PODCAST: Daily Energy Markets - June 30th

What this episode covers

🌍 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

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Frequently Asked Questions

How long is this episode of Gulf Intelligence Podcasts?

This episode is 31 minutes long.

When was this Gulf Intelligence Podcasts episode published?

This episode was published on June 30, 2025.

What is this episode about?

🌍 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...

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