Is traditional oil market supply-demand research still fit for purpose? As OPEC+ pushes ahead with its plans to unwind historic supply cuts, what does this mean for the future trajectory of oil markets? The Daily Energy Markets Podcast unpacks these questions from multiple angles, featuring insights from Ali Al Riyami, Consultant and Former Director General of Marketing at Oman’s Ministry of Energy & Minerals; Neil Atkinson, Former Head of the Oil Markets Division at the International Energy Agency; and Jamie Ingram, Managing Editor at the Middle East Economic Survey. Tune in now to hear where these experts believe the market is headed — and why old forecasting models might be overdue for a rethink. Share your perspective and join the debate: https://x.com/gulf_intel/status/1940305602485666119 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7346071398961901568
The Daily Energy Markets Podcast unpacked the diverse dynamics that could shape oil prices in the second half of the year, following an average of $70.80 for the first six months. In this episode, Jorge Montepeque, Managing Director of Benchmarks at Onyx Capital Group; James McCallum, CEO & Chairman at Xergy Group and Professor of Energy at Strathclyde University; and Arne Lohmann Rasmussen, Chief Analyst and Head of Research at Global Risk Management, shared their expert perspectives on where Brent crude oil might average in the coming months. So, what do you think - Will Brent land closer to $55, $65, $75, or $85 in 2H?
🌍 Oil Outlook Heats Up! Omar Najia predicts oil is undervalued and entering a multi-year uptrend, despite calm in the Middle East. Meanwhile, Paul Hickin and Alan Gelder warn Q4 could see weaker prices as OPEC supply grows and China’s demand plateaus. Macro risks, rate cuts, and trade tariffs could reshape the balance. Watch for market shifts as geopolitics and inflation collide! We ask markets observers: It's OPEC+ Week Again -- Oil Markets have already priced in another accelerated supply hike of 411kbpd at July 6th meeting – Agree or Disagree? Have your say here: https://x.com/gulf_intel/status/1939580085549326648 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7345346014951718913
As Iran and Israel pause direct fire, oil markets remain remarkably steady. Is this the end of escalation or just a timeout? Listen to expert insights on the terms of the ceasefire, risking shipping rates and the significance of Iranian oil being bought by the Chinese.
With insights from:
🎧 Laury Haytayan, MENA Director, Natural Resource Governance
🎧 Bill Spindle, Senior Global Correspondent, Cipher News
🎧 Matt Wright, Senior Freight Analyst, Kpler
Brent averaged about $70 in first half of 2025 - What will it average in H2? Have your say here: https://x.com/gulf_intel/status/1938129457648226637 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7343895584694534144
In today’s Daily Energy Markets Podcast, Sara Akbar, Chairperson & CEO of OiLSERV Kuwait; Vandana Hari, Founder & CEO of Vanda Insights; and Peter McGuire, CEO Australia of Trading.com, join moderator Brian Pieri, Founder of Energy Rogue, to discuss OPEC+ strategy, Gulf energy risks, Asia’s economic outlook, and oil’s 2H 2025 prospects. Do you agree or disagree: The oil market can now definitively rule out any possibility of Iran closing the Strait of Hormuz. VOTE here: https://x.com/gulf_intel/status/1937765136002949558 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7343531041313148930
As missiles fall and oil prices drop, analysts unpack the surprising calm in markets, the fragility of geopolitics, and what comes next. From OPEC+ dynamics to China's soft power and Iraq's energy crunch- this episode covers it all with a fiery debate.
Featuring expert insights from:🔹Mehmet Öğütçü – Group CEO, Global Resources Partnership; Chairman, London Energy Club🔹Yasar Maleki – Gulf Analyst, Middle East Economic Survey🔹Asif Shuja – Director, GEOPOCONSULT
Don’t forget to give your opinion on what will be the main driver of oil prices in H2 '25?
https://x.com/gulf_intel/status/1937403133900300442
OR here:https://www.linkedin.com/feed/update/urn:li:activity:7343169080217993219
Is US intervention in Iran violating Trump’s own America First, isolationist policies and why isn’t the oil market moving?
Join our expert panel as they unpack the geopolitical tension and market response:
🔹Omar Najia (Derivatives Trader, BB Energy),
🔹Robin Mills (CEO, Qamar Energy), and
🔹Brian Pieri (Founder, Energy Rogue).
What stage is Israel's War on Iran now at? Have your opinion heard and VOTE here:https://x.com/gulf_intel/status/1937041865649316069 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7342806750435143680
The Daily Energy Markets Podcast closes the week by examining the ongoing Israel-Iran conflict and its impact on global energy dynamics—including shipping, storage, and oil & gas prices.
Hear expert insights from:
• Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center – Atlantic Council
• Tony Quinn, Operating Partner, Prostar Capital & CEO, Tankbank International
• Rustin Edwards, Head of Sales & Marketing, VKG GmbH
Have we already seen the high for Brent when back in January oil hit approx $82? Yes, or no? VOTE here: https://x.com/gulf_intel/status/1935950666561728798 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7341716349376684053
Will the US interfere in the Iran-Israel conflict? What’s the worst-case scenario for the Gulf? Omar Al-Ubaydli, Director of Research at Bahrain Center for Strategic International & Energy Studies; Bora Bariman, Managing Partner of Hormuz Straits Partnership; and Victor Yang, Senior Analyst at JLC Network Technology, weighed in their views in today’s Daily Energy Markets Podcast. What impact would US strike on Iran have on oil prices? Share your views here:https://x.com/gulf_intel/status/1935594949799452732 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7340997947699965952:
In today’s Daily Energy Markets podcast, Henning Gloystein (Eurasia Group), Rachel Ziemba (Center for a New American Security & Horizon Engage), and James Lear (Gulf Mercantile Exchange) unpack the escalating Israel-Iran conflict and its implications for global energy markets. Will the U.S. be drawn into a direct military confrontation? How are energy traders reacting? We ask the audience: Will the U.S. Join Israel’s War Against Iran?Share your views here: https://x.com/gulf_intel/status/1935232040955252902 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7340997947699965952
Trade flows are beginning to unravel as the disruption from the Israel-Iran war takes hold. Ole Hansen, Head OF Commodity Strategy at Saxo Bank; Anoop Singh, Global Head of Shipping Research at Oil Brokerage; and Clyde Russell, Asia Commodities & Energy Columnist at Thomson Reuters, weighed in their views in today’s Daily Energy Markets Podcast. The scale of disruption to shipping inside and outside of Straits of Hormuz from GPS jamming could amount in time to de facto closure of the waterways: Agree OR Disagree? VOTE here: https://x.com/gulf_intel/status/1934873202360005074 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7340634138405654531
Brent crude oil is up 12% since June 11th. Is the geopolitical risk premium unlikely to rise much further unless oil supply infrastructure is directly targeted in the Israel-Iran war? The Daily Energy Markets Podcast kicked off the week with this provocative question, gathering insights from Omar Najia, Derivatives Trader at BB Energy; Niamh McBurney, Associate Director at Control Risks; and Adi Imsirovic, Director of Surrey Clean Energy and Senior Associate at CSIS. VOTE here: https://x.com/gulf_intel/status/1934500519277674745 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7340266164192796673
SPECIAL EDITION: The Daily Energy Markets Podcast closes the week with a critical deep dive into the aftermath of Israel’s strike on Iran’s nuclear facilities and its immediate impact on oil markets.
🎧 Top geopolitical and energy minds unpack the fallout:
• Narendra Taneja – India’s Leading Energy Expert, New Delhi
• Raad Alkadiri – Managing Partner, 3TEN32 Associates, Washington DC
• Iman Nasseri – Managing Director-Middle East, FGE NexantECA, UAE
• Marc Ostwald – Chief Economist, ADM ISI, London
🔺Has the oil market already priced in the peak shock?
📊 Cast your vote now:
X https://x.com/gulf_intel/status/1933419929631674430
LinkedIn https://www.linkedin.com/feed/update/urn:li:activity:7339185687314731008
What is the top driver pushing oil prices to $70? That’s the question that the Daily Energy Markets Podcast unpacked in today’s conversation with Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence; Osama Rizvi, Energy & Economic Analyst at Primary Vision, Kate Dourian, FEI, MEES Contributing Editor & Non-Resident Fellow at The Arab Gulf States Institute in Washington. Is it the Iran-US War Talk; China-US Trade Pact; Strong Summer Demand; OR OPEC+ Not Adding Real Barrels to the Market? Share your views here: https://x.com/gulf_intel/status/1933052082136789420 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7338817709138153473
What’s next for oil markets? On today’s Daily Energy Markets Podcast, we were joined by Neil Atkinson, Former Head of Oil Markets Division at the International Energy Agency; Nadia Martin Wiggen, Director at Svelland Capital; and energy journalist and analyst Gaurav Sharma. The discussion unpacked the latest oil supply and demand dynamics—spotlighting July’s OPEC+ production increases, shifting U.S. and non-OPEC output, and the impact of evolving U.S.-China trade negotiations. Could a trade agreement between the world’s two largest economies be the catalyst to propel Brent crude to $70 a barrel? Cast your vote now:
🗳️ X: https://x.com/gulf_intel/status/1932693309157204468
🗳️ LinkedIn: https://www.linkedin.com/feed/update/urn:li:activity:7338459075422101504
Narendra Taneja, India's Leading Energy Expert; Maleeha Bengali, Founder of MB Commodity Corner; and Choeib Boutamine, Energy Advisor & CEO of Ranadrill Energy, joined today’s Daily Energy Markets Podcast to unpack the big-picture forces shaping oil markets—from geopolitical realignments to global bond market signals and the latest OPEC+ supply outlook. So what’s likely to have the biggest impact on oil prices in the near term: the G7 Summit, US-China talks, Iran-US negotiations—or are they all equally important? Cast your vote now here: https://x.com/gulf_intel/status/1932334023918895550 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7338099699796586496
Brent crude oil will end up to average around $70 in H1 2025 -- what will it average closest to in H2 - $80; $70; $60; OR $50? Catch up this Monday morning with Omar Najia, Derivatives Trader, BB Energy; Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group; and David Fyfe, Chief Economist, Argus Media in the Daily Energy Markets Podcast on the direction of travel for oil prices, outlook for the macroeconomy; and a focus on Japan, and larger Asia. Share your insights here: https://www.linkedin.com/feed/update/urn:li:activity:7337744368834940928
OR here: https://x.com/gulf_intel/status/1931969581939065294
The Daily Energy Markets Podcast is capping the week early ahead of the Eid-AL Adha holidays in the Middle East with thoughts to ponder during this long break. Tune in for more insights on OPEC+ policy with Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; geopolitics and LNG outlook for Europe with Leslie Palti-Guzman, Founder of Energy Vista; and oil markets fundamentals with Ehsan Ulhaq, Senior Oil Analyst of Petroleum Economist.
The Daily Energy Markets Podcast looks ahead into Q3 and the outlook for oil demand as the markets move forward with the additional barrels coming from OPEC+. We listened to the insights of experts in terms of risks, oil fundamentals, and outlook for China, with Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Livia Gallarati, Global Crude Lead, Energy Aspects; and Victor Yang, Senior Analyst, JLC Network Technology. How big will the oil supply exceed demand in H2, 2025: 500kbpd; 1mbpd; 1.5mbpd; OR No Excess? Share your views here: https://x.com/gulf_intel/status/1929794966122909992 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7335561119782072320
podcast caption - The Daily Energy Markets Podcast dives deeper and continues a review of OPEC+’s decision over the weekend. Will they likely continue with reversing the rest of the 2.2mbpd cuts through Q3: AGREE or DISAGREE? Jorge Montepeque, Managing Director, Benchmarks of Onyx Capital Group and Omar Najia, Derivatives Trader from BB Energy weighs in their market views and reading on OPEC. Share your thoughts here: https://www.linkedin.com/feed/update/urn:li:activity:7335198842792886272 OR here: https://x.com/gulf_intel/status/1929433096736137447
