Gulf Intelligence Podcasts

Will Israel's escalating attacks on Lebanon trigger a regional War: YES or NO? Share your view here: https://x.com/gulf_intel/status/1837023715713814675 Our guest speakers shed light on these worries and offered their views in today’s in today’s Daily Energy Markets Podcast. Hear from Laury Haytayan, MENA Director, Natural Resource Governance Institute; Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta; and Niamh McBurney, Associate Director, Control Risks.

With bumper FED rate cut now behind us --what price is Brent crude oil more likely to hit first: $70 OR $80? Dr Patricio Valdivieso, Vice President, Oil Markets, Global Lead - Crude Trading Analysis, Rystad Energy; Bora Bariman, Managing Partner, Hormuz Straits Partnership; Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange, weighed in their views in today’s Daily Energy Markets Podcast. Have your say: https://x.com/gulf_intel/status/1836665097998971077

The DEM Podcast conversation on FED rate cuts, OPEC+ outlook, and geopolitical risks continue as we enter the midweek. Take your notes from seasoned analysts Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; and Henning Gloystein, Director - Energy, Climate & Resources, Eurasia Group. The FED decision today will be bearish or bullish for oil markets. Vote here: https://x.com/gulf_intel/status/1836298532896100821

The Daily Energy Markets Podcast took a closer look on the bearish tone in APPEC in Singapore last week as Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; Bill Spindle, Senior Global Correspondent, Cipher News; and Victor Yang, Senior Analyst, JLC Network Technology shared their respective views on OPEC, US markets, and China. We asked the audience - Profits for major catering businesses in Beijing plunged 88% over the first half of 2024 -- has China's weaker economic performance now bottomed out: YES, recovery from here or NO, deeper weakness ahead? Share your views here: https://x.com/gulf_intel/status/1835936291629785322

What size of FED rate cut this week would be more bullish for oil prices - 25 basis points; 50 basis points; or NO impact on oil prices? Listen in for this week’s outlook from Omar Najia, Global Head, Derivatives, BB Energy; Brian Pieri, Founding Member, Energy Rogue; and Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman. Share your views here: https://x.com/gulf_intel/status/1835573940594336146

The Daily Energy Markets capped the week with insights from Robin Mills, CEO, Qamar Energy; Jose Chalhoub, LATAM Consultant, Orinoco Research; and Andrew Laven, Managing Director, E-Cons. Brent crude oil has fought-off $60+ and survived with $70 floor now bedded in: AGREE or DISAGREE? Get your views heard and vote here: https://x.com/gulf_intel/status/1834485945715867838

OPEC+ to launch its third oil price war in a decade to squeeze out higher-cost producers by proceeding with output increases next year: AGREE or DISAGREE? Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa; Maleeha Bengali, Founder, MB Commodity Corner; and Osama Rizvi, Energy & Economic Analyst, Primary Vision Network, weighed in their views in today’s Daily Energy Markets Podcast. Share your views here: https://x.com/gulf_intel/status/1834123342808301656

As we move to the midweek, the Daily Energy Markets Podcast delved into market fundamentals and heard views from our go-to experts Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group; and Matthew Wright, Senior Freight Analyst, Kpler. With 6MBPD of cuts already adopted, does OPEC+ have any more cards to play to reverse price decline: YES or NO? https://x.com/gulf_intel/status/1833763886786380002

The Daily Energy Markets Podcast took a picture of what the energy markets look like as oil prices go bearish. Our speakers today weighed in their views on outlook for Iraq, Turkey, Egypt, and the economic view from the GCC. Hear more from Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Scott Livermore, Chief Economist, Oxford Economics Middle East; and Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council. The oil market has adjusted to a new normal price range of $60-$70 for Q4: AGREE/DISAGREE? Have your say: https://x.com/gulf_intel/status/1833399636314206432

Brent Crude Oil consolidating at YTD lows before rising towards $80 after FED cuts rates later this month: AGREE or DISAGREE? Hear from Omar Najia, Global Head, Derivatives, BB Energy; Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and Peter McGuire, CEO, XM Australia, in today’s Daily Energy Markets Podcast. Have your say here: x.com/gulf_intel/status/1833036731588739081