Episodes
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The Daily Energy Markets Podcast wraps up the ’23-’24 Season today and asks our followers: What will be the price of Brent crude oil after summer season on Sept. 1st: Closer to $95; Closer to $90; Closer to $85; OR Closer to $80? Have your say: https://x.com/gulf_intel/status/1811654733066645875 Listen in for outlook from our notable speakers Kieran Gallagher, Managing Director, Vitol Bahrain E.C; Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; and Gaurav Sharma, Journalist and Energy Analyst.
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China's Communist Party top Select Committee will meet next week for 3rd summit of current 5-year government -- will they green light any notable stimulus measures to drive growth and energy demand in H2 2024: YES or NO? Vote here: https://x.com/gulf_intel/status/1811293371819802676 Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; and Osama Rizvi, Energy & Economic Analyst, Primary Vision Network, shared their outlook on US, Europe and Asian markets in today’s Daily Energy Markets Podcast.
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Episodes manquant?
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What should oil market keep closest eye on when everyone heads to the beach for summer holidays: 1. Rate Cuts; 2. Biden Goes/ Stays; 3. OPEC+ Cuts or NO; 4. Hurricanes? Hear the views of Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta; Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai, in today’s Daily Energy Markets Podcast. Get your views counted here: https://x.com/gulf_intel/status/1810935290933944676
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Hurricane season 2024 will push Brent to $90+ in Q3 after "Beryl" was earliest Category 4 & 5 hurricane on record and left 85% of Houston without power: AGREE or DISAGREE? Vote here: https://x.com/gulf_intel/status/1810568522558283806 Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; Vandana Hari, Founder & CEO, Vanda Insights ; and Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey, offered insightful notes on key aspects impacting the oil markets – developments in the Middle East geopolitics, Asian demand, and OPEC/ Iraq supply dynamics, in today’s Daily Energy Markets Podcast.
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With election results from Iran to France behind us with victories for the center, Have we passed through the Geopolitical risk premium high water mark for Q3: YES or NO? Hear from Omar Najia, Global Head, Derivatives, BB Energy; Amena Bakr, Senior Research Analyst, Energy Intelligence; and Walter Simpson, Managing Director, CCED, as they share their insights in today’s Daily Energy Markets Podcast. Share your vote here: https://x.com/gulf_intel/status/1810205586333573408
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Catch up with Mike Muller, Head of Vitol Asia, with Christof Rühl, Senior Research Scholar at Center on Global Energy Policy in Columbia University in this special edition of the Daily Energy Markets Podcast, taking a deeper dive on the outlook ahead in the coming months.
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Hear it from Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies; Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; Victor Yang, Senior Analyst, JLC Network Technology, as we cap the week’s Daily Energy Markets Podcast. Paul Hickin, Editor-in-Chief, Petroleum Economist moderated the conversation.
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Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; and Peter McGuire, Chief Executive Officer, XM Australia, weighed in their views, considering policy outlook and market demand insights, in today’s Daily Energy Markets Podcast.
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Oil supply and demand outlook take centerstage in today’s the Daily Energy Markets Podcast, in conversation with Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Vibhuti Garg, Director - South Asia, IEEFA; and Paul Hickin, Editor-in-Chief, Petroleum Economist.
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The Daily Energy Markets Podcast continues to discuss key factors impacting the direction of travel for oil markets in Q3. Listen in for more views from Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Brian Pieri, Founding Member, Energy Rogue; and Russell Robertson, Chief Commercial Officer, Dubai Mercantile Exchange.
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The Daily Energy Markets Podcast kicked off the second half of 2024 with outlook on the markets with a focus on geopolitics and elections in US and Europe, as well as on maritime and China demand. Listen in with Omar Najia, Global Head, Derivatives, BB Energy; Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa; and Henning Gloystein, Director - Energy, Climate & Resources, Eurasia Group.
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Geopolitical risk premium returns to oil markets as new threats emerged overnight. We welcomed the views of Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Danial Rahmat, Senior Energy Security Consultant, based in Tehran, in today’s Daily Energy Markets Podcast.
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Demand outlook and OPEC+ decision this month, and the outlook for H2 were discussed in today’s Daily Energy Markets Podcast with commodities gurus Ole Hansen, Head of Commodity Strategy, Saxo Bank, and Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence, along with Andrew Laven, Senior Partner, E-Cons.
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We heard varied insights on the outlook for energy demand in the coming months, plus an update on Latin American supply in today’s Daily Energy Markets Podcast. Hear more from Jeff Brown, President, FGEnergy; Maleeha Bengali, Founder, MB Commodity Corner; and Jose Chalhoub, LATAM Consultant.
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An excess of refined products exports will keep crude prices under $90 in Q3: AGREE/DISAGREE? Listen in for expert views from Alan Gelder, Downstream Global SME, VP Refining, Chemicals & Oil Markets, Commodities Research, Wood Mackenzie; Robin Mills, Chief Executive Officer, Qamar Energy; and Andrei Belyi, PhD, Professor, Founder & CEO, Balesene OÜ, in today’s Daily Energy Markets Podcast. Your views are most welcome, vote here: https://x.com/gulf_intel/status/1805493943250870593
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Catch up on a dynamic set of energy markets views from Omar Najia, Global Head, Derivatives, BB Energy; Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy, in today’s podcast. Oil prices in Q3 will average: 1. $80-$85; 2. $85-$90 OR 3. $90 plus? Vote here: https://x.com/gulf_intel/status/1805133906653356045
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Will Brent touch $90 OR $80 first? Vote here: https://x.com/gulf_intel/status/1801507679304606095 The Daily Energy Markets Podcast capped the week with fresh insights on trending topics – from new sanctions and oil vessels carrying Russian crude to tanker rates, and LNG outlook in Asia and beyond. Hear more from Marc Howson, Head of Asia, Welligence Analytics; Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; and Matthew Wright, Senior Freight Analyst, Kpler, in today’s Daily Energy Markets Podcast.
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How will the Will They Won't They FED cut rates impact markets in H2: Bullish OR Bearish? Vote here: https://x.com/gulf_intel/status/1801146160071025012 Listen in for more views on OPEC+ decision from Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic, International & Energy Studies; and Frank Kane, Editor-at-Large, Arabian Gulf Business Insights, in today’s Daily Energy Markets Podcast.
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The Daily Energy Markets Podcast dissected the headlines surrounding energy transition in Europe and the US, with James McCallum, CEO & Chairman, Xergy Group, and Professor of Energy, Strathclyde University; and Bill Spindle, Senior Global Correspondent, Cipher News. Bora Bariman, Managing Partner, Hormuz Straits Partnership voiced his views on demand forecasts and oil prices.
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SURVEY: Oil prices will hit $90 in Q3 and hold for the year despite the expectation of added oil in Q4? AGREE/DISAGREE. Let us know your thoughts: https://x.com/gulf_intel/status/1800424417199346038 Listen to today’s speakers on the Daily Energy Markets Podcast with experts Narendra Taneja, India’s leading energy expert; Rob Barnett, senior global energy and commodity analyst at Bloomberg Intelligence; and Victor Yang, senior analyst at JLC Network Technology.
- Montre plus
