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S03 Ep19 Energy Market Update: Oil market optimism amid US-China trade talks

Play Episode Listen Later May 12, 2025 4:31


The oil market rallied into the end of last week on optimism about talks between China and the US on trade. Callum Macpherson, Head of Commodities at Investec UK, discusses what progress has been made and what does this mean for energy markets. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

S03 Ep18 Energy Market Update: Latest from OPEC+

Play Episode Listen Later May 5, 2025 3:59


OPEC+ have announced an increase in output over the weekend. Callum Macpherson, Head of Commodities at Investec UK, discusses what has been decided and the motivation behind the move. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

S03 Ep17 Energy Market Update: Oil market more positive on demand?

Play Episode Listen Later Apr 29, 2025 4:58


Brent set a new recent high in its recovery from the sell-off at the start of this month. Callum Macpherson, Head of Commodities at Investec UK discusses market prospects in the current global environment. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

Energy Market Update Ep 16 | Oil market dynamics

Play Episode Listen Later Apr 22, 2025 4:09


In this episode, we discuss the recent rise in the oil market to $68/b and the factors driving this change, including US-Iran talks. We also touch on the implications for oil prices, US-China trade relations, and the current state of European electricity and gas markets. Tune in for insights into the future of these sectors. Please note: This podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

S03 Ep15 Energy Market Update: Tariffs and the oil market

Play Episode Listen Later Apr 14, 2025 3:57


With the latest Tariff announcements from US President Donald Trump, oil has rallied following. Callum Macpherson, Head of Commodities at Investec UK discusses the oil price outlook, amid uncertainty in the market. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

S03 Ep14 Energy Market Update: Sharp sell-off continues in the oil market

Play Episode Listen Later Apr 7, 2025 5:33


The sharp sell-off in oil markets after Trump's tariffs were announced last week, continues this morning. Callum Macpherson, Head of Commodities at Investec UK discusses the latest in the oil market and why OPEC+ announced an output increase when prices were already falling. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

S03 Ep13 Energy Market Update: Is the market concerned about supply?

Play Episode Listen Later Mar 31, 2025 3:35


With the continued strengthening of Brent, Callum Macpherson, Head of Commodities at Investec UK looks at whether the market still concerned about supply. Investec

S03 Ep12 Energy Market Update: Can the Brent rally continue?

Play Episode Listen Later Mar 24, 2025 3:00


Oil has strengthened over the last week and Brent is over 72 $/b this morning.? Callum Macpherson, Head of Commodities at Investec UK looks at what has been behind this move and if the rally can continue. Investec

S03 Ep11 Energy Market Update: Oil steady as equities fall in the US

Play Episode Listen Later Mar 17, 2025 5:06


Last week was much quieter in oil markets than the week before, despite continued falls in US equities. Callum Macpherson, Head of Commodities at Investec UK discusses why did oil not follow equities lower again. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

S03 Ep10 Energy Market Update: Turbulence in energy markets

Play Episode Listen Later Mar 10, 2025 4:26


It's been a tumultuous time in energy markets and Callum Macpherson, Head of Commodities at Investec UK takes a look at some key events from last week and how the market reacted. Investec

S03 Ep09 Energy Market Update: Brent set a new low of the year last week

Play Episode Listen Later Mar 3, 2025 3:04


Callum Macpherson, Head of Commodities at Investec UK, discusses the impact of uncertainty in the oil market brought about by President Trump's trade policies and the debate over Ukraine peace talks. Investec

S03 Ep08 Energy Market Update: Oil prices fall

Play Episode Listen Later Feb 24, 2025 4:57


Brent fell at the end of last week, whereas it had been rallying strongly for much of last week. Callum Macpherson, Head of Commodities at Investec UK looks at what brought about this change of direction. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

S03 Ep07 Energy Market Update: Latest from IEA report

Play Episode Listen Later Feb 17, 2025 4:50


Callum Macpherson, Head of Commodities at Investec UK discusses the latest report from the International Energy Agency looking at outlook for supply and demand. Investec

S03 Ep06 Energy Market Update: Tariffs and the oil market

Play Episode Listen Later Feb 10, 2025 5:17


Since last week's podcast, Trump has delayed some of the new tariffs, Callum Macpherson, Head of Commodities at Investec UK, discusses what has been going on and what this might mean for oil. Investec

S03 Ep05 Energy Market Update: Market reaction to Trump tariffs

Play Episode Listen Later Feb 3, 2025 4:28


U.S President Donald Trump has gone ahead with introducing the tariffs he threatened. Callum Macpherson, Head of Commodities at Investec UK looks at the oil market reaction to the new tariffs imposed by Washington. Investec

S03 Ep04 Energy Market Update: Trump's impact on the energy market

Play Episode Listen Later Jan 27, 2025 5:37


Callum Macpherson, Head of Commodities at Investec UK, delves into the impact of President Trump's latest statements and executive orders on the global oil and gas markets. Investec

S03 Ep03 Energy Market Update: Brent Holds Above $80/b, Slightly Off Highs

Play Episode Listen Later Jan 20, 2025 3:45


Investec's Head of Commodities, Callum Macpherson, looks at the impact the Israel-Hamas ceasefire and Trump's incoming presidency are having on the Brent crude market, and how far its rally has left to run. Investec's Energy Market Podcast · Investec

S03 Ep02 Energy Market Update: The 2025 Hedging Considerations preview

Play Episode Listen Later Jan 13, 2025 5:03


Investec's Head of Commodities Callum Macpherson gives insights into the 2025 Hedging Considerations' themes and how they relate to the latest in the market at the moment? Investec

S03 Ep01 Energy Market Update: Brent starts 2025 on a positive note

Play Episode Listen Later Jan 6, 2025 4:29


The energy update is back with season three, and in the first episode of the year Investec's Head of Commodities Callum Macpherson discusses factors driving Brent's positive tone at the beginning of 2025. Investec

S02 Ep46 Energy Market Update: Voluntary cuts to extend to March 25

Play Episode Listen Later Dec 9, 2024 4:15


In the last episode of season 2, Investec's Head of Commodities Callum Macpherson discusses decisions from the OPEC+ meeting that took place last week. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

S02 Ep45 Energy Market Update: Why is the OPEC+ meeting delayed?

Play Episode Listen Later Dec 2, 2024 3:46


The OPEC+ meeting was supposed to have been held over the weekend, but it has been delayed to this Thursday. Investec's Head of Commodities Callum Macpherson explains what is going on. Investec

S02 Ep44 Energy Market Update: OPEC meeting preview

Play Episode Listen Later Nov 25, 2024 3:09


It's a week to go until the OPEC meeting next Sunday. Investec's Head of Commodities Callum Macpherson looks at what do options they have and how does market pricing currently reflect the likelihood of these options. Investec

S02 Ep43 Energy Market Update: Oil prices softened again

Play Episode Listen Later Nov 18, 2024 4:08


In this episode, Investec's Head of Commodities Callum Macpherson discusses what has been driving oil prices. Investec

S02 Ep42 Energy Market Update: The Trump presidency and oil markets

Play Episode Listen Later Nov 11, 2024 4:36


Following a lot of volatility in the oil market last week after the US elections, Investec's Head of Commodities Callum Macpherson looks at what could a Trump presidency mean for oil markets. Investec

S02 Ep41 Energy Market Update: Resurgence in oil prices

Play Episode Listen Later Nov 4, 2024 3:46


Investec's Head of Commodities Callum Macpherson discusses the strengthening of the market following some weakness in oil prices at the start of last week. Investec

S02 Ep40 Energy Market Update: Oil markets sell off sharply

Play Episode Listen Later Oct 28, 2024 4:27


In this episode, Investec's Head of Commodities Callum Macpherson discusses the reasons behind a sharp sell-off in oil markets and what this could mean for OPEC+ at their meeting coming up in December. Investec

S02 Ep39 Energy Market Update: Latest from IEA report

Play Episode Listen Later Oct 21, 2024 4:35


Last week the International Energy Agency published its monthly oil report, Investec's Head of Commodities Callum Macpherson discusses what the report says about supply-demand balance in the market. Investec

S02 Ep38 Energy Market Update: Oil market under 75b/$

Play Episode Listen Later Oct 15, 2024 4:11


A week ago, brent was trading over 80 $/b, this morning the market is under 75, Investec's Head of Commodities Callum Macpherson discusses market developments and what is driving oil prices. Investec

S02 Ep37 Energy Market Update: What Brent highs mean for OPEC+

Play Episode Listen Later Oct 7, 2024 4:20


Brent reached a high close to 80 $/b last week. Investec's Head of Commodities Callum Macpherson discusses the latest developments and what this means for OPEC+ deliberations. Investec

S02 Ep35 Energy Market Update: Why did oil sell off?

Play Episode Listen Later Sep 30, 2024 4:22


Brent rallied up over 75 $/b last week but sold off again at the end of the week. Investec's Head of Commodities Callum Macpherson looks at why the rally faded so quickly. Investec

S02 Ep35 Energy Market Update: Is the oil price rally sustainable?

Play Episode Listen Later Sep 23, 2024 3:29


Oil prices recovered sharply last week. Investec's Head of Commodities, Callum Macpherson discusses what drove this rally and is it sustainable. Investec

S02 Ep34 Energy Market Update: Brent falls to 2021 levels

Play Episode Listen Later Sep 16, 2024 3:59


Brent has fallen to its lowest level since December 2021. Investec's Head of Commodities, Callum Macpherson looks at the impact of this and if OPEC+ will likely manage to agree to a solution. Investec

S02 Ep33 Energy Market Update: Brent hits low levels

Play Episode Listen Later Sep 9, 2024 5:17


It has been a very volatile week for oil markets as Brent hit its lowest levels since March 2023, Investec's Head of Commodities, Callum Macpherson discusses what has been going on. Investec

S02 Ep32 Energy Market Update: Will OPEC+ reduce cuts?

Play Episode Listen Later Sep 2, 2024 7:30


Oil prices are weaker again today as there are no signs that OPEC+ members are going to hold off on reducing cuts. Investec's Head of Commodities, Callum Macpherson has the latest on this. Investec

S02 Ep31 Energy Market Update: Oil strengthens

Play Episode Listen Later Aug 27, 2024 3:47


Oil has strengthened again this week, and Brent is now back over 80 $/b. Investec's Head of Commodities, Callum Macpherson, discusses what has been behind this? Investec

S02 Ep30 Energy Market Update: Market struggles to stay over 80 $/b

Play Episode Listen Later Aug 19, 2024 4:14


Brent fell back below 80 $/b again at the end of last week, Investec's Head of Commodities, Callum Macpherson, discusses why the is market struggling to stay over 80 $/b. Investec

Energy Market Update S02 Ep29: What's driving the oil rally?

Play Episode Listen Later Aug 12, 2024 4:49


Brent has recovered from last week's sell-off. Investec's head of commodities, Callum Macpherson, explains the factors driving the rally. Investec

S02 Ep28 Energy Market Update: What's behind the steep drop in the oil price?

Play Episode Listen Later Aug 5, 2024 5:38


Brent fell to its lowest level since January at the end of last week. Investec's head of commodities, Callum Macpherson, looks at what's driving this. Investec

SO2 Ep27 Energy Market Update: The impact of AI on oil markets

Play Episode Listen Later Jul 29, 2024 5:31


Energy prices were under pressure last week as equity prices fell, led by tech stocks as question marks surfaced over the rapid expansion of artificial intelligence, says Investec's head of commodities, Callum Macpherson. Investec

S02 Ep26 Energy market update: The latest from the IEA report

Play Episode Listen Later Jul 16, 2024 3:56


The International Energy Agency released their latest monthly report at the end of last week, Investec Head of Commodities Callum Macpherson discusses what the agency had to say about the state of oil supply and demand. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

S02 Ep25 Energy market update: What's driving positivity in the oil market?

Play Episode Listen Later Jul 1, 2024 3:51


With another positive week for the oil market, Investec Head of Commodities Callum Macpherson looks at whether risk appetite is driving this. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

S02 Ep24 Energy market update: Positivity in the oil market

Play Episode Listen Later Jun 24, 2024 5:07


Investec Head of Commodities Callum Macpherson discusses positivity in the oil market over the last week, and what's driving it. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

S02 Ep23 Energy market update: State of the oil market

Play Episode Listen Later Jun 18, 2024 4:24


Investec Head of Commodities Callum Macpherson looks at the International Energy Agency's latest report and what it had to say about the state of the oil market. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

S02 Ep22 Energy market update: Sell-off in oil prices

Play Episode Listen Later Jun 10, 2024 3:52


Investec Head of Commodities Callum Macpherson discusses oil prices selling-off since OPEC+ meeting. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

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