Gulf Intelligence Podcasts

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.

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

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.

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

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.

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.

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.

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.

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.

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.