Gulf Intelligence Podcasts

OPEC+ will definitely extend cuts into 2024 as interest rates finally impact oil demand: AGREE or DISAGREE? Let us know by voting here: https://x.com/gulf_intel/status/1719975188387787233?s=20 Hear more on the direction of travel for oil and gas/LNG from Yiyong He, Founder & CEO, LNG Easy; Matthew Wright, Senior Freight Analyst, Kpler; and Salih Yilmaz, Senior Energy Equity Analyst, Bloomberg Intelligence, in today’s Daily Energy Markets Podcast.

What will be the biggest influence on oil prices in November: Israel-Hamas conflict; Global economic cues; OR Probably a new wild card? Let us know by voting here: x.com/gulf_intel/status/1719626608112509056?s=20 Today, we heard some outlook in the oil markets, the likely state of play for oil and gas industry at COP28, and health of the Indian economy. The Daily Energy Markets Podcast welcomed views from Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta.

Will the World Bank's Worst-Case scenario transpire with oil hitting $150: YES or NO? Let us know by voting here: x.com/gulf_intel/status/1719…bPS3ZRY-6mxD_M0rYqR1qg Listen to what our speakers have to say in today’s Daily Energy Markets Podcast: Mehmet Öğütçü, Group CEO, Global Resources Partnership, Chairman, London Energy Club; Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; Bill Spindle, Senior Global Correspondent, Cipher News.

Brent stuck at $90 + or - until it is clear whether war in Palestine will spread to region or not: Agree or Disagree? Let us know by voting here: https://twitter.com/gulf_intel/status/1718883898753531935?s=20 The Daily Energy Markets Podcast heard important perspectives on the geopolitical situation in the Middle East. Hear from Omar Najia, Global Head, Derivatives, BB Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Narendra Taneja, India's Leading Energy Expert, in today’s conversation.

What will have a greater influence on direction of travel for oil prices over coming weeks/months: 1. War spreads in Mideast; 2. US eco outlook; 3. China eco outlook; OR 4. OPEC cuts outlook? Let us know by voting here: https://twitter.com/gulf_intel/status/1717796746942701984?s=20 The Daily Energy Markets capped the week with views from Dr. Aldo Flores-Quiroga, Former Deputy Secretary of Energy for Hydrocarbons, Mexico's Ministry of Energy & Senior Advisor, FTI Consulting; Dr. Carole Nakhle, CEO, Crystol Energy; and Aditya Saraswat, Research Director - MENA, Rystad Energy.

Mideast conflict has in fact placed a negative risk premium on oil prices as it is proving a distraction to positive market fundamentals: AGREE or DISAGREE? Let us know by voting here: https://twitter.com/gulf_intel/status/1717434520650039512?s=20 Hear from from Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Maleeha Bengali, Founder, MB Commodity Corner; and Peter McGuire, CEO, XM Australia in today’s Daily Energy Markets Podcast.

The global spare oil capacity of 5mbpd has trumped geopolitical premium risks and pushed prices back into the $80s: AGREE or DISAGREE? Let us know by voting here: https://x.com/gulf_intel/status/1717072984156803222?s=20 More views from today’s Daily Energy Markets Podcast with Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University; and Jamie Ingram, Senior Editor, Middle East Economic Survey.

BITCOIN hits $35,000 for first time in 18 months -- is this a signal of: Risk on Markets or Flight to Safety? Let us know by voting here: https://x.com/gulf_intel/status/1716708203390488717?s=20 These and more views from Ahmed Mehdi, MD, Renaissance Energy Advisors and Visiting Fellow, Oxford Institute for Energy Studies; Vandana Hari, Founder & CEO, Vanda Insights; and Ole Hansen, Head, Commodity Strategy; Saxo Bank in today’s Daily Energy Markets Podcast.

China's Middle East envoy Zhai Jun will arrive in region this week to push for peace talks / cease-fire -- How much influence does China have on resolving crisis: 1. Not Much; 2. Curtail War Spread; OR 3. Significant? Let us know by voting here: https://x.com/gulf_intel/status/1716346650564649272?s=20 Insights on the direction of travel for oil prices, Chinese oil imports, and outlook on Venezuela’s oil supply in today’s Daily Energy Markets podcast with Omar Najia, Global Head, Derivatives, BB Energy;Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters; and Jose Chalhoub, LATAM Consultant, Azur Global Consulting & Venergy Global.

Saudi will not only have to rollover cuts into Q1 but OPEC+ will need to cut further to accommodate new supply from the Americas and as economies weaken in Asia, EU & US: AGREE or DISAGREE? Let us know by voting here: https://x.com/gulf_intel/status/1715260671275720806?s=20 The Daily Energy Markets Podcast ended this week’s conversation with views from Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman, Danial Rahmat, Senior Energy Security Consultant, Iran.