The Daily Energy Markets Podcast capped the conversation this week, featuring Adi Imsirovic (Surrey Clean Energy), Paul Hickin (Petroleum Economist), and Arne Rasmussen (Global Risk Management). The panel unpacked oil’s slide toward $60 Brent, driven by renewed Trump-Putin peace talk speculation, refinery disruptions in Russia, and weak global demand. They warned of potential contango, US shale stress, and macro-financial volatility ahead.

Featured panelists from North Africa and the EastMed - Choeib Boutamine, Charles Ellinas, and Bora Bariman dissected the outlook for oil and gas supply amid U.S.–China trade tensions and Trump’s sanctions push. They discussed OPEC+ capacity limits, India’s reliance on Russian oil, resilient global growth, and moderate pricing near $65. On the EastMed, they noted renewed investment in Egypt’s gas fields and Cyprus’ small plays, conditional on Gaza stability.

Today’s podcast featured Mike McGlone of Bloomberg Intelligence, Jamie Ingram of MEES, and Daniel Richards of Emirates NBD. McGlone warned of continued weakness in crude and broad commodities as gold surges. Ingram highlighted the Gaza ceasefire’s limited market impact but Red Sea risks via the Houthis. Richards discussed Gulf fiscal resilience amid lower oil prices and pending Fed rate cuts.

Today’s Daily Energy Markets Podcast featured Kate Dourian (MEES/AGSIW), Carole Nakhle (Crystol Energy), and Maleeha Bengali (MB Commodity Corner). The panel discussed the fragile Gaza ceasefire, Trump’s “new beginning,” and regional instability. They also analyzed OPEC+ production increases, China–US trade tensions, slowing global demand, and resilient gold prices amid inflationary pressures.

Today’s Daily Energy Markets Podcast (October 13) featured Michelle Wiese Bockmann of Windward, Victor Yang of JLC Network Technology, and Omar Najia of BB Energy. The panel analyzed oil’s rebound above $63 amid escalating U.S.-China trade tensions, rising Chinese port tariffs, and ongoing Russian attacks on Ukrainian energy assets. Discussions highlighted volatile tanker rates, China’s slowing crude imports, and expectations for a year-end oil price rally driven by macroeconomic shifts and geopolitics.

Hosted by Sean Evers, this month’s review featured Christof Rühl, Senior Research Scholar at Columbia University’s Center on Global Energy Policy, and Antoine Halff, Co-founder and Chief Analyst at Kayrros. The discussion examined OPEC+’s production strategy, China’s shifting oil inventories, U.S. economic resilience amid political turbulence, and the geopolitical impact of the Gaza and Ukraine conflicts on global oil markets.

How is “AI” ImpactingPhysical Energy Trading – Winning & Losing Strategies? Richard Frey, CEO, INAIT

The Future Outlook for the East of Suez LPGMarket is Garnering a lot of Attention: Opportunities & Challenges?

Mohamad Malas, Trader, BB Energy

Platts Dubai/Oman Crude Oil Benchmarks: All you need to know about S&P Global Platts plans for changing theDubai crude oil benchmark methodology to incorporate Murban more flexibly from2026? Daniel Colover, Head of Global Engagement & Intelligence for Oil & LNG, S&P Global Commodity Insights

And

Wesley Monteiro, Middle East Lead, Strategic Engagement & Intelligence Group, S&P Global Commodity Insights

What does 2025 Global Shifts in Oil Trade Flows, Inventories& Freight tell us about what to expect in 2026?

Xavier Tang, Market Analyst, Vortexa