Gulf Intelligence Podcasts

Whatever peak (plateau) oil demand date you subscribed to up to now, what impact will the re-election of Trump have on delaying that date by: Closer to 5 years; Closer to 10 years; Closer to 20 years; OR No impact? We heard from leading analysts from India, the US, and UAE in today’s Daily Energy Markets Podcast. Listen in to short- and medium-term outlook from Narendra Taneja, India's Leading Energy Expert; Richard Redoglia, CEO, Matrix Global Holdings; and Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa. You can share your views here: https://x.com/gulf_intel/status/1864564629118079450

The Daily Energy Markets Podcast returned from the long weekend with questions still hanging over OPEC+ decision of whether to return supply cuts or extend them in the coming month. Hear more from Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; and Andrew Laven, Managing Director, E-Cons. The current oil price has priced-in that OPEC will: Proceed with supply increase; Extend cuts 1 month; OR Extend cuts 3 months. Vote here: https://x.com/gulf_intel/status/1864202625693983153

Trump Tariffs, OPEC+ Decision & Lebanon Ceasefire – What’s Next for Oil Prices? Join Laury Haytayan, MENA Director at the Natural Resource Governance Institute, Marc Ostwald, Chief Economist & Global Strategist at ADM Investor Services International, and Janiv Shah, VP of Oil Markets at Rystad Energy, as they discuss the impact of Trump tariffs and the upcoming OPEC+ decision. Will Brent oil prices average closer to $70 or $75 in December? Tune in and cast your vote here: https://x.com/gulf_intel/status/1862028314333921389

OPEC+ remains on the spotlight in today’s conversation in the Daily Energy Markets Podcast, with Kieran Gallagher, Managing Director, Vitol Bahrain E.C; Niamh McBurney, Associate Director, Control Risks; and Matt Stanley, Head of Market engagement - EMEA & APAC, Kpler. What will be the priority for OPEC+ in Q1 2025: Push hard on compliance; Support price above $70; OR start to retake market share? Ink your view here: https://x.com/gulf_intel/status/1861664964315902037

The Daily Energy Markets Podcast conversation continues to drill down on the outlook for OPEC+ decision ahead of the Dec 1st meeting. Panelists took a view on how much is the current geopolitical risk premium in the oil price. Hear more from Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; Vibhuti Garg, Director - South Asia, IEEFA; and Jamal Qureshi, Managing Director - Analysis & Strategy, Petro-Logistics. How much geopolitical risk premium will be removed from current oil price if a ceasefire goes through between Israel and Hezbollah: $5+; $1-2; OR None? Vote here: https://x.com/gulf_intel/status/1861304890305179872

The Daily Energy Markets Podcast kicked off this Monday morning with market views from Peter McGuire, CEO, XM Australia; shipping and sanctions insights from Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and refining outlook from Alan Gelder, Downstream Global SME, VP Refining, Chemicals & Oil Markets, Commodities Research, Wood Mackenzie. What does OPEC+ need to agree to do on Dec 1st meeting to ensure $75 Brent average in Q1: Proceed with Supply Increase; Extend Cuts 1 Month; Extend Cuts 3 Months; OR Extend Cuts Through 2025? Vote here: https://x.com/gulf_intel/status/1860942701975257144

How does the current oil price reflect the geopolitical risk to energy supply infrastructure: Seems about right; Underprices Risk; Overprices Risk; OR Significantly Underprices Risk? The Daily Energy Markets Podcast wrapped up the week with an insightful conversation joined by Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange; and Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting. Pencil in your views here: https://x.com/gulf_intel/status/1859853813060075759

What will OPEC+ decide to do at the next meeting? Listen in for views from Brian Pieri, Founder, Energy Rogue, based in US; Anoop Singh, Global Head of Shipping Research, Oil Brokerage, based in Singapore; and Paul Horsnell, Head of Commodities Research, Standard Chartered Ban, based in UK. Will it: Proceed with supply increases; Extend cuts by one month; Extend cuts by three months; or Extend cuts through 2025? Share your views here: https://x.com/gulf_intel/status/1859497004692275668

Can geopolitical risk to oil supply infrastructure in Europe and Mideast keep Brent oil prices averaging closer to $75 than $70 through the end of the year: YES or NO? Listen in for more views from leading analysts Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters; Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; and Osama Rizvi, Energy & Economic Analyst, Primary Vision, in today’s Daily Energy Markets Podcast. Pencil your outlook here: https://x.com/gulf_intel/status/1859129952685244923

Gulmira Rzayeva, Founder & Managing Director, Eurasia Analytics shared the developments, and her insights live from COP29 in today’s Daily Energy Markets Podcast. We also heard views from Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta on Indian markets’ reaction to the winning of Donald Trump in US elections, and the outlook from Venezuela and Latin America from Jose Chalhoub, Analyst, Jose Parejo Associates. Frank Kane, Editor-at-Large, Arabian Gulf Business Insight, moderated the discussion. Some leading figures in the UN Climate Change apparatus have declared the current COP format to be “not fit for purpose”. Do you: Agree-need to scrap; Disagree-We're in crisis; OR Want a radically new format? Share your views here: https://x.com/gulf_intel/status/1858763857805607238?t=RPm2weGUff7OybLpR8qjxQ&s=08