Shows
Petroleum Economist PodcastUS shale, OPEC+ spare capacity may underwhelm and support oil prices, says Standard Chartered’s Emily AshfordOPEC+ spare capacity is much lower than the market consensus and US shale will also struggle to add extra supply in the second half of 2025 providing upside risk to oil prices, according to Emily Ashford. The Standard Chartered energy analyst tells Petroleum Economist’s Paul Hickin that while tariffs, trade and geopolitics add bearishness, much has been priced in and may be offset by a supply side that is likely to see OPEC+’s members involved in additional voluntary cuts take a hiatus in returning volumes after the summer. 2025-07-2432 min
World Oil Deep DiveUS shale, OPEC+ spare capacity may underwhelm and support oil prices, says Standard Chartered’s Emily AshfordOPEC+ spare capacity is much lower than the market consensus and US shale will also struggle to add extra supply in the second half of 2025 providing upside risk to oil prices, according to Emily Ashford. The Standard Chartered energy analyst tells Petroleum Economist’s Paul Hickin that while tariffs, trade and geopolitics add bearishness, much has been priced in and may be offset by a supply side that is likely to see OPEC+’s members involved in additional voluntary cuts take a hiatus in returning volumes after the summer. 2025-07-2432 min
The Energy PragmatistSpecial Feature: Amy Speaks on Energy Realism – Oil, Gas & the Truth About the TransitionIn this special feature, Amy steps outside of The Energy Pragmatist to join Paul Hickin on the Petroleum Economist podcast for a candid conversation on energy realism. Together, they unpack the evolving role of oil and gas alongside renewables, why each country’s energy transition will look different, and the urgent need to address energy illiteracy-from policymakers to the public.2025-07-0818 minPetroleum Economist PodcastPolicymakers need an energy education, says PRAGMA’s Amy MillerOil and gas can and should coexist with renewables, and policymakers must be aware of the risks to energy access, affordability and sustainability from sometimes ill-judged efforts to tackle climate issues and demonise energy companies, argues Amy Miller. The PRAGMA CEO tells Petroleum Economist’s chief economist Paul Hickin that it’s important to appreciate every country has a unique energy journey and a practical approach to energy and climate needs to be embraced given its pivotal role in everyday life. 2025-07-0118 min
Gulf Intelligence PodcastsPODCAST: Daily Energy Markets - June 30th🌍 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...2025-06-3031 minPetroleum Economist PodcastEnergy transition facts and fiction: NCEA’s Mark Mills dispels the mythsThe energy transition is a false narrative that has caused vast sums of government money to be wasted warns Mark Mills, executive director of the National Center for Energy Analytics. The US energy thinktank leader talks to Paul Hickin, chief economist of Petroleum Economist, about how Jevons paradox is a pivotal energy paradigm and the crucial role of hydrocarbons in meeting electrification needs. 2025-06-1942 minPetroleum Economist PodcastOil prices may hit $50/bl before upswing, says EnergyRogue.com founder Brian PieriWhile oil demand is weakening and OPEC+ is bringing back barrels, a lack of non-OPEC supply—especially as US shale sputters—will likely see an oil market revival in 2026, says EnergyRogue.com’s Brian Pieri. Petroleum Economist’s chief economist, Paul Hickin, and Brian also explain why betting against OPEC is a fool’s errand. 2025-06-0930 min
Gulf Intelligence PodcastsPODCAST: Daily Energy Markets - May 19thThe Daily Energy Markets Podcast takes a deep dive this Monday morning on the further ramifications of US President Trump’s visit to the Middle East and how it is reshaping the geopolitical landscape. How will Moody's downgrade of US Credit Rating impact oil markets? 1. Bullish; 2. Bearish; OR 3. No Impact? Listen in for comments from Omar Najia, Derivatives Trader, BB Energy; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies. This episode is moderated by Paul Hickin, Chief Economist & Editor-in-Chief, Petroleum Economist. Share your thoughts here: VOTE he...2025-05-1934 min
Gulf Intelligence PodcastsPODCAST: Daily Energy Markets - May 13thCaption - James McCallum, CEO & Chairman, Xergy Group, Professor of Energy, Strathclyde University; Maleeha Bengali, Founder, MB Commodity Corner; and Paul Hickin, Chief Economist & Editor-in-Chief, Petroleum Economist, join the Daily Energy Markets Podcast conversation today and shared their outlook for the global economy on the back of US President Trump’s visit to Saudi Arabia. Who won the US-China Trade War: CHINA; US; DRAW; OR NOT OVER YET? Share your views here: https://x.com/gulf_intel/status/1922186732272820252 OR here: https://www.linkedin.com/feed/update/urn:li:activity:73279525508196802562025-05-1334 min
The Core Report#553 Indian Markets Hold Out Once AgainOn Episode 553 of The Core Report, financial journalist Govindraj Ethiraj talks to Paul Hickin, Chief Economist and Editor-in-Chief at Petroleum Economist as well as Dipti Deshpande, Principal Economist at Crisil limited.SHOW NOTES(00:00) Stories of the Day(00:50) Indian markets hold out once again(05:33) Fear of owning US treasuries grips global bond traders(07:57) Oil prices are now around $60 a barrel, what could happen?(16:57) Reserve Bank governor is grilled on rupee even as Chinese Yuan continues to slide(18:24) RBI lowers growth forecasts for the...2025-04-1029 min
Gulf Intelligence PodcastsPODCAST: Daily Energy Markets - Mar. 13thOPEC+ is likely to continue with supply increases beyond April as long as the oil markets remain in backwardation: AGREE or DISAGREE? Paul Hickin, Editor-in-Chief, Petroleum Economist; Dr. Aldo Flores-Quiroga, Former Deputy Secretary, Mexico's Ministry of Energy & Non-Resident Fellow, Baker Institute; and Jamal Qureshi, Managing Director, Analysis & Strategy, Petro-Logistics, shared their outlook on OPEC+, US tariffs on Mexico and Canada, and outlook on sanctions.2025-03-1336 min
Gulf Intelligence PodcastsPODCAST: Daily Energy Markets - Feb. 13thThe Daily Energy Markets Podcast posed this question today: Oil markets are overreacting to possibility of Russia-Ukraine ceasefire – Agree or Disagree? We also heard from seasoned journalists Paul Hickin, Chief Economist & Editor-in-Chief, Petroleum Economist; Michelle Wiese Bockmann, Principal Analyst, Lloyd's List Intelligence; and Bill Spindle, Senior Global Correspondent, Cipher News, on their views about India’s energy sector, US markets and energy transition, and shipping and sanctions.2025-02-1331 min
Gulf Intelligence PodcastsPODCAST: Daily Energy Markets - Nov. 18thWhich of Trump's policies could have biggest impact on oil prices in 2025: 1. China Tariffs; 2. Deregulate US Oil; 3. Repeal IRA; 4. None of Above? Omar Najia, Global Head, Derivatives, BB Energy; Rachel Ziemba, Adjunct Fellow, Center for a New American Security & Senior Advisor, Horizon Engage; and Paul Hickin, Editor-in-Chief, Petroleum Economist, commented in the Daily Energy Markets Podcast this Monday morning. Vote here: https://x.com/gulf_intel/status/18584042060229348392024-11-1834 min
Gulf Intelligence PodcastsPODCAST: Daily Energy Markets - Sept 27thThe Daily Energy Markets Podcast conversed with Peter McGuire, Chief Executive Officer, XM Australia; Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies; and Paul Hickin, Editor-in-Chief, Petroleum Economist to cap the week. OPEC+ has no choice but to trigger a market share battle because oil producers not bound by supply cuts are adding more new production than annual demand growth: AGREE or DISAGREE? Have your say: https://x.com/gulf_intel/status/18395609472302615622024-09-2734 min
The Core Report#341 Global Cues Weak Going Into Thursday TradeOn Episode 341 of The Core Report, financial journalist Govindraj Ethiraj talks to Paul Hickin, editor in chief of London based journal Petroleum Economist as well as Vivek Rathi, director, research at Knight Frank India.SHOW NOTES(00:00) The Take(03:13) Stories Of The Day(03:53) Global cues weak going into Thursday trade(05:24) Oil prices are down but stronger US demand is countering weaker uptake in China(13:22) Gold hits fresh record high(15:17) Mega deals are driving private equity investments into India’s real estate, led by warehousing(22:19) Monkeys in the circus and venture funding in electric vehiclesL...2024-07-1825 minPetroleum Economist PodcastCCS Strategy Europe: opportunities and challenges in carbon captureThis episode of the Carbon Economist Podcast focuses on the current landscape and advancements in Carbon Capture and Storage (CCS) in Europe. Hosted by Paul Hickin, editor in chief at Carbon Economist, the episode features Caterina de Matteis, senior policy manager for IOGP Europe. Discussed topics include the challenges, advancements, and partnerships in CCS, cost and regulatory issues, commercial risks, and stakeholder co-operation. Emphasis is placed on the evolving policies supporting CCS initiatives, financial mechanisms, and the need for increased public awareness.2024-07-1213 min
Carbon Economist PodcastCCS Strategy Europe: Opportunities and Challenges in Carbon CaptureThis episode of the Carbon Economist podcast focuses on the current landscape and advancements in Carbon Capture and Storage (CCS) in Europe. Hosted by Paul Hickin, editor in chief at Carbon Economist, the episode features Caterina de Matteis, senior policy manager for IOGP Europe. Discussed topics include the challenges, advancements, and partnerships in CCS, cost and regulatory issues, commercial risks, and stakeholder co-operation. Emphasis is placed on the evolving policies supporting CCS initiatives, financial mechanisms, and the need for increased public awareness.2024-07-0512 min
Gulf Intelligence PodcastsPODCAST: Daily Energy Markets - July 5thHear it from Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies; Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; Victor Yang, Senior Analyst, JLC Network Technology, as we cap the week’s Daily Energy Markets Podcast. Paul Hickin, Editor-in-Chief, Petroleum Economist moderated the conversation.2024-07-0530 min
Gulf Intelligence PodcastsPODCAST: Daily Energy Markets - July 3rdOil supply and demand outlook take centerstage in today’s the Daily Energy Markets Podcast, in conversation with Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Vibhuti Garg, Director - South Asia, IEEFA; and Paul Hickin, Editor-in-Chief, Petroleum Economist.2024-07-0330 minPetroleum Economist PodcastUS SPR should work in tandem with OPEC+, says oil expert JohnstonThe oil market is waiting for clarity on oil demand given a lack of consensus over the outlooks outside the big consumers and is asking questions over oil balances mainly with gasoline and diesel given the arrival of big refiners like Dangote and the impact on the rest of the downstream industry, says Commodity Context founder Rory Johnston in an interview with Petroleum Economist editor-in-chief Paul Hickin. He also highlights the market’s nagging doubts as to what price point OPEC+ is looking to defend at the end of Q3 when some of the cuts may be unwound and su...2024-06-2536 min
Gulf Intelligence PodcastsPODCAST: Daily Energy Markets - June 7thListen in to views from analysts across the globe with Yuriy Humber, Founder & President, Japan NRG Platform/ Yuri Group sharing his outlook for Japan energy markets; Max Torres, Managing Partner, Plata Energy on the Americas; and Paul Hickin, Editor-in-Chief, Petroleum Economist, with his recent observations on latest OPEC major announcements. We wrapped up the week for the Daily Energy Markets Podcast posing this question: Brent crude oil price will likely average about $83 for H1 -- what will average for H2 be – Higher; Lower; OR Same More or Less? Have your say: https://x.com/gulf_intel/status/17989704237466792172024-06-0736 minPetroleum Economist PodcastEnergy Oracles: Namibia has potential to match Guyana, says AEC’s NJ AyukNamibia’s oil output may reach the same scale as Guyana and could demonstrate to both Africa and the world the transformative power of oil, says African Energy Chamber’s executive chairman NJ Ayuk. In a conversation with Petroleum Economist’s editor-in-chief, Paul Hickin, Ayuk points out the crucial and growing role gas will play in meeting the continent’s energy security, affordability and sustainability needs, the importance of a sound fiscal and regulatory framework and the need to lure international investors rather than get trapped by resource nationalism. The African energy specialist also highlights the abundance of smaller yet sign...2024-05-0926 min
Gulf Intelligence PodcastsPODCAST: Daily Energy Markets - May 1stDr. 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/17855642054641176552024-05-0130 min
Gulf Intelligence PodcastsPODCAST: Daily Energy Markets - March 25thThe 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=202024-03-2532 minPetroleum Economist PodcastEnergy Oracles: Insights from London International Energy WeekJoin Paul Hickin, Stuart Penson, and Simon Ferrie in this episode of Energy Oracles, as they dissect their findings from London International Energy Week. They discuss the complex world where oil, gas, and green energy intersect, highlighting the massive challenge and rapid expansion of renewables, despite rising emissions and energy demand. The conversation also covers the pivotal role of non-OPEC production growth, the reality check on hydrogen, and the intricacies of carbon pricing in driving the energy transition. Amidst the backdrop of geopolitical shifts and economic uncertainties, this episode offers a concise exploration of the key themes shaping the...2024-03-1431 min
Gulf Intelligence PodcastsPODCAST: Daily Energy Markets - March 14thHow 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=202024-03-1431 min
Gulf Intelligence PodcastsPODCAST: Daily Energy Markets - February 22ndListen to Jamal Qureshi, Managing Director, Analysis & Strategy, Petro-Logistics; Vibhuti Garg, Director - South Asia, IEEFA; Paul Hickin, Editor-in-Chief, Petroleum Economist, and what they have to say on the direction of travel for oil markets, in today’s Daily Energy Markets Podcast. Will the advancement of "AI" be Bullish or Bearish for oil prices? Vote here: https://x.com/gulf_intel/status/1760558558687486134?s=46&t=bPS3ZRY-6mxD_M0rYqR1qg2024-02-2230 minPetroleum Economist PodcastEnergy Oracles: US LNG export freeze draws energy battle linesA pause on US LNG export approvals suggests gas will be ultimate political football ahead of the US elections. Petroleum Economist’s Editor-in-chief Paul Hickin and Seth Haskell a research analyst at Global Energy Infrastructure discuss the significant projects at risk from the move, how LNG fits into the energy trilemma debate for the US and who could be potential winners and losers.2024-02-1522 min
Gulf Intelligence PodcastsPODCAST: Daily Energy Markets - January 31stBrent crude oil averaged around $78 a barrel in January. What do you think it will average in February? Closer to $70/$75/$80/$85 Share your views by voting here: https://x.com/gulf_intel/status/1752585899261448635?s=20 Hear insights from Laury Haytayan, MENA Director, Natural Resource Governance Institute; Peter McGuire, CEO, XM Australia; and Paul Hickin, Editor-in-Chief, Petroleum Economist.2024-01-3130 minPetroleum Economist PodcastEnergy Oracles: Strategist Vakhshouri says transition mustn’t undervalue energy as a human rightCOP28 was a ‘pragmatic’ step in the right direction as energy sustainability must work in tandem with security and even more importantly affordability, says Sara Vakhshouri, founder and president of SVB Energy International. In a conversation with Petroleum Economist’s editor-in-chief, Paul Hickin, Vakhshouri argues the solution to the trilemma relies on diversity of supply, allowing individual countries to follow their own transition path and ensuring decarbonization doesn’t come at the expense of other equally important energy imperatives. 2024-01-2529 min
Gulf Intelligence PodcastsThe 14th Global Energy Outlook Forum 2024: MIDDLE EAST PANEL 2OPEC PANEL
GONE IN 60 SECONDS: Why have OPEC+ Supply
“Meetings” gone from lasting Minutes to Weeks -- What’s at Stake in 2024 for World’s Largest ‘Voluntary’ Oil Exporting Group?
Listen to the insights of Amena Bakr, Deputy Bureau Chief, Energy Intelligence; Yousef Alshammari, CEO & Head of Energy Research, CMarkits &Senior Research Fellow, Imperial College London; and Paul Hickin, Editor in Chief, Petroleum Economist
2024-01-1029 min
Gulf Intelligence PodcastsPODCAST: Daily Energy Markets - November 29thDo you expect COP28 outcomes to have any impact on direction of global oil markets in Q1? YES or NO? Let us know by voting here:https://twitter.com/gulf_intel/status/1729754730996392400 . We discussed crude oil, various products, COP28, and more with Matthew Wright, Senior Freight Analyst at Kpler; Alex Hazel, Senior Analyst at Welligence Energy Analytics; and Paul Hickin, Editor-in-Chief at Petroleum Economist on the Daily Energy Markets Podcast today.2023-11-2930 min
The Energy QuestionThe Energy Question: Episode 78 - Paul Hickin, Editor in Chief Petroleum EconomistThe Energy Question Episode 78, Paul Hickin, Editor in Chief Petroleum EconomistIn Episode 78 of The Energy Question, David Blackmon interviews Paul Hickin, Editor in Chief at the Petroleum Economist, one of the longest standing publications focused on the oil and gas industry.In this episode, Paul and David cover current events in the oil and gas industry, along with the halting progress of the ongoing energy transition and what that means for the future of the industry and the global energy mix. Enjoy.Link to the Petroleum Economist: h...2023-11-2231 minPetroleum Economist PodcastEnergy Oracles: Saxo’s Hansen sees potential oil market floor and ceilingWith OPEC+ prepared to defend $75–80/bl and buyers adjusting to elevated prices, the oil market may have found a new Goldilocks price—one that is neither too hot nor too cold for producers and consumers alike. Ole Hansen, head of commodity research at Saxo Bank, tells Paul Hickin, editor-in-chief at Petroleum Economist, that while geopolitical risks could cause the market to spike, economic fundamentals and dormant supply are likely to keep prices capped in 2024. 2023-11-0818 min
Hydrogen Economist PodcastNeom Green Hydrogen - catalyst for growth or one-off success story?The story of Neom Green Hydrogen Company is truly unique. At scale, this project is the first-of-its-kind internationally, leading the world in the hydrogen revolution. Harnessing the energy of Saudi Arabia’s abundant natural resources, NGHC’s project will pave the way for the large-scale adoption of green hydrogen, while driving Saudi Vision 2030’s sustainable development goals. Paul Hickin, editor-in-chief at Hydrogen Economist spoke to David Edmondson, CEO of NGHC along with Carina Radford, a partner in White & Case’s energy, infrastructure and project finance group and Alec Johnson, a partner in White & Case’s project development and finance group abou...2023-11-0720 minPetroleum Economist PodcastNeom Green Hydrogen - catalyst for growth or one-off success story?The story of Neom Green Hydrogen Company is truly unique. At scale, this project is the first-of-its-kind internationally, leading the world in the hydrogen revolution. Harnessing the energy of Saudi Arabia’s abundant natural resources, NGHC’s project will pave the way for the large-scale adoption of green hydrogen, while driving Saudi Vision 2030’s sustainable development goals. Paul Hickin, editor-in-chief at Hydrogen Economist spoke to David Edmondson, CEO of NGHC along with Carina Radford, a partner in White & Case’s energy, infrastructure and project finance group and Alec Johnson, a partner in White & Case’s project development and finance group abou...2023-11-0720 min
Gulf Intelligence PodcastsPODCAST: Daily Energy Markets - November 7thChina's imports unexpectedly grew in October while exports contracted at a quicker pace -- is the worst over for China's post-Covid economic recovery: Yes/No? Let us know by voting here: https://twitter.com/gulf_intel/status/1721783930234560700 Hear more insights on oil and gas demand outlook in Asia from Yuriy Humber, Founder and President, Japan NRG/ Yuriy Group and Serena Huang, Head of APAC Analysis, Vortexa. Views as well on oil supply considering the ongoing crisis in the Middle East from Paul Hickin, Editor-in-Chief, Petroleum Economist.2023-11-0730 min
Gulf Intelligence PodcastsPODCAST: Daily Energy Markets - October 3rdWe can expect more supply tightening from Saudi Arabia if crude retreats into the $80s – Yes or No? Let us know by voting: https://twitter.com/gulf_intel/status/1709101183892156553 The debate between energy transition and energy security continues to hug the spotlight as ADIPEC goes underway. Vandana Hari, Founder & CEO of Vanda Insights led the discussion in today’s Daily Energy Markets Podcast with seasoned speakers Narendra Taneja, India's Leading Energy Expert; Paul Hickin, Editor-in-Chief, Petroleum Economist; and Marc Ostwald, Chief Economist & Global Strategist, ADM Investor Services International.2023-10-0333 minPetroleum Economist PodcastEnergy Oracles: S&P’s Ernsberger on the oil market’s new directionsEpic changes in the oil market have created unexpected crude and product flows, says Dave Ernsberger, head of market reporting and trading solutions at S&P Global Commodity Insights. In a conversation with Petroleum Economist’s Editor-in-chief, Paul Hickin, at APPEC in Singapore, Ernsberger highlights both the dislocations and adaptability, and explains the relationship between the physical and financial oil markets given the debate over the potential for a disconnect between them. 2023-09-2618 min
Gulf Intelligence PodcastsPODCAST: Daily Energy Markets - September 6thYour daily dose of energy insights today provide outlook on Asia and Europe gas markets, as well as views on the latest OPEC decision. Hear from Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters; and Paul Hickin, Editor-in-Chief, Petroleum Economist. We asked our market analysts: Will Brent Crude hit $100 by the end of the year – YES or NO? Share your views here: https://twitter.com/gulf_intel/status/16993152430447412762023-09-0631 minPetroleum Economist PodcastEnergy Oracles: IEF’s McMonigle on oil’s investment crunch and the consumer-producer sweet spotA lack of investment in oil and gas is a “serious problem” and the dangers and evidence are starting to build in recent years, warns the International Energy Forum’s Secretary General Joe McMonigle in a conversation with Petroleum Economist’s Editor-in-chief, Paul Hickin. The IEF stands in the eye of the storm bringing together key oil producers, consumers and policy makers in a bid for “progress over perfection” on the dual and interlinked challenge of the energy crisis and the climate crisis. 2023-08-2126 minPetroleum Economist PodcastEnergy Oracles: Energy expert Al-Hajji debunks oil myths on OPEC, petrodollar, shale and demandIs bigger necessarily better for OPEC? Is the challenge to the petrodollar’s supremacy credible? Is shale’s boom really over? And have peak demand arguments peaked? Anas Al-Hajji, an energy consultant who runs Energy Outlook Advisers and Arabic-language energy media and research platform Attaqa doesn’t pull his punches in this conversation with Petroleum Economist’s editor-in-chief, Paul Hickin as he takes on some of the biggest oil industry tropes. 2023-07-2136 min
Gulf Intelligence PodcastsPODCAST: Daily Energy Markets - July 6thThis is a show, don't tell, oil market -- it wants to see/feel supply cuts before price reaction? AGREE/DISAGREE Vote here: twitter.com/gulf_intel/status/1676852016432267267 Robin Mills, Chief Executive Officer, Qamar Energy; Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence; and Paul Hickin, Editor-in-Chief, Petroleum Economist, comment on OPEC producers Saudi and Russia’s further voluntary cuts and what it signals to the markets, in today’s Daily Energy Markets Podcast.2023-07-0630 minPetroleum Economist PodcastEnergy Oracles: Opec watcher Croft on Saudi Arabia’s ‘whatever it takes’ strategyWas the Saudi Arabia 1 million b/d cut really a surprise? Or was the oil market just not paying close enough attention? Helima Croft, head of global commodity strategy at RBC Capital Markets, talks to with Petroleum Economist’s editor-in-chief Paul Hickin on why fears around the complicated Russia-Saudi Opec+ relationship are overdone, the consistent strategy by the Opec kingpin to create an oil price floor and why the Saudi lollipop is just as tasty as an Opec basement cookie.2023-06-2326 min
Gulf Intelligence PodcastsPODCAST: Daily Energy Markets - June 6thDespite the additional 1mn b/d Saudi cut, Brent will sink towards $70 sooner than it hits $80. Agree/ Disagree? Vote here: twitter.com/gulf_intel/status/1…3ZRY-6mxD_M0rYqR1qg Listen to the comments and insights from Ole Hansen, Head of Commodity Strategy, Saxo Bank; Victor Yang, Senior Analyst, JLC Network Technology; and Paul Hickin, Editor-in-Chief, Petroleum Economist, in today’s Daily Energy Markets Podcast.
2023-06-0632 minHydrogen Economist PodcastWood’s deep history in hydrogen used for modern tech solutionsWood’s depth and breadth of hydrogen experience positions it well to offer innovative decarbonisation solutions on a grand scale. Suzie Ferguson, lead consultant at Wood discusses with Paul Hickin, editor-in-chief at PE Media Network, the vast uses for hydrogen beyond electrification and the importance of diverse teams to deliver on clean energy projects.2023-06-0115 min
Gulf Intelligence PodcastsPODCAST: Daily Energy Markets - May 25thOPEC’s obsession with speculators and speculation is a distraction from its real job of trying to balance oil supply and demand, and optimize oil prices: Agree or Disagree? Vote here: twitter.com/gulf_intel/status/1…27376457973760?s=20 These and more discussion on commodities, questions on Russia’s role in OPEC, storage updates in Fujairah, among others. Catch up with Tony Quinn, Operating Partner, Prostar Capital & CEO, Tankbank International; Ram Narayanan, Director/ VP - Strategic Market & Business Development, Vedanta; and Paul Hickin, Editor-in-Chief, Petroleum Economist, in today’s Daily Energy Markets Podcast. Frank Kane, Editor-at-Large, Arabian Gulf Business Insights moderated the discus...2023-05-2532 minPetroleum Economist PodcastEnergy Oracles: IEA’s Birol on energy security and the case for an orderly transitionHow does the world resolve a climate crisis and an energy crisis at the same time? The International Energy Agency’s executive director, Fatih Birol, discusses the energy trilemma in an exclusive interview with Petroleum Economist’s editor-in-chief, Paul Hickin [in which these two football fans also talk about the risk of the energy industry scoring an own goal].2023-05-0523 min
Gulf Intelligence PodcastsPODCAST: Daily Energy Markets - April 26thWith prices still hovering around $80, it's likely OPEC+ will announce further voluntary cuts ahead of H2 2023? AGREE or DISAGREE? Vote here: twitter.com/gulf_intel/status/1…18900501704706?s=20 Hear insights from Narendra Taneja, India's Leading Energy Expert; Australia-based Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters; and Paul Hickin, Editor-in-Chief, Petroleum Economist, in today’s Daily Energy Markets Podcast
2023-05-0333 minPetroleum Economist PodcastEnergy Oracles: Goldman's Currie on oil, banking crises and supercyclesCan commodity supercycles and recessions co-exist? Will the banking crisis have a bigger impact on demand or supply for oil? And what next for China, Russia, the US and OPEC? Goldman Sachs’ head of commodity research Jeff Currie discusses these questions and more in an exclusive interview with Petroleum Economist’s editor-in-chief Paul Hickin. 2023-03-2933 min
AI in Education PodcastChristmas, Infinite Monkeys and everythingWelcome to this week's episode of the podcast! We have a special guest – Ray Fleming, a podcast pioneer, educationalist, and improv master. Join Dan, Lee, Beth, and Ray as we discuss the events of 2022 and look forward to the future and the holidays. We have some interesting resources to share with you: ChatGPT: Optimizing Language Models for Dialogue (openai.com) DALL·E 2 (openai.com) Looking for some holiday reading recommendations? Check out these books: Broken: Social Systems and the Failing Them by Paul LeBlanc (https://www.amazon.com.au/Broken-Social-Systems-Failing-Them/dp/1637741766) Hack Your Bureaucracy: 10 Thi...2022-12-2153 min
Commodities FocusEurope’s energy crisis: is storage fit for purpose?As gas supply disruptions send shockwaves across the world, the ability and capacity to store energy has come under close scrutiny. Associate Director Paul Hickin discusses with gas and power editors Stuart Elliott and Kira Savcenko whether Europe has enough energy in reserve to get through the winter, the challenges of providing sufficient back-up from both fossil fuels and alternative sources, the knock-on effects to the rest of the world, and whether we might experience déjà vu this time next year. Related price assessments: Dated Brent: PCAAS00 UK baseload front-month (GBP...2022-10-0426 min
Oil MarketsHow is Europe replacing Russian crude and why have Urals exports increased?In this episode of the Oil Markets Podcast, senior editor Emma Kettley and associate editor David Lewis discuss with Paul Hickin the recent changes in crude flows and how Russian crude finds its way in new markets. Our experts explain the changing trade patterns in Europe where participants shun Russian barrels, which surprisingly didn’t prevent Urals exports to reach three-year highs in May. Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod222022-06-2312 minCommodities FocusGoldman’s Currie sees supply constraints extending oil price boomHigh and volatile oil prices exacerbated by the Russia-Ukraine crisis is raising questions as to when and if it will lead to demand destruction and renewed investment in the energy sector. Jeff Currie, head of commodity research at Goldman Sachs talks to associate director Paul Hickin about the infancy of what he has been calling a new commodity supercycle and the supply challenges ahead.2022-05-0416 minOil MarketsAre high prices and strong structure here to stay for light sweet crude, or have OPEC+ and the US relieved the tension?In this episode of the Oil Markets Podcast, S&P Global Commodity Insights editors Paul Hickin, Emma Kettley, and Sam Angell discuss with Joel Hanley the possible return of balance in the oil markets. The fear factor of the Ukrainian war has created high prices and volatility, but are they waning now that renewed supply is entering the market? Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod222022-04-0714 minOil MarketsBrent’s role in key international spreads reveals regional and quality dislocationsThe continued strength in the Brent complex as a whole, demonstrated by the Dated Brent benchmark breaching the $85/b threshold in late October, masks the differing supply and demand dynamics for both sweet and sour grades in Europe, arguably low global stock levels, selective refinery demand and declining official selling prices or OSPs by National Oil Companies. With OPEC+ set to meet on Nov. 4, how will these producers react to a mixed physical picture amid diplomatic pressure to pump more? In this episode of the Oil Markets Podcast, S&P Global Platts Global Brent lead Emma Kettley...2021-11-0314 minCommodities FocusA new chapter for oil, with IEA’s Toril BosoniThe oil market is starting to face a new set of questions as it emerges from the pandemic and as energy transition momentum builds. S&P Global Platts Associate Director Paul Hickin spoke with the International Energy Agency’s Head of Oil Markets Division Toril Bosoni about the outlook for oil demand, the role of OPEC+, US shale and China in the new reality and the challenges for energy security.2021-04-1317 min
Commodities FocusOil, energy transition and commodity supercycles with Jeff Currie, Goldman SachsCommodity prices, as assessed by S&P Global Platts, are hitting fresh highs, sparking a debate around a potential supercycle. Goldman Sachs’ global head of commodity research Jeff Currie, who identified the last supercycle in the early 2000s spoke with Platts associate director Paul Hickin about why and how it’s different this time around, what it means for oil, copper and the energy transition, as well as the outlook for demand, US shale and OPEC+.2021-02-2221 min
Oil MarketsWhere next for oil prices as OPEC eases cuts?OPEC and its allies are loosening the reins around production cuts amid tentative signs of an oil demand recovery, which is likely to bring additional heavier sourer barrels back on to the market. Gillian Carr and Paul Hickin discuss with Joel Hanley how this could play out in the months ahead.2020-08-0612 min
Commodities FocusWho’s the boss? OPEC+ tries to reassert control of oil marketAfter a collapse in oil demand due to both the COVID-19 pandemic and the accord between Saudi Arabia and Russia earlier this year, OPEC+ is now back in the driving seat. It has extended its unprecedented production cut deal through July, tried to crack down on those that lack the will power to deliver their share and brought in frequent market monitoring in a bid to react quickly to rapidly changing conditions. S&P Global Platts seasoned OPEC watchers Paul Hickin, Herman Wang and Rosemary Griffin examine whether this is a new and improved alliance or whether...2020-06-1718 min
Commodities FocusA conversation with Goldman Sachs's Jeff CurrieGlobal demand for commodities has been obliterated. From copper as a barometer of the global economy to oil as a potential inflation hedge, no commodity has escaped the impact of coronavirus. Jeff Currie, head of commodities research at Goldman Sachs and someone who identified the commodities supercycle in the 2000s, did a Q&A with the London news team at S&P Global Platts on 7th April hosted by Paul Hickin and Andy Critchlow. He discussed what a potential supply and demand recovery could look like and what the OPEC+ deal could mean for crude markets. In a...2020-04-1525 min
Business MattersCountries differ on ending coronavirus lockdownCountries and governments around the world are starting to feel the strain of coronavirus lockdown, with some showing signs of easing up restrictions. But the World Health Organisation is urging serious care, saying it cannot be done in a hurry. Also in the programme, the EU competition commissioner Margrethe Vestager has advised governments to prevent companies being taken over by Chinese firms. Amazon's share price surged after the company announced it would take on another 75,000 workers amidst increased demand, after already hiring some 100,000. Professor Scott Galloway at the New York University Stern School of Business discusses how we should...2020-04-1452 minCommodities FocusRussia, Saudi Arabia energy ties heading to new levelRussian and Saudi relations are emerging in the wider energy sphere and how these deepening ties feed into the whole OPEC/non-OPEC cooperation is begging the question as to whether one is a precursor to the other, according to associate editorial director Paul Hickin and managing editor Nadia...2017-06-0606 minCommodities FocusShipping industry faces seismic shift in 2020 as sulfur cap loomsIn 2020 the shipping industry is facing its biggest change since the shift away from burning coal a century ago as the IMO is set to impose a new 0.5% sulfur cap on marine fuel emissions. S&P Global Platts associate director Paul Hickin and editorial lead for bunker news Jack Jordan assess the...2017-04-1806 minOil MarketsMay a big month for Iran amid rising crude oil outputIran's crude oil production is close to pre-sanctions levels, according to the S&P Global Platts OPEC survey, but can the country push on further? Associate director Paul Hickin and senior editor Eklavya Gupte shed light on the diversification of Iranian crude export destinations, as it faces...2017-04-1309 min