Gulf Intelligence Podcasts

Forecasts from IEWeek in London show wide range in US oil supply growth in 2024 - what do you think is more likely: 1. Closer to 500k bpd/ 2. Closer to 1m bpd? Vote here: https://x.com/gulf_intel/status/1762372187661471868?s=20 Hear from Bora Bariman, Managing Partner, Hormuz Straits Partnership; Narendra Taneja, India's Leading Energy Expert; and Rob Barnett, Senior Global Energy and Commodity Analyst, Bloomberg Intelligence, in today’s Daily Energy Markets Podcast.

The Daily Energy Markets Podcast kicked off the week seeking for oil markets direction from Omar Najia, Global Head, Derivatives, BB Energy; and Vandana Hari, Founder & CEO, Vanda Insights. They also discussed the outlook for Natural Gas. Share your views by voting in today’s survey: The only way is up from here for Natural gas prices: Agree or Disagree? Vote here: https://x.com/gulf_intel/status/1762007998958895385?s=20

The Daily Energy Markets Podcast capped the week with views on geopolitical risks in the oil markets, updates on Middle East NOCs, and gas developments in Algeria, among others. Listen to Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies; Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting; Jamie Ingram, Senior Editor, Middle East Economic Survey, in today’s conversation. Geopolitical risk premium IN OIL PRICE remains in low single digits: AGREE/DISAGREE? Cast your vote: https://x.com/gulf_intel/status/1760921329782419554?s=20

Listen to Jamal Qureshi, Managing Director, Analysis & Strategy, Petro-Logistics; Vibhuti Garg, Director - South Asia, IEEFA; Paul Hickin, Editor-in-Chief, Petroleum Economist, and what they have to say on the direction of travel for oil markets, in today’s Daily Energy Markets Podcast. Will the advancement of "AI" be Bullish or Bearish for oil prices? Vote here: https://x.com/gulf_intel/status/1760558558687486134?s=46&t=bPS3ZRY-6mxD_M0rYqR1qg

The Daily Energy Markets Podcast mid-week conversation delved into the China’s travel growth and economic recovery, energy crisis and natural gas prices, and EU Parliament elections, among other topics. Your daily dose of energy insights from Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; Andrei Belyi, PhD, Professor, Founder & CEO, Balesene OÜ; and Victor Yang, Senior Analyst,JLC Network Technology. Oil markets have priced in rates to stay higher for longer: AGREE/DISAGREE? Vote here: https://x.com/gulf_intel/status/1760199036248707106?s=20

Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence, shared their insights on East Med gas prospects, Iran geopolitics, and US oil production outlook, among others. Your thoughts on today’s survey: Brent Crude Oil climbed 10% in 1st half of Q1 - - what will it do in 2nd-half of Q1? https://twitter.com/gulf_intel/status/1759838570607444218

The Daily Energy Markets Podcast kicked off the week with views from Omar Najia, Global Head, Derivatives, BB Energy; Dr. Sara Vakhshouri, Founder & President, SVB Energy International; and Amena Bakr, Senior Research Analyst, Energy Intelligence. The call discussed the direction of travel for oil markets, views on discrepancies in international agencies’ outlook, and Saudi Arabia’s recent decision to halt oil capacity expansion plans. Tourism revenues in China during the Lunar New Year holidays that ended on Saturday surged by 47.3% year-on-year and surpassed 2019 levels -- will this be the trigger to reignite Chinese economy and drive prices to $90 by end of Q1: YES/NO? Vote here: https://twitter.com/gulf_intel/status/1759474507838849209

The Daily Energy Markets Podcast capped the week with views from David Fyfe, Chief Economist, Argus Media; Andrew Laven, Senior Partner, E-Cons; and Danial Rahmat, Senior Energy Security Consultant, Iran, on their outlook for the global economy, oil majors’ investment, and sentiments from Iran. Will oil prices fall as we see some G7 countries dip into technical recessions: YES/ NO? Vote here: https://x.com/gulf_intel/status/1758383634996920694?s=20

Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; and Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency shared their insights on key trends in the Daily Energy Markets Podcast and discussed the outlook for China, FED rate cuts, and divergence on international energy agencies’ oil demand forecast, among others. Share your thoughts by participating in today’s survey: What are the chances that Israel's War on Gaza could still spillover into a regional conflict threatening energy supplies from Mideast: 1. close to zero; 2. close to 25%; 3. close to 50%; OR 4. closer to 75%? Vote here: https://x.com/gulf_intel/status/1758023321180832109?s=20

IEA (1.2) & OPEC (2.2) are 1mbpd apart in 2024 oil demand growth forecast - who is most accurate? Vote here: https://x.com/gulf_intel/status/1757658606789378470?s=20 The Daily Energy Markets Podcast dug into the question of oil demand, Middle East geopolitical risks, and energy transition, among others. Take your notes today from Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Bill Spindle, Senior Global Correspondent, Cipher News.