Gulf Intelligence Podcasts

The Daily Energy Markets Podcast continues unpacking the implications of the US’ tariffs impositions in key sectors. Listen in to Alan Gelder, SVP Refining, Chemicals & Oil Markets, Wood Mackenzie; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and June Goh, Senior Oil Market Analyst, Sparta Commodities, for insights in Europe, the Middle East, and Asia in today’s Daily Energy Markets Podcast. Oil prices are immune to trade war due to massive idle supply available: True or False? VOTE here: https://x.com/gulf_intel/status/1905152723399455207 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7310918566810202113

The oil markets continue to move upward this week, and we asked Daily Energy Markets Podcast commentators Andrew Laven, Managing Director, E-Cons; Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; and Jamie Ingram, Senior Editor, Middle East Economic Survey -- what is driving the direction of travel? Will OPEC+ continue to release barrels in May based on current market scenarios – YES or NO? VOTE here: https://x.com/gulf_intel/status/1904787740727611811 or here: https://www.linkedin.com/feed/update/urn:li:activity:7310553499308625920

The Daily Energy Markets Podcast took the pulse of commentators on key issues affecting the commodities markets on the backdrop of the FT Summit happening today in Lausanne. Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting; and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies, weighed in their views on current geopolitical uncertainties and their outlook for commodities markets amidst rapid shifts in policies. Do you expect the end of hostility in Russia’s war in Ukraine this year 2025 - YES or NO? VOTE here: https://x.com/gulf_intel/status/1904427705795268799 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7310193365067702273

The Daily Energy Markets Podcast kicked off this Monday morning with insights from Rachel Ziemba, Adjunct Fellow, Center for a New American Security, Senior Advisor, Horizon Engage; Omar Najia, Head of Trading (Derivatives), BB Energy; and Bora Bariman, Managing Partner, Hormuz Straits Partnership. Will the US' next stage of sanctions targeting teapot refineries cause an escalation in US-China geopolitical tensions: YES/ NO? VOTE here: https://x.com/gulf_intel/status/1904065116649271709OR here: https://www.linkedin.com/feed/update/urn:li:activity:7309830898323984385

The Daily Energy Markets Podcast marks its 5th Year today! We capped the week with this question: How long will it take for Trump Administration to successfully close down Iranian oil exports under maximum pressure campaign? 1. By end of Q2; 2. End of Q3; 3. End of year; OR 4. They will fail. Tune in for more insights from Peter McGuire, CEO Australia, Trading.com (Formerly XM); Brian Pieri, Founder, Energy Rogue; and Andrew Critchlow, Global Head of News, S&P Global Commodity Insights.

FED sees Slower Growth & Higher Inflation through 2025 -- will that be bullish or bearish for oil prices this year: Bullish or Bearish? Listen to today’s Daily Energy Markets Podcast as Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Vibhuti Garg, Director - South Asia, IEEFA; and Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management, unpack this conundrum. Share your views here: https://x.com/gulf_intel/status/1902614578153832739 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7308380236323110913

As geopolitical shifts continue to influence the market, the Daily Energy Markets Podcast listened to Mukesh Sahdev, Global Head, Commodities Markets-Oil, Rystad Energy; Mike McGlone, Senior Commodity Strategist, Bloomberg Intelligence; and Jose Chalhoub, Policy & Energy Analyst, Jose Parejo & Associates, regarding their views on energy prices, crude supply outlook from the North and South of the United States, and views on refinery runs, among other concerns. Will a ceasefire in Ukraine move Brent back below $70: YES or NO? Share your views here: https://x.com/gulf_intel/status/1902253895109210523 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7308019745289658368

he Daily Energy Markets Podcast discussed the direction of travel for oil markets following recent geopolitical tensions in the Middle East. Dr. Raad Alkadiri, Managing Partner, 3TEN32 Associates; Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; and Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency weighed in their views. What is the main driver of Brent crude oil prices moving up into the $70s: 1. Supply Disruption Concerns; 2. Renewed China Demand; OR 3. Trump Fear of Unknown? VOTE here: https://x.com/gulf_intel/status/1901891655608787097 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7307657514014183425

Omar Najia, Head of Trading (Derivatives), BB Energy; Matthew Wright, Senior Freight Analyst, Kpler; and Gaurav Sharma, Journalist and Energy Analyst, kicked off this week’s Daily Energy Markets Podcast with their views on all things shipping, following the latest geopolitical tension in Yemen, the US markets, and oil price direction. The question for the day is: What part of the Trump 2.0 revolution could have the biggest impact on oil prices moving forward: 1. Global Trade War; 2. Erosion of Judiciary (US); 3. Break-up of West Alliance; OR 4. None of the Above? Share your views here: https://x.com/gulf_intel/status/1901528702124536139 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7307294651500134400

Amena Bakr, Head of Middle East Energy & OPEC-plus Research, KPLER and Bill Spindle, Senior Global Correspondent, Cipher News, capped the week’s Daily Energy Markets Podcast with insights from CERAWeek and outlook on OPEC+. Will US Maximum pressure sanctions on Iran remove 1+mbpd of oil exports off the market like last time: YES or NO?