Episodes
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In today’s Daily Energy Markets Podcast, we heard the views of Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman outlook for OPEC+ cuts. Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence also shared her insights on oil and gas flows amid Western sanctions; and Russell Robertson, Chief Commercial Officer, Dubai Mercantile Exchange expressed his views on market trends. Brent has returned to low $80s -- is that a floor or ceiling for oil markets? Have your say here: https://x.com/gulf_intel/status/1790274966115569673
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Omar Najia, Global Head, Derivatives, BB Energy; Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters shared their insights in today’s Daily Energy Markets Podcast on what will determine China's appetite for oil imports in H2: International Oil Prices OR China’s Economic Growth? What’s your view? https://x.com/gulf_intel/status/1789912633497317710
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Missing episodes?
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Mike Muller, Head of Vitol Asia, and Christof Rühl, Senior Research Scholar at the Center on Global Energy Policy, Columbia University, discussed oil market outlook during the Daily Energy Markets’ Month in Review and Outlook Ahead Podcast.
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The Daily Energy Markets Podcast capped the week with views from Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University; and Amena Bakr, Senior Research Analyst, Energy Intelligence. We asked the viewers: Brent started the year at $75 so it’s fair to assume Oil markets have already seen the low for 2024: Agree OR Disagree? Vote here: https://x.com/gulf_intel/status/1788823715096019029
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Oil prices will hold in a $75-$90/bl range for the remainder of 2024, given the now negligible risk premium and OPEC+ keeping volumes steady: Agree OR Disagree? Vote here: https://x.com/gulf_intel/status/1788462049225290140 Matthew Wright, Senior Freight Analyst, Kpler; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Scott Livermore, Chief Economist, Oxford Economics Middle East, shared their outlook in today’s Daily Energy Markets Podcast.
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Geopolitical tensions in the Middle East and OPEC+ likely decision in the coming months remain in focus in today’s discussion with energy markets analysts Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Niamh McBurney, Associate Director, Control Risks; and Salih Yilmaz, Senior Energy Equity Analyst, Bloomberg Intelligence. The U.S. believes negotiations on a Gaza ceasefire should be able to close the gaps between Israel and Hamas: do you Agree or Disagree? Share your views here: https://x.com/gulf_intel/status/1788100464958931448
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The Daily Energy Markets Podcast focused on the Middle East and Asia today, with views from Andrew Laven, Senior Partner, E-Cons; Jamie Ingram, Senior Editor, Middle East Economic Survey; and Osama Rizvi, Energy & Economic Analyst, Primary Vision Network. We asked the participants, “What stage is Israel's War on Gaza at after 7 months: End of the Beginning OR Beginning of the End?” Have your say here: https://x.com/gulf_intel/status/1787736646198186483
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The Daily Energy Markets Podcast took the views of our regular commentators Omar Najia, Global Head, Derivatives, BB Energy; Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy; Bora Bariman, Managing Partner, Hormuz Straits Partnership, as oil markets edged higher today. Hamas says latest ceasefire talks have ended -- how much geo pol premium will we see return to oil price this week: 1. $5+; 2. $3 approx; OR 3. None? Have your say: https://x.com/gulf_intel/status/1787375510286192961
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The Daily Energy Markets Podcast capped the week with outlook on Latin America from Dr. Aldo Flores-Quiroga, Former Deputy Secretary of Energy for Hydrocarbons, Mexico's Ministry of Energy & Senior Advisor, FTI Consulting; India’s energy demand outlook after national elections from Vibhuti Garg, Director - South Asia, IEEFA; and views on OPEC+ from Paul Horsnell, Head of Commodities Research, Standard Chartered Bank. Have your say in today’s survey: What is the main cause of $6 drop in oil price in last week: 1. Deflating Geopol risk; 2. Postpone FED cuts; 3. Idle Supply Plentiful; OR 4. Global Macro weakness? https://x.com/gulf_intel/status/1786287177506165079
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Pick up some insights in today’s Daily Energy Markets Podcast on Turkey’s current geopolitical roles in the Middle East and beyond from Mehmet Öğütçü, Group CEO, Global Resources Partnership and Chairman, London Energy Club; macroeconomic outlook and the US FED rate cuts from Maleeha Bengali, Founder, MB Commodity Corner; and views on elections in India and US, as well as energy outlook in Southeast Asia from Bill Spindle, Senior Global Correspondent, Cipher News. Is Brent more likely to hit $80 or $90 first? Have your say: https://x.com/gulf_intel/status/1785926113757184010
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Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Andrei Belyi, PhD, Professor, Founder & CEO, Balesene OÜ; and Paul Hickin, Editor-in-Chief, Petroleum Economist, shared their views in today’s Daily Energy Markets Podcast on topics focused on Europe gas and politics, as well as outlook on OPEC+ decision in June meeting. What will OPEC+ agree when they meet in one month from now: No Change to cuts in H2 OR Agree to Unwind cuts in H2? Vote here: https://x.com/gulf_intel/status/1785564205464117655
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Oil fell 1.5% after the New York Times reported that Israel is open to a truce involving an initial release of hostages -- how much Geo-Pol risk premium still in oil price: $3 or less; $5 approx; $6 or more; or None - all drained? Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting; Nur Azlin Ahmad, Managing Editor - Asia, Argus Media; and Peter McGuire, Chief Executive Officer, XM Australia, weigh in their views on the direction of travel for oil prices in today’s Daily Energy Markets Podcast. Share your views here: https://x.com/gulf_intel/status/1785201505055707141
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What will have biggest determination on the direction of oil prices in H2: Ukraine War; Mideast Geopols; OPEC Cuts Rollover; or No FED Cuts? The Daily Energy Markets Podcast kicked off the week in conversation with Omar Najia, Global Head, Derivatives, BB Energy; Brian Pieri, Founding Member, Energy Rogue; and Andrew Critchlow, Head of News, EMEA, S&P Global Commodity Insights. Share your views here: https://x.com/gulf_intel/status/1784840225790824553
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The Daily Energy Markets Podcast is capping the week with more talks on geopolitics and outlook for oil-sanctioned countries, Iran and Venezuela, with speakers Max Torres, Managing Partner, Plata Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Danial Rahmat, Senior Energy Security Consultant, Iran. OPEC+ Can’t Afford to Put More Oil on the Market in H2 Under Current Demand Scenario: AGREE or DEGREE? What’s your take on this, vote here: https://x.com/gulf_intel/status/1783751798420832736
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The Geopolitical Risk premium has now been drained out of oil markets: AGREE or DISAGREE? Have your say here: https://x.com/gulf_intel/status/1783390570028708091 Your daily dose of energy insights had strong flavors today. Listen in as Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies; Narendra Taneja, India's Leading Energy Expert; and Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS, shared their views on matters relating to energy markets fundamentals, geopolitics, and policies in today’s Daily Energy Markets Podcast.
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US Senate approves $61bn in military aid for Ukraine and Pentagon says it can start delivering weapons to Kiev "within days" -- is this bearish or bullish for oil prices? Have your say: https://x.com/gulf_intel/status/1783025797940293855 Listen to today’s podcast and take your daily dose of energy insights from Robin Mills, Chief Executive Officer, Qamar Energy; Alan Gelder, Downstream Global SME, VP Refining, Chemicals & Oil Markets, Commodities Research, Wood Mackenzie; and Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management.
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US sanctions on Iran, even if enforced, would have no material impact on current oil market balances, mainly because: A. China takes most its oil; B. Plenty of non-OPEC supply; or C. OPEC+ spare capacity? Have your say: https://x.com/gulf_intel/status/1782664887979712683 Gain further insights from today’s Daily Energy Markets Podcast with Janiv Shah, Vice President, Oil Markets; Refinery and Crude Balances Lead, Rystad Energy; Rob Barnett, Senior Global Energy and Commodity Analyst, Bloomberg Intelligence; and Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta.
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What will have biggest bearing on direction of oil markets through remainder of Q2: Geopolitics; Higher for Longer Rates; OPEC Supply Cuts; OR China Economic Outlook? Have your say here: https://x.com/gulf_intel/status/1782300303875784945 We kicked off the Daily Energy Markets Podcast this week with an outlook from Omar Najia, Global Head, Derivatives, BB Energy; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Victor Yang, Senior Analyst, JLC Network Technology.
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The energy markets --oil & gas-- will likely have to start pricing in an even larger risk premium now that Iran & Israel have stepped across Red line of attacking each other directly: AGREE/DISAGREE? The Daily Energy Markets Podcast ended the week trying to find out some answers to this question and we’re lucky to have Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai to shed some light, along with Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence who shared her views on sanctions, dark fleets and risk insurance among others. Meanwhile, Peter McGuire, Chief Executive Officer, XM Australia gave us an outlook on what to watch out for in the equity markets. Have your say here: https://x.com/gulf_intel/status/1781213844322329031
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Oil prices have fallen $3 since Iran targeted Israel - what is most likely to happen next: 1. Regional War OR Regional Ceasefire including Gaza? Have your say here: https://x.com/gulf_intel/status/1780854326589550800 Catch up on the latest discussion on issues impacting the energy markets in today’s DEM Podcast with Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; Vandana Hari, Founder & CEO, Vanda Insights; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International.
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