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Jul 2025
30m 12s

PODCAST: Daily Energy Markets - July 4t...

Gulf Intelligence
About this episode

The Daily Energy Markets podcast tackled the ripple effects of a sweeping new US spending bill adding $3 trillion to debt while slashing taxes and gutting key social and climate programs — a clear political win for Trump but raising concerns over debt and dollar pressure. Guests debated how a weaker dollar could support oil prices, the impact of OPEC+ unwinding supply cuts amid tight compliance, and the market’s focus on upcoming US tariffs. Uncertainty remains a key theme, with refinery cracks widening and Europe bracing for further trade friction as oil markets watch volatile supply-demand balances. Tune in for more insights from Patrick Kulsen, CEO of Insights Global; Rosemary Griffin, OPEC+ Lead Reporter at S&P Global Commodity Insights; and Raad Alkadiri, Managing Partner of 3TEN32 Associates.

Up next
Today
PODCAST: Daily Energy Markets - Feb 3rd
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34m 13s
Yesterday
PODCAST: Daily Energy Markets - Feb 2nd
Markets opened February under pressure, with Brent sliding toward $65 as geopolitics failed to bite. Omar Najia remained structurally bullish, dismissing Fed hawkishness and expecting higher oil on easing and geopolitics. Laury Haytayan highlighted calibrated regional strategies ... Show More
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Jan 30
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