Gulf Intelligence Podcasts

What is the main reason Saudi Arabia appears keen to drive UP oil supply and push DOWN oil prices: Taming Wayward OPEC+; Help US Lower Inflation; Market Share War; OR NONE of the Above? The Daily Energy Markets Podcast addressed this question in today’s conversation. Tune in for views from Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; and Ian Nathan, Director, Global LNG Research, Energy Intelligence, share your own views through this survey here: https://x.com/gulf_intel/status/1917836215010631941 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7323602200990048258

The Daily Energy Markets Podcast further unpacks today the ramifications of Trump tariffs imposition with Rahul Kapoor, VP, Head of Shipping Analytics & Research, S&P Global Commodity Insights; Victor Yang, Senior Analyst, JLC Network Technology; and Jamie Ingram, Senior Editor, Middle East Economic Survey. Tune in for exclusive insights on outlook from China’s demand, shipping, and OPEC+. Brent crude oil fell 20% over first 100 Days of Trump 2.0 -- how will they perform in 2nd 100 Days: 1. Higher; 2. Lower; OR 3. Not Much Change? VOTE here: https://x.com/gulf_intel/status/1917485036183421079 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7323250866298220568

The Daily Energy Markets Podcast focused on gas in Asia and Europe and sought insights from Marc Howson, Head of Asia, Welligence Analytics and Anne-Sophie Corbeau, Global Research Scholar, Center on Global Energy Policy at Columbia University. Meanwhile, Andrew Laven, Managing Director, E-Cons shared his views on the direction of travel for oil markets. Does the Spain power outage present a cuckoo in the coalmine warning for global infrastructure vulnerability in the era of AI – YES or NO? VOTE here: https://x.com/gulf_intel/status/1917110889611973038 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7322876656610607104

The Daily Energy Markets Podcast kicked off the week with an analysis of the markets, particularly in Asia, and the existing geopolitical risks hanging over its head. Tune in for further insights from Omar Najia, Head of Trading (Derivatives), BB Energy; Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group; Mehmet Öğütçü, Group CEO, Global Resources Partnership &Chairman, London Energy Club. Trump's China Tariffs to unleash Supply Shock on US Economy -- will that be bullish or bearish for oil prices? VOTE here: https://x.com/gulf_intel/status/1916747927894061529 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7322513586579222528

What will have greater bearing on the direction of oil prices: Russia-Ukraine ceasefire; Iran-US Nuclear Agreement; China-US Trade Pact; OR OPEC+ Oil Supply Plans? The Daily Energy Markets Podcast concluded the week with an outlook from Mohamed Eljarh, Co-founder, Libya Outlook for Research and Consulting; Rosemary Griffin, OPEC+ Lead Reporter, S&P Global Commodity Insights; and Bill Spindle, Senior Global Correspondent, Cipher News. Have your say here: https://x.com/gulf_intel/status/1915661564071317703 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7321427460049260545

Amidst Trump tariffs impact on the global economy and ongoing geopolitical deals in Europe and Middle East, the Daily Energy Markets Podcast has further unpacked the reasons behind on OPEC+ decision to increase supply and if it will continue in the coming months. Hear from seasoned analysts Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Amena Bakr, Head of Middle East Energy & OPEC-plus Research, KPLER; and Iman Nasseri, Managing Director - Middle East,FGE Dubai. Peak Trump Turmoil for global markets will behind us as first 100 Days comes to a close on April 30th? AGREE/DISAGREE VOTE here: https://x.com/gulf_intel/status/1915302139846422746 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7321067937434353665

The Daily Energy Markets Podcast delves further into the direction of travel for most markets as volatility reigns. Hear more from Robin Mills, CEO, Qamar Energy; Maleeha Bengali, Founder, MB Commodity Corner; and Mukesh Sahdev, Global Head, Commodities Markets-Oil, Rystad Energy. Markets will continue to experience volatility until: 90-Day Tariffs Pause; End of Year; OR Next Year? VOTE here: https://x.com/gulf_intel/status/1914934919739982144 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7320700791630000128

Middle East and North Africa energy markets analysts Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Bora Bariman, Managing Partner, Hormuz Straits Partnership, shared their insights on the direction of travel amidst economic and geopolitical uncertainties in today’s Daily Energy Markets Podcast. What is mostly driving current oil price volatility: Geopolitical Tensions; Oil Inventories; OR Tariff Uncertainty & GDP Outlook? VOTE here: https://x.com/gulf_intel/status/1914572211785998808 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7320338070367551489

With recent geopolitical developments in the Middle East, the oil markets are looking for direction if this is factored in oil prices. Omar Najia, Head of Trading (Derivatives), BB Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman, shared their views in today’s Daily Energy Markets Podcast. How much geo-pol premium is in current oil price from possible Iran-Israel conflict: 1. $5+; 2. $3; 3. $1; OR 4. None? VOTE here: https://x.com/gulf_intel/status/1914211183285964818 or here: https://www.linkedin.com/feed/update/urn:li:activity:7319977915872387072

The Daily Energy Markets Podcast capped the week reflecting on the major events that transpired over the last two weeks. Listen in for outlook on geopolitical risks and market fundamentals from Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Niamh McBurney, Associate Director, Control Risks; and Raad Alkadiri, Managing Partner, 3TEN32 Associates. Oil markets soared this week as Trump headline fatigue allowed traders to focus on fundamentals – Agree OR Disagree? Vote here: https://x.com/gulf_intel/status/1913123543706972249 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7318889288258011136