Gulf Intelligence Podcasts

Saudi energy minister asked on Monday "Why should we be the last country to hold emergency oil capacities when it is not recognized?" -- should global markets start preparing for a world with no swing producer? YES/NO What’s your view? Vote here: https://x.com/gulf_intel/status/1757299115812106420?s=46&t=bPS3ZRY-6mxD_M0rYqR1qg Peter McGuire, CEO, XM Australia; Walter Simpson, Managing Director, CCED; and Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta, weighed in their views in today’s Daily Energy Markets Podcast.

The Daily Energy Markets Podcast kicked off this Monday morning with Omar Najia, Global Head, Derivatives, BB Energy; Brian Pieri, Founding Member, Energy Rogue; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters, sharing their views on the direction of travel for oil prices and outlook for US and China markets. Would pause/end of Israeli war on Gaza be Bullish or Bearish for oil prices? Vote here: https://x.com/gulf_intel/status/1756935082613325937?s=20

Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy; Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International, capped the week’s discussion on the direction of travel for oil markets in today’s Daily Energy Markets Podcast. Andrew Critchlow, Head of News - EMEA, S&P Global Commodity Insights moderated the conversation. How long do you see the conflict in the Red Sea continuing? Vote here: https://x.com/gulf_intel/status/1755846710595551654?s=20

Take your daily dose of energy insights from today’s conversation with Ahmed Mehdi, MD, Renaissance Energy Advisors and Visiting Fellow, OIES; Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; and Andrew Critchlow, Head of News, EMEA, S&P Global Commodity Insights, in the Daily Energy Markets Podcast. Is it time for EUROPE to start planning a post-Ukraine War Energy policy? Vote here: https://x.com/gulf_intel/status/1755487590365491290?s=20

The Oil markets have absorbed the shipping disruption in Red Sea: AGREE /DISAGREE? Share your view by voting here: https://twitter.com/gulf_intel/status/1755123632353718377 On other updates in commodities, LNG and upstream investments, hear from Ole Hansen, Head, Commodity Strategy, Saxo Bank; Yiyong He, Founder & CEO, LNG Easy; and James McCallum, CEO & Chairman, Xergy Group, Professor of Energy, Strathclyde University, in today’s Daily Energy Markets Podcast.

The number of Russian crude oil cargoes carried on Greek ships has collapsed since the US Treasury began to tighten sanctions - from 40 last May to just 8 in Jan - will Russian crude exports be reduced in H1 due to tighter sanctions enforcement: YES/NO? Vote here: https://x.com/gulf_intel/status/1754762893575196686?s=20 Catch up with Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Maleeha Bengali, Founder, MB Commodity Corner; and Salih Yilmaz, Senior Energy Equity Analyst, Bloomberg Intelligence, in today’s Daily Energy Markets Podcast.

What will have a bigger bearing on direction for oil prices through rest of Q1 - the outlook for: 1. Geopolitical Premium; 2. FED Interest Rates; 3. OPEC+ Supply Cuts; OR 4. None of the Above? The discussion continues this Monday morning with Omar Najia, Global Head, Derivatives, BB Energy; Victor Yang, Senior Analyst, JLC Network Technology; and Henning Gloystein, Director - Energy, Climate & Resources, Eurasia Group, in today’s Daily Energy Markets Podcast.

What will have a bigger bearing on direction for oil prices through rest of Q1 - the outlook for: 1. Geopolitical Premium; 2. FED Interest Rates; 3. OPEC+ Supply Cuts; OR 4. None of the Above? Mike Muller, Head of Vitol Asia and Christof Rühl, Senior Research Scholar at the Center on Global Energy Policy, Columbia University, weighed in their views during the Daily Energy Markets’ Month in Review and Outlook Ahead Podcast.

Non-OPEC production and market share will be the predominant concern for OPEC+ in 2024: Agree OR Disagree? Vote here: https://x.com/gulf_intel/status/1753312037445202229?s=20 Catch up on the energy markets conversation with Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Narendra Taneja, India's Leading Energy Expert; and Richard Redoglia, CEO, Matrix Global Holdings, in today’s Daily Energy Markets Podcast.

Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; and Anish Kapadia, Director and Head of Energy, Palissy Advisors, shared their outlook on market fundamentals in today’s Daily Energy Markets Podcast, and also on their views on today’s Survey: How much Geopolitical Premium from Middle East supply risk is already bedded into the oil price - Over $5; Less than $5; OR None? Share yours by voting here: https://x.com/gulf_intel/status/1752948939043606920?s=20