Podcasts about oil market analysis

A global oil chokepoint sits at the center of today's biggest market story — and the ripple effects are already showing up in prices, supply chains, and geopolitics.In Episode 183 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, sit down with Rory Johnston, founder of Commodity Context, to break down what's happening in the Strait of Hormuz and why it matters far beyond energy markets. They walk through how oil actually moves around the world, how much supply has come offline, and why restarting production takes months, not days.The conversation reveals the mechanics behind oil pricing, from futures curves to physical barrels, and explains why spot prices have surged even as headline prices lag behind. They also explore how disruptions force tough tradeoffs across global economies, with rising costs hitting some regions far harder than others.If you want to understand what drives oil prices, how supply shocks unfold, and what comes next, this episode connects the dots.Jump to:0:02 Welcome And Guest Introduction2:05 Rory's Path Into Oil Analysis6:09 Strait Of Hormuz Flow Basics10:20 Reroutes, Pipelines, And Shut-Ins20:50 The Double Blockade Explained27:20 Retaliation Risks And LNG Targets29:52 Shortages, Jet Fuel, And Demand Destruction33:20 How Oil Prices Went Negative36:56 Brent, WTI, Dated Brent, Backwardation50:08 Why Oil And Stocks Look Complacent57:22 Where To Follow Rory And ClosingConnect with Ryan:• Ryan on LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• Sonu on LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enConnect with Rory Johnston:• Rory Johnston on LinkedIn: https://www.linkedin.com/in/rorysjjohnston/• X: https://x.com/Rory_JohnstonQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Marc Cox closes the show with a mix of humor, culture, and finance. Jimmy Phelan kicks off with laughs about April Fool's Day, aliens, and political double standards, teasing his upcoming St. Louis show. Taylor Riggs breaks down global oil market fluctuations, NATO inaction, and Iran tensions while connecting them to U.S. economic and investment trends. The hour finishes with an in-depth discussion on the proposed Department of Labor rule expanding 401k private equity options, potential risks for individual investors, and the Trump Ballroom controversy, weaving finance, politics, and cultural critique into a single compelling hour. Hashtags: #JimmyPhelan #TaylorRiggs #AprilFools #Comedy #NBAControversy #OilMarket #Investing #401k #PrivateEquity #TrumpBallroom #Politics

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.

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 September 2024 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 September 2024 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 June 2024 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 June 2024 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 April 2024 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 April 2024 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 February 2024 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 February 2024 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 2024 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 2024 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 June 2023 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 June 2023 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 April 2023 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 April 2023 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 February 2023 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 February 2023 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 2023 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 2023 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 December 2022 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 December 2022 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 October 2022 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 October 2022 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 September 2022 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 September 2022 Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive.

Thanks for listening to the CRG Channel on the EKT Interactive Oil and Gas Podcast Network. Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct hedging strategies. […] The post June 2022 Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive.

Thanks for listening to the CRG Channel on the EKT Interactive Oil and Gas Podcast Network. Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct hedging strategies. […] The post June 2022 Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive.

Thanks for listening to the CRG Channel on the EKT Interactive Oil and Gas Podcast Network. Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct hedging strategies. […] The post May 2022 Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive Energy Training.

Thanks for listening to the CRG Channel on the EKT Interactive Oil and Gas Podcast Network. Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct hedging strategies. […] The post May 2022 Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive Energy Training.

Thanks for listening to the CRG Channel on the EKT Interactive Oil and Gas Podcast Network. Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct hedging strategies. […] The post March 2022 Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive Oil & Gas Training.

Thanks for listening to the CRG Channel on the EKT Interactive Oil and Gas Podcast Network. Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct hedging strategies. […] The post March 2022 Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive Oil & Gas Training.

Thanks for listening to the CRG Channel on the EKT Interactive Oil and Gas Podcast Network. Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct hedging strategies. […] The post February 2022 Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive Oil & Gas Training.

Thanks for listening to the CRG Channel on the EKT Interactive Oil and Gas Podcast Network. Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct hedging strategies. […] The post February 2022 Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive Oil & Gas Training.

Thanks for listening to the CRG Channel on the EKT Interactive Oil and Gas Podcast Network. Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct hedging strategies. […] The post January 2022 Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive Oil & Gas Training.

Thanks for listening to the CRG Channel on the EKT Interactive Oil and Gas Podcast Network. Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct hedging strategies. […] The post January 2022 Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive Oil & Gas Training.

Thanks for listening to the CRG Channel on the EKT Interactive Oil and Gas Podcast Network. Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct hedging strategies. […] The post December 2021 Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive Oil & Gas Training.

Thanks for listening to the CRG Channel on the EKT Interactive Oil and Gas Podcast Network. Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct hedging strategies. […] The post December 2021 Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive Oil & Gas Training.

Thanks for listening to the CRG Channel on the EKT Interactive Oil and Gas Podcast Network. Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct hedging strategies. […] The post November 2021 Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive Oil & Gas Training.

Thanks for listening to the CRG Channel on the EKT Interactive Oil and Gas Podcast Network. Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct hedging strategies. […] The post November 2021 Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive Oil & Gas Training.

In this podcast, oil market experts Andrew Lebow and Jim Colburn discuss key fundamental forces driving oil prices in both the futures and options markets. The post October 2021 Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive Oil & Gas Training.

In this podcast, oil market experts Andrew Lebow and Jim Colburn discuss key fundamental forces driving oil prices in both the futures and options markets. The post October 2021 Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive Oil & Gas Training.

Thanks for listening to the CRG Channel on the EKT Interactive Oil and Gas Podcast Network. Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct hedging strategies. […] The post August 2021 Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive.

Thanks for listening to the CRG Channel on the EKT Interactive Oil and Gas Podcast Network. Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct hedging strategies. […] The post August 2021 Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive.

Thanks for listening to the CRG Channel on the EKT Interactive Oil and Gas Podcast Network. Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct hedging strategies. […] The post June 2021 Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive.

Thanks for listening to the CRG Channel on the EKT Interactive Oil and Gas Podcast Network. Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct hedging strategies. […] The post June 2021 Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive.

Thanks for listening to the CRG Channel on the EKT Interactive Oil and Gas Podcast Network. Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct hedging strategies. […] The post May 2021 Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive.

Thanks for listening to the CRG Channel on the EKT Interactive Oil and Gas Podcast Network. Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct hedging strategies. […] The post May 2021 Oil Market Analysis – Commodity Research Group appeared first on EKT Interactive.