Gulf Intelligence Podcasts – Détails, épisodes et analyse

The Daily Energy Markets Podcast continues the conversation with a focus on views from the Asian markets. Listen in with Narendra Taneja, India's Leading Energy Expert; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters. Brent Crude Oil Prices have averaged around $82 Year to date through August - what will they average over remaining of the year: Closer to $85 / $80 / $75/ $70? Have your say: https://x.com/gulf_intel/status/1831586241248182684

Oil has now wiped out all this year’s gains - what is the main trigger: Opec+ to raise supply; China's weak demand; Fed to start cutting; US eco slowdown? Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Vandana Hari, Founder & CEO, Vanda Insights; and Jamie Ingram, Senior Editor, Middle East Economic Survey, weighed in their views in today’s Daily Energy Markets Podcast. Have your say here: https://x.com/gulf_intel/status/1831225095907430760

Catch up with Mike Muller, Head of Vitol Asia, with Christof Rühl, Senior Research Scholar at Center on Global Energy Policy in Columbia University in this special edition of the Daily Energy Markets Podcast, taking a deeper dive on the outlook ahead in the coming months.

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.

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