Gulf Intelligence Podcasts

This week's Oil price rise is more demand led by end of rate tightening cycle rather than OPEC+ supply constraint: Agree/Disagree? Vote here: twitter.com/gulf_intel/status/1…21744516988928?s=20 Adi Imsirovic, Director, Surrey Clean Energy; Vandana Hari, Founder & CEO, Vanda Insights; and Abhi Rajendran, Head of Global Oil/Downstream Markets, North America Energy Research, Energy Intelligence, shared their energy markets outlook for the coming months in today’s Daily Energy Markets Podcast.

What will have biggest impact on direction of oil prices in Q3: 1. China Stimulus; 2. OPEC+ Cuts; 3. FED Rate Hikes; 4. None of Above? Vote here: twitter.com/gulf_intel/status/1…60229846761472?s=20 Take cue for outlook into second half of the year from today’s Daily Energy Markets Podcast, during a discussion with Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Victor Yang, Senior Analyst JLC Network Technology.

Brent crude oil has finally broken out of the grip of $75 to the upside: AGREE/DISAGREE? Vote here: twitter.com/gulf_intel/status/1…95324794707969?s=20 We took the views of Omar Najia, Global Head of Derivatives, BB Energy; Richard Redoglia, Chief Executive Officer, Matrix Global Holdings; and Walter Simpson, Managing Director, CCED in today’s Daily Energy Markets Podcast.

Higher interest rates may be increasing borrowing costs for businesses & consumers, but it is unlikely to have much impact on oil demand in 2023? AGREE/DISAGREE Vote here: https://twitter.com/gulf_intel/status/1677214250232864770 We capped the Daily Energy Markets Podcast talk this week with market outlook from Peter McGuire, Chief Executive Officer, XM Australia; Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; and Bill Spindle, Senior Global Correspondent, Cipher.

This is a show, don't tell, oil market -- it wants to see/feel supply cuts before price reaction? AGREE/DISAGREE Vote here: twitter.com/gulf_intel/status/1676852016432267267 Robin Mills, Chief Executive Officer, Qamar Energy; Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; and Paul Hickin, Editor-in-Chief, Petroleum Economist, comment on OPEC producers Saudi and Russia’s further voluntary cuts and what it signals to the markets, in today’s Daily Energy Markets Podcast.

What will be the average price for Brent Crude oil in H2 2023 -- closer to: $85 / $80/ $75/ $70? Vote here: twitter.com/gulf_intel/status/1676487951700701186 This and more from Narendra Taneja, India's Leading Energy Expert; Rachel Ziemba, Founder, Ziemba Insights & Adjunct Fellow, Center for a New American Security; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International, who shared their outlook in today’s Daily Energy Markets Podcast.

OPEC+ repeated oil supply cuts have had little impact on pushing prices higher this year because they have been too bitesized, short-term and lacked a BIG punch: Agree/Disagree? Vote here: twitter.com/gulf_intel/status/1676125870153428992 Today’s Daily Energy Markets Podcast discussed OPEC producers Saudi Arabia and Russia’s announcement of extending oil barrel cuts. Hear views from Bora Bariman, Managing Partner, Hormuz Straits Partnership; Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters; Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman.

Brent crude oil stuck around $75 due to: 1. Supply Excess 2. Weak Demand? Vote here: twitter.com/gulf_intel/status/1675444545540980738 Mike Muller, Head, Vitol Asia and Christof Rühl, Senior Research Scholar at Center on Global Energy Policy, Columbia University, kicked off the Daily Energy Markets Podcast with the MONTH in REVIEW// OUTLOOK AHEAD.

What will have Biggest Impact on Direction of Oil Prices in Q3 - More Rate Hikes; Saudi Oil Cuts; or China Eco Stimulus? Vote here: twitter.com/gulf_intel/status/1672136274717851650 Today’s Daily Energy Markets Podcast capped the month of June as we head into a break for the EID AL ADHA next week. Updates and outlook on all things energy from Maleeha Bengali, Founder of MB Commodity Corner; Ram Narayanan, Director/VP for Strategic Market and Business Development, Vedanta; and Amena Bakr, Deputy Bureau Chief, Energy Intelligence.

With the world awash with crude and a dim outlook for the global economy, there’s no chance prices will exceed $80 in 2H 2023 – agree or disagree? Vote here: twitter.com/gulf_intel/status/1…IVzMpZp6vmW0nA&s=08 Listen further to the discussion on oil flows to China and India, changing geopolitics, East Med gas opportunities, and more with Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Nur Azlin Ahmad, Editor, Crude Oil, Argus Media; and Rafiq Latta, Senior Correspondent, Energy Intelligence, in today’s Daily Energy Markets Podcast.