Gulf Intelligence Podcasts

What impact would it have on oil prices if OPEC+ formalized the so-called "voluntarily" production cuts of 1.66 million b/d cuts implemented this month by 9-member countries when the group next meets on June 4th: Push Prices Above $80; No change as already priced-in Market; OR Prices will fall without more cuts? Vote here: twitter.com/gulf_intel/status/1…63745086263297?s=20 Hear views from Sara Akbar, Chairperson & CEO, OiLSERV, Kuwait & Non-Executive Director, Petrofac; Salih Yilmaz, Senior Equity Research Analyst - Energy, Oil & Gas, Transition, ESG at Bloomberg Intelligence; and Rachel Ziemba, Founder, Ziemba Insights & Adjunct Fellow, Center for a New American Security, in today’s Daily Energy Markets Podcast.

Commodity markets have priced in that the US debt ceiling and banking crisis is over: Agree OR Disagree? Vote here: twitter.com/gulf_intel/status/1…02441758457856?s=20 Listen to the discussion on demand outlook in China and all things commodities, and insights on OPEC+ with our speakers today: Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Maleeha Bengali, Founder, MB Commodity Corner; and Victor Yang, Senior Analyst, JLC Network Technology.

Given demand concerns, is there any chance we could see $80 oil again this year – YES or NO? Vote here: twitter.com/gulf_intel/status/1…39427041472512?s=20 Get a sense on the direction of travel this Monday morning with Omar Najia, Global Head of Derivatives, BB Energy; Vandana Hari, Founder & CEO, Vanda Insights; and James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University, in today’s Daily Energy Markets Podcast.

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.