Energy Intelligence Interactive

For some time, the oil market has been focused on the supply side, including growing disruptions from the Russia-Ukraine war. However, Energy Intelligence is focused more on growing demand-side risks, including the very real possibility of a global recession. Please join experts to explore our latest outlook.Hosted by: Ahbi Rajendran, Head of Global Oil/North America Research. Panelist: Julien Mathonniere, Senior Oil Markets Correspondent/Analyst

Oil markets have seen a hot start to the year, supported by both fundamentals and an escalation of geopolitical tensions. In this podcast, Energy Intelligence experts Abhi Rajendran, Amena Bakr and Colby Connelly explore the key drivers of today’s market, and what to expect from Russia/Ukraine, Iran, Opec-plus and other variables through 2022. Hosted by: Abhi Rajendran, Head of Oil/Downstream/North America Energy Research. Panelist: Amena Bakr, Chief Opec Correspondent, Deputy Bureau Chief DubaiColby Connelly, Senior Analyst, Research & Advisory

Increasingly strained oil markets have multiple factors to navigate heading into the winter, including a US-Opec-plus faceoff over prices, Iran negotiations and high gas/LNG/coal prices boosting demand. Our oil markets experts discuss these variables and our outlook ahead into 2022.

With summer winding down, we are shifting our focus on global oil markets to Iran/JCPOA discussions and whether ongoing inventory drawdowns will sustain through year end. In our latest Oil Markets podcast, Abhi Rajendran, Oliver Klaus and Julien Mathonniere discuss our latest views on key supply and demand drivers, and our latest outlook for oil prices.

The oil market is heading into the summer with solid strong momentum. In this podcast, our experts discuss our expectations for macro, demand and supply as well as the price outlook ahead.

Energy Intelligence continues to view $70 as the key fulcrum price for the oil market, and while many are focused on ongoing demand issues we are more focused on key supply variables. In our latest Oil Markets Service podcast, our experts break down what is ahead on both US-Iran talks and the Biden administration’s view on domestic energy policy and the impacts of both on the market.

In the depths of last year's oil price downturn, Energy Intelligence predicted a rebound that would take oil prices to the $70-$80 range. The higher oil price has without a doubt been supported by Opec-plus and its commitment to safeguarding supply, something that was also evident in last week’s Opec meeting. In our latest Oil Markets Service podcast, our experts break down the latest Opec meeting and present our views on what lies ahead on both the supply and demand sides of the market.

Opec-plus and Saudi Arabia have helped to pull forward a supportive environment for oil prices. In the first of our Oil Markets podcast series, experts Abhi Rajendran and Amena Bakr discuss how the start of the year is setting the tone for Energy Intelligence's outlook for 2021 and beyond.

Things have gone from bad to worse for an oil market already ravaged by the spread of the coronavirus and its impact on demand as Saudi Arabia launches a price war against Russia following the collapse of talks between the Opec-plus alliance. Our experts discuss how bad the situation could get for the US and global oil sectors and how long the pain could last.

Russia's invasion of Ukraine has roiled oil, gas and broader commodity markets, sending prices higher and unleashing intense volatility. Will this get worse or better? How high will prices go? How long will the turbulence last?

2022 promises to be an action-packed year for the energy industry.

The run-in to year-end has begun with greater volatility and a growing divide between energy producers and consumers. Listen to Energy Intelligence's oil market experts discuss the key drivers of the recent market unease, and what to expect from key consumers and producers looking ahead to 2022.