logo
episode-header-image
Jun 2025
31m 15s

PODCAST: Daily Energy Markets - June 30t...

Gulf Intelligence
About this episode

🌍 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

Up next
Today
PODCAST: Daily Energy Markets - Oct 10th
Today’s Daily Energy Markets podcast featured Danial Rahmat, Caroline Bain, and Andy Laven. Rahmat discussed the Gaza peace deal’s limited impact on Iranian oil exports to China and Iran’s deepening ties with Russia amid economic strain. Bain highlighted geopolitical and economic ... Show More
33m 6s
Today
OPEC+ STRONG MEN ERA
OPEC+ 2026: What will Hold the Group Together as Producers Move into Winner Takes All Era?FEATURED SPEAKERS:• Vandana Hari, Founder & CEO, Vanda Insights• Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy and Minerals, Oman• Marc Ostwald, Chief ... Show More
1h 6m
Today
SOUTH ASIA | COLD WAR
How should India and Pakistan Navigate the U.S.–China Cold War in an increasing With Us or Against Us World?FEATURED SPEAKERS:• Rachel Ziemba, Adjunct Fellow, Center for a New American Security, Senior Advisor, Horizon Engage• Ram Narayanan, Senior Energy & Commodities Executive, ... Show More
59m 59s
Recommended Episodes
Mar 2025
Impact Of Currency & Energy Declines.. And Market Reality Check On China 3/5/25
Declines in the U.S Dollar and Crude Oil taking hold of the market this week, as geopolitical tensions heat up. How the latest tariff headlines are hitting currencies and commodities, and the impact it has on the broader market. Plus Markets in need of a China reality check? Why ... Show More
42m 57s
Jul 2023
What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"
--On todays episode of Forward Guidance, Michael Kao, former hedge fund manager turned private investor & Alexander Stahel, Founder & CIO at Burggraben Holding AG join the show for a discussion on the current state of global macro & how those current macro factors are impacting e ... Show More
1h 28m
Apr 2025
The Trump Trade War’s First Casualty? The Bull Market
It's been a volatile few days across global markets.  As the equity sell-off has deepened, a growing number of market strategists have revised down their targets for where the S&P 500 will be at the end of the year, and economists at several big banks have updated their forecasts ... Show More
19m 53s
Aug 29
Fed independence in the spotlight as markets await key inflation gauge
Yesterday saw a flurry of economic data releases, accompanied by significant political developments. The US economy demonstrated stronger-than-expected resilience in the second quarter, expanding at a revised annualised rate of 3.3%, while recent labour market figures suggest a s ... Show More
16m 25s
Sep 2024
Financial Markets Back on the Brink of Collapse - Ep 978
Market Turmoil & Economic Uncertainty: A Deep Dive into Non-Farm Payroll Report and Fed Policies In this episode, we explore today's weaker-than-expected non-farm payroll report and its impact on the markets. Despite a brief improvement in stock indices following rate cut exp ... Show More
1h 1m
Mar 2025
US Stocks and Dollar Tank. What’s Next? - Ep 1015
Peter Schiff discusses market drops, tariff impacts, Trump's Bitcoin reserve, and advocates for foreign stocks and gold investments. Download the CFO’s Guide to AI and Machine Learning at https://netsuite.com/gold Start your free online visit today at https://hims.com/gold In ... Show More
1h 1m
Aug 25
Jerome Powell opens the door to interest rate cuts
Global markets have rallied following Federal Reserve Chairman Jerome Powell's dovish speech on Friday that opened the door to interest rate cuts. In response, stocks, bonds, gold, and crypto assets surged, while the US dollar has fallen. Asian equity markets are following Wall S ... Show More
11m 5s
Apr 2025
U.S. Stocks Fall Sharply as Global Economic Outlook Remains Uncertain
P.M. Edition for April 10. Yesterday’s market rally gave way to declines as the impact of a trade war with China sinks in. Plus, services are a major U.S. export now being pulled into Trump’s trade wars. WSJ economics reporter Konrad Putzier joins to discuss. And the House passes ... Show More
14m 10s
Apr 2025
Trump Considers Slashing China Tariffs
P.M. Edition for April 23. We exclusively report that President Trump is considering cutting steep tariffs on Chinese imports, a move that could de-escalate the trade war. WSJ chief China correspondent Lingling Wei tells us what that means for the broader relationship between the ... Show More
13m 30s
Sep 26
Markets rattle as data surprises and tariffs return
Markets hit some rough patches yesterday, with all major European indices closing lower, followed by similar losses across the three main US benchmarks. Revised US data revealed an upward adjustment to second-quarter GDP, while jobless claims came in below expectations. This prom ... Show More
13m 31s