Gulf Intelligence Podcasts

Rapid rise in interest rates (US/EU/UK) is trumping Oil demand recovery in China/Asia – AGREE or DISAGREE? Vote here: twitter.com/gulf_intel/status/1658004168244875264 These and more in today’s Daily Energy Markets Podcast with Omar Najia, Global Head of Derivatives, BB Energy; Jorge Montepeque, President & Founder, Global Markets; and Andrei Belyi, PhD, Professor, Founder & CEO, Balesene OÜ. Listen to the discussion on the direction of travel for oil prices, views on OPEC+ supply decision on June 4th meeting, and G7’s planned ban on Russian gas via pipeline.

Green hydrogen has the potential to replace hydrocarbons as the world's primary fuel source and solve the problem of global warming once and for all. Agree OR Disagree? Vote here: twitter.com/gulf_intel/status/1…15979094593536?s=20 This and more about commodities, freight, and geopolitics in today’s Daily Energy Markets Podcast with Peter McGuire, Chief Executive Officer, XM Australia; Matthew Wright, Senior Freight Analyst, Kpler; and Andrew Critchlow, Head of News, EMEA, S&P Global Commodity Insights. Frank Kane, Editor-at-Large, Arabian Gulf Business Insights moderated the discussion.

Climate technology - like carbon capture and clean hydrogen development - is the "silver bullet" that will allow oil companies to meet their energy transition commitments while continuing to produce hydrocarbons: Agree OR Disagree? https://twitter.com/gulf_intel/status/1656555372537081857?s=20 This topic and key insights on Europe, Iran, and Venezuela in today’s Daily Energy Markets Podcast with Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; and Jose Chalhoub, Political Risk & Oil Analyst and Consultant, Venergy Global. Frank Kane, Editor-at-Large, Arabian Gulf Business Insights moderated the discussion.

China’s Jan-Apr macro-economic data suggests the country’s rebound: Will accelerate in H2; Will stay flat; OR Will decelerate in H2? Vote here: twitter.com/gulf_intel/status/1…91917661593606?s=20 Let’s hear from Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; Vibhuti Garg, Director - South Asia, IEEFA; and Henning Gloystein, Director - Energy, Climate & Resources, Eurasia Group in today’s Daily Energy Markets Podcast. Vandana Hari, Founder & CEO of Vanda Insights, moderated the discussion.

Which one would be THE biggest driver of volatility in crude over the next four weeks: US debt ceiling crisis; US banking sector stresses; OR OPEC+ June 4 policy meeting? Vote here: twitter.com/gulf_intel/status/1…30267746037762?s=20 Great line up of energy commentators today sharing views on geopolitics on US, Saudi, Iraq, and Turkey – and more on China demand outlook. Views from David Rundell, Former Chief of Mission, American Embassy in Riyadh & Author - Vision or Mirage, Saudi Arabia at the Crossroads; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and David Fyfe, Chief Economist, Argus Media. Vandana Hari, Founder & CEO of Vanda Insights, moderated the discussion.

Is the oil market now reflecting lower for longer China GDP growth - YES or NO? Vote here: twitter.com/gulf_intel/status/1…67352769658881?s=20 The Daily Energy Markets Podcast kicked off this Monday morning with views from Omar Najia, Global Head of Derivatives, BB Energy; Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies.

What will it take to convince short sellers to stop pressuring oil prices: Another OPEC cut announcement at its JUNE meeting OR Upward revisions for 2H 2023 demand? The Daily Energy Markets Podcast MONTH in REVIEW and OUTLOOK AHEAD with Mike Muller, Board Director, Vitol and Viva Energy Australia and Christof Rühl, Senior Research Scholar, Center on Global Energy Policy, Columbia University, discussed market trends and outlook on Asian demand.

In view of the falling price of crude and Russia’s failure to deliver on its promised cuts, OPEC+ has no option but to cut further at its June 4th Ministerial meeting, if not before. Agree or Disagree? Vote here: twitter.com/gulf_intel/status/1654378362704392194 Fresh insights from Singapore-based Tony Quinn, Operating Partner, Prostar Capital and CEO, Tankbank International; London-based Gulmira Rzayeva, Founder & Managing Director, Eurasia Analytics; and Tehran-based Danial Rahmat, Senior Energy Security Consultant, in today’s Daily Energy Markets Podcast. Frank Kane, Editor-at-Large, Arabian Gulf Business Insights moderated the discussion.

How likely is it that the US government -- Republicans & Democrats -- will reach agreement to lift debt ceiling by default day on June 1st? Vote here: twitter.com/gulf_intel/status/1…16580324413441?s=20 We took the views on all things China, OPEC and macro from Victor Yang, Senior Analyst, JLC Network Technology; Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; and Maleeha Bengali, Founder, MB Commodity Corner, in today’s Daily Energy Markets Podcast.

Given the conflicting economic and financial indicators, is the oil market still factoring in a mild recession for the US and Europe in 2023 – YES or NO? Vote here: twitter.com/gulf_intel/status/1653664986160398336 Mid-week updates on energy markets from Rustin Edwards, Head of Fuel Oil Procurement, Euronav NV; Ahmed Mehdi, Visiting Fellow, The Oxford Institute for Energy Studies; Director, Renaissance Energy; Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey in today’s Daily Energy Markets Podcast.