Gulf Intelligence Podcasts

China's Middle East envoy Zhai Jun will arrive in region this week to push for peace talks / cease-fire -- How much influence does China have on resolving crisis: 1. Not Much; 2. Curtail War Spread; OR 3. Significant? Let us know by voting here: https://x.com/gulf_intel/status/1716346650564649272?s=20 Insights on the direction of travel for oil prices, Chinese oil imports, and outlook on Venezuela’s oil supply in today’s Daily Energy Markets podcast with Omar Najia, Global Head, Derivatives, BB Energy;Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters; and Jose Chalhoub, LATAM Consultant, Azur Global Consulting & Venergy Global.

Saudi will not only have to rollover cuts into Q1 but OPEC+ will need to cut further to accommodate new supply from the Americas and as economies weaken in Asia, EU & US: AGREE or DISAGREE? Let us know by voting here: https://x.com/gulf_intel/status/1715260671275720806?s=20 The Daily Energy Markets Podcast ended this week’s conversation with views from Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman, Danial Rahmat, Senior Energy Security Consultant, Iran.

Saudi Arabia unilateral output cuts will extend through to Q1 2024, especially as more non-OPEC supply expected: Agree or Disagree? Let us know by voting here: https://x.com/gulf_intel/status/1714898675112014019?s=20 In today’s Daily Energy Markes podcast, Victor Yang, Senior Analyst, JLC Network Technology; Osama Rizvi, Energy & Economic Analyst, Primary Vision Network; and Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa, shared their outlook on China’s oil demand, outlook for gas in Pakistan, and possible oil flow impact in Straits of Hormuz considering current geopolitics in Middle East.

What is having the greatest underpinning for $85-$90 oil market: China Demand; Saudi Unilateral Cuts; Geo-Politics; or None of the Above? Let us know by voting here: https://x.com/gulf_intel/status/1714535262238163150?s=20 The Daily Energy Markets Podcast’s panel of speakers discussed outlook on oil and gas prices as well as economic outlook in Asia, GCC and Europe. Listen to the conversation with Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Daniel Richards, MENA economist, Emirates NBD.

Will escalation in regional geo-pol tensions drive Brent up to $100 in coming weeks/ months: YES or NO? Let us know by voting here: https://twitter.com/gulf_intel/status/1714179464471413216 We heard the outlook from the Arab Gulf and Asia from Sara Akbar, Chairperson & CEO, OiLSERV, Kuwait & Non-Executive Director, Petrofac; Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; and Nur Azlin Ahmad, Editor, Crude Oil, Argus Media, in today’s Daily Energy Markets Podcast.

Do you expect Saudi Arabia to extend its voluntary 1mbpd supply cuts through Q1 2024: YES or NO? Let us know by voting here: https://twitter.com/gulf_intel/status/1712361925491732497?s=20 Today’s Daily Energy Markets Podcast discussed oil supply outlook as well as prospects in Argentina with Amena Bakr, Chief OPEC Correspondent & Dubai Deputy Bureau Chief, Energy Intelligence; Andrew Critchlow, Head of News, EMEA, S&P Global Commodity Insights; and Max Torres, Managing Partner, Plata Energy.

Oil surged as much as 5% after the broadest and bloodiest escalation in fighting between Israel and Palestinian militants contesting 50-year occupation -- will this be a temporary blip in oil markets like we saw after Russia's invasion of Ukraine: 1. Temporary 1 week; 2. Sustain only through October; or 3. GEO POL Risk to Remain? Let us know by voting here: https://twitter.com/gulf_intel/status/1711275238460145805?s=20 The Daily Energy Markets Podcast kicked off the week with views from Jorge Montepeque, President and Founder of Global Markets; Omar Najia, Global Head, Derivatives, BB Energy; and Scott Livermore, Chief Economist, Oxford Economics.

What will have biggest impact on direction of travel for oil markets in Q4: 1. FED rates higher for longer; 2. OPEC+ cuts for longer; 3. China GDP outlook; and 4. GeoPols Black Swan? Let us know by voting here: https://twitter.com/gulf_intel/status/1710189225004454227?s=20 The Daily Energy Markets Podcast capped the week with insights from Dr. Raad Alkadiri, Managing Director - Energy, Climate & Resources Eurasia Group; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence.

Which Energy agency made the right forecast for oil supply deficit in Q4: 1. OPEC - 3mbpd; 2. IEA - 1.5mbpd; 3. DOE - 300K bpd? Let us know by voting here: https://twitter.com/gulf_intel/status/1709826704351297791 Listen to views and outlook from Dr. Yousef Alshammari, CEO and Head of Energy Research, CMarkits & Senior Research Fellow, Imperial College London; and Bora Bariman, Managing Partner, Hormuz Straits Partnership in today’s Daily Energy Markets Podcast.

Will US domestic politics wobble and bearish Treasury rates silence the $100 oil bulls: YES or NO? Let us know by voting here: https://twitter.com/gulf_intel/status/1709462390171967882?s=20 Here’s your daily dose of useful insights in today’s Daily Energy Markets from Peter McGuire, CEO, XM Australia; Richard Redoglia, CEO, Matrix Global Holdings; and Ami Daniel, Co-Founder & CEO, Windward.