Gulf Intelligence Podcasts

Do you expect COP28 outcomes to have any impact on direction of global oil markets in Q1? YES or NO? Let us know by voting here:https://twitter.com/gulf_intel/status/1729754730996392400 . We discussed crude oil, various products, COP28, and more with Matthew Wright, Senior Freight Analyst at Kpler; Alex Hazel, Senior Analyst at Welligence Energy Analytics; and Paul Hickin, Editor-in-Chief at Petroleum Economist on the Daily Energy Markets Podcast today.

Has oil price baked in an OPEC+ rollover of current status quo or deeper cuts? ROLL OVER/ DEEPER CUTS? Let us know by voting here: https://twitter.com/gulf_intel/status/1729395265260409197?s=20 These and other comments on OPEC and COP28 in today’s Daily Energy Markets Podcast with Robin Mills, Chief Executive Officer, Qamar Energy; Narendra Taneja, India's Leading Energy Expert; and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies.

Weak OECD and China demand expectations will outweigh any additional OPEC+ Cuts in 2024: AGREE/ DISAGREE? Let us know by voting here: https://twitter.com/gulf_intel/status/1729031817595113589 The Daily Energy Markets kicked off this week with outlook on the direction of travel, views about OPEC’s upcoming meeting, and global market trends. Get your daily dose of energy insights today from Omar Najia, Global Head, Derivatives, BB Energy; Jamie Ingram, Senior Editor, Middle East Economic Survey; and Peter McGuire, Chief Executive Officer, XM Australia.

What will be the price of Brent crude oil on Dec. 31st? Closer to: $90; $85; $80; $75? Let us know by voting here: https://twitter.com/gulf_intel/status/1727944079638413436?s=20 The Daily Energy Markets Podcast capped the week with views on oil price direction, supply outlook on Venezuela and Latin American markets; and LNG demand outlook from Anish Kapadia, Director and Head of Energy, Palissy Advisors; Max Torres, Managing Partner, Plata Energy; and Marc Howson, Head of Asia, Welligence Analytics.

Will OPEC+ find agreement to make deeper oil supply cuts in Q1: Yes/No? Let us know by voting here: https://twitter.com/gulf_intel/status/1727582657830060251?s=20 Hear insights on geopolitics and energy outlook focused on Europe, Iran and Azerbaijan from today’s Daily Energy Markets Podcast featuring Henning Gloystein, Director - Energy, Climate & Resources, Eurasia Group; Danial Rahmat, Senior Energy Security Consultant from Iran; and Gulmira Rzayeva, Founder & Managing Director, Eurasia Analytics.

A Fed rate cut will not happen till at least 2H 2024: Agree or Disagree? Let us know by voting here: https://twitter.com/gulf_intel/status/1727224193471991914 As the oil markets head through the week, Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; Vibhuti Garg, Director - South Asia, IEEFA; and Daniel Richards, MENA economist, Emirates NBD, shared their insights on key factors impacting the market in today’s Daily Energy Markets Podcast.

China has left it too late for any boost in government expenditure to bring back consumer confidence in 2024: AGREE/ DISAGREE? Let us know by voting here: https://x.com/gulf_intel/status/1726858305341931688?s=20 These and other comments on OPEC and COP28 in today’s Daily Energy Markets Podcast with Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Bill Spindle, Senior Global Correspondent, Cipher News.

Do you expect OPEC+ to deliver deeper Oil Supply Cuts than just rollover of the current portfolio for Q1? YES/NO Let us know by voting here: https://x.com/gulf_intel/status/1726495623074259447?s=20 We talked about crude, products, US markets and more insights from Omar Najia, Global Head, Derivatives, BB Energy; Maleeha Bengali, Founder, MB Commodity Corner; and Kieran Gallagher, Managing Director, Vitol Bahrain E.C, as we start the week in the Daily Energy Markets Podcast.

Will a rollover of existing bouquet of OPEC+ supply cuts including Saudi voluntary 1mn b/d cut, be enough to put an $80 floor on Brent for Q1: YES/NO? Let us know by voting: https://x.com/gulf_intel/status/1725407268718473453?s=20 The Daily Energy Markets capped the week with views from Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Brian Pieri, Founding Member, Energy Rogue; Rob Barnett, EMEA Lead of Energy and Commodity Research, Bloomberg Intelligence.

Saudi Arabia is likely to announce an extension of 1mn b/d voluntary cuts into 2024 by: 1. One Month; 2. 3 Months; 3. 6 Months; or 4. All Year. Let us know by voting here: https://x.com/gulf_intel/status/1725043611346026498?s=46&t=bPS3ZRY-6mxD_M0rYqR1qg More views from today’s Daily Energy Markets Podcast with guests Vladimir Langhamer, MD – Europe & Africa, Prax Group; Sara Akbar, Chairperson & CEO, OiLSERV, Kuwait & Non-Executive Director, Petrofac; Osama Rizvi, Energy & Economic Analyst, Primary Vision Network.