Gulf Intelligence Podcasts

OPEC+ is likely to continue with supply increases beyond April as long as the oil markets remain in backwardation: AGREE or DISAGREE? Paul Hickin, Editor-in-Chief, Petroleum Economist; Dr. Aldo Flores-Quiroga, Former Deputy Secretary, Mexico's Ministry of Energy & Non-Resident Fellow, Baker Institute; and Jamal Qureshi, Managing Director, Analysis & Strategy, Petro-Logistics, shared their outlook on OPEC+, US tariffs on Mexico and Canada, and outlook on sanctions.

The fast-moving geopolitical developments in the West and its impact on energy markets continue to be one of the major themes that was explored in today’s Daily Energy Markets Podcast. Will a US orchestrated Ceasefire in Ukraine be Bullish or Bearish for oil prices? Don’t miss important insights from Narendra Taneja, India's Leading Energy Expert; Robin Mills, CEO, Qamar Energy; and Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey.

Will OPEC+ reclaim market share from non-OPEC If Brent remains below $70 for sustained period – YES or NO? From the ‘Trump tantrums’ to the ‘genius behind the madness’, leading women energy analysts are putting forward their original insights to get us a better picture of the direction of travel for the energy markets. Hear more for unique insights from Vandana Hari, Founder & CEO, Vanda Insights; Maleeha Bengali, Founder, MB Commodity Corner; and Rosemary Griffin, OPEC+ Lead Reporter, S&P Global Commodity Insights, in today’s Daily Energy Markets Podcast.

Brent holding at $70 one week later is a win for OPEC+ decision to raise supply – Agree or Disagree? Omar Najia, Head of Trading (Derivatives), BB Energy; Sara Akbar, Chairperson & CEO, OiLSERV, Kuwait & Non-Executive Director, Petrofac; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International, kicked off this week’s Daily Energy Markets Podcast with their views on the direction of travel for the energy markets.

On the eve of International Women’s Day, the Daily Energy Markets Podcast featured three of the world’s top women analysts on geopolitics and energy markets direction. Listen to more insights from Laury Haytayan, MENA Director, Natural Resource Governance Institute; Pamela Munger, Lead Market Analyst, Vortexa; and Niamh McBurney, Associate Director, Control Risks. Today’s question for viewers and followers: US pledge to ‘collapse’ Iran’s economy will weaken its economic position in China tariff tit-for-tat: Agree OR Disagree?

Ole Hansen, Head, Commodity Strategy, Saxo Bank; Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group; and Dmitri Zabelin, Founder, Pantheon Insights, shared their views and outlook on the latest announcements on tariffs imposition by the US, and its impact on commodities, Asian markets, and consumers in the US. Hear more in today’s Daily Energy Markets Podcast.

What will win tug of war to have most influence on direction of oil prices: 1. OPEC+ Supply; 2. China Stimulus; 3. US Tariffs; 4. None of the Above? The Daily Energy Markets Podcast further unpacks this topic with Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange; and Matt Stanley, Head of Market engagement, EMEA & APAC, Kpler.

Will OPEC+ be compelled to reverse plans to raise output April 1st as Brent crude oil falls below $70 a Barrel through March – YES or NO? The Daily Energy Markets Podcast further discusses the ramifications of the major geopolitical developments between the US, Ukraine, and Russia; as well as the outlook for gas and LNG in today’s conversation with Henning Gloystein, Head of Energy, Climate & Resources, Eurasia Group; Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; and Marc Howson, Head of Asia, Welligence Analytics.

The Daily Energy Markets Podcast enters the final month of the first quarter with some big geopolitical headlines over the weekend and faces new major announcements from China. China's National People’s Congress will finally deliver bazooka stimulus this week to lift consumer consumption and energy demand: AGREE/DISAGREE? Omar Najia, Head of Trading (Derivatives), BB Energy; Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and Victor Yang, Senior Analyst, JLC Network Technology shared their insights in our 1001th episode.

The Daily Energy Markets Podcast marks its 1,000th Episode Today with Brent crude oil at $73.37. What will OPEC+ decide to do with Q2 oil Supply - 1. Raise Output; 2. Maintain Cuts for Q2; 3. Extend cuts to End of Year? We capped the week and our 5th year with three of the best energy and commodities markets analysts in the world - Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Dr. Carole Nakhle, Secretary-General of Arab Energy Club & CEO of Crystol Energy; and Peter McGuire, CEO Australia, Trading.com (Formerly XM).