Gulf Intelligence Podcasts

New US Sanctions on Iranian Oil Will Resolve OPEC+ Dilemma on Easing Cuts in April: AGREE or DISAGREE? The Daily Energy Markets Podcast in its 999th episode delved into the geopolitics of Iran sanctions, energy flows to China, and updates on Pakistan energy corridor, among others. Listen in for more with Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; Ivan Mathews, Head of APAC Analysis, Vortexa; and Osama Rizvi, Energy & Economic Analyst, Primary Vision.

The Daily Energy Markets Podcast’s 998th episode discussed the supply and demand dynamics with production outlook from James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University; non-OPEC and OPEC supply outlook from Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; and China import demand from Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters. We asked the audience: Softer sanctions on Russia, Harsher sanctions on Iran - won’t impact oil flows in any significant way: AGREE or DISAGREE?

The Daily Energy Markets Podcast continues to unpack new decisions coming from the US White House when it comes to tariffs and sanctions. Hear more from Brian Pieri, Founder, Energy Rogue; Andrew Laven, Managing Director, E-Cons; and Rahul Kapoor, VP, Head of Shipping Analytics & Research, S&P Global Commodity Insights.

Who will be the biggest Winner from the spoils of War in Ukraine: 1. Russia; 2. Ukraine; 3. US; OR 4. Europe? The Daily Energy Markets Podcast kicked off Monday morning against the gloomy weather backdrop in Dubai, with a conversation that is quickly heating up – will there be OPEC cuts, will there be more US oil production, and what is the outlook for China’s demand? Listen in to Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; Omar Najia, Head of Trading (Derivatives), BB Energy; and Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting.

OPEC+ is likely to postpone adding volumes until Q3 to allow time for market volatility to settle: Agree OR Disagree? The Daily Energy Markets Podcast closes the week’s conversation focused on supply and demand, with outlook on Iran oil exports to China, as well as Europe energy supply and demand. Hear more views from Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; Rustin Edwards, TARS International, Head of Sales & Marketing; and Paul Horsnell, Head of Commodities Research, Standard Chartered Bank.

OPEC+ will not be able to increase volumes in April as volatility from Trump policy uncertainty will continue: Agree or Disagree? The Daily Energy Markets Podcast delves deeper into this week’s major headlines, offering in-depth analysis of oil market fundamentals with Mukesh Sahdev, Global Head of Commodities Markets-Oil at Rystad Energy. The discussion also explores financial and macroeconomic trends with Bora Bariman, Managing Partner at Hormuz Straits Partnership, and provides key geopolitical insights on Latin America with Jose Chalhoub, Political & Energy Analyst at Jose Parejo & Associates.

What is top of agenda in US - Russia talks: 1. Ukraine 2. China 3. Middle East 4. All of the above? Narendra Taneja, India's Leading Energy Expert; Mike McGlone, Senior Commodity Strategist, Bloomberg Intelligence; and Jamie Ingram, Senior Editor, Middle East Economic Survey, shared their views on the matter in today’s Daily Energy Markets Podcast. Among other topics discussed were India’s growth trajectory, commodities outlook, and OPEC+ likely decision on supply cuts next quarter.

Trump Will Succeed in Sealing a deal between Russia and Ukraine by June – Agree or Disagree? Geopolitics in the US and the Middle East drive the conversation in today’s Daily Energy Markets Podcast, along with insightful outlook on China and oil fundamentals. Hear more from Dr. Raad Alkadiri, Managing Partner, 3TEN32 Associates; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Viktor Katona, Head of Oil Analysis, KPLER.

The Daily Energy Markets Podcast kicked off the week with strong commentaries on the geopolitical implications of possible conclusion of the wars in Ukraine as well as Gaza; the outlook for China’s energy demand; and the direction of travel for the commodities trading. Hear more views from Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Victor Yang, Senior Analyst, JLC Network Technology; and Omar Najia, Head of Trading (Derivatives), BB Energy. We asked the viewers: What is likely to have the biggest impact on the direction of oil markets through the end of Q1: 1. OPEC+ Supply Policy; 2. Geopolitics Ukraine-Gaza; 3. Iran Sanctions; OR 4. China Demand Outlook?

Brent oil prices averaged $75 in first half of Q1, will it be higher or lower in 2nd half of Q1: HIGHER or LOWER? The Daily Energy Markets Podcast capped the week with an outlook on risks, refining, and Middle East geopolitics. Listen in with Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Alan Gelder, SVP Refining, Chemicals & Oil Markets, Wood Mackenzie; Danial Rahmat, Senior Energy Security Consultant, Iran.