Gulf Intelligence Podcasts

This panel explores key trends shaping the US energy industry, focusing on the impacts of a Trump 2.0 presidency. Expert panelists analyze oil and LNG production, market dynamics, sustainability, and geopolitical influences. Discussions highlight the role of supermajors, infrastructure bottlenecks, and the balance between profitability and production growth.

This panel focuses on China Macro Outlook & Oil Demand Growth in 2025. What to expect: A 5% growth rate for China this year is plausible; Economic growth in China is increasingly driven by new energy and technology industries; and Chinese refineries are evolving to focus on chemicals rather than gasoline or diesel.

Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; Rosemary Griffin, OPEC+ Lead Reporter, S&P Global Commodity Insights; and Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies weighed in their views on the recent geopolitical development in the Middle East. The Daily Energy Markets Podcast also asked the participants today: Canada said yesterday it would cut off energy to the US if President-elect Donald Trump imposes sweeping tariffs on all Canadian products -- how will countries retaliation to Trump Tariffs impact oil prices in 2025: Bullish; Bearish; OR No Impact? Share your outlook here: https://x.com/gulf_intel/status/1867101378675437697?Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; Rosemary Griffin, OPEC+ Lead Reporter, S&P Global Commodity Insights; and Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies weighed in their views on the recent geopolitical development in the Middle East. The Daily Energy Markets Podcast also asked the participants today: Canada said yesterday it would cut off energy to the US if President-elect Donald Trump imposes sweeping tariffs on all Canadian products -- how will countries retaliation to Trump Tariffs impact oil prices in 2025: Bullish; Bearish; OR No Impact? Share your outlook here: https://x.com/gulf_intel/status/1867101378675437697?

The Daily Energy Markets Podcast continues this week with our top speakers from Europe: Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Dr. Carole Nakhle, CEO, Crystol Energy; and Gaurav Sharma, Journalist and Energy Analyst. What will have greatest impact on direction of oil markets in Q1: OPEC+ Supply Cuts; China Stimulus; Trump Arrival; OR Geopolitics? Share your views here: https://x.com/gulf_intel/status/1866738449480651228

The Daily Energy Markets Podcast went deeper into analyzing OPEC+’s recent decision – are they still in the driver’s seat in the current market? Listen in to hear expert views from Mukesh Sahdev, Global Head - Commodities Markets Oil, Rystad Energy; Peter McGuire, CEO, XM Australia; and Jamie Ingram, Senior Editor, Middle East Economic Survey. The panel also dig into China’s new stimulus campaign. China's top Communist Party officials have announced a shift in their monetary policy stance to "vigorously" boost consumption - will it drive up China's oil demand in 2025: Yes or No? Vote here: https://x.com/gulf_intel/status/1866376994876964956

The collapse of the Assad regime in Syria will make a regional war between Israel and Iran: Less Likely; More Likely; OR No Impact? Omar Najia, Global Head, Derivatives, BB Energy; Viktor Katona, Head of Oil Analysis, KPLER; Bora Bariman, Managing Partner, Hormuz Straits Partnership, weighed in their views in today’s Daily Energy Markets Podcast. Share your views here: https://x.com/gulf_intel/status/1866015491082600811

Mike Muller, Head, Vitol Asia and Christof Rühl, Senior Research Scholar, Center on Global Energy Policy at Columbia University, shared their insights on the recent decision by OPEC+ as well as their outlook for Asian energy demand in the Daily Energy Markets Podcast’s Month in Review/ Outlook Ahead.

The Daily Energy Markets Podcast capped the week discussing the post-OPEC meeting results, with insights from Robin Mills, CEO, Qamar Energy; Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; and Victor Yang, Senior Analyst, JLC Network Technology. OPEC+ has done enough to keep Brent crude oil above $70 Avg. through Q1: AGREE or DISAGREE? What’s your view: https://x.com/gulf_intel/status/1864926989376713211?

Whatever peak (plateau) oil demand date you subscribed to up to now, what impact will the re-election of Trump have on delaying that date by: Closer to 5 years; Closer to 10 years; Closer to 20 years; OR No impact? We heard from leading analysts from India, the US, and UAE in today’s Daily Energy Markets Podcast. Listen in to short- and medium-term outlook from Narendra Taneja, India's Leading Energy Expert; Richard Redoglia, CEO, Matrix Global Holdings; and Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa. You can share your views here: https://x.com/gulf_intel/status/1864564629118079450

The Daily Energy Markets Podcast returned from the long weekend with questions still hanging over OPEC+ decision of whether to return supply cuts or extend them in the coming month. Hear more from Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; and Andrew Laven, Managing Director, E-Cons. The current oil price has priced-in that OPEC will: Proceed with supply increase; Extend cuts 1 month; OR Extend cuts 3 months. Vote here: https://x.com/gulf_intel/status/1864202625693983153