Gulf Intelligence Podcasts

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.

What will it take to convince short sellers to stop pressuring oil prices: Another OPEC cut announcement at its JUNE meeting OR Upward revisions for 2H 2023 demand? The Daily Energy Markets Podcast MONTH in REVIEW and OUTLOOK AHEAD with Mike Muller, Board Director, Vitol and Viva Energy Australia and Christof Rühl, Senior Research Scholar, Center on Global Energy Policy, Columbia University, discussed market trends and outlook on Asian demand.

In view of the falling price of crude and Russia’s failure to deliver on its promised cuts, OPEC+ has no option but to cut further at its June 4th Ministerial meeting, if not before. Agree or Disagree? Vote here: twitter.com/gulf_intel/status/1654378362704392194 Fresh insights from Singapore-based Tony Quinn, Operating Partner, Prostar Capital and CEO, Tankbank International; London-based Gulmira Rzayeva, Founder & Managing Director, Eurasia Analytics; and Tehran-based Danial Rahmat, Senior Energy Security Consultant, in today’s Daily Energy Markets Podcast. Frank Kane, Editor-at-Large, Arabian Gulf Business Insights moderated the discussion.

How likely is it that the US government -- Republicans & Democrats -- will reach agreement to lift debt ceiling by default day on June 1st? Vote here: twitter.com/gulf_intel/status/1…16580324413441?s=20 We took the views on all things China, OPEC and macro from Victor Yang, Senior Analyst, JLC Network Technology; Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; and Maleeha Bengali, Founder, MB Commodity Corner, in today’s Daily Energy Markets Podcast.

Given the conflicting economic and financial indicators, is the oil market still factoring in a mild recession for the US and Europe in 2023 – YES or NO? Vote here: twitter.com/gulf_intel/status/1653664986160398336 Mid-week updates on energy markets from Rustin Edwards, Head of Fuel Oil Procurement, Euronav NV; Ahmed Mehdi, Visiting Fellow, The Oxford Institute for Energy Studies; Director, Renaissance Energy; Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey in today’s Daily Energy Markets Podcast.

What is weighing more on oil market sentiment: US banking crisis/US debt OR Asian demand? Vote here: twitter.com/gulf_intel/status/1…93075161051139?s=20 Let’s hear from Amena Bakr, Deputy Bureau Chief, Energy Intelligence; Max Torres, Managing Partner, Plata Energy; and Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington, in today’s Daily Energy Markets Podcast.

The oil markets have already built in another rate hike from the FED this week - Agree or Disagree? Hear from Omar Najia, Global Head of Derivatives, BB Energy; Adi Imsirovic, Director, Surrey Clean Energy; and Bill Spindle, Council on Foreign Relations International Affairs Fellow in India, in today’s Daily Energy Markets Podcast.

The IEA says OPEC+ cuts policy is inflationary and a risk to global economic health. OPEC says rising interest rates and lack of energy investment are more serious threats. Who is right - IEA or OPEC? Views from Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; Rachel Ziemba, Founder, Ziemba Insights & Adjunct Fellow, Center for a New American Security; and Osama Rizvi, Energy & Economic Analyst, Primary Vision Network, in today’s Daily Energy Markets Podcast. Frank Kane, Editor-at-Large, Arabian Gulf Business Insight, moderated the discussion.