Gulf Intelligence Podcasts

The markets are still grappling with new realities following the disruptions from last week’s announcements by the US Administration. We listened to Mike McGlone, Senior Commodity Strategist, Bloomberg Intelligence; Ahmed Mehdi, MD, Renaissance Energy Advisors and Senior Fellow, OIES; and James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University in today’s Daily Energy Markets Podcast. Have we already seen the 2025 low for Brent crude oil price – YES or NO? VOTE here: https://x.com/gulf_intel/status/1912761892843487305 or OR here: https://www.linkedin.com/feed/update/urn:li:activity:7318527679035506688

The Daily Energy Markets Podcast continues to unpack the impact of evolving US-China trade war and emerging challenges in the global economy. Hear more from Narendra Taneja, India's Leading Energy Expert; Michal Meidan, Head of China Research Programme, The Oxford Institute for Energy Studies; and Paul Horsnell, Head of Commodities Research, Standard Chartered Bank. Have your say in today’s survey: Oil markets will recover to a $70-75 range in H2 once the dust settles on final reciprocal tariffs: YES or NO? VOTE here: x.com/gulf_intel/status/1912398875706503633 OR here: www.linkedin.com/feed/update/urn:…8164553387663360

The Daily Energy Market Podcast continues the discussion oil supply and demand with a key focus on Middle East economic dynamics. Listen in with Ole Hansen, Head, Commodity Strategy, Saxo Bank; Daniel Richards, MENA economist, Emirates NBD; and Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange. Kazakhstan is still producing 400k+ bpd above its OPEC+ commitment -- what will most likely happen next - 1. KAZAKHSTAN leaves OPEC+; 2. OPEC+ abandon quotas; 3. KAZAKHSTAN stops cheating; 4. OPEC+ keep raising supply? Vote here: https://x.com/gulf_intel/status/1912037888537026910 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7317803591459659776

The 2025 Global oil demand growth was forecast to be between 1m-1.5m bpd before US-China Trade War kicked off -- what will it be now: 1. Same; 2. Closer to 1mbpd; 3. 500k-800k bpd; 4. Under 500k bpd? The Daily Energy Markets Podcast kicked off this week, seeking the direction of travel for oil demand. Listen in for more insights from Omar Najia, Head of Trading (Derivatives), BB Energy; Brian Pieri, Founder, Energy Rogue; and Ehsan Ul-Haq, Senior Oil Analyst, Petroleum Economist. Share your thoughts here: https://x.com/gulf_intel/status/1911675006351769788 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7317440684897001472

The Daily Energy Markets Podcast capped the week, reflecting the developments in the US tariff policy and its impact on oil market demand. Hear more from Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Carole Nakhle, President, Arab Energy Club & CEO, Crystol Energy; and Scott Livermore, Chief Economist, Oxford Economics Middle East. What will be the most significant lasting legacy of Trump's tariff "Liberation Day" for oil markets regardless of where we go from here: 1. US Treasuries lose safe haven status; 2. US oil industry pause/stop upstream investing; 3. China economic slowdown; OR 4. None of the above. Vote here: https://x.com/gulf_intel/status/1910588487738204534 OR here https://www.linkedin.com/feed/update/urn:li:activity:7316354152408739840

The Daily Energy Markets Podcast hears the views of Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; Peter McGuire, CEO Australia, Trading.com (Formerly XM); and Henning Gloystein, Head of Energy, Climate & Resources, Eurasia Group, regarding the latest turn of events in the US tariff conundrum. What will have a greater bearing on the direction of oil prices through Q2: Trump Tariff Pivot for most OR Increased Tariffs on China? VOTE here: https://x.com/gulf_intel/status/1910227789074092505 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7315992854382751745/

The Daily Energy Markets Podcast continues to unravel the repercussions of the impact of the US’ unleashing of massive tariffs globally, as well as the new OPEC+ supply hike announcement. Tune in to listen to views from David Wech, Chief Economist, Vortexa; Gulmira Rzayeva, Founder & Managing Director; Eurasia Analytics; and Rustin Edwards, TARS International, Head of Sales & Marketing. When do you expect OPEC+ to abandon oil supply increases: 1. Abandon May Hike; 2. Stop Raising from June; 3. Stop Raising in Q3; OR 4. Won't Stop Supply Hikes? VOTE here: https://x.com/gulf_intel/status/1909861343043150218 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7315627738281721856

What will stop oil prices from falling further: 1. OPEC+ abandon supply increases; 2. Trump abandons Tarrif War; 3. Iran Sanctions; OR 4. Non OPEC+ Cut Production? David Fyfe, Chief Economist, Argus Media; Michelle Wiese Bockmann, Independent Maritime and Energy Commodities Analyst; and Osama Rizvi, Energy & Economic Analyst, Primary Vision, shared their views on the aftermath of the oil price slump and the US war on tariffs in today’s Daily Energy Markets Podcast. Share your views here: https://x.com/gulf_intel/status/1909502007620374635 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7315267948175089667

The Daily Energy Markets Podcast returns from the long Eid Holidays here in the Middle East and the global markets get shaken by the US new tariffs’ imposition. Do you expect OPEC+ to reverse plans to accelerate oil supply increases after price collapse: YES or NO? Commentators from trading, geopolitics and Asia commodities markets weighed in their views this Monday morning with Omar Najia, Head of Trading (Derivatives), BB Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters. Have your views counted here: https://x.com/gulf_intel/status/1909137576780247472 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7314903410619654144

The Daily Energy Markets capped Q1 2025 with oil prices continuing upward trends. Heightened US-Houthi tensions and tight inventories will keep oil prices securely above $70 in Q2: Agree OR Disagree? VOTE here: https://x.com/gulf_intel/status/1905514423311044958 Listen in for more views on the outlook from China, Iran, and Latin America from today’s speakers: Victor Yang, Senior Analyst, JLC Network Technology; Danial Rahmat, Senior Energy Security Consultant, Iran; and Max Torres, Exploration VP, PetroTal.