Podcasts about oil markets

Today's Post - https://bahnsen.co/4qULYQz In this edition of Dividend Cafe, David provides a market update from an unconventional setting at JFK airport. He discusses January's market rotation, with a spotlight on small cap and value stocks outperforming large cap and growth stocks. Key sectors such as energy, materials, and consumer staples are highlighted, alongside underperformers like technology and communication services. Bahnsen reviews Bitcoin's decline, diverging trends in gold and silver, and significant movements in major indices and the bond market. Additionally, it covers notable corporate news related to AI funding, Oracle's significant capital raise, potential shifts in Nvidia's investment in OpenAI, and positive developments in the ISM manufacturing index. David also touches on declining rent prices and previews an upcoming detailed analysis on Kevin Warsh's Federal Reserve Chair nomination in the next Dividend Cafe episode. 00:00 Introduction and Travel Update 00:46 January Market Highlights 01:29 Sector Performance and Market Rotation 02:47 Bitcoin and Gold Analysis 04:14 AI and Tech Industry News 05:49 Economic Indicators and Housing Market 06:52 Upcoming Federal Reserve Analysis 07:33 Oil Market and Closing Remarks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

This week Kevin & Patrick welcome, Craig Shapiro. They discuss, the state of macro markets, where the opportunities lie, and what it was like working with Steve Cohen. Sign up for a FREE 14-day trial at Big Picture Trading:  https://secure.bigpicturetrading.com/membership/signup/jpX05srf Subscribe To Patrick's YouTube Chanell: https://www.youtube.com/@Patrick_Ceresna Visit our merch store!!! https://www.themarkethuddlemerch.com/ To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank. In this podcast, we discuss:   Trump's Bullish Paradox   Importance of China's SPR Why OPEC+ Hiked Production The "Oil on Water" Overhang   Venezuela and Iran 2026 Outlook   US Shale's H2 Roll-over Long term demand outlook 

For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck.WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of a lightly edited transcript and the slide deck using the blue Download buttons below.2026 kicked off with the dramatic news of the US's incursion into Venezuela and capture of its president Nicolas Maduro. Protests against the ruling regime in Iran have also captured the world's attention. We will aim to put those events into the context of our long-term oil macro view, which of course is our focus at Super-Spiked. As a reminder and as a disclaimer, we look at these events through our lens as an energy equity research analyst and a current partner at Veriten. There is no commentary in this video about specific companies.⚡️On A Personal Note: RIP Bob Weir

The old way of doing business would not have changed the global markets.What a day on the news Desk! In this edition of the Energy News Beat Stand Up, we cover several key stories.1. How President Trump changed the global oil market and his actions regarding Venezuela's oil exports. The transcript discusses how the Trump administration captured Venezuela's President Maduro and used new financial mechanisms to bypass the old system and fund Venezuela's oil exports.Add to the mix that OPEC is looking to change the pricing models and matrices to use production and refinery demand, oh, like going back to supply and demand basics. As OPEC and OPEC+ were unable to increase production even with higher quotas last year. How is OPEC going to handle the pricing when President Trump's Administration is managing the flow of oil for one of its members? Is the US now a de facto member of OPEC?The New Financial System Can Change the Entire Oil MarketSo the new financial mechanisms put in place are now accelerated through the use of Qatar's banking and the funding of Venezuelan oil money to bypass the old system, royalties, and ownership claims, all through a veil of legal protections.Norway's decision to award 57 new offshore oil and gas exploration permits reversed its previous plans to shut down the industry. The transcript highlights Norway's commitment to maintaining high levels of oil and gas production.3. The potential implications if the U.S. were to leverage its NATO membership to purchase Greenland. The transcript discusses the high financial and military costs Europe would face if the U.S. were to leave NATO. President Trump would not have to go to war if he cut a deal with them.Pay them in royalties, and it would be a slam dunk.4. A study showing that New England ratepayers could save $400-700 billion by replacing wind, solar, and nuclear power with natural gas and nuclear power.5. Tesla's progress in building a lithium refinery in Texas that will produce enough battery-grade lithium to power around 1 million electric vehicles per year. This is an outstanding story about cleaner lithium, done in Texas, which is one of the reasons I watch Tesla Stocks.Time Stamps'00:27 Sale of Venezuelan Oil, new markets in control05:10 Norway ads 57 Drilling permits and expands oil and gas07:12 What if President Trump uses NATO Membership as leverage for Greenland?10:25 New England Rate Payers would save 700 Billion getting rid of wind and solar13:30 Testla Lithium Refinery online17:33 Stock ChartsFull Podcast Video Stand Up Ad-Free for our Podcast ListenersStories and their links:1.How President Trump Changed the Global Oil Market and Sold Venezuelan Oil2.Norway Awards 57 Drilling Permits in Offshore Oil, Gas Exploration Round3.What If President Trump Uses NATO Membership as Leverage to Buy Greenland?4.New England Ratepayers Would Save Up to $700 Billion Replacing Wind, Solar with Natural Gas, Nuclear5.Tesla Lithium Refinery Steps Up to the Plate and Hits a Home Run for Energy Dominance in North AmericaTomorrow I am interviewing Doug Sandridge, Oil and Gas Executives for Nuclear Founder, who just got back from Saudi Arabia. We are going to talk about their latest news and what is going on with oil.Thanks to Steve Reese and the Reese Energy Consulting Group for Sponsoring the Energy News Beat Podcast in 2026.

Today's Post - https://bahnsen.co/4jyfdpi Market Updates, Fed Investigation, and Public Policy Insights - Monday Dividend Cafe In this Monday edition of Dividend Cafe, David Bahnsen emphasizes the productivity and enjoyment derived from the structured Monday format, which covers key market categories including public policy, economic data, and energy. The episode dives into five significant recent events, including criminal investigations into Fed Chairman Jerome Powell, tweets from President Trump, market reactions, and President Trump's various policy announcements. David also provides a market performance update, specifically mentioning the Dow, S&P 500, and NASDAQ movements, and discusses the implications of public policy changes on sectors like housing, defense, and finance. Economic data such as job creation numbers, the trade deficit, and CFO survey findings are also analyzed. Additionally, Bahnsen previews the upcoming earnings season and offers insights into the impact on markets and sectors. Closing the episode, David shares details about Dividend Cafe's regular content offerings. 00:00 Introduction to Monday's Dividend Cafe 00:48 Market Overview and Recent Events 01:48 Federal Reserve and Jerome Powell Investigation 04:18 Market Reactions and Analysis 12:09 Public Policy Announcements 15:28 Economic Data Insights 18:46 Housing and Mortgage Market Update 21:46 Oil Market and Geopolitical Factors 23:20 Conclusion and Upcoming Earnings Season Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The recent events in Venezuela have been sending shock waves across the globe and energy markets. In this podcast, Bassam Fattouh (Director of OIES) talks to Michal Meidan (Head of China Energy Research Programme at OIES) and Paul Horsnell (Chairman of Board of Governors of OIES) about the repercussions on energy markets and beyond. The […] The post OIES Podcast – The U.S. ousts Maduro: Implications for the oil market and beyond appeared first on Oxford Institute for Energy Studies.

Energy markets are staying relatively calm because of uncertainty, says Graham Stock. Venezuelan oil will take a long time to come back online, and significant assurances before capex commitments are made. He thinks it would take over $100 billion over the next 10 years to bring Venezuela back up to 3 million barrels per day.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Season 6, Episode 1: Welcome back to a new season of Keeping it Real with Dr. Kuehl. This week, Dr. Chris Kuehl talks to members about Venezuela, and what we know and don't know about them.ASA Chief Economist Dr. Chris Kuehl is back with his weekly economic update podcast. In Season 6, Episode 1 (8:48 in length), ASA Chief Economist Dr. Chris Kuehl talks about oil production and the interference with Venezuela.What is the important thing?What does this mean for the U.S. economy?Why does this all come down to oil?What are the two kinds of oil and why is this significant?Which crude oil has been more ideal for Venezuela?Are they going to go back to balance production between the two oils?Will this disturb the overall oil market?What will the per barrel price be?What is the speculation at this stage?Will we see an immediate reaction to oil prices?Ask Dr. Kuehl a Question!Have a question or topic for Chris Kuehl that you would like answered on this podcast or on his monthly ASA members only webinar?Email it to Brianna Dovichi at bdovichi@asa.net

Under Putin, Russia has established a relationship with Venezuela, and was heavily involved in the country until recent years. The Chavez and then Maduro regimes bought Russian weapons with sizeable loans from the Kremlin, Moscow ordered its energy companies to invest in Venezuelan oil fields, and Russia boasted of having secured a foothold in the U.S.'s backyard. With Trump's swift and successful operation to arrest Maduro, the situation has changed. What are the implications for Russia's global posture? What can the Kremlin do, and will it do anything? Will deposing Maduro lead to a situation in which Venezuelan oil floods global markets with U.S. help?

Vishnu Varathan, Head of Macro Research, Asia ex-Japan, Mizuho Securities (Singapore), discusses what a potential Venezuelan regime change could mean for global oil markets; impacts to geopolitical dynamics for the rest of LatAm as well as China, Russia and Iran; the role Saudi Arabia and OPEC may play in calibrating oil supply; and why these developments may provide the USD a marginal petrodollar boost. Produced & Presented by: Emaad AkhtarSee omnystudio.com/listener for privacy information.

Goldman Sachs Research's Daan Struyven joins Allison Nathan to discuss the potential implications of the situation in Venezuela for the oil and commodity markets. This episode was recorded on January 5th, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html. © 2025 Goldman Sachs. All rights reserved Learn more about your ad choices. Visit megaphone.fm/adchoices

According to OPEC Venezuela has the world's largest deposits of untapped reserves. But the infrastructure to get it out of the ground there is decrepit and it could take years and billions of investment to start pumping it. So, what should we expect on the global oil markets, bearing in mind prices are already at relatively low levels? All to discuss with Robert Maxwell Energy Consultants with DNV.

Steve is joined by Rey “R.T.” Trevino, oil and gas expert and president of Pecos Country Energy, to analyze the impact of the U.S. strike on Venezuela and the capture of Nicolás Maduro. Trevino explains how these events affect global oil production, Venezuela's massive reserves, and whether new leadership could influence prices at the pump. A clear, expert perspective on energy, geopolitics, and what Americans need to know about the market.

Mizuho's Nitin Kumar sheds light on Venezuela's evolving role in the global oil market. He details the potential for increased output, particularly in the near term for refiners like Valero Energy (VLO) and PBF Energy (PBF), and the strategic importance of Chevron (CVX). Nitin also weighs the long-term implications for U.S. shale producers and the broader geopolitical landscape of oil.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Market update for Monday January 5, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode:U.S. oil stocks rally as investors bet on long-term upside in VenezuelaNovo Nordisk launches the first-ever GLP-1 weight-loss pill in the U.S.Mobileye jumps after landing a major U.S. automaker for self-driving techComcast slides as its cable spinoff Versant officially begins tradingCES kicks off in Vegas as tech giants test consumer demand for AI hardware

Oil fluctuated as traders weighed the fallout from the US capture of Venezuelan President Nicolás Maduro on global crude supply and its wider impact on the nation’s energy sector. Viraj Patel is Head of Asset Allocation at Fiduciary Trust International. He speaks on what the future may hold for oil markets, and provides expectations for the American economy in the New Year. Venezuela’s allies across the globe took to social media to condemn the US attack. For more on the future of Chinese investments in Venezuela, Alicia Garcia Herrero, Chief APAC Economist at Natixis, talks with Bloomberg's Paul Allen and Avril Hong.See omnystudio.com/listener for privacy information.

CBS Business Analyst Jill Schlesinger with some clear information on what is happening with the world oil markets on this Monday morning. She talked with Vineeta on The WCCO Morning News.

KGMI's Dianna Hawryluk talks to CBS business analyst Jill Schlesinger about regime change in Venezuela and the impact it could have oil markets.

NBC's Rory O'Neill reports on the economic reaction to the arrest of the Venezuelan President

The US military operation in Venezuela at the start of 2026 resulting in the capture of president Nicolas Maduro had a modest immediate impact on oil prices. However, questions raised by these events are highly consequential for global markets and the future geopolitical power balance.Shares in some US-listed oil companies rose sharply after the operation, but who will be the real winners and losers in the long term? What are the implications for global oil and gas markets, amid protests rocking Iran and the possibility other resource-rich countries and territories such as Canada, Colombia, Greenland or Mexico could be on Washington's target list? Senior reporter Aura Sabadus has invited ICIS global crude oil editor Barney Gray and senior oil analyst David Jorbenaze to reflect on latest developments and the long-term outlook for markets.  

CBS Business Analyst Jill Schlesinger with some clear information on what is happening with the world oil markets on this Monday morning. She talked with Vineeta on The WCCO Morning News.

In this episode Isabella Reimi (Reporter - Argus Oil Products) interviews Rob McLeod (Global Head of Price Risk Management - Hartree Partners) to unpack one of the most turbulent years for global oil markets and explore what lies ahead in 2026. Watch this video podcast to discover: - The biggest risk-management lessons of 2025 - Which market players are most exposed and vulnerable to risk in the current environment - A dive into whether building risk models is getting more complex - Actions market participants should take to prepare for potential market volatility in 2026 - Emerging risk to look out for in 2026 and stress scenarios being run

President Trump is moving to put a blockade in place around Venezuela, targeting all “sanctioned oil tankers.”  He claims Venezuela is using oil to fund drug trafficking and according to the Associated Press, Trump says he will "continue the military buildup until the country gives the U.S. oil, land and assets.  The blockade comes after the US seized an oil tanker in the region last week.  Meanwhile, the attacks on suspected "drug boats" off Venezuela continues and Defense Secretary Pete Hegseth says he will not he releasing video of the so called "second strike" video that killed two survivors of one such attack.  We'll discuss that and more with politicao analyst and presidential historian John Rothmann. The Mark Thompson Show 12/17/25Patreon subscribers are the backbone of the show! If you'd like to help, here's our Patreon Link:https://www.patreon.com/themarkthompsonshowMaybe you're more into PayPal.  https://www.paypal.com/donate/?hosted_button_id=PVBS3R7KJXV24And you'll find everything on our website: https://www.themarkthompsonshow.com

It's been a wild time in the markets; there are many questions in the oil and gas markets. Will the Trump Administration stop the dark fleet tankers from filling up 4 million barrels this weekend, as they did with the one they confiscated last week? 1. The Trump administration's actions against Venezuela, including the capture of a “dark fleet” oil tanker. We discuss whether this is more about oil or a show of force against the Venezuelan government. Stu chimes in that Panama is not renewing their “Belt and Road” initiative with China, so did taking the Tanker last week prove that this is more about the Monroe Doctrine? 2. The potential impact on the oil and gas markets if there is a regime change in Venezuela, including the possibility of increased foreign investment and production.You have to ask the question Who has the most oil reserves? Then you have to ask which companies produce the most oil, as energy policies and profits matter. If you have huge reserves but you can't get the oil and gas out of the ground because of corruption, you might as well not have the natural resources. 3. The European Union's decision to freeze Russian central bank assets in response to the war in Ukraine, and the potential retaliatory actions Russia could take by restricting energy exports to Europe.4. The growth of AI data centers in Texas and concerns about the ability of the Texas power grid to handle the increased electricity demand.5. A comparison of electricity prices between Democratic and Republican-leaning states, with the transcript suggesting Democratic states tend to have higher electricity rates.Time Stamp for Chapters: 00:20 Regime Change in Venezuela will change the markets04:39 Dark Fleet has 2 tankers in Venezuela, will President Trump intercept? 08:16 EU seizes Russian money, and it won't end well. 18:16 Blue states' energy is higher due to policies25:24 The world is healing1.Regime Change in Venezuela Will Change the Oil Markets2.Dark Fleet Oil Ships Dock in Venezuela, Showing Challenge for US3.What Are the Impacts to the EU Should They Seize Russian Monetary Assets?4.Ukrainian Drone Strikes Escalate: Afipsky Refinery Hit Amid Wave of Attacks on Russian Oil Infrastructure5.Is the AI Data Center Build Out in Texas a Home Run or a Potential Bust?6.Blue States, High Rateshttps://energynewsbeat.co/invest/Substack: https://theenergynewsbeat.substack.com/p/regime-change-in-venezuela-will-change

As the year closes, mutual funds and hedge funds engage in "window dressing", the practice of buying winners and selling losers to make their quarterly reports look good. This creates artificial price movements in December that retail investors can exploit.Today's Stocks & Topics: Vertiv Holdings Co (VRT), Market Wrap, KPP Newsletter, Invesco KBW Bank ETF (KBWB), “Institutional "Window Dressing" Season”, Global X Data Center & Digital Infrastructure ETF (DTCR), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, The Oil Market, Fifth Third Bancorp (FITB), TerraVest Industries Inc. (TVK.TO), Medtronic plc (MDT), Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ), Gold.Our Sponsors:* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

The United States this week escalated its pressure campaign against President Nicolás Maduro's regime by seizing a sanctioned oil tankers off Venezuela's coast — a move that underscores President Donald Trump's willingness to wield energy as a foreign-policy weapon. POLITICO's James Bikales unpacks what's behind the dramatic seizure, how it fits into Trump's broader strategy, and why oil traders are closely watching what the administration does next. Plus, the Republican-led House passed a trio of bills aimed at speeding up permitting for energy projects and bolstering power grid reliability. Josh Siegel is the host of POLITICO Energy and a congressional energy reporter for POLITICO.  James Bikales is an oil and gas reporter for POLITICO.  Nirmal Mulaikal is the co-host and producer of POLITICO Energy.  Alex Keeney is a senior audio producer at POLITICO.  Ben Lefebvre is the deputy energy editor at POLITICO.  Matt Daily is the energy editor for POLITICO. For more news on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Our theme music is by Pran Bandi. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Oil Ground Up podcast welcomes Doug Terreson to parse the dynamics of the chaotic and confusing current oil market. Terreson details his illustrious career path, which included drilling oil wells for Schlumberger, managing one of the world's largest energy funds on the buy side at Putnam, and managing the global energy group at Morgan Stanley and Evercore for 30 years. He explains how his research note, "The Era of the Super Major" (1998), spurred the industry's most significant consolidation phase since 1911 by forcing companies to pivot from growing production to a value-based model. This focus on value was reinforced by "The Pledge" in 2017, which mandated greater capital discipline, flat spending, and tying intrinsic value metrics to CEO pay. Discussing the present, Terreson analyzes the complex situation where fundamental analysis points to potentially massive inventory builds that have never been seen before. However, he suggests the market must also account for aggressive geopolitical currents, including a potential strategic push from the U.S. and allies that may be defunding three different global conflicts. Finally, Terreson shares his long-term view on the refining sector, recalling his profitable "Golden Age of Refining" call and asserting that utilization rates and margins are poised to rise again due to zero net growth in global refining capacity.

Sweeping changes to crude and product flows following sanctions and tariffs, shipping disruptions and questions surrounding China's demand outlook—oil markets have seen it all in 2025. The year was also a mixed bag for oil investments across the globe amid accelerated push towards clean energy and rising EV usage, while some regions also unveiled concrete plans on refinery expansions. In this special episode of Platts Oil Markets Podcast, Sambit Mohanty, Asia energy editor, John Morley, global director for crude oil, Francesco Di Salvo, global director for refined products, and Jeff Mower, head of Americas oil news, look back at the key drivers for oil markets in 2025 and the themes that are likely to spill over and remain in the spotlight in 2026.

As we begin to wrap up the year, we return to the crude markets. What has been oil's journey in the latter half of 2025? What has all this meant for trader performances after a challenging first half? What is the outlook for 2026 in prices and volatility? Our guest is Homayoun Falakshahi. He leads crude analytics at Kpler, the data and analytics firm for the commodity markets.

As we close out the year, we're taking stock of the global energy landscape - from oil markets caught between geopolitical tension and shifting fundamentals, to Europe's winter gas outlook and the risks that lie ahead. Today, we'll break down where the market stands, what's driving price movements, and what to watch as we head into the new year. 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, Leslie Palti-Guzman exchanges with Ed Morse, one of the world's most respected voices in global oil markets, for a rapid strategic tour of today's biggest geopolitical flashpoints and how they're reshaping energy flows. We discuss why oil prices have remained remarkably stable despite shocks in the Middle East and Latin America, and why the Brent and WTI forward curves are telling a deeper story about fundamentals vs. geopolitics. We cover:

In this episode of Energy Newsbeat Daily Standup, Michael Tanner and Stuart Turley dive into Bill Gates' surprising pivot on climate change, questioning his motives and the massive economic fallout from his past advocacy. They highlight Charles Payne's sharp commentary, emerging cybersecurity threats from Chinese EVs, Illinois' questionable battery storage bill, and Exxon's bold legal challenge against California's climate laws. Also covered: Exxon's Permian JV buyout, rig count drops, natural gas spikes, Venezuela tensions, OPEC+ production moves, and the strategic importance of Exxon's Guyana asset. A fast-paced, hard-hitting roundup of energy news and political implications.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:13 - Now that Bill Gates has said that Climate Change is not our biggest existential threat to Humanity, how much money has he cost the global markets?04:30 - Emerging Cybersecurity Threats: Chinese Manufacturers' Control Over Electric Buses, Power Grids, and Phones06:08 - Illinois Gov Pritzker to Approve Bill Calling for 3 GW of Battery Storage by 2030 – But How Much Will They Lower Electricity Prices Remains to Be Seen09:45 - Exxon Buys Out Legacy Sinochem JV, Expands in Midland Basin12:17 - ExxonMobil Sues California Over Climate Reporting Laws17:10 Market Updates20:10 - OPEC+ Agrees to a 137,000 b/d Increase for December Followed by a 3-Month Pause: What It Means for Oil Markets and Investor Outlook22:05 - Chevron Reports Third Quarter 2025 Results23:27 - Outro Links to articles discussed:Now that Bill Gates has said that Climate Change is not our biggest existential threat to Humanity, how much money has he cost the global markets?Emerging Cybersecurity Threats: Chinese Manufacturers' Control Over Electric Buses, Power Grids, and PhonesIllinois Gov Pritzker to Approve Bill Calling for 3 GW of Battery Storage by 2030 – But How Much Will They Lower Electricity Prices Remains to Be SeenExxon Buys Out Legacy Sinochem JV, Expands in Midland BasinExxonMobil Sues California Over Climate Reporting LawsOPEC+ Agrees to a 137,000 b/d Increase for December Followed by a 3-Month Pause: What It Means for Oil Markets and Investor Outlook

The price of a barrel of Brent Crude oil is just over $66 this morning — about 6% higher than it was before President Trump announced new sanctions on a couple of Russian oil companies on Wednesday. Today, we'll hear how global oil traders are responding and what it could mean for consumers at the pump. Then, from Marketplace's "How We Survive," we'll learn about the climate impacts of factory farming.

The price of a barrel of Brent Crude oil is just over $66 this morning — about 6% higher than it was before President Trump announced new sanctions on a couple of Russian oil companies on Wednesday. Today, we'll hear how global oil traders are responding and what it could mean for consumers at the pump. Then, from Marketplace's "How We Survive," we'll learn about the climate impacts of factory farming.

In this Oil Markets podcast, we discuss the outlook for diesel and jet fuel/kerosene demand in Asia in the fourth quarter of 2025. This period is always critical, but as we approach the end of the year, a complex interplay of seasonal patterns, supply constraints, geopolitical developments, and economic factors is shaping the landscape. S&P Global Commodity Insights' market reporters, Ng Mei Huey and Pek Michele join Jonathan Nonis, associate director for clean refined products in APAC to discuss these factors and their impact in this podcast.

This episode of the Oil Ground Up, hosted by Rory Johnston, welcomes back Robert Connors of Crude Chronicles to delve into the broad historical sweep of oil market cycles. Connors explains his long-term analysis, introducing the "DOPE cycle" (Doubt, Optimism, Parabolic Euphoria), and suggests the current oil market finds itself in the early "doubt wave" phase. The discussion examines key market drivers, including Connors' thesis that rising marginal costs of non-OPEC production effectively set a higher floor for future oil prices. Furthermore, they analyze granular, higher-frequency labor data which indicates that the oil and gas labor market has "cracked" and is now "frozen," with non-farm payrolls having rolled over. Connors outlines his "oil bull in a glut full of bears" thesis, arguing that macro forces like populism and currency debasement, combined with falling non-OPEC productivity and corporate incentives focused on high returns, point toward higher prices over the long term. Listen to gain a deep historical perspective on how current OPEC management, non-OPEC supply dynamics, and structural industry changes are positioning the oil market for the next phase of the cycle.

HEADLINE: Russian Economic Crisis Driven by Budget Strain and Oil Market Competition GUEST NAME: Michael Bernstam SUMMARY: John Batchelor speaks with Michael Bernstam about Russia's deteriorating economy and budget crisis. After three years of "military Keynesianism" driving manufacturing expansion, the labor force is exhausted and the government faces severe financial constraints. The new budget forecasts declining capital investment for the first time in decades, with military spending dropping 5.8% nominally. Russia increased profit taxes from 20% to 25% and is raising the value-added tax. Oil revenues, providing one-third of budget income, are declining due to global competition. With production costs of $42-44 per barrel plus required $15 discounts, Russia cannot compete effectively. The US shale revolution, producing 14 million barrels daily, drives OPEC's market share fight. OPEC's October 5 meeting will determine November quotas, with increases of at least 137,000 barrels per day expected, accelerating price declines. Taiwan purchases NAFTA, a refined oil product essential for semiconductors, from Russia at $70-80 per barrel, but only due to discounts. Bernstam concludes that capitalism, markets, and technological revolution—not military action—will ultimately challenge Russia, as US technological progress has added 8 million barrels of oil daily since 2004.

In this podcast, Bassam Fattouh discusses with Paul Horsnell the latest developments in oil market and the outlook for the rest of this year and 2026. The podcast addresses some key questions shaping the oil market including: ⁠ ⁠What have been the impacts of the latest decisions by the eight OPEC+ countries on market dynamics, […] The post OIES Podcast – Key trends shaping the oil market appeared first on Oxford Institute for Energy Studies.

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.We have started a heavy Fall travel schedule, with our annual talk at the Oxford Energy Seminar last week and a corporate event in the Rocky Mountains this past week. We wanted to provide a trio of “long-takes” that are jumping out at us: (1) a burst in energy policy rationality and normalization that is being seen from three areas that were previously all in in "The Energy Transition"--California, Canada, and the IEA. (2) we continue to see mounting evidence that fears of an "oil glut" are way overdone, though we likely still need to get through potential shoulder month, seasonal softness over the next 4-8 weeks. Regardless, we believe we are in a bottoming phase for oil-leveraged energy equities which have been very out of favor. (3) A reminder that it is the outlook for returns and growth, not “peak demand” or “oil glut” narratives the IEA or Street analysts, that will drive energy equities.

Dangote's RFCC outage has added additional length to the global fuel oil market, with Singapore blending significant volumes of feedstocks into their very low sulfur fuel oil bunkering pool. Host Gary Clark is joined by Charlie Wright, Joseph Jaffe and Kelly Norways to explore the impact of the outage on the fuel oil market in the EMEA and Asia regions.

Today's Post - https://bahnsen.co/47uuMdO Monday Market Update: Analyzing Housing, Jobs, and Fed Policies In this Monday edition of the Dividend Cafe, host David Bahnsen discusses the latest market movements, job figures, and housing market dynamics. He highlights the Fed's anticipated rate cut decisions, sector performances, and policy updates. Boson also provides insights into nominal GDP expectations and the impact of tariffs on various sectors. Listeners are encouraged to visit DividendCafe.com for detailed analyses and a philosophical discussion on the U.S. free market economy from last Friday's special edition. 00:00 Welcome to Dividend Cafe 02:13 Market Recap and Insights 04:02 Public Policy Updates 05:58 Economic Indicators and Job Market 08:21 Housing Market Analysis 10:56 Federal Reserve and Interest Rates 12:25 Oil Market and Health Statistics 13:47 Closing Remarks and Special Mentions Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

In this podcast, Bassam Fattouh discusses with Paul Horsnell the latest developments in oil market and the outlook for the rest of this year and 2026. Paul Horsnell had a long career in commodity analysis as Head of Commodities Research for Standard Chartered Bank, Head of Commodities Research at Barclays and Head of Energy Research […] The post OIES Podcast – What Next for Oil Markets? appeared first on Oxford Institute for Energy Studies.

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

As President Trump prepares to meet Vladimir Putin, an effort to punish Indian purchases of Russian crude complicates a delicate post-war supply balance. In this week's Viewsroom, Breakingviews columnists discuss how traders view this crucial pincer moment. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

If President Donald Trump's tariffs stymie the U.S. economy — which would, in turn, slow the global economy — oil demand will fall. And we're already operating at a surplus. In this episode, why the oil market tea leaves are difficult to read right now. Plus: Trump takes an “unprecedented” hands-on approach to Big Tech business dealings, and tariffs on semiconductors will make electronics more expensive. And, despite a six-year period of steep overall inflation, some prices have dropped. Can you guess which ones?Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

If President Donald Trump's tariffs stymie the U.S. economy — which would, in turn, slow the global economy — oil demand will fall. And we're already operating at a surplus. In this episode, why the oil market tea leaves are difficult to read right now. Plus: Trump takes an “unprecedented” hands-on approach to Big Tech business dealings, and tariffs on semiconductors will make electronics more expensive. And, despite a six-year period of steep overall inflation, some prices have dropped. Can you guess which ones?Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

In a series of social-media posts, Donald Trump called on Iran to agree to an “UNCONDITIONAL SURRENDER” and said that America knows the location of Ayatollah Khamenei, Iran's supreme leader.

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠Downtown Josh Brown⁠⁠⁠ and ⁠⁠⁠Michael Batnick⁠⁠⁠! This episode is sponsored by GrayScale. Curious about investing in crypto and not sure where to start? Visit: https://www.grayscale.com/ to learn more.   Sign up for ⁠⁠⁠The Compound Newsletter⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠ Twitter: ⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠ LinkedIn: ⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠ TikTok: ⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices