Gulf Intelligence Podcasts

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.

The Daily Energy Markets Podcast capped the week and the month with outlook for the equities markets, US energy policy, and the possible outcome of OPEC+ decision on June 1st. Tune in as we hear more insights from speakers across continents with Sydney-based Peter McGuire, CEO Australia of Trading.com (Formerly XM); London-based Rosemary Griffin, OPEC+ Lead Reporter of S&P Global Commodity Insights; and based outside of Washington D.C. Bill Spindle, Senior Global Correspondent of Cipher News. Oil Markets have priced-in and now more or less immune to Trump Tariff Turmoil: AGREE or DISAGREE?

Cast your vote:

📊 LinkedIn 👉 https://www.linkedin.com/feed/update/urn:li:activity:7334112070231019520

📊 X (Twitter) 👉 https://x.com/gulf_intel/status/1928346300941992189

As OPEC+ holds the floor with talks extending through the weekend, uncertainty looms large across global energy markets. In today’s Daily Energy Markets Podcast, our expert panel dives deep into the key concerns driving volatility—including the increasingly likely prospect of a US-Iran nuclear deal and its potentially bearish impact on oil prices. Tune in as we hear sharp insights and contrasting views from:

🔹 Iman Nasseri, Managing Director - Middle East, FGE Dubai

🔹 Ahmed Mehdi, Managing Director, Renaissance Energy Advisors & Senior Fellow, OIES

🔹 Andrew Laven, Managing Director, E-Cons

💥 Is a US-Iran nuclear agreement more likely now than ever—and would that spell a downturn for oil markets?

Cast your vote:

📊 LinkedIn 👉 https://www.linkedin.com/feed/update/urn:li:activity:7333748395012001792

📊 X (Twitter) 👉 https://x.com/gulf_intel/status/1927982657540894744

As OPEC+ kicks off its pivotal meeting today, the Daily Energy Markets Podcast delved deeper into the evolving oil supply landscape. Industry experts Robin Mills, CEO of Qamar Energy; David Wech, Chief Economist at Vortexa; and Jamie Ingram, Managing Editor at the Middle East Economic Survey, shared sharp insights on what to expect and the implications for global markets. We asked the audience - The Bond markets appear to hate Trump's tax cutting, debt raising “big, beautiful bill” -- should the oil markets hate it too: Yes; No; OR Maybe? Share your view here: https://x.com/gulf_intel/status/1927621709894439277 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7333387693705310208

As the markets await clarity on the next OPEC+, the Daily Energy Markets Podcast continues to unravel the outlook for oil prices considering various influences. What is most likely to shift Brent crude oil definitively off $65 rock: OPEC+ policy; Geopolitics; Trade War; OR None as all priced In? Carole Nakhle, President, Arab Energy Club & CEO, Crystol Energy; Daniel Richards, MENA economist, Emirates NBD; and Jose Chalhoub, Policy & Energy Analyst, Jose Parejo & Associates weighed in their views from a policy, macroeconomic, and non-OPEC supply viewpoint. Sharing your views by voting here: https://x.com/gulf_intel/status/1927255752399360450/ OR here: https://www.linkedin.com/feed/update/urn:li:activity:7333021436787200000

Tune in for fresh insights on the outlook for China’s oil demand and likely supply hike from OPEC+ in its next meeting. Hear from three of the top class analysts in the industry Omar Najia, Derivatives Trader, BB Energy; Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Clyde Russell, Asia Commodities & Energy Columnist; Thomson Reuters. Oil markets have priced in that OPEC+ will continue with accelerated oil supply increase strategy when it meets June 1st: Agree or Disagree? VOTE here: https://x.com/gulf_intel/status/1926896913632141720 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7332662677862875136

The Daily Energy Markets Podcast capped the week with insights from Henning Gloystein, Head of Energy, Climate & Resources, Eurasia Group; Danial Rahmat, Senior Energy Security Consultant, Iran; and David Elward, Pricing Director, Energy Transition, General Index. The conversation centered around the geopolitical tensions in Russia and Ukraine and the risks of conflict posed by Israel on Iran; outlook for OPEC+ decision next week; and closer look on fuel products particularly on SAFs. What decision will OPEC+ likely make on oil supply at next week’s meeting: 1. Raise close to 1mbpd; 2. Raise by 411kbpd; 3. No change; 4. Cut by 200kbpd Share your views here: https://x.com/gulf_intel/status/1925803362622075111 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7331569256280539136

The Daily Energy Markets Podcast continues the conversation on OPEC+ boosting output and how further plans could impact other oil prices and revenue of non-OPEC producers. Tune in for more views on Iraq supply outlook and geopolitical challenges from Raad Alkadiri, Managing Partner, 3TEN32 Associates; India’s oil demand outlook from Vibhuti Garg, Director - South Asia, IEEFA; and US shale outlook from Brian Pieri, Founder, Energy Rogue. Nader Itayim, Middle East Bureau Chief of Argus Media moderated the discussion. How likely is OPEC+ to maintain unity if oil prices fall further in 2025 - A. Very likely – strong cohesion; B. Somewhat likely – minor cracks; C. Unlikely – major internal rifts; OR D. Not at all – breakdown expected? VOTE here: https://x.com/gulf_intel/status/1925449963661639809

OR here: https://www.linkedin.com/feed/update/urn:li:activity:7331215587408277505

The Daily Energy Markets Podcast goes to Europe today and listened in to the outlook on natural gas, commodities, and Russian energy flows. Tune in to hear more from Bill Farren-Price, Senior Research Fellow and Head of Gas Research, The Oxford Institute for Energy Studies; Caroline Bain, Founder, Bain Commodities Research; and Rustin Edwards, Head of Sales & Marketing, VKG Gmbh. How much would oil prices spike higher on the day if Israel bombed Iranian nuclear facilities: 1. Over $30; 2. $20 approx; 3. $10 approx; OR 4. Little change. VOTE here: https://x.com/gulf_intel/status/1925082510779728160

OR here: https://www.linkedin.com/feed/update/urn:li:activity:7330848207700168704

Bora Bariman, Managing Partner, Hormuz Straits Partnership; Niamh McBurney, Associate Director,

Control Risks; and Ole Hansen, Head, Commodity Strategy, Saxo Bank, weighed in their views on the direction of travel for oil markets considering the impact of geopolitics, demand outlook, and central banks signal. What Impact would a Russia-Ukraine ceasefire have on oil markets: 1. Bullish; 2. Bearish; OR 3. No Impact? VOTE here: https://x.com/gulf_intel/status/1924719880596549876 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7330485672157376513