Gulf Intelligence Podcasts

Is surge to $100 oil demand-led or supply-constrained? Demand or Supply? Let us know by voting here: https://twitter.com/gulf_intel/status/1707288013561037278 The Daily Energy Markets Podcast capped the conversation this week with three panels from Europe, China, and US. Hear views from Ole Hansen, Head, Commodity Strategy, Saxo Bank; Victor Yang, Senior Analyst, JLC Network Technology; and Bill Spindle, Senior Global Correspondent, Cipher.

Will Atlantic Basin achieve Soft eco landing or Hard? SOFT/HARD Let us know by voting here: https://twitter.com/gulf_intel/status/1706923246841417973 Tune in for the direction of travel in the oil markets in today’s Daily Energy Markets Podcast, with views from Anish Kapadia, Director and Head of Energy, Palissy Advisors; Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy; and David Fyfe, Chief Economist, Argus Media.

Featured Speaker: Diana Sibanda, Group Head of Sustainability, Coca-Cola Beverages Africa The awareness of the climate emergency is rising among all sectors of society. In the corporate world, the pressure on organizations to execute more ambitious commitments to mitigate their carbon footprint and environmental impact is mounting. Both internal and external stakeholders, such as investors, clients, employees, and commercial partners are increasingly scrutinizing the actions and outcomes from organizations in the sustainability front. Under this context, a growing number of organizations is pursuing the concept of the triple bottom line: people, planet, and profit. At the front of this, dedicated sustainability teams are emerging across different sectors to lead the sustainable shift. Monitoring the environmental impact of operations, designing sustainable products and services, and executing strategies to improve the sustainability credentials of companies are among the duties of a sustainability professional’s job description. With the role on the rise across sectors, what should a Head of Sustainability’s key priorities be in the next few years? Moderator: Brian Cozzolino, Director, Gulf Intelligence

US crude oil production is set to match pre-Covid 2019 high of 13 million barrels per day this month, according to estimates by Rystad Energy -- will this rising US production keep Brent from ascending to $100 in Q4 – YES or NO? Let us know by voting here: https://twitter.com/gulf_intel/status/1706559960690094089?s=20 Take your daily dose of energy insights today from Neil Atkinson, Former Head of Oil Markets Division International Energy Agency; Salih Yilmaz, Senior Energy Equity Analyst, Bloomberg Intelligence; and Jamie Ingram, Senior Editor, Middle East Economic Survey.

The G7 price cap on Russian oil has: 1.) Died a natural death OR 2.) Will remain in play? Let us know by voting here: https://twitter.com/gulf_intel/status/1706203560138899688?s=20 Listen to the Daily Energy Markets Podcast opening the week with industry observers Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; Vibhuti Garg, Director - South Asia, IEEFA; and Omar Najia, Global Head, Derivatives, BB Energy. Vandana Hari, Founder & CEO, Vanda Insights moderated the discussion.

Featured Speaker: Daxita Rajcoomar, Chief Sustainability Officer, Africa, Middle East and Asia, ENGIE The awareness of the climate emergency is rising among all sectors of society. In the corporate world, the pressure on organizations to execute more ambitious commitments to mitigate their carbon footprint and environmental impact is mounting. Both internal and external stakeholders, such as investors, clients, employees, and commercial partners are increasingly scrutinizing the actions and outcomes from organizations in the sustainability front. Under this context, a growing number of organizations is pursuing the concept of the triple bottom line: people, planet, and profit. At the front of this, dedicated sustainability teams are emerging across different sectors to lead the sustainable shift. Monitoring the environmental impact of operations, designing sustainable products and services, and executing strategies to improve the sustainability credentials of companies are among the duties of a sustainability professional’s job description. With the role on the rise across sectors, what should a Head of Sustainability’s key priorities be in the next few years? Moderator: Ignasi Perez, Associate, Gulf Intelligence

Brent has retreated from 10-month highs above $95. The $100 mark is: Off the radar or Likely before year-end? Let us know by voting here: https://twitter.com/gulf_intel/status/1704761858652066020 Views from Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; Gulmira Rzayeva, Founder & Managing Director, Eurasia Analytics; and Danial Rahmat, Senior Energy Security Consultant in today’s Daily Energy Markets Podcast. Vandana Hari, Founder & CEO, Vanda Insights moderated the discussion.

Nothing the FED does on raising or not raising rates 25 basis points can trump a 2 to 3mbpd OIL supply deficit in Q4 propelling Brent to $100: AGREE or DISAGREE? Let us know by voting here: https://twitter.com/gulf_intel/status/1704391531535163683 Hear from Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; Rachel Ziemba, Founder, Ziemba Insights; Adjunct Fellow, Center for a New American Security; and Henning Gloystein, Director - Energy, Climate & Resources, Eurasia Group in today’s Daily Energy Markets Podcast.

Does light-handed regulation limit/increase volatility in International energy markets: LIMIT or INCREASE? Let us know by voting here: https://twitter.com/gulf_intel/status/1704026209594507618 Liz Bossley, CEO, Consilience Energy Advisory Group; Jose Chalhoub, Political Risk & Oil Analyst; Consultant, Venergy Global; and Maleeha Bengali, Founder, MB Commodity Corner shared their outlook on macroeconomics, oil investment, and Latin America in today’s Daily Energy Markets Podcast.

The discrepancy in forecasts for oil supply shortfall in Q4 between OPEC (3mbpd), IEA (1.4mbpd) and EIA (230kbpd) will drive up volatility in the markets: AGREE or DISAGREE? Let us know by voting here: https://twitter.com/gulf_intel/status/1703666086422450576 This and more in today’s Daily Energy Markets Podcast with regular commentators Omar Najia, Global Head, Derivatives, BB Energy; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Richard Redoglia, Chief Executive Officer, Matrix Global Holdings.