Gulf Intelligence Podcasts

Oil fell 1.5% after the New York Times reported that Israel is open to a truce involving an initial release of hostages -- how much Geo-Pol risk premium still in oil price: $3 or less; $5 approx; $6 or more; or None - all drained? Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting; Nur Azlin Ahmad, Managing Editor - Asia, Argus Media; and Peter McGuire, Chief Executive Officer, XM Australia, weigh in their views on the direction of travel for oil prices in today’s Daily Energy Markets Podcast. Share your views here: https://x.com/gulf_intel/status/1785201505055707141

What will have biggest determination on the direction of oil prices in H2: Ukraine War; Mideast Geopols; OPEC Cuts Rollover; or No FED Cuts? The Daily Energy Markets Podcast kicked off the week in conversation with Omar Najia, Global Head, Derivatives, BB Energy; Brian Pieri, Founding Member, Energy Rogue; and Andrew Critchlow, Head of News, EMEA, S&P Global Commodity Insights. Share your views here: https://x.com/gulf_intel/status/1784840225790824553

The Daily Energy Markets Podcast is capping the week with more talks on geopolitics and outlook for oil-sanctioned countries, Iran and Venezuela, with speakers Max Torres, Managing Partner, Plata Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Danial Rahmat, Senior Energy Security Consultant, Iran. OPEC+ Can’t Afford to Put More Oil on the Market in H2 Under Current Demand Scenario: AGREE or DEGREE? What’s your take on this, vote here: https://x.com/gulf_intel/status/1783751798420832736

The Geopolitical Risk premium has now been drained out of oil markets: AGREE or DISAGREE? Have your say here: https://x.com/gulf_intel/status/1783390570028708091 Your daily dose of energy insights had strong flavors today. Listen in as Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies; Narendra Taneja, India's Leading Energy Expert; and Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS, shared their views on matters relating to energy markets fundamentals, geopolitics, and policies in today’s Daily Energy Markets Podcast.

US Senate approves $61bn in military aid for Ukraine and Pentagon says it can start delivering weapons to Kiev "within days" -- is this bearish or bullish for oil prices? Have your say: https://x.com/gulf_intel/status/1783025797940293855 Listen to today’s podcast and take your daily dose of energy insights from Robin Mills, Chief Executive Officer, Qamar Energy; Alan Gelder, Downstream Global SME, VP Refining, Chemicals & Oil Markets, Commodities Research, Wood Mackenzie; and Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management.

US sanctions on Iran, even if enforced, would have no material impact on current oil market balances, mainly because: A. China takes most its oil; B. Plenty of non-OPEC supply; or C. OPEC+ spare capacity? Have your say: https://x.com/gulf_intel/status/1782664887979712683 Gain further insights from today’s Daily Energy Markets Podcast with Janiv Shah, Vice President, Oil Markets; Refinery and Crude Balances Lead, Rystad Energy; Rob Barnett, Senior Global Energy and Commodity Analyst, Bloomberg Intelligence; and Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta.

What will have biggest bearing on direction of oil markets through remainder of Q2: Geopolitics; Higher for Longer Rates; OPEC Supply Cuts; OR China Economic Outlook? Have your say here: https://x.com/gulf_intel/status/1782300303875784945 We kicked off the Daily Energy Markets Podcast this week with an outlook from Omar Najia, Global Head, Derivatives, BB Energy; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Victor Yang, Senior Analyst, JLC Network Technology.

The energy markets --oil & gas-- will likely have to start pricing in an even larger risk premium now that Iran & Israel have stepped across Red line of attacking each other directly: AGREE/DISAGREE? The Daily Energy Markets Podcast ended the week trying to find out some answers to this question and we’re lucky to have Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai to shed some light, along with Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence who shared her views on sanctions, dark fleets and risk insurance among others. Meanwhile, Peter McGuire, Chief Executive Officer, XM Australia gave us an outlook on what to watch out for in the equity markets. Have your say here: https://x.com/gulf_intel/status/1781213844322329031

Oil prices have fallen $3 since Iran targeted Israel - what is most likely to happen next: 1. Regional War OR Regional Ceasefire including Gaza? Have your say here: https://x.com/gulf_intel/status/1780854326589550800 Catch up on the latest discussion on issues impacting the energy markets in today’s DEM Podcast with Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; Vandana Hari, Founder & CEO, Vanda Insights; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International.

Fed's Powell says restrictive rates policy needs more time to work -- what does higher for longer mean for Oil Markets: 1. Bullish 2. Bearish 3. No Impact? Vote here: https://x.com/gulf_intel/status/1780490380745613679 Hear more from Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa; and Jamie Ingram, Senior Editor, Middle East Economic Survey, in today’s Daily Energy Markets Podcast. Key trends in commodities, shipping, and Middle East geopolitical situation were also discussed.