Jamie Ingram

In this discussion, Mike McGlone, a senior strategist at Bloomberg Intelligence, warns about ongoing commodity weakness as gold prices surge. Jamie Ingram from MEES highlights the limited impact of the Gaza ceasefire on oil while pointing to Red Sea shipping risks. Daniel Richards, lead economist at Emirates NBD, outlines Gulf fiscal resilience despite lower oil prices and discusses the potential effects of pending Fed rate cuts on regional economies. The panel also touches on OPEC+ strategies and shifting dynamics in the oil market.

Zoe Upson, founder focused on shipping and seafarer welfare in Dubai. Jamie Ingram, regional markets editor tracking supply, inventories and macro effects. Omar Najia, oil derivatives head and trader analyzing market structure and price moves. They discuss shipping strain and crew logistics. They cover supply disruptions, inventories and demand signals. They examine trading dynamics, backwardation and geopolitical risk.

David Wech, Chief Economist at Vortexa; Robin Mills, CEO of Qamar Energy; and Jamie Ingram, Managing Editor at the Middle East Economic Survey, discuss key shifts in the oil market as OPEC+ meets. They delve into how the U.S. credit rating downgrade could impact global oil markets and the effects of Trump’s economic policies. The trio also explores de-dollarization trends, geopolitical tensions influencing oil exports, and China’s growing role in global oil demand. Their insights shed light on market dynamics that could reshape the energy landscape.