Gulf Intelligence Podcasts

Has OPEC+ cut enough real oil barrels to keep Brent at $80+ and counter weak macro outlook in China where factory activity continues to decline month after month? YES or NO? Lets us know your thoughts on https://x.com/gulf_intel/status/1730482623766806784?s=20 We'll wrap up the week by listening to insights from esteemed speakers: Jon Ødegård Hansen, Vice President of Global Energy Systems at Rystad Energy; Mike McGlone, Senior Macro Strategist at Bloomberg Intelligence; and Victor Yang, Senior Analyst at JLC Network Technology.

We have a trilemma starting today - which will have biggest relevance for oil markets? 1. OPEC MEETING; 2. COP MEETING; 3. ISRAEL RESTARTING WAR; 4. END OF RATE HIKES. Share your thoughts by voting here: https://x.com/gulf_intel/status/1730121156374708690?s=20 Listen to insights from three valuable speakers: Jorge Montepeque, President & Founder at Global Markets; Iman Nasseri, Managing Director – Middle East at FGE Dubai; and Rachel Ziemba, Founder at Ziemba Insights and Adjunct Fellow at the Center for a New American Security, in today’s Daily Energy Markets Podcast

Do you expect COP28 outcomes to have any impact on direction of global oil markets in Q1? YES or NO? Let us know by voting here:https://twitter.com/gulf_intel/status/1729754730996392400 . We discussed crude oil, various products, COP28, and more with Matthew Wright, Senior Freight Analyst at Kpler; Alex Hazel, Senior Analyst at Welligence Energy Analytics; and Paul Hickin, Editor-in-Chief at Petroleum Economist on the Daily Energy Markets Podcast today.

Has oil price baked in an OPEC+ rollover of current status quo or deeper cuts? ROLL OVER/ DEEPER CUTS? Let us know by voting here: https://twitter.com/gulf_intel/status/1729395265260409197?s=20 These and other comments on OPEC and COP28 in today’s Daily Energy Markets Podcast with Robin Mills, Chief Executive Officer, Qamar Energy; Narendra Taneja, India's Leading Energy Expert; and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies.

Weak OECD and China demand expectations will outweigh any additional OPEC+ Cuts in 2024: AGREE/ DISAGREE? Let us know by voting here: https://twitter.com/gulf_intel/status/1729031817595113589

The Daily Energy Markets kicked off this week with outlook on the direction of travel, views about OPEC’s upcoming meeting, and global market trends. Get your daily dose of energy insights today from Omar Najia, Global Head, Derivatives, BB Energy; Jamie Ingram, Senior Editor, Middle East Economic Survey; and Peter McGuire, Chief Executive Officer, XM Australia.

What will be the price of Brent crude oil on Dec. 31st? Closer to: $90; $85; $80; $75? Let us know by voting here: https://twitter.com/gulf_intel/status/1727944079638413436?s=20 The Daily Energy Markets Podcast capped the week with views on oil price direction, supply outlook on Venezuela and Latin American markets; and LNG demand outlook from Anish Kapadia, Director and Head of Energy, Palissy Advisors; Max Torres, Managing Partner, Plata Energy; and Marc Howson, Head of Asia, Welligence Analytics.

Will OPEC+ find agreement to make deeper oil supply cuts in Q1: Yes/No? Let us know by voting here: https://twitter.com/gulf_intel/status/1727582657830060251?s=20 Hear insights on geopolitics and energy outlook focused on Europe, Iran and Azerbaijan from today’s Daily Energy Markets Podcast featuring Henning Gloystein, Director - Energy, Climate & Resources, Eurasia Group; Danial Rahmat, Senior Energy Security Consultant from Iran; and Gulmira Rzayeva, Founder & Managing Director, Eurasia Analytics.

A Fed rate cut will not happen till at least 2H 2024: Agree or Disagree? Let us know by voting here: https://twitter.com/gulf_intel/status/1727224193471991914 As the oil markets head through the week, Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; Vibhuti Garg, Director - South Asia, IEEFA; and Daniel Richards, MENA economist, Emirates NBD, shared their insights on key factors impacting the market in today’s Daily Energy Markets Podcast.

China has left it too late for any boost in government expenditure to bring back consumer confidence in 2024: AGREE/ DISAGREE? Let us know by voting here: https://x.com/gulf_intel/status/1726858305341931688?s=20 These and other comments on OPEC and COP28 in today’s Daily Energy Markets Podcast with Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Bill Spindle, Senior Global Correspondent, Cipher News.

Do you expect OPEC+ to deliver deeper Oil Supply Cuts than just rollover of the current portfolio for Q1? YES/NO Let us know by voting here: https://x.com/gulf_intel/status/1726495623074259447?s=20 We talked about crude, products, US markets and more insights from Omar Najia, Global Head, Derivatives, BB Energy; Maleeha Bengali, Founder, MB Commodity Corner; and Kieran Gallagher, Managing Director, Vitol Bahrain E.C, as we start the week in the Daily Energy Markets Podcast.