Gulf Intelligence Podcasts

It’s the Gasoline Price “Stupid”: Biden, Energy & Re-Election – What’s at Stake? Listen to the Insights of Rachel Ziemba, Founder, Ziemba Insights & Adjunct Fellow, Center for a New American Security; Dr. Raad Alkadiri, Managing Director – Energy, Climate & Resources, Eurasia Group; and Dr. Karen Young, Senior Research Scholar, Center on Global Energy Policy, Columbia University US

How do we overcome the main challenges facing the launch of voluntary carbon markets -- lack of standardization, integrity and transparency? Listen to the Insights of Michael Curran, Head of Carbon, VITOL

What Impact will the US Oil Majors’ Mega-Shale Mergers Seen in 2023 have on Capex Spending Reaching Greater Record Output Levels in 2024? Listen on the Insights of Clay Seigle, Director of Oil Service, Rapidan Energy Group; Brian Pieri, Founding Member, Energy Rogue; Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; and James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University

Outlook for US LNG in ‘24: is Europe Swapping one Dependency for another? Listen to the Insights of Martin Houston, Chairman & CEO, Tellurian

IS THAT A DOVISH PIVOT I SEE BEFORE ME: What’s at stake for energy markets in 2024 as Central Bankers and Markets misread the signals on the easing side of the Rates mountain as they did on the tightening side? Listen to the Insights of: Ole Hansen, Head - Commodity Strategy, Saxo Bank; Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; and Maleeha Bengali, Founder, MB Commodity Corner.

How long will the EU’s southern neighbors wait for Europe to make strategic energy infrastructure investment before they look elsewhere to develop their economies? Listen to the Insights of Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Gulmira Rzayeva, Founder & Managing Director, Eurasia Analytics; and Dr. Carole Nakhle, CEO, Crystol Energy

Oil Markets Fundamentals in 2024: Sanctions-Price Caps--Global South-Climate Change-Bitcoin-China Real Estate and many more upstarts are trying to muscle into the infamous virtual bucket that is known as the ”Oil Markets Fundamentals” – How are market fundamentals changing and what will meet the grade in 2024? Listen to the insights of Dr. Adi Imsirovic, Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; and Jorge Montepeque, President & Founder, Global Markets

Oil Markets Remained Relatively Immune to 2023 Black Swans: What are your Top 3 Trends / Events -Black or Grey- that will determine the direction of oil markets in 2024? Listen to the insights of Christof Rühl, Senior Research Scholar, Center on Global Energy Policy, Columbia University; and Mike Muller, Head of Asia, Vitol

“Sell in May and Go Away”: Where does one Find certainty in the oil markets to Buy at all in 2024?   Listen to the insights of Dr. Amrita Sen, Co-Founder & Head of Research, Energy Aspects  

Higher for Longer or is it: What Impact will end of rate tightening cycle have on East-of-Suez Oil Storage Industry in 2024 and Beyond – Winners & Losers?   The additional costs of storing oil during a period of sustained high interest rates are stark. Take a two-million barrel cargo with prices at, say, $80 a barrel. Based on an interest-rates at 5%, it would cost a trader an $8 million per year in financing to hold onto the consignment. Oil refiners, who buy crude and then sell fuels like gasoline and diesel at a later date, also see their profits squeezed by higher financing costs. It all serves to increase the chances of the world having to get used to lower levels of oil inventories. The disincentive to store is doubled when later oil prices are trading at a discount to nearby ones — a structure known as backwardation, that is present at the moment —because it means traders are forced to sell barrels they had stored at a loss.   Listen to the insights of Michiel Gilsing, Member of Executive Board & CFO, VOPAK