Gulf Intelligence Podcasts

Join Omar Najia, a savvy derivatives trader at BB Energy, Adi Imsirovic, director at Surrey Clean Energy, and Niamh McBurney from Control Risks as they dissect the ripple effects of the Israel-Iran war on global oil prices. They discuss the intriguing stability of oil prices despite rising tensions and the significance of the Strait of Hormuz. The experts dive into the implications of a recent 12% spike in Brent crude and explore the delicate balance required to navigate energy markets amidst ongoing conflicts.

Narendra Taneja, India's Leading Energy Expert, discusses the volatility of Brent crude oil prices after Israel's strike on Iran. Raad Alkadiri highlights the influence of geopolitical events on energy markets and the difference between fear-induced price hikes and actual supply conditions. Iman Nasseri examines the intricate US-Israel relationships and regional dynamics, while Marc Ostwald analyzes macroeconomic effects, including stock market reactions and inflation risks. The conversation dives deep into implications for energy security and the future of international relations amidst rising tensions.

Guests Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, Kate Dourian, contributing editor with expertise in Middle Eastern energy, and Osama Rizvi, an energy and economic analyst, dive into the factors driving oil prices towards $70. They discuss the geopolitical tensions between the U.S. and Iran, trade agreements with China, and seasonal demand trends. The trio examines OPEC's supply dynamics amidst market tightening and poses critical questions about the future of global energy markets enriched by shifting economic landscapes.

Neil Atkinson, former Head of Oil Markets Division at the International Energy Agency, and Nadia Martin Wiggen, Director at Svelland Capital, dive into the shifting dynamics of oil markets. They explore how July's OPEC+ production increases and U.S.-China trade relations will influence prices. Could a trade agreement spark Brent crude to hit $70 a barrel? The pair also discuss challenges with OPEC's production quotas and reflect on the complexities of global trade amidst fluctuating demand and production levels.

Narendra Taneja, India's Leading Energy Expert, offers insights into the interplay between global economic dynamics and oil markets. Choeib Boutamine, an Energy Advisor and CEO of Ranadrill Energy, dives into OPEC+'s influence on production quotas amid rising summer demand. They discuss key geopolitical events like the G7 Summit and US-China relations, exploring their potential impacts on oil prices. The conversation also touches on North Africa's energy landscape, highlighting Algeria and Libya's roles in the evolving market.

Omar Najia, a derivatives trader at BB Energy, alongside Yuriy Humber, founder of Japan NRG Platform, delve into the oil market's future. They predict Brent crude could stabilize around $70 in H1 2025, exploring upward price potential amid geopolitical uncertainties. Discussion also covers Japan's energy demand, the implications of U.S. Treasury dynamics on global economies, and the trade negotiation challenges Japan faces with the U.S. The insights reveal a complex interplay of market forces shaping energy and economic landscapes.

Ali Al Riyami, a former director at Oman’s Ministry of Energy, shares insights on OPEC+ strategies amidst fluctuating oil prices. Leslie Palti-Guzman, founder of Energy Vista, discusses the geopolitical implications of the Ukraine conflict on Europe's LNG strategy and dependency on Russian gas. Meanwhile, Ehsan Ulhaq provides a detailed look at oil market fundamentals, emphasizing the need for OPEC to reevaluate production quotas in light of actual outputs. Together, they unpack the intricate ties between geopolitics and global energy markets.

The Daily Energy Markets Podcast looks ahead into Q3 and the outlook for oil demand as the markets move forward with the additional barrels coming from OPEC+. We listened to the insights of experts in terms of risks, oil fundamentals, and outlook for China, with Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Livia Gallarati, Global Crude Lead, Energy Aspects; and Victor Yang, Senior Analyst, JLC Network Technology. How big will the oil supply exceed demand in H2, 2025: 500kbpd; 1mbpd; 1.5mbpd; OR No Excess? Share your views here: https://x.com/gulf_intel/status/1929794966122909992 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7335561119782072320

Jorge Montepeque, Managing Director at Onyx Capital Group, and Omar Najia, a Derivatives Trader at BB Energy, dive into OPEC+'s recent decisions and their implications on global oil markets. They discuss the surprising rise in Brent crude prices amid increased supply, while dissecting geopolitical factors from Ukraine to U.S.-Iran relations. The conversation reveals concerns over the reliability of OPEC's production numbers and explores the potential impact of proposed sanctions on Russian oil, all while highlighting the complexities of market sentiment as summer approaches.

The Daily Energy Markets Podcast held its Month in Review/ Outlook Ahead series focused on “REVIEW OF OPEC+ DECISION TO SUSTAIN ACCELERATED OIL SUPPLY INCREASE STRATEGY?" Listen to this insightful conversation with Daniel A. Witt, President of International Tax and Investment Center, and Christof Rühl, Senior Research Scholar, Center on Global Energy Policy, Columbia University.