Gulf Intelligence Podcasts

Geopolitical risks were widely discussed today in the Daily Energy Markets Podcast, with views from Jorge Montepeque, Managing Director - Benchmarks, Onyx Capital Group; Serena Huang, Head of APAC Analysis, Vortexa; and Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies. We asked the listeners: How will US decision not to veto a UN Security Council resolution demanding an immediate cease-fire in Gaza impact oil prices: 1.Bullish / 2. Bearish/ or 3. No Impact? Weigh in your views here: https://x.com/gulf_intel/status/1772517427047231616?s=20

The direction of travel for oil prices was the center of discussion in today’s Daily Energy Markets Podcast, kicking off the week with views from Omar Najia, Global Head - Derivatives, BB Energy; Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; and Gaurav Sharma, UK-based Journalist and Energy Market Analyst. Paul Hickin, Editor-in-Chief, Petroleum Economist led the conversation as Guest Host. We asked the listeners: Will oil prices see a breakout from current ranges this year and hit: $100/bl; $70/bl; Both; OR Neither? Weigh in your views here: https://x.com/gulf_intel/status/1772153311212261539?s=20

The IEA raised its 2024 oil demand growth forecast last week for the fourth time since November. Will that upward revision trend continue? Yes, through Q2 / Yes, through Q2 & Q3 / No, they're done now! Share your thoughts by voting here: https://x.com/gulf_intel/status/1770704141502803970?s=20 . Tune in to today’s Daily Energy Markets Podcast featuring Mike McGlone, Senior Macro Strategist at Bloomberg Intelligence; Andrew Critchlow, Head of News, EMEA at S&P Global Commodity Insights; and Kieran Gallagher, Managing Director at Vitol Bahrain E.C. to gain valuable insights.

Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy discussed his outlook for lower crude exports; Andrew Laven, Senior Partner, E-Cons noted that trend for oil prices are up; and Bill Spindle, Senior Global Correspondent, Cipher News, commented on energy transition in China in today’s Daily Energy Markets Podcast. We also asked the participants: Saudi Aramco CEO Amin Hassan Nasser said at CERAWeek that he saw higher oil demand above 104m b/d in 2025 and described the phaseout of fossil fuels as a "fantasy" and energy transition is “visibly failing”. Do you AGREE or DISAGREE: https://x.com/gulf_intel/status/1770343605363749202?s=20

Brent crude oil will continue to rise to $90 before end of Q1/March. Vote here to Agree or Disagree: https://x.com/gulf_intel/status/1769982355723149423?s=20 Narendra Taneja, India's Leading Energy Expert; Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; and Yiyong He, Founder & CEO, LNG Easy, expressed their views on the current oil price trend and their outlook on India, China, and other parts of Asia in today’s Daily Energy Markets Podcast.

Omar Najia, Global Head, Derivatives, BB Energy; Dr. Charles Ellinas; CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; and Jamie Ingram, Senior Editor, Middle East Economic Survey, kicked off the Daily Energy Markets Podcast today on the direction of travel for oil prices, gas developments in Egypt, and outlook on OPEC’s decision for Q2. They also discussed what impact will Putin's new 6-year term in office have on oil prices over the remainder of 2024: Bullish/ Bearish/ No Impact? Your views? https://x.com/gulf_intel/status/1769619489866351067?s=20

Brent crude oil prices will end Q1 in two weeks’ time at closer to: $90; $85; $80; OR $75? Get your outlook counted, vote here: https://x.com/gulf_intel/status/1768531866829635721?s=20 The Daily Energy Markets Podcast ended the week pondering if oil prices could go higher or lower in the coming two weeks considering the demand factors in Asia, the geopolitical developments this week and the economic decisions of major economies such as Europe. Listen in for more insights from Bora Bariman, Managing Partner, Hormuz Straits Partnership; Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters; and Henning Gloystein, Director - Energy, Climate & Resources, Eurasia Group.

How much geopolitical risk premium is in the current oil price - $7+; $5 approx; $3 approx; $1 or none? Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; Vandana Hari, Founder & CEO, Vanda Insights; and Paul Hickin, Editor-in-Chief, Petroleum Economist weigh in their views in today’s Daily Energy Markets Podcast. Share your thoughts here: https://x.com/gulf_intel/status/1768168577377419352?s=20

Do you AGREE or DISAGREE: Oil prices to trend higher in Q2 on elevated seasonal demand & sustained OPEC+ supply cuts? Vote here: https://x.com/gulf_intel/status/1767806417094750390?s=20 Hear more from Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Robin Mills, Chief Executive Officer, Qamar Energy; and Salih Yilmaz, Senior Energy Equity Analyst, Bloomberg Intelligence, in today’s Daily Energy Markets Podcast.

The oil market will be tight by end of Q2 and so OPEC+ will release some capacity: Agree or Disagree? Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Daniel Richards, MENA economist, Emirates NBD; and Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey, weigh in their views in today’s Daily Energy Markets Podcast. Share your views here: https://x.com/gulf_intel/status/1767444115283665097?s=20