Gulf Intelligence Podcasts

COP28 proposed deal references transition away from all fossil fuels - could this cause oil producers to abandon supply cut deals and pump as much as possible Now: YES/NO/MAYBE? Let us know by voting here: https://twitter.com/gulf_intel/status/1734839472062173344 Meanwhile, we heard views on China, OPEC, and Venezuela from our speakers today at Daily Energy Markets Podcast: Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters; Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; and Jose Chalhoub, LATAM Consultant, Azur Global Consulting & Venergy Global.

China's leaders are meeting today to agree growth targets for 2024 -- a rollover of 2023 target 5% would be seen by oil markets as: 1. BULLISH; 2. BEARISH; 3. NO IMPACT. Let us know by voting here: https://x.com/gulf_intel/status/1734467957592309987?s=20 Hear more from David Fyfe, Chief Economist, Argus Media; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Salih Yilmaz, Senior Energy Equity Analyst, Bloomberg Intelligence in today’s Daily Energy Markets Podcast.

Featured Speaker: Nick Green, Senior Manager - Policy, Abu Dhabi Global Market Climate finance is the lifeblood of sustainable initiatives, ranging from renewable energy projects to climate adaptation measures, and its timely deployment is paramount. The global community must accelerate its deployment to effectively combat the escalating environmental crisis. COP conferences serve as pivotal platforms where nations converge to strategize and commit to actions that can reshape the trajectory of our planet’s future. This journey necessitates navigating intricate geopolitical landscapes, fostering innovative financial mechanisms, and ensuring equitable distribution to address the diverse needs of nations. COP28 Designate President highlighted “fixing climate finance” as one of the main four areas for the upcoming climate negotiations. Under that narrative, what are the main areas that need to be repaired to accelerate the mobilization of climate finance? On which specific aspects should finance-related negotiations focus? Moderator: Brian Cozzolino, Director, Gulf Intelligence

Oil fell last week for the seventh straight week, the longest streak of weekly declines since 2018 - will that trend be broken before end of year: YES or NO? Let us know by voting here: https://x.com/gulf_intel/status/1734105862753386555?s=20 The Daily Energy Markets Podcast kicked off the week with views on global markets, US production outlook, and China demand outlook, among others. Hear from Peter McGuire, Chief Executive Officer, XM Australia; Brian Pieri, Founding Member, Energy Rogue; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International.

Mike Muller, Head of Vitol Asia and Christof Rühl, Senior Research Scholar at Center on Global Energy Policy in Columbia University shared their insights on oil price direction and recent OPEC decision, exclusive in the Daily Energy Market’s MONTH in REVIEW//OUTLOOK AHEAD.

OPEC+ latest announcement on output cuts failed to convince the market. What should it do next? Call for greater cuts for Q1 2024?; B. Extend cuts through to the end of 2024?; OR C. Stick to the plan – prices will rise once the market sees evidence of volumes in January? Share us your view by voting here: https://twitter.com/gulf_intel/status/1732657973510439139 Neil Atkinson, Former Head of Oil Markets Division, IEA; Andrew Critchlow, Head of News, EMEA, S&P Global Commodity Insights; and Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa gave their insights in today’s Daily Energy Markets podcast.

What is top of agenda for Putin tour of Gulf today? OPEC+ solidarity or Geopolitics-War? Share your opinions by participating in the poll: https://x.com/gulf_intel/status/1732292964917907814?s=20 Tune in to the latest episode of the Daily Energy Markets Podcast today and catch insights from Maleeha Bengali, the Founder of MB Commodity Corner; Ali Al Riyami, Consultant & Former Director General of Marketing at the Ministry of Energy & Minerals, Oman; and Vandana Hari, Founder & CEO of Vanda Insights.

Saudi energy minister said OPEC+ oil supply cuts agreed last week should be enough to offset the increase in global oil inventories during Q1, 2024? AGREE or DISAGREE? Share your thoughts by voting here: https://x.com/gulf_intel/status/1731931041533702226?s=20 Let’s start the week by hearing the valuable comments of Ahmed Mehdi, Managing Director at Renaissance Energy Advisors & Visiting Fellow at the Oxford Institute for Energy Studies; and Nur Azlin Ahmad, Editor of Crude Oil at Argus Media on today’s Daily Energy Markets Podcast.

Has OPEC+ cut enough real oil barrels to keep Brent at $80+ and counter weak macro outlook in China where factory activity continues to decline month after month? YES or NO? Lets us know your thoughts on https://x.com/gulf_intel/status/1730482623766806784?s=20 We'll wrap up the week by listening to insights from esteemed speakers: Jon Ødegård Hansen, Vice President of Global Energy Systems at Rystad Energy; Mike McGlone, Senior Macro Strategist at Bloomberg Intelligence; and Victor Yang, Senior Analyst at JLC Network Technology.

We have a trilemma starting today - which will have biggest relevance for oil markets? 1. OPEC MEETING; 2. COP MEETING; 3. ISRAEL RESTARTING WAR; 4. END OF RATE HIKES. Share your thoughts by voting here: https://x.com/gulf_intel/status/1730121156374708690?s=20 Listen to insights from three valuable speakers: Jorge Montepeque, President & Founder at Global Markets; Iman Nasseri, Managing Director – Middle East at FGE Dubai; and Rachel Ziemba, Founder at Ziemba Insights and Adjunct Fellow at the Center for a New American Security, in today’s Daily Energy Markets Podcast