Gulf Intelligence Podcasts

Will OPEC+ be compelled to reverse plans to raise output April 1st as Brent crude oil falls below $70 a Barrel through March – YES or NO? The Daily Energy Markets Podcast further discusses the ramifications of the major geopolitical developments between the US, Ukraine, and Russia; as well as the outlook for gas and LNG in today’s conversation with Henning Gloystein, Head of Energy, Climate & Resources, Eurasia Group; Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; and Marc Howson, Head of Asia, Welligence Analytics.

The Daily Energy Markets Podcast enters the final month of the first quarter with some big geopolitical headlines over the weekend and faces new major announcements from China. China's National People’s Congress will finally deliver bazooka stimulus this week to lift consumer consumption and energy demand: AGREE/DISAGREE? Omar Najia, Head of Trading (Derivatives), BB Energy; Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and Victor Yang, Senior Analyst, JLC Network Technology shared their insights in our 1001th episode.

The Daily Energy Markets Podcast marks its 1,000th Episode Today with Brent crude oil at $73.37. What will OPEC+ decide to do with Q2 oil Supply - 1. Raise Output; 2. Maintain Cuts for Q2; 3. Extend cuts to End of Year? We capped the week and our 5th year with three of the best energy and commodities markets analysts in the world - Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Dr. Carole Nakhle, Secretary-General of Arab Energy Club & CEO of Crystol Energy; and Peter McGuire, CEO Australia, Trading.com (Formerly XM).

New US Sanctions on Iranian Oil Will Resolve OPEC+ Dilemma on Easing Cuts in April: AGREE or DISAGREE? The Daily Energy Markets Podcast in its 999th episode delved into the geopolitics of Iran sanctions, energy flows to China, and updates on Pakistan energy corridor, among others. Listen in for more with Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; Ivan Mathews, Head of APAC Analysis, Vortexa; and Osama Rizvi, Energy & Economic Analyst, Primary Vision.

The Daily Energy Markets Podcast’s 998th episode discussed the supply and demand dynamics with production outlook from James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University; non-OPEC and OPEC supply outlook from Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; and China import demand from Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters. We asked the audience: Softer sanctions on Russia, Harsher sanctions on Iran - won’t impact oil flows in any significant way: AGREE or DISAGREE?

The Daily Energy Markets Podcast continues to unpack new decisions coming from the US White House when it comes to tariffs and sanctions. Hear more from Brian Pieri, Founder, Energy Rogue; Andrew Laven, Managing Director, E-Cons; and Rahul Kapoor, VP, Head of Shipping Analytics & Research, S&P Global Commodity Insights.

Who will be the biggest Winner from the spoils of War in Ukraine: 1. Russia; 2. Ukraine; 3. US; OR 4. Europe? The Daily Energy Markets Podcast kicked off Monday morning against the gloomy weather backdrop in Dubai, with a conversation that is quickly heating up – will there be OPEC cuts, will there be more US oil production, and what is the outlook for China’s demand? Listen in to Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; Omar Najia, Head of Trading (Derivatives), BB Energy; and Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting.

OPEC+ is likely to postpone adding volumes until Q3 to allow time for market volatility to settle: Agree OR Disagree? The Daily Energy Markets Podcast closes the week’s conversation focused on supply and demand, with outlook on Iran oil exports to China, as well as Europe energy supply and demand. Hear more views from Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; Rustin Edwards, TARS International, Head of Sales & Marketing; and Paul Horsnell, Head of Commodities Research, Standard Chartered Bank.

OPEC+ will not be able to increase volumes in April as volatility from Trump policy uncertainty will continue: Agree or Disagree? The Daily Energy Markets Podcast delves deeper into this week’s major headlines, offering in-depth analysis of oil market fundamentals with Mukesh Sahdev, Global Head of Commodities Markets-Oil at Rystad Energy. The discussion also explores financial and macroeconomic trends with Bora Bariman, Managing Partner at Hormuz Straits Partnership, and provides key geopolitical insights on Latin America with Jose Chalhoub, Political & Energy Analyst at Jose Parejo & Associates.

What is top of agenda in US - Russia talks: 1. Ukraine 2. China 3. Middle East 4. All of the above? Narendra Taneja, India's Leading Energy Expert; Mike McGlone, Senior Commodity Strategist, Bloomberg Intelligence; and Jamie Ingram, Senior Editor, Middle East Economic Survey, shared their views on the matter in today’s Daily Energy Markets Podcast. Among other topics discussed were India’s growth trajectory, commodities outlook, and OPEC+ likely decision on supply cuts next quarter.