What will have a bigger bearing on direction for oil prices through rest of Q1 - the outlook for: 1. Geopolitical Premium; 2. FED Interest Rates; 3. OPEC+ Supply Cuts; OR 4. None of the Above? The discussion continues this Monday morning with Omar Najia, Global Head, Derivatives, BB Energy; Victor Yang, Senior Analyst, JLC Network Technology; and Henning Gloystein, Director -  Energy, Climate & Resources, Eurasia Group, in today’s Daily Energy Markets Podcast.

PODCAST: Daily Energy Markets - February 5th

Take your daily dose of energy insights from today’s conversation with Ahmed Mehdi, MD, Renaissance Energy Advisors and Visiting Fellow, OIES; Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; and Andrew Critchlow, Head of News, EMEA, S&P Global Commodity Insights, in the Daily Energy Markets Podcast. Is it time for EUROPE to start planning a post-Ukraine War Energy policy? Vote here: https://x.com/gulf_intel/status/1755487590365491290?s=20

PODCAST: Daily Energy Markets - February 8th

The Daily Energy Markets Podcast kicked off this Monday morning with Omar Najia, Global Head, Derivatives, BB Energy; Brian Pieri, Founding Member, Energy Rogue; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters, sharing their views on the direction of travel for oil prices and outlook for US and China markets. Would pause/end of Israeli war on Gaza be Bullish or Bearish for oil prices? Vote here: https://x.com/gulf_intel/status/1756935082613325937?s=20

PODCAST: Daily Energy Markets - February 12th

IEA (1.2) & OPEC (2.2) are 1mbpd apart in 2024 oil demand growth forecast - who is most accurate? Vote here: https://x.com/gulf_intel/status/1757658606789378470?s=20 The Daily Energy Markets Podcast dug into the question of oil demand, Middle East geopolitical risks, and energy transition, among others. Take your notes today from Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Bill Spindle, Senior Global Correspondent, Cipher News.

PODCAST: Daily Energy Markets - February 14th

Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; and Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency shared their insights on key trends in the Daily Energy Markets Podcast and discussed the outlook for China, FED rate cuts, and divergence on international energy agencies’ oil demand forecast, among others. Share your thoughts by participating in today’s survey: What are the chances that Israel's War on Gaza could still spillover into a regional conflict threatening energy supplies from Mideast: 1. close to zero; 2. close to 25%; 3. close to 50%; OR 4. closer to 75%? Vote here: https://x.com/gulf_intel/status/1758023321180832109?s=20

PODCAST: Daily Energy Markets - February 15th

The Daily Energy Markets Podcast capped the week with views from David Fyfe, Chief Economist, Argus Media; Andrew Laven, Senior Partner, E-Cons; and Danial Rahmat, Senior Energy Security Consultant, Iran, on their outlook for the global economy, oil majors’ investment, and sentiments from Iran. Will oil prices fall as we see some G7 countries dip into technical recessions: YES/ NO? Vote here: https://x.com/gulf_intel/status/1758383634996920694?s=20

PODCAST: Daily Energy Markets - February 16th

The Daily Energy Markets Podcast kicked off the week with views from Omar Najia, Global Head, Derivatives, BB Energy; Dr. Sara Vakhshouri, Founder & President, SVB Energy International; and Amena Bakr, Senior Research Analyst, Energy Intelligence. The call discussed the direction of travel for oil markets, views on discrepancies in international agencies’ outlook, and Saudi Arabia’s recent decision to halt oil capacity expansion plans. Tourism revenues in China during the Lunar New Year holidays that ended on Saturday surged by 47.3% year-on-year and surpassed 2019 levels -- will this be the trigger to reignite Chinese economy and drive prices to $90 by end of Q1: YES/NO? Vote here: https://twitter.com/gulf_intel/status/1759474507838849209

PODCAST: Daily Energy Markets - February 19th

The Daily Energy Markets Podcast capped the week with views on geopolitical risks in the oil markets, updates on Middle East NOCs, and gas developments in Algeria, among others. Listen to Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies; Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting; Jamie Ingram, Senior Editor, Middle East Economic Survey, in today’s conversation. Geopolitical risk premium IN OIL PRICE remains in low single digits: AGREE/DISAGREE? Cast your vote: https://x.com/gulf_intel/status/1760921329782419554?s=20

PODCAST: Daily Energy Markets - February 23rd

The Daily Energy Markets Podcast capped the week with a discussion on economic outlook and currency dynamics, energy imports and policy decisions, and geopolitical dynamics and energy markets, with Peter McGuire, CEO, XM Australia; Jose Chalhoub, LATAM Consultant, Venergy Global; Osama Rizvi, Energy & Economic Analyst, Primary Vision Network. Survey Today: When will higher for longer rates kick in to consumer confidence in the US: Q2, Q3, Q4? Vote here: https://x.com/gulf_intel/status/1763455928676835687?s=46&t=bPS3ZRY-6mxD_M0rYqR1qg

PODCAST: Daily Energy Markets - March 1

Hear from our speakers Ole Hansen, Head, Commodity Strategy, Saxo Bank; Janiv Shah, Vice President, Oil Markets; Refinery and Crude Balances Lead, Rystad Energy; Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group. Catch their outlook on refined products, Europe and Japan economies, among other trends in today’s Daily Energy Markets Podcast. Survey Today: Around 7mn b/d of crude and refined products – about 12% of total seaborne trade – pass through the Red Sea. Will oil markets witness more price volatility this year if current disruptions persist: YES or NO? Vote here: https://x.com/gulf_intel/status/1764908269812748293?s=20

PODCAST: Daily Energy Markets - March 5th

The oil market will be tight by end of Q2 and so OPEC+ will release some capacity: Agree or Disagree? Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Daniel Richards, MENA economist, Emirates NBD; and Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey, weigh in their views in today’s Daily Energy Markets Podcast. Share your views here: https://x.com/gulf_intel/status/1767444115283665097?s=20

PODCAST: Daily Energy Markets - March 12th

How much geopolitical risk premium is in the current oil price - $7+; $5 approx; $3 approx; $1 or none? Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai; Vandana Hari, Founder & CEO, Vanda Insights; and Paul Hickin, Editor-in-Chief, Petroleum Economist weigh in their views in today’s Daily Energy Markets Podcast. Share your thoughts here: https://x.com/gulf_intel/status/1768168577377419352?s=20

PODCAST: Daily Energy Markets - March 14th

Brent crude oil prices will end Q1 in two weeks’ time at closer to: $90; $85; $80; OR $75? Get your outlook counted, vote here: https://x.com/gulf_intel/status/1768531866829635721?s=20 The Daily Energy Markets Podcast ended the week pondering if oil prices could go higher or lower in the coming two weeks considering the demand factors in Asia, the geopolitical developments this week and the economic decisions of major economies such as Europe. Listen in for more insights from Bora Bariman, Managing Partner, Hormuz Straits Partnership; Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters; and Henning Gloystein, Director -  Energy, Climate & Resources, Eurasia Group.

PODCAST: Daily Energy Markets - March 15th

Omar Najia, Global Head, Derivatives, BB Energy; Dr. Charles Ellinas; CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; and Jamie Ingram, Senior Editor, Middle East Economic Survey, kicked off the Daily Energy Markets Podcast today on the direction of travel for oil prices, gas developments in Egypt, and outlook on OPEC’s decision for Q2. They also discussed what impact will Putin's new 6-year term in office have on oil prices over the remainder of 2024: Bullish/ Bearish/ No Impact? Your views? https://x.com/gulf_intel/status/1769619489866351067?s=20

PODCAST: Daily Energy Markets - March 18th

Brent crude oil will continue to rise to $90 before end of Q1/March. Vote here to Agree or Disagree:  https://x.com/gulf_intel/status/1769982355723149423?s=20 Narendra Taneja, India's Leading Energy Expert; Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International; and Yiyong He, Founder & CEO, LNG Easy, expressed their views on the current oil price trend and their outlook on India, China, and other parts of Asia in today’s Daily Energy Markets Podcast.

PODCAST: Daily Energy Markets - March 19th

Mukesh Sahdev, SVP, Head of Downstream/Oil Trading, Rystad Energy discussed his outlook for lower crude exports; Andrew Laven, Senior Partner, E-Cons noted that trend for oil prices are up; and Bill Spindle, Senior Global Correspondent, Cipher News, commented on energy transition in China in today’s Daily Energy Markets Podcast. We also asked the participants: Saudi Aramco CEO Amin Hassan Nasser said at CERAWeek that he saw higher oil demand above 104m b/d in 2025 and described the phaseout of fossil fuels as a "fantasy" and energy transition is “visibly failing”. Do you AGREE or DISAGREE: https://x.com/gulf_intel/status/1770343605363749202?s=20

PODCAST: Daily Energy Markets - March 20th

The IEA raised its 2024 oil demand growth forecast last week for the fourth time since November. Will that upward revision trend continue? Yes, through Q2 / Yes, through Q2 & Q3 / No, they're done now! Share your thoughts by voting here: https://x.com/gulf_intel/status/1770704141502803970?s=20 . Tune in to today’s Daily Energy Markets Podcast featuring Mike McGlone, Senior Macro Strategist at Bloomberg Intelligence; Andrew Critchlow, Head of News, EMEA at S&P Global Commodity Insights; and Kieran Gallagher, Managing Director at Vitol Bahrain E.C. to gain valuable insights.

PODCAST: Daily Energy Markets - March 21st

The direction of travel for oil prices was the center of discussion in today’s Daily Energy Markets Podcast, kicking off the week with views from Omar Najia, Global Head - Derivatives, BB Energy; Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; and Gaurav Sharma, UK-based Journalist and Energy Market Analyst. Paul Hickin, Editor-in-Chief, Petroleum Economist led the conversation as Guest Host. We asked the listeners: Will oil prices see a breakout from current ranges this year and hit: $100/bl; $70/bl; Both; OR Neither? Weigh in your views here: https://x.com/gulf_intel/status/1772153311212261539?s=20

PODCAST: Daily Energy Markets - March 25th

The talk on risks impacting oil markets continues in today’s Daily Energy Markets Podcast. Listen in to James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University; Peter McGuire, Chief Executive Officer, XM Australia; and Jamal Qureshi, Managing Director, Analysis & Strategy, Petro-Logistics. Eva Isabella Levesque, Senior Editor, Arabian Gulf Business Insight, moderated the conversation. Which will have the biggest influence in oil markets in Q2: Geopolitics, OPEC+ Supply Cuts, China Outlook, OR US Eco Outlook? Vote here: https://x.com/gulf_intel/status/1772878551575888299?s=20

PODCAST: Daily Energy Markets - March 27th

The Daily Energy Markets Podcast capped the week with more discussion on geopolitics and energy policy views from Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Niamh McBurney, Associate Director, Control Risks; and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies. Andrew Critchlow, Head of News, EMEA, S&P Global Commodity Insights moderated the discussion. Oil prices in Q2 will most likely: Stay at $85; Reach $90; Hit $95; OR Touch $100? Let us know your outlook by voting here: https://twitter.com/gulf_intel/status/1773243830520656315

PODCAST: Daily Energy Markets - March 28th

What is the main driver for oil prices to $90: Supply Cuts, GeoPols/ Wars, US/China Demand, OR Seasonality? Ilia Bouchouev, Ph.D., Managing Partner, Pentathlon Investments; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Matthew Wright, Senior Freight Analyst, Kpler, weighed in their views in today’s Daily Energy Markets Podcast. Share your views here: https://x.com/gulf_intel/status/1775415858283557124?s=20

PODCAST: Daily Energy Markets - April 3rd

The upward direction of travel for oil prices continues to hug the headlines in the energy markets. JP Morgan says Brent crude oil will reach $100 in Q3: AGREE or DISAGREE? Dr. Carole Nakhle, Chief Executive Officer, Crystol Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and David Fyfe, Chief Economist, Argus Media, expressed their views in today’s Daily Energy Markets Podcast. Share yours here: https://x.com/gulf_intel/status/1775779603954491796?s=20

PODCAST: Daily Energy Markets - April 4th

Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; Maleeha Bengali, Founder, MB Commodity Corner; and Danial Rahmat, Senior Energy Security Consultant, Iran, capped the discussion this week in the Daily Energy Markets Podcast, as oil prices remain elevated. We asked the panel and the viewers: FED will have to abandon rate cuts as long as Brent stays above $90 - AGREE or DISAGREE? Share your views here: https://twitter.com/gulf_intel/status/1776140152261292510

PODCAST: Daily Energy Markets - April 5th

OPEC+ will only consider unwinding cuts if Brent moves above $100? AGREE or DISAGREE? Let us know your opinion by voting here: https://x.com/gulf_intel/status/1776868138665062836 Mike Muller, Head of Vitol Asia and Christof Rühl, Senior Research Scholar at the Center on Global Energy Policy, Columbia University, weighed in their views during the Daily Energy Markets’ Month in Review and Outlook Ahead Podcast.

PODCAST: Daily Energy Markets - April 7th

The Daily Energy Markets Podcast kicks off this Monday morning after a week’s hiatus for the Eid-Ul-Fitr holidays here in the UAE, and we came back with all the noise of heightened geopolitical risks. After Iran's first-ever direct attack on Israel, the risk of a future oil supply disruption from the region has: 1. Increased; 2. Decreased; 3. Unchanged? Share your views here: https://x.com/gulf_intel/status/1779767582108647777 Hear more from Omar Najia, Global Head, Derivatives, BB Energy; Richard Redoglia, Chief Executive Officer, Matrix Global Holdings; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters in today’s conversation.

PODCAST: Daily Energy Markets - April 15th

Fed's Powell says restrictive rates policy needs more time to work -- what does higher for longer mean for Oil Markets: 1. Bullish 2. Bearish 3. No Impact? Vote here: https://x.com/gulf_intel/status/1780490380745613679  Hear more from Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa; and Jamie Ingram, Senior Editor, Middle East Economic Survey, in today’s Daily Energy Markets Podcast. Key trends in commodities, shipping, and Middle East geopolitical situation were also discussed.

PODCAST: Daily Energy Markets - April 17th

Oil prices have fallen $3 since Iran targeted Israel - what is most likely to happen next: 1. Regional War OR Regional Ceasefire including Gaza? Have your say here: https://x.com/gulf_intel/status/1780854326589550800 Catch up on the latest discussion on issues impacting the energy markets in today’s DEM Podcast with Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; Vandana Hari, Founder & CEO, Vanda Insights; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International.

PODCAST: Daily Energy Markets - April 18th

The energy markets --oil & gas-- will likely have to start pricing in an even larger risk premium now that Iran & Israel have stepped across Red line of attacking each other directly: AGREE/DISAGREE? The Daily Energy Markets Podcast ended the week trying to find out some answers to this question and we’re lucky to have Dr. Iman Nasseri, Managing Director - Middle East, FGE Dubai to shed some light, along with Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence who shared her views on sanctions, dark fleets and risk insurance among others. Meanwhile, Peter McGuire, Chief Executive Officer, XM Australia gave us an outlook on what to watch out for in the equity markets. Have your say here:  https://x.com/gulf_intel/status/1781213844322329031

PODCAST: Daily Energy Markets - April 19th

What will have biggest bearing on direction of oil markets through remainder of Q2: Geopolitics; Higher for Longer Rates; OPEC Supply Cuts; OR China Economic Outlook? Have your say here: https://x.com/gulf_intel/status/1782300303875784945 We kicked off the Daily Energy Markets Podcast this week with an outlook from Omar Najia, Global Head, Derivatives, BB Energy; Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow, The Arab Gulf States Institute in Washington; and Victor Yang, Senior Analyst, JLC Network Technology.

PODCAST: Daily Energy Markets - April 22nd

US sanctions on Iran, even if enforced, would have no material impact on current oil market balances, mainly because: A. China takes most its oil; B. Plenty of non-OPEC supply; or C. OPEC+ spare capacity? Have your say: https://x.com/gulf_intel/status/1782664887979712683 Gain further insights from today’s Daily Energy Markets Podcast with Janiv Shah, Vice President, Oil Markets; Refinery and Crude Balances Lead, Rystad Energy; Rob Barnett, Senior Global Energy and Commodity Analyst, Bloomberg Intelligence; and Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta.

PODCAST: Daily Energy Markets - April 23rd

US Senate approves $61bn in military aid for Ukraine and Pentagon says it can start delivering weapons to Kiev "within days" -- is this bearish or bullish for oil prices? Have your say: https://x.com/gulf_intel/status/1783025797940293855 Listen to today’s podcast and take your daily dose of energy insights from Robin Mills, Chief Executive Officer, Qamar Energy; Alan Gelder, Downstream Global SME, VP Refining, Chemicals & Oil Markets, Commodities Research, Wood Mackenzie; and Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management.

PODCAST: Daily Energy Markets - April 24th

The Geopolitical Risk premium has now been drained out of oil markets: AGREE or DISAGREE? Have your say here: https://x.com/gulf_intel/status/1783390570028708091 Your daily dose of energy insights had strong flavors today. Listen in as Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies; Narendra Taneja, India's Leading Energy Expert; and Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS, shared their views on matters relating to energy markets fundamentals, geopolitics, and policies in today’s Daily Energy Markets Podcast.

PODCAST: Daily Energy Markets - April 25th

The Daily Energy Markets Podcast is capping the week with more talks on geopolitics and outlook for oil-sanctioned countries, Iran and Venezuela, with speakers Max Torres, Managing Partner, Plata Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Danial Rahmat, Senior Energy Security Consultant, Iran. OPEC+ Can’t Afford to Put More Oil on the Market in H2 Under Current Demand Scenario: AGREE or DEGREE? What’s your take on this, vote here: https://x.com/gulf_intel/status/1783751798420832736

PODCAST: Daily Energy Markets - April 26th

What will have biggest determination on the direction of oil prices in H2: Ukraine War; Mideast Geopols; OPEC Cuts Rollover; or No FED Cuts? The Daily Energy Markets Podcast kicked off the week in conversation with Omar Najia, Global Head, Derivatives, BB Energy; Brian Pieri, Founding Member, Energy Rogue; and Andrew Critchlow, Head of News, EMEA, S&P Global Commodity Insights. Share your views here: https://x.com/gulf_intel/status/1784840225790824553

PODCAST: Daily Energy Markets - April 29th

Oil fell 1.5% after the New York Times reported that Israel is open to a truce involving an initial release of hostages -- how much Geo-Pol risk premium still in oil price: $3 or less; $5 approx; $6 or more; or None - all drained? Choeib Boutamine, Energy Advisor & CEO, Ranadrill Consulting; Nur Azlin Ahmad, Managing Editor - Asia, Argus Media; and Peter McGuire, Chief Executive Officer, XM Australia, weigh in their views on the direction of travel for oil prices in today’s Daily Energy Markets Podcast. Share your views here: https://x.com/gulf_intel/status/1785201505055707141

PODCAST: Daily Energy Markets - April 30th

Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Andrei Belyi, PhD, Professor, Founder & CEO, Balesene OÜ; and Paul Hickin, Editor-in-Chief, Petroleum Economist, shared their views in today’s Daily Energy Markets Podcast on topics focused on Europe gas and politics, as well as outlook on OPEC+ decision in June meeting. What will OPEC+ agree when they meet in one month from now: No Change to cuts in H2 OR Agree to Unwind cuts in H2? Vote here: https://x.com/gulf_intel/status/1785564205464117655

PODCAST: Daily Energy Markets - May 1st

Pick up some insights in today’s Daily Energy Markets Podcast on Turkey’s current geopolitical roles in the Middle East and beyond from Mehmet Öğütçü, Group CEO, Global Resources Partnership and Chairman, London Energy Club; macroeconomic outlook and the US FED rate cuts from Maleeha Bengali, Founder, MB Commodity Corner; and views on elections in India and US, as well as energy outlook in Southeast Asia from Bill Spindle, Senior Global Correspondent, Cipher News. Is Brent more likely to hit $80 or $90 first? Have your say: https://x.com/gulf_intel/status/1785926113757184010

PODCAST: Daily Energy Markets - May 2nd

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