Gulf Intelligence Podcasts

Demand expectations will be revised upwards for 2024 now that the US Fed is likely to pause interest rate hikes next year: AGREE or DISAGREE? Let us know by voting here: https://x.com/gulf_intel/status/1721427327521878120?s=20 Listen for more market insights from Omar Najia, Global Head, Derivatives, BB Energy; Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; and Bora Bariman, Managing Partner, Hormuz Straits Partnership in today’s Daily Energy Markets Podcast.

The OIL market is taking Mideast conflict in its stride, as it looks to be neither a significant demand or supply disruption event- AGREE or DISAGREE? Let us know by voting here: https://x.com/gulf_intel/status/1721052840561610924?s=46&t=bPS3ZRY-6mxD_M0rYqR1qg Pick up key energy market insights in today’s MONTH In REVIEW/ OUTLOOK AHEAD Sunday special with Mike Muller, Head of Vitol Asia and Christof Rühl, Senior Research Scholar at the Center on Global Energy Policy in Columbia University.

Featured Speaker: Manal Hassan, Group Chief Sustainability Officer of Elsewedy Electric and Vice Chairman, Elsewedy Electric Foundation The awareness of the climate emergency is rising among all sectors of society. In the corporate world, the pressure on organizations to execute more ambitious commitments to mitigate their carbon footprint and environmental impact is mounting. Both internal and external stakeholders, such as investors, clients, employees, and commercial partners are increasingly scrutinizing the actions and outcomes from organizations in the sustainability front. Under this context, a growing number of organizations are pursuing the concept of the triple bottom line: people, planet, and profit. At the front of this, dedicated sustainability teams are emerging across different sectors to lead the sustainable shift. Monitoring the environmental impact of operations, designing sustainable products and services, and executing strategies to improve the sustainability credentials of companies are among the duties of a sustainability professional’s job description. With the role on the rise across sectors, what are the key features of a sustainability executive? What are the main steps that companies should take to kick off their sustainability strategies? Moderator: Brian Cozzolino, Director, Gulf Intelligence

OPEC+ will definitely extend cuts into 2024 as interest rates finally impact oil demand: AGREE or DISAGREE? Let us know by voting here: https://x.com/gulf_intel/status/1719975188387787233?s=20 Hear more on the direction of travel for oil and gas/LNG from Yiyong He, Founder & CEO, LNG Easy; Matthew Wright, Senior Freight Analyst, Kpler; and Salih Yilmaz, Senior Energy Equity Analyst, Bloomberg Intelligence, in today’s Daily Energy Markets Podcast.

What will be the biggest influence on oil prices in November: Israel-Hamas conflict; Global economic cues; OR Probably a new wild card? Let us know by voting here: x.com/gulf_intel/status/1719626608112509056?s=20 Today, we heard some outlook in the oil markets, the likely state of play for oil and gas industry at COP28, and health of the Indian economy. The Daily Energy Markets Podcast welcomed views from Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta.

Will the World Bank's Worst-Case scenario transpire with oil hitting $150: YES or NO? Let us know by voting here: x.com/gulf_intel/status/1719…bPS3ZRY-6mxD_M0rYqR1qg Listen to what our speakers have to say in today’s Daily Energy Markets Podcast: Mehmet Öğütçü, Group CEO, Global Resources Partnership, Chairman, London Energy Club; Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; Bill Spindle, Senior Global Correspondent, Cipher News.

Brent stuck at $90 + or - until it is clear whether war in Palestine will spread to region or not: Agree or Disagree? Let us know by voting here: https://twitter.com/gulf_intel/status/1718883898753531935?s=20 The Daily Energy Markets Podcast heard important perspectives on the geopolitical situation in the Middle East. Hear from Omar Najia, Global Head, Derivatives, BB Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Narendra Taneja, India's Leading Energy Expert, in today’s conversation.

What will have a greater influence on direction of travel for oil prices over coming weeks/months: 1. War spreads in Mideast; 2. US eco outlook; 3. China eco outlook; OR 4. OPEC cuts outlook? Let us know by voting here: https://twitter.com/gulf_intel/status/1717796746942701984?s=20 The Daily Energy Markets capped the week with views from Dr. Aldo Flores-Quiroga, Former Deputy Secretary of Energy for Hydrocarbons, Mexico's Ministry of Energy & Senior Advisor, FTI Consulting; Dr. Carole Nakhle, CEO, Crystol Energy; and Aditya Saraswat, Research Director - MENA, Rystad Energy.

Mideast conflict has in fact placed a negative risk premium on oil prices as it is proving a distraction to positive market fundamentals: AGREE or DISAGREE? Let us know by voting here: https://twitter.com/gulf_intel/status/1717434520650039512?s=20 Hear from from Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; Maleeha Bengali, Founder, MB Commodity Corner; and Peter McGuire, CEO, XM Australia in today’s Daily Energy Markets Podcast.

The global spare oil capacity of 5mbpd has trumped geopolitical premium risks and pushed prices back into the $80s: AGREE or DISAGREE? Let us know by voting here: https://x.com/gulf_intel/status/1717072984156803222?s=20 More views from today’s Daily Energy Markets Podcast with Paul Horsnell, Head of Commodities Research, Standard Chartered Bank; James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University; and Jamie Ingram, Senior Editor, Middle East Economic Survey.