Gulf Intelligence Podcasts

What will Brent crude average be during 2H 2023: $65-75/barrel; $75-85/barrel; OR Above $85/barrel? Vote here: twitter.com/gulf_intel/status/1…52714412064769?s=20 These and more as we wrapped up the week with commentators from the Middle East and Asia Robin Mills, Chief Executive Officer, Qamar Energy; Yousef Alshammari, CEO & Head of Oil Research, CMarkits & Senior Research Fellow, Imperial College London; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters, in today’s Daily Energy Markets Podcast.

What is more likely to pull oil prices back up to $80: Stronger China Demand in Q3; Another OPEC+ Cut Announcement in June; Clear Signal from US Fed that Interest Rates Have Plateaud? Vote here: twitter.com/gulf_intel/status/1…92639134744576?s=20 Hear more insights from Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Dr. Raad Alkadiri, Managing Director - Energy, Climate & Resources, Eurasia Group; and Peter McGuire, Chief Executive Officer, XM Australia, in today’s Daily Energy Markets Podcast.

Global oil demand is set to expand this year to reach 102mn b/d, with recent Chinese mobility data showing its economy continuing to rebound - will OPEC+ raise or continue with oil supply cuts in H2 of 2023? Vote here: twitter.com/gulf_intel/status/1658731078666862592 Listen to the podcast discussion on supply outlook, all things OPEC and IEA projections with today’s speakers Narendra Taneja, India's Leading Energy Expert; Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; and Jamie Ingram, Senior Editor, Middle East Economic Survey.

What is the likelihood that the US will default on debt: 1. No way; 2. Unlikely; 3. Maybe; OR 4. Probably? Vote here: twitter.com/gulf_intel/status/1658366887909285895 Listen to the podcast discussion on energy dynamics surrounding US debt ceiling, Turkey elections, and Pakistan’s poly-crisis with Mike McGlone, Senior Marco Strategist, Bloomberg Intelligence; Rafiq Latta, Senior Correspondent, Energy Intelligence; and Osama Rizvi, Energy & Economic Analyst, Primary Vision Network in today’s Daily Energy Markets Podcast.

Rapid rise in interest rates (US/EU/UK) is trumping Oil demand recovery in China/Asia – AGREE or DISAGREE? Vote here: twitter.com/gulf_intel/status/1658004168244875264 These and more in today’s Daily Energy Markets Podcast with Omar Najia, Global Head of Derivatives, BB Energy; Jorge Montepeque, President & Founder, Global Markets; and Andrei Belyi, PhD, Professor, Founder & CEO, Balesene OÜ. Listen to the discussion on the direction of travel for oil prices, views on OPEC+ supply decision on June 4th meeting, and G7’s planned ban on Russian gas via pipeline.

Green hydrogen has the potential to replace hydrocarbons as the world's primary fuel source and solve the problem of global warming once and for all. Agree OR Disagree? Vote here: twitter.com/gulf_intel/status/1…15979094593536?s=20 This and more about commodities, freight, and geopolitics in today’s Daily Energy Markets Podcast with Peter McGuire, Chief Executive Officer, XM Australia; Matthew Wright, Senior Freight Analyst, Kpler; and Andrew Critchlow, Head of News, EMEA, S&P Global Commodity Insights. Frank Kane, Editor-at-Large, Arabian Gulf Business Insights moderated the discussion.

Climate technology - like carbon capture and clean hydrogen development - is the "silver bullet" that will allow oil companies to meet their energy transition commitments while continuing to produce hydrocarbons: Agree OR Disagree? https://twitter.com/gulf_intel/status/1656555372537081857?s=20 This topic and key insights on Europe, Iran, and Venezuela in today’s Daily Energy Markets Podcast with Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; and Jose Chalhoub, Political Risk & Oil Analyst and Consultant, Venergy Global. Frank Kane, Editor-at-Large, Arabian Gulf Business Insights moderated the discussion.

China’s Jan-Apr macro-economic data suggests the country’s rebound: Will accelerate in H2; Will stay flat; OR Will decelerate in H2? Vote here: twitter.com/gulf_intel/status/1…91917661593606?s=20 Let’s hear from Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; Vibhuti Garg, Director - South Asia, IEEFA; and Henning Gloystein, Director - Energy, Climate & Resources, Eurasia Group in today’s Daily Energy Markets Podcast. Vandana Hari, Founder & CEO of Vanda Insights, moderated the discussion.

Which one would be THE biggest driver of volatility in crude over the next four weeks: US debt ceiling crisis; US banking sector stresses; OR OPEC+ June 4 policy meeting? Vote here: twitter.com/gulf_intel/status/1…30267746037762?s=20 Great line up of energy commentators today sharing views on geopolitics on US, Saudi, Iraq, and Turkey – and more on China demand outlook. Views from David Rundell, Former Chief of Mission, American Embassy in Riyadh & Author - Vision or Mirage, Saudi Arabia at the Crossroads; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and David Fyfe, Chief Economist, Argus Media. Vandana Hari, Founder & CEO of Vanda Insights, moderated the discussion.

Is the oil market now reflecting lower for longer China GDP growth - YES or NO? Vote here: twitter.com/gulf_intel/status/1…67352769658881?s=20 The Daily Energy Markets Podcast kicked off this Monday morning with views from Omar Najia, Global Head of Derivatives, BB Energy; Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies.