POPULARITY
Categories
In this episode of the Oil Markets podcast, host Joel Hanley is joined by front-line North Sea reporters Natasha Tan and Joey Daly to mark the second anniversary of US crude WTI Midland's inclusion in the Dated Brent benchmark and the current dynamics underpinning the North Sea markets. How has the addition of WTI Midland improved the robustness of the benchmark amid shifting dynamics in the Atlantic basin, and what are the latest developments between the regional North Sea grades and their American counterpart?
Today we return to the oil market, a market that is in flux, both from a traditional supply and demand picture, but that is now also embroiled in geopolitics, an uncertain global trade environment and a potential recession. Is oil going lower for longer? And what about volatility? The last month or so has seen a dramatic return of volatility and associated results for traders, positive and negative. Is that set to continue? Our guest is Matt Smith, lead energy analyst for the US at the data and analytics company Kpler
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
Guyana's latest crude stream is due to reach the market in the third quarter, adding 250,000 b/d to the South American country's production capacity. Output has climbed rapidly since Guyana's Liza grade made its debut in late 2019. This time, however, the new Yellowtail development will be bringing more light sweet crude to the market, which will compete with exports from Argentina and the US. How can Guyana compete at current oil prices, with WTI currently trading below $60/b? What does Yellowtail mean for the US production outlook? Who are the likely buyers for this Guyanese crude? Join Jeff Mower, director of Americas Oil News, as he discusses these issues and more with Platts crude price editor Jada Johnson and Felipe Perez, S&P Global Commodity Insights head of Latin America Fuels & Refining Research and Strategy. Related links: ALIZA00 AUNIA00 AYARA00
When the US began announcing tariffs a month ago and China hit back with reciprocal tariffs, the whole oil market complex tumbled. Despite a relative recovery in line with crude oil four weeks later, the lighter end products of the barrel are still feeling the sting from an uncertain macroeconomic environment, as outlook in the global petrochemical industry flounders. With recession fears looming, what will a world of lower demand and tighter margins mean for the consumption of the two main petrochemical feedstocks, naphtha and LPG? In this episode of the Oil Markets podcast, Joel Hanley leads a discussion with market experts Dias Kazym and Barbara Fernandez-Pita to explore the short and long-term outlook of these two products. Related: MPGC
Our Global Commodities Strategist Martijn Rats discusses the ongoing volatility in the oil market and potential macroeconomic scenarios for the rest of this year.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Martijn Rats, Morgan Stanley's Global Commodities Strategist. Today on the podcast – the uncertainty in the oil market and how it can play out for the rest of the year.It's Tuesday, April 29th, at 3pm in London.Now, notwithstanding the energy transition, the cornerstone of the world's energy system is still the oil market; and in that market, the most important price is the one for Brent crude oil. Therefore, fluctuations in oil prices can have powerful ripple effects on various industries and sectors, as well as on the average consumer who, of course, pays attention to gasoline prices at the pump. Now with that in mind, we are asking the question: what's been happening in the global oil market recently?Earlier this month, Brent crude oil prices dropped sharply, falling 12.5 per cent over just two trading sessions, from around 75 dollars a barrel to close to 65 dollar a barrel. That was primarily driven by two factors: first, worries about the impact of trade wars on the global economy and therefore on oil demand, after the Trump administration's announcement of reciprocal tariffs.Secondly, was OPEC's announcement that, notwithstanding all the demand uncertainty that this created, it would still accelerate supply growth, progressing not only with the planned production increases for May; but bring forward the planned production increases for June and July as well. Now you can imagine, when OPEC releases extra production whilst the GDP outlook is weakening, understandably, this weighs on the price of oil.Now to put things into context, two-day declines of 12.5 per cent are rare. The Brent futures market was created in 1988, and since then this has only happened 24 times, and 22 of those instances coincided with recessions. So therefore, some commentators have taken the recent drop as a potential sign of an impending recession.Now while Brent prices have recovered slightly from the recent lows, they're still very volatile as they continue to reflect the ongoing trade concerns, the economic outlook, and also a strong outlook for supply growth from OPEC and non-OPEC countries alike. The last few weeks have already seen unusually large speculator selling. So with that in mind, we suspect that oil prices will hold up in the near-term. However, we still see potential for further headwinds later in the year.In our base case scenario, we expect that demand growth will slow down to approximately 0.5 million barrels a day year-on-year by the second half of 2025, and that is down from an an initial estimate earlier in the year when were still forecasting about a million barrel a day growth over the same period. Now this slowdown – coupled with an increase in non-OPEC and OPEC supply – could result in an oversupply of the market of about a million barrels a day over the remainder of 2025. Now with that outlook, we believe that Brent prices could eventually drop further down into the low-$60s.That said, let's also consider a more bearish scenario. Oil demand has never grown continuously during recessions. So if tariffs and counter-tariffs tip the economy into recession, oil demand growth could also fall to zero. In such a situation, the surplus we're currently modeling could be substantially larger, possibly north of 1.5 million barrels a day. Now that would require non-OPEC production to slow down more severely to balance the market. In that scenario, we estimate that Brent prices may need to fall into the mid-$50s to create the necessary supply slowdown.On the flip side, there's also a bullish scenario where we and the market are all overestimating the demand impact. If oil demand doesn't slow down as much as we currently expect and OPEC were to revert quite quickly back to managing the supply side again, then inventories would still build but only slowly. Now in that case, Brent could actually return into the low-$70s as well.All in all, we would suspect that the twin headwinds of higher-than-expected trade tariffs and faster-than-expected OPEC+ quota increases will continue to weigh on oil prices in the months ahead. And so we have lowered our demand forecast for the second half of the year to just 0.5 million barrels a day, year-on-year. And we've also lowered our prices forecasts for 2026; we're now calling for $65 a barrel – that's $5 a barrel lower than we were forecasting before.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.
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
In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses key energy and market developments, including the potential impact of a nuclear deal with Iran on global oil markets, the EPA chief's response to media claims about waste, Trump's new energy order targeting state-level climate laws, and India's $2.5 billion deal for an Australian coal terminal. He also provides insights on Tesla's stock performance for Q1 2025, highlighting the company's innovation in autonomous driving and energy storage. Turley emphasizes Tesla's role as a technology company and advises buying the stock.Highlights of the Podcast 00:00 - Intro02:17 - How would a Nuclear Deal with Iran impact the global oil markets?05:01 - EPA Chief Denounces Media For Claiming ‘No Evidence' Of Agency Waste Under Biden06:48 - Trump Targets State-Level Climate Lawfare With New Energy Order08:51 - Adani Ports strikes $2.5bn deal for Australian coal terminal10:36 - How is the Tesla Stock Handling the current Quarter in 202512:39 - OutroPlease see the links below or articles that we discuss in the podcast.How would a Nuclear Deal with Iran impact the global oil markets?EPA Chief Denounces Media For Claiming ‘No Evidence' Of Agency Waste Under BidenTrump Targets State-Level Climate Lawfare With New Energy OrderAdani Ports strikes $2.5bn deal for Australian coal terminalHow is the Tesla Stock Handling the current Quarter in 2025Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –
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
Following the swathe of protectionist tariff measures announced by US President Donald Trump April 2nd, the crude oil complex was sent into a frenzy, with market outlook rapidly souring. But interesting patterns in both the paper and physical markets have been materializing. In this episode of the Oil Markets podcast, Joey Daly leads an in-depth discussion with market experts David Neef and Joseph Jaffe to discuss the reaction of both the paper and physical markets in the middle distillates and fuel oil segments. While the crude oil market's negative reaction has captured immediate attention, what can these other segments reveal about the deeper impact of tariff conflicts?
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
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
In this episode, TXOGA President Todd Staples sits down with Chief Economist Dean Foreman, Ph.D., to examine the key trends shaping global oil market dynamics in the first quarter of 2025. Their conversation explores the sustained strength in oil and natural gas demand amid headwinds from slowing global economic growth, evolving trade policies and tariffs, and seasonal market patterns.--TXOGA: Quarterly Energy Economics Outlook, Q1 2025TXOGA: Energy and Economics Perspective, Q1 2025
With the May 1st deadline for Mediterranean Emissions Control Area fast approaching, marine fuel suppliers and shipowners are bracing for impact. In this episode of the Oil Markets podcast, Rowan Staden-Coats is joined by Jan Kedzior and Tommy Petrou to discuss the different fuel options vessels have to comply with the upcoming sulfur emission regulations. What opportunity does this pose for compliant fuels like DMA marine gasoil and 0.1% ULSFO, and how will the demand for conventional fuel oil grades be impacted? Related stories: VLSFO cracks tumble to multi-month lows amid Med ECA zone shakeup Mediterranean Hi-5 spreads narrow to near four-month lows on thin VLSFO demand Tight supply pushes high-sulfur gasoil above ULSD in NWE European 0.1%S gasoil tightens on Med demand, limited prompt NWE supply Assessments: 0.1% CIF Med gasoil - AAVJJ00 CIF Mediterranean Marine Fuel 0.5% Cargo - MFCMM00 FO 3.5%S CIF Med Cargo - PUAAY00
Today we are focused on China and its oil market. How has their oil sector developed over the last 50 years? Who are the teapot refiners? And how is the market now structured in the wake of COVID, sanctions and the EV revolution? How consequential is China now to global crude pricing and market dynamics? Our guest is Tom Reed, Vice President of China Crude at Argus Media, the independent price reporting agency. Tom has spent a career watching China, understanding the details from this very opaque but consequential market.
As tax season unfolds, scammers are exploiting uncertainty and using familiar tactics like fake IRS communications and promises of large refunds to target taxpayers. Today's Stocks & Topics: CPS - Cooper-Standard Holdings Inc., Market Wrap, MYRG - MYR Group Inc., Volkswagen, This Tax Season is A Peak Time for Scams Amid IRS Uncertainty, SEZL - Sezzle Inc, Annuities, Market Madness, CORT - Corcept Therapeutics Inc., The Oil Market, SBSW - Sibanye-Stillwater Ltd. ADR, WELL - Welltower Inc., The Live Music Industry.Our Sponsors:* Check out Kinsta: https://kinsta.com* Check out ShipStation: https://shipstation.com/INVEST* Check out Trust & Will: https://trustandwill.com/INVESTAdvertising Inquiries: https://redcircle.com/brands
In this episode, Fisher Investments' founder Ken Fisher answers a fresh batch of listeners questions. Ken discusses the market impact of the current administration's regulatory approach, the Federal Reserve's balance sheet reduction and its implications for investors. He also shares his thoughts on the oil market and whether the Department of Government Efficiency (DOGE) will influence the economy. All that, and much more, in this episode of the Market Insights podcast. Visit our episode page, where you'll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.
The Mediterranean gasoil market is undergoing significant changes as new Emission Control Zones come into effect, drastically altering sulfur limits for marine fuels. In this episode of the Oil Markets podcast, our experts explore the evolving role of gasoil, an important middle distillate that is often overshadowed by diesel and jet fuel. Host Joel Hanley is joined by Virginie Malicier, manager of middle distillate pricing, and Jan Kedzior, gasoil price reporter, to discuss the impact of reduced Russian supply, the growing importance of North African countries in the market, and the competitive dynamics between gasoil and diesel. Links: 0.1% CIF Med gasoil - AAVJJ00 FOB West Africa 50ppm diesel/gasoil - AWFRA00 ULSD 10ppm CIF Med - AAWYZ00 FIRST TAKE WhatsApp Channel
Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he breaks down today's biggest stories shaping America and the world. Trump's Tariffs Already Paying Off: U.S. Manufacturing Boom – Honda, Volvo, and Isuzu are moving production back to the U.S., while American toy factories ramp up to meet demand as retailers ditch Chinese imports. Democrat Senator Forced to Apologize for Supporting Border Security – Senator Mark Warner praised Trump's immigration crackdown but was quickly pressured to retract his statement after party backlash. Sanctuary Cities Shielding Gang Members from ICE – A Venezuelan gang member was tipped off and released by Denver police before assaulting an ICE officer in a botched escape attempt. The Trump Revolution: Mass Firings, Federal Property Sell-Offs, and CIA Cuts – The administration pushes deeper cuts to the federal workforce, with the VA slashing 76,000 jobs and the potential sale of a secret CIA campus. Supreme Court Ruling Raises Alarms on Presidential Power – A 5-4 decision forces Trump to release $2B in foreign aid, sparking concerns about executive authority and a future legal showdown. Zelenskyy on the Brink: Trump Cuts Off CIA Intel to Ukraine – The White House freezes intelligence-sharing until Ukraine's president formally apologizes. Meanwhile, Trump hints at a leadership change in Kyiv. Germany's Next Leader Attacks Trump – Chancellor candidate Friedrich Merz sides with Democrats, claiming Trump's tough stance on Ukraine is a political stunt. Oil Prices Drop as OPEC Bows to Trump's Pressure – Global oil markets react as OPEC+ increases production, but will it interfere with Trump's domestic drilling plans? Justice Served: Key Terrorist Behind 2021 Kabul Attack Captured – After Trump prioritized the hunt for ISIS leader Mohammad Sharifullah, Pakistani forces arrested and extradited him to the U.S. Get the facts, the analysis, and the truth—only on The Wright Report. "And you shall know the truth, and the truth shall make you free." - John 8:32
IFPRI-AMIS Seminar Series | IFPRI Policy Seminar Biofuels and the Global Vegetable Oil Market Co-organized by IFPRI and Agricultural Market Information System (AMIS) March 4, 2025 Production of biodiesel fuel in Brazil, the European Union, Indonesia, and the United States has grown by nearly 40 percent over the past five years, driven largely by subsidies and government mandates. Government regulations aimed at reducing greenhouse gas emissions have also boosted demand for vegetable oils and created new markets for used cooking oils (UCO), altering commodity trading patterns and price dynamics. The seminar will present overviews of the global vegetable oil market and the market for used cooking oil for fuel, followed by a moderated expert panel discussion representing views from across the globe. A question and answer session will follow. Overview of the Global Vegetable Oil Market Di Yang, Economist, Food and Agriculture Organization of the United Nations (FAO) Overview of the Global Market of Used Cooking Oil Pierre Charlebois, Private Consultant, former Agriculture and Agri-Food Canada (AAFC) Discussion Moderated by Monika Tothova, Senior Economist, Food and Agriculture Organization (FAO); Agricultural Market Information System (AMIS) Secretary and Joseph Glauber, Research Fellow Emeritus, IFPRI -Brazil Soybean Market: Eduardo Vanin, Proprietário, Agrinvest Commodities -Indonesia Biodiesel Mandates: Jasmine Osinski, Agricultural Attaché, United States Department of Agriculture (USDA)/Foreign Agricultural Service (FAS)—Jakarta -US Biodiesel Market: Scott Gerlt, Chief Economist, American Soybean Association (ASA) -EU Biodiesel Market: Mohamed El-Fatih Abu-Samra, Market Officer, DG Agriculture and Rural Development, European Commission (EU) Moderator -Donald Boucher, Director General, Sector Development and Analysis Directorate, Agriculture and Agri-Food Canada (AAFC); Agricultural Market Information System (AMIS) Chair Links: More about this Event: https://www.ifpri.org/event/biofuels-and-the-global-vegetable-oil-market/ Subscribe IFPRI Insights newsletter and event announcements at www.ifpri.org/content/newsletter-subscription
In this episode of The Core Report Weekend Edition, Govindraj Ethiraj sits down with Harsh Mariwala, Chairman of Marico, to discuss his incredible journey of building one of India's most successful consumer goods companies. Discover how his passion for innovation and entrepreneurship transformed Marico into a market leader with iconic brands like Parachute and Saffola.SHOW NOTES(00:00) Introduction(01:35) Innovation at Marico(05:20) Innovation in Parachute(07:30) Coconut oil Bottles and Reducing Plastics(11:43) Innovation in Saffola and being a leader in oats(13:48) Differentiation and technology(15:43) Facilitating Organisations and creating business opportunities(20:08) D2C brands and Growth Avenues(25:36) Multinationals v Local Players(28:33) How the name ‘Parachute' came about(30:05) Companies that are exemplary currently(33:00) Entrepreneurs and Talent(35:27) Business problems today and disruptions(38:00) US marketsListeners! We await your feedback....The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirementsFor more of our coverage check out thecore.inJoin and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
In what was the first direct hit from drone attacks on the Caspian Pipeline Consortium route since the onset of Russia's invasion of Ukraine in 2022, close to 1.5 million b/d of crude output from oil giant Kazakhstan has been brought into the spotlight. The development comes with an uptick in broader energy infrastructure attacks and against a backdrop of US and Russian talks over the war's near-term future. What impact does a damaged CPC pipeline have on crude oil markets in the Mediterranean and more frequent refinery attacks mean for products in the region? Joel Hanley is joined by Nick Coleman, Elza Turner, and Luke Stuart to discuss the latest in this episode of the Platts Oil Markets podcast. Links: CPC Blend CIF Augusta vs. BTC Dtd Strip - AAHPL00 Azeri Light CIF Augusta vs. BTC Dtd Strip - AAHPM00 Dated Brent - PCAAS00 Kazakhstan's CPC Blend pipeline throughput cut by drone strike - Read more (subscriber content) REFINERY NEWS: Russia's Syzran hit by drone strike, impact uncertain - Read more (subscriber content) Putin tells Kazakhstan's partners to help repair CPC pipeline after attack - Read more (subscriber content) Fujairah Bunkering & Fuel Oil Forum (FUJCON 2025) - More info
Hartree Partners LP Special Advisor Edward Morse speaks on the global oil market with Bloomberg's Tom Keene and Paul SweeneySee omnystudio.com/listener for privacy information.
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
India's rapidly growing energy demand, the shifting focus of oil producers towards the country, and the transition to cleaner energy sources are key themes at India Energy Week. Delegates will seek insights on how Indian energy companies and policymakers can balance the reliance on traditional fuels with a new energy roadmap. In a comprehensive discussion, Dave Ernsberger, Co-President at S&P Global Commodity Insights, Ranjit Rath, Chairman and Managing Director at Oil India Ltd, and Sambit Mohanty, Asia Energy Editor, will explore key market issues of interest to delegates. They will address India's evolving relationship with non-OPEC producers and outline the strategies India plans to implement in its upstream sector to attract global investors. This is a special bonus episode of Oil Markets, originally featured in the Commodities Focus series! Tune in!
A fast-paced beginning to the second Trump presidency has sent ripples across financial and commodities markets globally with tough talk on sanctions and tariffs, in particular. Joel Hanley is joined by Thomas Washington and Herman Wang to dissect the impact US policy is having on oil and shipping markets and what OPEC+ make of Trump 2.0. Links: Register for London Energy Forum 2025 US tariffs on imports from Canada, Mexico delayed by one month OPEC+ stays the course with output cuts, pushes for improved compliance (subscriber content) Dated Brent PCAAS00 Dubai Mo01 PCAAT00
CNBC's Tyler Mathisen and Kelly Evans take you through the heart of the business day bringing you the latest developments and instant analysis on the stocks and stories driving the day's agenda. “Power Lunch” delves into the economy, markets, politics, real estate, media, technology and more. The show sits at the intersection of power and money. “Power Lunch” gives viewers a full plate of CNBC's award-winning business news coverage, plus a healthy dose of personality from the show's anchors and the network's top-notch roster of reporters and digital journalists.
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss everything crude oil - from the current fundamental landscape and the impact of Trump's tariff policies to why crude quality remains crucial and where refineries can source the heavy blend stock needed to process U.S. shale oil. https://bit.ly/42z5yIQ ⚫ Follow Rory on X: @Rory_Johnston
Here is the latest oil market analysis from Commodity Research Group. These podcast episodes are based on research published in the CRG Monthly Outlook report – a premium research product covering energy, metals, and currencies. The full report is relied on by hedge funds and trading groups to provide actionable insight into commodity markets and […] The post January 2025 Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive.
Here is the latest oil market analysis from Commodity Research Group. These podcast episodes are based on research published in the CRG Monthly Outlook report – a premium research product covering energy, metals, and currencies. The full report is relied on by hedge funds and trading groups to provide actionable insight into commodity markets and […] The post January 2025 Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive.
Host: Tracy Shuchart for MicDropMarketsGuestsAbdulaziz Abdulaziz is a prominent Public Saudi figure on Energy and Climate issues and a public speaker for major energy issues for the chamber of commerce, municipalities and many other entities in the MiddleEast. For the past 15 years Abdulaziz has been an avid observer in the E&P activities in the MENA region. He reports daily on the regional competitors activities in the Upstream Sector as well as reporting quarterly updates on updated Business activities globally and in the region, including monitoring of all oil and gas discoveries in the Middle East, North Africa and global frontier areasLeonid Mironov Leonid is currently the head of materials at PACAT Capital Management (HK). He has over 17 years of experience in the global commodity and commodity equities space currently focusing on China and SE Asia. PACAT is a Hong Kong based long only and hedge fund manager investing in China and Asia with an exceptional track record going back to 2000.He also publishes the Panda Perspectives, a substack focused on China and its impact on Commodities, Industries and TechnologyDISCLAIMER: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions
In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley covered German energy policy takes center stage as uranium imports from Russia surge by 70%, prompting calls to reactivate Nord Stream amid deindustrialization concerns. Ukraine's gas transit halt intensifies Europe's energy crisis, while Biden's anticipated offshore drilling ban stirs controversy over long-term U.S. energy security. Meanwhile, New York's fracking ban, ignoring $1 trillion in reserves, faces criticism for stifling economic growth, and optimism grows in the oil market with 2025 predictions of rising prices fueled by geopolitical shifts and expanded natural gas pipeline capacity in Texas. As the energy landscape evolves, debates over policy, infrastructure, and sustainability remain at the forefront.Highlights of the Podcast00:00 - Intro02:08 - German purchases of Russian uranium surge03:55 - German MP calls for NordStream to be reactivated07:38 - The Political Consequences Of Ukraine's Decision To Cut Off Russian Gas To Europe09:14 - Biden Poised To Announce Offshore Drilling Ban To Appease Green Lobby11:33 - NY's Fracking Ban Ignores $1 Trillion In Gas Reserves, While Green Hysteria Stifles State's Economy17:45 - Markets Update20:25 - Signs of Optimism in Oil Markets as a New Year Begins27:46 - Natural Gas Pipeline Capacity Ramping Up In Texas30:18 - OutroPlease see the links below or articles that we discuss in the podcast.German purchases of Russian uranium surgeGerman MP calls for NordStream to be reactivatedThe Political Consequences Of Ukraine's Decision To Cut Off Russian Gas To EuropeBiden Poised To Announce Offshore Drilling Ban To Appease Green LobbyNY's Fracking Ban Ignores $1 Trillion In Gas Reserves, While Green Hysteria Stifles State's EconomySigns of Optimism in Oil Markets as a New Year BeginsNatural Gas Pipeline Capacity Ramping Up In TexasFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading Desk– Get in Contact With The Show –
With 2024 rapidly coming to a close, we at The Essential Podcast decided to reflect on our favorite lessons of the year. Listen along as we walk down memory lane, reliving pieces of our most insightful conversations this year. Referenced Episodes: Better Faster Farther: Maggie Mertens and the Evolution of Women's Sports Making Sense of Chaos – An Interview with J. Doyne Farmer Overcoming AI Skepticism With Sudeep Kesh Making Sense of Oil Markets with Andy Critchlow Coronation And Collapse, The Story Of The Bond King With Mary Childs The Price of Energy Transition with Brett Christophers More S&P Global Content: The Daily Update S&P Global Look Forward Report Credits: Host/Author: Nathan Hunt Producer/Editor: Patrick Moroney Published With Assistance From: Kyle May, Kurt Burger, Camille McManus www.spglobal.com
In this episode, Warren Mosler joins the show to discuss the counterintuitive impact of that Federal Funds rate, the impact of government spending, and the economics of trade and tariffs. We also delve into the shifting duration of US debt, whether deficits matter, and much more. Enjoy! __ Follow Warren Mosler: https://x.com/wbmosler Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp __ SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world's crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on Ledger.com. Meet Kraken Institutional. Whether you're an asset allocator, a trading firm or high net worth individual, Kraken Institutional unlocks the powerful tools you and your organization need to trade and manage crypto — at scale. Reliable, easy to integrate, with white-glove service and 24/7 support. Get in touch today at https://blckwrks.co/Kraken — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Timestamps: (00:00) Introduction (01:41) Warren's Macro Overview (06:19) Understanding The Neutral Rate (14:16) Fed Funds & Inflation (21:14) Rate Cuts Are Cooling Inflation (22:54) Ads (25:02) Rate Hikes Are Stimulative (27:32) Deficit Spending Is Money Printing (28:27) Taxes & Government Spending (31:56) The Effect Of Monetary Acronyms (34:29) The K-Shaped Economy (37:29) Zero Rate & Asset Bubbles (39:05) Politics & The Oil Market (41:29) Trump, Trade, & Tariffs (49:41) Taxes, Unemployment, & Financing More Stuff (56:38) Does The Deficit Matter? (58:42) Impact Of Shifting Debt Duration (01:01:14) The Bid For Duration (01:04:57) Warren's Trading __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
It's been quite the year for oil markets. In this special episode of the podcast, Joel Hanley, Jeff Mower, Sambit Mohanty and Richard Swann look back at 2024 and try to untangle the biggest themes, including slowing demand growth, the incoming Trump administration, and the formidable challenge for OPEC+ in its quest for market control. The panel also discusses trade flows, new crude supply, and how changes in China's economic fortunes could have a major impact going into 2025. Links: Shadow fleets: The covert armada defying oil sanctions
Data from the Social Security Administration shows that the number of American retirees choosing to live abroad has surged. Today's Stocks & Topics: AVAV - AeroVironment Inc., Market Wrap, UBER - Uber Technologies Inc., Should You Retire Abroad, 529-Plan, WMT - Walmart Inc., SLP - Simulations Plus Inc., LLY - Eli Lilly & Co., Trump's Views on Too-Big-to-Fail for Your Bank Account, NVT - nVent Electric PLC, Current Market Topics, EXPE - Expedia Group Inc., Saudi Arabia and Oil Markets.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
China will slash its clean oil product export tax rebates from 13% to 9% starting December 1, which will likely dampen outflows from Asia's third-largest oil product exporter. While this move may be seen as China laying the groundwork for potential trade talks with the US, other factors, such as capacity rationalization and mounting government debt, could also be at play. In light of a potential US-China trade war, Commodity Insights' Asia oil news editor Neo Rong Wei, market specialist Oceana Zhou, and AltView's Grace Lee discuss in the latest episode of the Oil Markets podcast how this could bode well for Chinese oil demand, while exploring the wider implications these developments may have on regional crude and oil product markets in the year ahead. Related content: AltView Short-Term Outlook Storyboard Trump election neutral for Chinese oil demand as Beijing looks inward China's VAT rebate reduction to discourage clean oil product exports in 2025
In this episode, Michael Kao joins the show to discuss why the Fed rate cuts were a mistake, the impact of the dollar wrecking ball, and whether an inflation resurgence is possible. We also delve into the December Fed decision, the oil market, and much more. Enjoy! __ Follow Michael Kao: https://x.com/UrbanKaoboy Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp __ SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world's crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on Ledger.com. Meet Kraken Institutional. Whether you're an asset allocator, a trading firm or high net worth individual, Kraken Institutional unlocks the powerful tools you and your organization need to trade and manage crypto — at scale. Reliable, easy to integrate, with white-glove service and 24/7 support. Get in touch today at https://blckwrks.co/Kraken — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Timestamps: (00:00) Introduction (02:05) Powell's Policy Mistake (10:02) Why The Fed Cut 50 Bps (14:04) Reason For Economic Resurgence (17:56) The Dollar & Fiscal Red Bull (26:24) Ads (28:26) Inflationary Concerns Maxed Out? (34:49) The Dollar Wrecking Ball (44:29) December Fed Decision (47:14) The Oil Market (52:01) Peace Dividend __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
After several false starts in developing domestic refining capacity, the African continent is now home to one of the world's largest refineries. But while Nigeria's Dangote refinery was expected to meet domestic fuel demand, distribution costs and affordability issues have driven it to export markets. With new projects soon to come on stream in Angola, Congo, Ghana and elsewhere, Francesco Di Salvo, Matthew Tracey-Cook and Kelly Norways discuss on the latest Oil Markets podcast episode the prospects for African refiners to meet the region's growing demand for oil, amid competitive start-ups in the Middle East and decarbonisation initiatives abroad. Links: Gasoline Prem Unleaded 10ppmS FOB AR Barge - PGABM00 Gasoline CIF West Africa Cargo $/mt - AGNWC00 Nigeria's Dangote refinery to export first gasoline as local market struggles (subscriber content) Africa's refining resurgence on course despite margin risk (subscriber content)
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
Rey "R.T." Trevino runs Pecos Country Energy, a privately owned oil and gas exploration and production company headquartered in Fort Worth. Pecos Country Energy owns and operates wells across the South Central United States. More Iran sanctions and ‘drill baby, drill': Oil market's future is still uncertain under Trump.
In this engaging episode, we are thrilled to welcome Greg Newman, co-owner of Onyx Capital Group - an innovative Energy Prop Trading Firm, and the world's leading liquidity provider in the oil derivatives markets.Greg's journey into trading kicked off at Gazprom in London, where he laid the foundation for an impressive career in the energy sector. He further honed his expertise at the independent Prop Trading firm, Manadara, focusing on energy derivatives and market-making. This episode takes a deep dive into Greg's experiences, including the founding of Onyx, which aims to create a pioneering energy derivatives market-making business. Join us as Greg shares his disciplined approach to trading, highlighting the vital importance of risk management and strategies for effectively leveraging market liquidity. Greg emphasizes that successful trading is not simply about being right or wrong; it's about cultivating reliable processes supported by a thorough understanding of the markets. He discusses how Onyx prioritizes investing in the right talent and nurturing their growth, focusing on aligning individuals with the organization's culture and mindset rather than just their qualifications. From identifying and selecting the right talent to providing mentorship during the crucial early stages of induction, Greg offers insights into developing a thriving trading team.Greg also talks about Onyx's plans for the development of the energy markets by offering new products they are opening and offering to the retail markets, enbaling retail and professional traders them to gain greater and broader access to the energy markets. Tune in for invaluable perspectives that can transform your understanding of trading in the ever-evolving world of markets!Company Webpage : https://www.onyxcapitalgroup.com/Podcast and Webpage: ‘World of Oil Derivatives': https://onyxcapitalgroup.com/world-of-oil-derivativesSocial Media Twitter/X: https://x.com/Onyx__EdgeLinkedin: https://www.linkedin.com/company/onyx-capitalgroup/Instagram: https://www.instagram.com/onyxcgroup/?hl=en YouTube: https://www.youtube.com/@worldofoilderivatives AlphaMind: Powering Performance in Global MarketsAlphaMind brings powerful change, growth and development to people and businesses within global markets.Driven by a deep understanding of how markets work, and how people and businesses function within them, we partner with clients to create personal performance improvements that elevate returns across their trading activities.Go to the AlphaMind website to know more.
Right About Now with Ryan AlfordJoin media personality and marketing expert Ryan Alford as he dives into dynamic conversations with top entrepreneurs, marketers, and influencers. "Right About Now" brings you actionable insights on business, marketing, and personal branding, helping you stay ahead in today's fast-paced digital world. Whether it's exploring how character and charisma can make millions or unveiling the strategies behind viral success, Ryan delivers a fresh perspective with every episode. Perfect for anyone looking to elevate their business game and unlock their full potential.Right About Now NewsletterFree Podcast Monetization CourseJoin The NetworkFollow Us On InstagramSubscribe To Our Youtube ChannelVibe Science MediaSUMMARYIn this episode of "Right About Now," host Ryan Alford and guest Brad Blazer, an experienced capital raiser and entrepreneur, delve into the complexities of raising capital, particularly in the oil industry. Brad shares his journey, emphasizing the importance of understanding investment dynamics and conducting due diligence. He recounts memorable experiences, including convincing a hesitant doctor to invest and transforming an unprofessional job candidate into a successful team member. The discussion highlights the significance of aligning the right type of investor with the business stage and underscores the critical role of mindset and confidence in securing investments.TAKEAWAYSIntroduction to the significance of capital raising for entrepreneurs.Personal journey of an experienced capital raiser in the oil industry.Current state and dynamics of the oil market.Understanding different types of investors and their expectations.Importance of due diligence in the capital raising process.Balancing control and investment when bringing in outside investors.Differences between investing in real estate and other business ventures.Challenges faced by startups in securing capital.Risk-adjusted return expectations based on investor demographics.Insights on mindset and personal presentation in capital raising success. If you enjoyed this episode and want to learn more, join Ryan's newsletter https://ryanalford.com/newsletter/ to get Ferrari level advice daily for FREE. Learn how to build a 7 figure business from your personal brand by signing up for a FREE introduction to personal branding https://ryanalford.com/personalbranding. Learn more by visiting our website at www.ryanisright.comSubscribe to our YouTube channel www.youtube.com/@RightAboutNowwithRyanAlford.
Escalating tensions between Israel and Iran, the world's seventh-largest producer of crude oil, have fueled concern over oil price volatility for the past few weeks. But the oil market isn't reacting to geopolitical tensions in the Middle East as dramatically as it has in the past. Despite an ongoing war in Gaza and Israel, Israel's attack on Hezbollah, and attacks by Houthis in the Red Sea, the price of oil hasn't changed much. China's slowing economy and the U.S.' increased domestic production of oil seem to be keeping prices down… at least for now. Still, renewed fighting between Israel and Iran has oil markets feeling nervous. A regional war could drive up prices, impacting the global economy. In an interview recorded yesterday, host Jason Bordoff talks with Helima Croft and Javier Blas about the current state of oil markets, and how global instability could impact their future. Helima is a managing director and head of global commodity strategy and Middle East and North Africa research at RBC Capital Markets. Helima joined RBC Capital Markets from Barclays, where she was a managing director and head of North American commodities research. Javier is an opinion columnist for Bloomberg covering energy and commodities. Javier is coauthor of the 2021 book “The World for Sale: Money, Power and the Traders Who Barter the Earth's Resources.”
Preview: Iran: Conversation with Richard Goldberg regarding the possible IDF target list in Iran that will compromise the IRGC without exposing radiation risks or panicking the global oil markets. More tonight. 1850
In this episode, Jonah and Avi join Felix to discuss the current macro regime, Bitcoin and the crypto market, and the impact of forward guidance. They also delve into the ongoing uncertainty throughout markets, the Fed risking its credibility, and the economic bifurcation playing into crypto. — Follow Jonah: https://x.com/jvb_xyz Follow Avi: https://x.com/AviFelman Follow Felix: https://twitter.com/fejau_inc Follow 1000x: https://x.com/1000xPod Follow Forward Guidance: https://twitter.com/ForwardGuidance Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Follow Blockworks: https://twitter.com/Blockworks_ — Timestamps: (00:00) Introduction (02:20) Oil Market & Geopolitics (05:39) Macro's Role In Crypto Markets (08:41) Fundamental View of Bitcoin & Crypto (14:00) Bitcoin & Interest Rates (21:18) The Forward Guidance Regime (25:00) Economic Growth vs Stimulus (27:57) Regulatory Uncertainty Slowing Crypto (30:49) Economic Uncertainty (33:57) Unaffordability & Wealth Disparity (36:37) The Fed's Credibility (40:19) Economic Bifurcation (45:10) History of Asset Bubbles (46:48) Generational Wealth (51:02) Price Predictions — Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
And, the home of the beautiful game gets ready for regulated sports' betting.
What's Next For Oil Market As Middle East Tension Escalates There's a new wave of military action between Israel and Iran, in a situation in the Middle East that has not calmed down since the attack on Israel that's amazingly now almost 1 year ago. Yet the oil price sits at the bottom of its range of the past 3 years, while Saudi Arabia is making comments that it's not pleased with the current environment. So in today's show, Vince Lanci does a deep dive into the oil market, and explains what's next, how that will affect the markets, and in particular gold and silver. To find out more, click to watch the video now! - To get access to Vince's research in 'Goldfix Premium' go to: https://vblgoldfix.substack.com/ - Today's show is brought to you with the support of Miles Franklin Precious Metals, who we encourage you to consider on your next precious metals purchase or sale! Take advantage of this week's Miles Franklin specials! PAMP 1 oz Silver Rounds (Limited Supply) $2.75 over spot ounce 1oz Gold Rand Elephants (random date) BU $59 over spot per ounce Contact us now at: 833-326-4653 Arcadia@MilesFranklin.com Arcadia is a licensed Miles Franklin broker, and we're happy to help with any of your precious metals questions, or put you in touch with Chris Marcus. - To join our free email list and never miss a video click here: https://arcadiaeconomics.com/email-signup/ - To get on the waiting list for your very own ´Silver Chopper Ben´ sterling silver figurine click here: https://arcadiaeconomics.com/get-a-chopper-ben/ - To get your paperback or audio copy of The Big Silver Short go to: https://arcadiaeconomics.com/thebigsilvershort/ Find Arcadia Economics content on these sites: YouTube - https://www.youtube.com/user/ArcadiaEconomics Rumble - https://rumble.com/c/ArcadiaEconomics Bitchute - https://www.bitchute.com/channel/kgpeiwO1dhxX/ LBRY/Odysee - https://odysee.com/@ArcadiaEconomics:5 Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 Google-https://podcasts.google.com/feed/aHR0cHM6Ly9teXNvdW5kd2lzZS5jb20vcnNzLzE2MTg5NTk1MjMzNDVz Anchor - https://anchor.fm/arcadiaeconomics Amazon - https://podcasters.amazon.com/podcasts Follow Arcadia Economics on these social platforms Twitter - https://twitter.com/ArcadiaEconomic Instagram - https://www.instagram.com/arcadiaeconomics/ #silver #silverprice And remember to get outside and have some fun every once in a while!:) (URL0VD) We do receive compensation from Miles Franklin from orders placed through our show. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-miles-franklin-precious-metals/Subscribe to Arcadia Economics on Soundwise
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss all things crude oil, ranging from President Trump's claim that OPEC is working hard to get Kamala Harris elected to the ultimate growth limits of U.S. Shale. https://bit.ly/4ceTfSV ⚫ Follow Rory Johnston on X: https://www.x.com/Rory_Johnston ⚫ Find Out More: https://www.commoditycontext.com/