation this week with three panels from Europe, China, and US. Hear views from Ole Hansen, Head, Commodity Strategy, Saxo Bank; Victor Yang, Senior Analyst, JLC Network Technology; and Bill Spindle, Senior Global Correspondent, Cipher.

Will Atlantic Basin achieve Soft eco landing or Hard? SOFT/HARD Let us know by voting here: https://twitter.com/gulf_intel/status/1706923246841417973 Tune in for the direction of travel in the oil markets in today’s Daily Energy Markets Podcast, with views from Anish Kapadia, Director and Head of Energy, Palissy Advisors; Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy; and David Fyfe, Chief Economist, Argus Media.

Featured Speaker: Diana Sibanda, Group Head of Sustainability, Coca-Cola Beverages Africa The awareness of the climate emergency is rising among all sectors of society. In the corporate world, the pressure on organizations to execute more ambitious commitments to mitigate their carbon footprint and environmental impact is mounting. Both internal and external stakeholders, such as investors, clients, employees, and commercial partners are increasingly scrutinizing the actions and outcomes from organizations in the sustainability front. Under this context, a growing number of organizations is pursuing the concept of the triple bottom line: people, planet, and profit. At the front of this, dedicated sustainability teams are emerging across different sectors to lead the sustainable shift. Monitoring the environmental impact of operations, designing sustainable products and services, and executing strategies to improve the sustainability credentials of companies are among the duties of a sustainability professional’s job description. With the role on the rise across sectors, what should a Head of Sustainability’s key priorities be in the next few years? Moderator: Brian Cozzolino, Director, Gulf Intelligence

US crude oil production is set to match pre-Covid 2019 high of 13 million barrels per day this month, according to estimates by Rystad Energy -- will this rising US production keep Brent from ascending to $100 in Q4 – YES or NO? Let us know by voting here: https://twitter.com/gulf_intel/status/1706559960690094089?s=20 Take your daily dose of energy insights today from Neil Atkinson, Former Head of Oil Markets Division International Energy Agency; Salih Yilmaz, Senior Energy Equity Analyst, Bloomberg Intelligence; and Jamie Ingram, Senior Editor, Middle East Economic Survey.