Podcasts about oil markets

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Best podcasts about oil markets

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Latest podcast episodes about oil markets

Oil Ground Up
How Kpler is Revolutionizing Oil Market Data: In-Depth with François Cazor

Oil Ground Up

Play Episode Listen Later Jul 10, 2025 50:47


In 2014, the collaborative vision of engineers François Cazor and Jean Maynier ignited a journey towards revolutionising trade through the power of innovative data technology. Today, OGU Host, Rory Johnston, welcomes Francois Cazor onto the pod to discuss the evolution of oil market data, the journey of Kpler from carbon markets to oil analytics, and the impact of real-time data on price formation. They explore how Kpler has flattened information asymmetry in the market, the expanding use cases of their data, and the challenges posed by recent market changes. The role of AI in data analytics is also examined, highlighting its potential to enhance data processing and signal extraction.

The Moneywise Guys
7/9/25 Building Community Through Crisis: Oil Markets, Trade Wars, and the Phillip Campas Foundation

The Moneywise Guys

Play Episode Listen Later Jul 9, 2025 42:25


The Moneywise Radio Show and Podcast Wednesday, July 9th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Christina Campas, Executive Director of The Phillip Campas Foundation  website: www.thephillipcampasfoundation.org/  

Digest & Invest by eToro
MB249: Second Half Of The Year Predictions: What Could Go Wrong?

Digest & Invest by eToro

Play Episode Listen Later Jul 9, 2025 37:42


In this episode of Market Bites, hosts Sam and Josh discuss the unpredictable nature of the market in the first half of the year, touching on various economic indicators, predictions for US equities, the role of the Federal Reserve, sector performance, oil market dynamics, and the current state of cryptocurrency. They emphasize the importance of earnings growth, the volatility of oil prices, and the growing institutional interest in Bitcoin and other cryptocurrencies. The conversation highlights the challenges and opportunities investors face as they navigate a rapidly changing economic landscape.

Oil Ground Up
Karim Fawaz on the Evaporating Geopolitical Risk Premium we see in Oil Markets

Oil Ground Up

Play Episode Listen Later Jul 3, 2025 67:05


Rory Johnston speaks with Karim Fawaz, Director of Oil Markets and Refining at S&P Global Commodity Insights. They discuss the evolving dynamics of the oil market, particularly the geopolitical risk premium, spare capacity, and the changing demand landscape influenced by the US and China. Karim shares insights from his extensive experience in the oil market, highlighting how perceptions of risk have shifted over time and the implications of lower oil prices on supply risks and market behavior.

Argus Media
The Crude Report: Oil Markets on Edge

Argus Media

Play Episode Listen Later Jul 2, 2025 7:34


This episode examines how the Israel-Iran conflict and concerns over the Strait of Hormuz sent shockwaves through oil markets, driving up prices and altering trade flows. We also explore the ceasefire's impact, the potential return of Iranian crude, and its implications ahead of the July 6 OPEC+ meeting. Topics Covered: • Israel-Iran Conflict Escalation: How missile strikes and retaliations rattled oil markets and spiked prices. • Strait of Hormuz Fears: The chokepoint's strategic importance and its impact on Mideast Gulf crude premiums. • Winners and Losers: How Murban and Oman crude gained a temporary edge due to bypass routes. • Atlantic Basin Crude Surge: Why Brent-linked grades and regional sweet crudes saw a demand boost. • Ceasefire Impact: Market cooldown, but lingering caution and elevated premiums. • Iranian Oil Speculation: Confusion over potential sanction relief and what it could mean for Asian refiners. • Geopolitical Risk vs. Fundamentals: The market's balancing act ahead of the July 6 OPEC+ meeting.  

The RO Show
Gold Tops, Dollar Bottoms, Stocks Surging — Rotation Trades You Don't Want to Miss | Carley Garner

The RO Show

Play Episode Listen Later Jun 27, 2025 76:21


Episode 143: In this episode, Rosanna speaks with Carley Garner, commodity broker/analyst with over 20 years of experience, author of several futures/options books, and featured on Mad Money with Jim Cramer! Carley shares with us her outlook on Commodities and Equities Markets and potential reversals and market rotations for opportunities you don't want to miss. ➡️Contact Carley Garner on Twitter: https://twitter.com/carleygarner ➡️Visit DeCarley Trading Site: https://www.decarleytrading.com/ ----------------------------------------------------------------------------------------------------------- For Investment Inquiries and/or to speak to an Investment Advisor at HYDRA WEALTH ADVISORS, please visit: https://www.hydrawealthadvisors.com ✨SUBSCRIBE to The RO Show YT Channel✨ https://youtube.com/@theroshowpodcast https://rumble.com/c/c-5300605 ➡️CONNECT with ROSANNA PRESTIA⬅️ ✨ONE SITE ♾️ https://sociatap.com/RosannaPrestia/ ✨X ♾️ https://twitter.com/RosannaInvests ✨X ♾️ https://twitter.com/TheROShowPod ✨WEBSITES ♾️ https://www.rosannaprestia.com/ https://www.hydracapitalgroup.co https://www.hydrawealthadvisors.com THINK Different with Rosanna ©️ 2022-2025 DISCLAIMER: ANY AND ALL INFORMATION (EXPRESSED OR IMPLIED) ON THE RO SHOW, BY ROSANNA PRESTIA AND/OR HER GUESTS IS FOR EDUCATIONAL, INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY. None of the opinions, suggestions or recommendations expressed or implied should be relied upon as professional advice, may not be suitable for any specific person and are not an endorsement/recommendation. Investing is risky and can result in a complete loss. Please consult with your own investment, real estate, legal, tax and/or any other professional advisers. From time to time, Rosanna Prestia and/or her guests may hold positions/interests in securities or investments. Copyright 2004-2025, ROSANNA PRESTIA ALL RIGHTS RESERVED

Onyx and the World of Oil Derivatives
Oil Market Collapse and Reputation Trashed! Contractual Failure Triggers Legal Fist Fights

Onyx and the World of Oil Derivatives

Play Episode Listen Later Jun 27, 2025 12:17


This week on The Officials, Will and Ed unpack one of the most volatile weeks in recent oil market memory, as geopolitical theatre and contractual chaos collide. With crude prices swinging wildly and trust in Middle Eastern supply chains under fire, they dive into:The aggressive $10+ sell-off after Iran's retaliatory strikesWhy the market rallied first - then collapsedWhat the “Trump call” and “China put” mean for price floorsHow a 20% under-delivery from ADNOC has shaken physical marketsWhy traders are facing $10–12 million losses on hedged cargoesThe mechanics of operational tolerance—and how ADNOC may have broken themGrowing fear that IFAD's credibility is at risk (some say it's “dead”)What this means for Murban futures and the broader pricing structure Will and Ed also explore whether this was just a one-off allocation miss - or something more serious that could fracture trust in the Gulf's benchmark systems. 

Digest & Invest by eToro
MB248: Navigating the Oil Market & LVMH: The Luxury Brand Under Pressure

Digest & Invest by eToro

Play Episode Listen Later Jun 25, 2025 25:22


In this episode of Market Bites, Sam and Josh discuss the current state of the oil market and the luxury brand LVMH. They explore how oil prices serve as a sentiment indicator for equities and the impact of geopolitical tensions on market stability. The conversation shifts to LVMH, analysing its recent performance, challenges in the luxury market, and the significance of upcoming earnings reports. The hosts emphasize the importance of understanding market trends and valuations for informed trading decisions.

News & Views with Joel Heitkamp
How have the oil markets been impacted by the strike on Iran?

News & Views with Joel Heitkamp

Play Episode Listen Later Jun 24, 2025 12:50


06/24/25: Ben Geman is the energy reporter for Axios, and joins Joel Heitkamp on "News and Views" to talk about the oil market, and how it's been impacted by the bombing of Iran. Read his recent articles: Oil market's ho-hum response to Iran strike seen as "remarkable" Trump urges "drill, baby, drill," but U.S. producers are cautious (Joel Heitkamp is a talk show host on the Mighty 790 KFGO in Fargo-Moorhead. His award-winning program, “News & Views,” can be heard weekdays from 8 – 11 a.m. Follow Joel on X/Twitter @JoelKFGO.)See omnystudio.com/listener for privacy information.

Heather du Plessis-Allan Drive
Brad Olsen: Infometrics Principal Economist on the 'volatile' state of the oil market

Heather du Plessis-Allan Drive

Play Episode Listen Later Jun 24, 2025 2:10 Transcription Available


Oil prices have been going through a volatile period over the last couple of weeks, following the recent conflict in the Middle East. Prices spiked at the end of last week and then dropped as much as 8 percent, according to reports from earlier today. Infometrics Principal Economist Brad Olsen explains further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

The Peter Zeihan Podcast Series
Oil Markets Aren't Worried About Iran || Peter Zeihan

The Peter Zeihan Podcast Series

Play Episode Listen Later Jun 23, 2025 4:27


With everything going on between Israel and Iran right now, I know what you're thinking - it's time to run to Costco and fill up the gas tank. Hear me out though, we don't live in the same world we did a few decades ago.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/oil-markets-arent-worried-about-iran

Closing Bell
Closing Bell Overtime: Former Defense Secretary Mark Esper On Middle East; Curious Move In Oil Markets 6/23/25

Closing Bell

Play Episode Listen Later Jun 23, 2025 42:48


As tensions rise in the Middle East, former Defense Secretary Mark Esper and Council on Foreign Relations President Richard Haass assess the responses and global ramifications. Payne's Courtney Garcia and Mike Santoli weigh the market's reaction, while Arjun Murti of Veriten breaks down curious reaction in the energy markets. Tim Seymour analyzes moves in the dollar, gold, and global positioning. Plus, our Phil LeBeau reports on Tesla's strong stock move today after the weekend's rollout of its Robotaxi in Austin, TX.

Barron's Live
Sizing Up Stocks and the Oil Market

Barron's Live

Play Episode Listen Later Jun 23, 2025 43:45


What do increased hostilities in the Middle East mean for equity and energy markets? Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn check in with Keith Lerner, co-chief investment officer at Truist Advisory Services, to discuss the markets' reaction, and the outlook from here. Learn more about your ad choices. Visit megaphone.fm/adchoices

NTD News Today
America Joins Israel in Striking Iran; Congress, China, and Global Oil Market Respond

NTD News Today

Play Episode Listen Later Jun 22, 2025 97:07


The U.S. strikes nuclear targets in Iran, officially joining Israel in the fight against the Islamist regime in Tehran. Arian Pasdar joins us live with the latest on last night's operation.In the fallout on Capitol Hill, President Trump declared a "very successful" strike on Iran, sparking fierce reaction from lawmakers on both sides of the aisle.Is it possible to completely dismantle Iran's nuclear program without a regime change? And can the conflict be resolved without leading to war? We discuss this with our expert panel.China is condemning the United States for its weekend airstrikes on the Iranian nuclear facilities. How could the attack on Iran impact China and global oil supplies?A heat wave is set to hit millions of Americans in the coming days. Here's what we know about the hot temperatures that will affect parts of the midwest and east.

Bloomberg News Now
June 21, 2025: Trump Addresses US Attacks on Iran, Oil Market Could Surge, More

Bloomberg News Now

Play Episode Listen Later Jun 22, 2025 4:30 Transcription Available


Listen for the latest from Bloomberg NewsSee omnystudio.com/listener for privacy information.

Global Oil Markets
Middle East flare-up and ramifications for European oil markets

Global Oil Markets

Play Episode Listen Later Jun 19, 2025 20:01


A sudden ramp-up in tensions as Israel and Iran exchange blows has proved impactful for oil markets in the EMEA region. In this episode of the Platts Oil Markets podcast, Gary Clark is joined by front-line reporters Joey Daly, Jan Kedzior and Dias Kazym to discuss how the volatility in the Middle East is shaping the European markets in crude oil, middle-distillates and light ends.

The Economist Morning Briefing
Trump urges Iran to surrender; oil markets get the jitters, and more

The Economist Morning Briefing

Play Episode Listen Later Jun 18, 2025 3:52


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.

The Financial Exchange Show
Is the oil market in jeopardy if Israel-Iran conflict intensifies?

The Financial Exchange Show

Play Episode Listen Later Jun 18, 2025 38:33


Chuck Zodda and Marc Fandetti discuss the possible next phase of the Israel-Iran conflict and how the oil market is in a difficult position. The Fed is in a tricky spot managing rate cuts and expectations from Trump. Todd Lutsky joins the show to share his expertise on irrevocable trusts.

MoneywebNOW
Oil market remains in supply glut

MoneywebNOW

Play Episode Listen Later Jun 18, 2025 19:53


Kea Nonyana of Scope Prime talks oil as Middle East tensions persist. Tasneem Samodien of Old Mutual Private Wealth on why local retailers are turning to beauty for its higher margins. David Lloyd of King Alexander Investments believes retail investors are driving a quiet overhaul.

The Compound Show with Downtown Josh Brown
Congress Trades During Tariff Announcement, Oil Market Reaction to Israel vs Iran, OpenAI vs MSFT

The Compound Show with Downtown Josh Brown

Play Episode Listen Later Jun 17, 2025 57:09


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

Oil Ground Up
The Dynamics of Tanker Chartering and Freight Rates in Oil Markets

Oil Ground Up

Play Episode Listen Later Jun 17, 2025 47:19


This conversation delves into the critical role of tankers in the global oil market with shipping analyst Jeff McGee of Makai Marine. Him and Rory explore the importance in transporting crude and refined products using the tanker market. The discussion covers the various types of tankers, the role of ship brokers in chartering, and the dynamics of freight rates influenced by supply and demand. Additionally, the conversation highlights major trade routes and the significance of the Baltic Exchange in benchmarking freight rates, providing a comprehensive overview of the tanker market's complexities and challenges. In this conversation, Jeff discusses the complexities of the tanker market, focusing on the World Scale and Time Charter Equivalent metrics that help standardize freight rates. He explains how oil market dynamics, including geopolitical risks and bunker costs, influence tanker operations and freight rates. The discussion also delves into the concept of the 'dark fleet,' a shadow market that operates under different conditions than the mainstream tanker market, highlighting its inefficiencies and potential impacts on global shipping.

Onyx and the World of Oil Derivatives
The Oil Market Blew Up: Iran-Israel & The Volatility Squeeze

Onyx and the World of Oil Derivatives

Play Episode Listen Later Jun 17, 2025 75:46


In this episode, Group CEO Greg Newman is joined by Harry Campion-Evans from Onyx Markets, "Geek in the Seat" Research Associate Martha Dowding, Director of Benchmarking Jorge Montepeque, and Research Associate Will Cunliffe from The Officials. With crude prices spiking and time spreads surging after geopolitical escalation between Israel and Iran, the team explores whether this marks a structural shift or a short-lived frenzy.Is the oil market bracing for sustained turmoil, or is the smart money already fading the move? This week's discussion dives into:• Explosive rallies in Brent time spreads and front-month volatility: geopolitical panic or justified repricing?• Illiquid options markets, call seller pain, and how market makers got caught • Why retail investors are piling in—and why that may signal a top• The Strait of Hormuz dilemma: real flow threats vs. diplomatic suicide• Freight premiums, Dubai vs Brent pricing, and the resilience of global oil logistics• Pump prices and retail backlash: UK wholesale dynamics, delayed pass-throughs, and what end-users can actually do• Plus: refinery margins hit new highs, and which cracks and differentials traders are watching most closely for the next big moveWant to trade?Get a behind-the-scenes look at how the pros express views with relative value trades, uncorrelated contracts, and smart positioning. This episode is rich in education for newer traders, and deep enough for veterans hunting asymmetric opportunities. All the trades discussed are live on Onyx Markets, where you can practice, simulate, or dive in. Visit https://onyxmarkets.co.uk/ 

Energy News Beat Podcast
Oil Prices EXPLODE - Where Are They Going Next?

Energy News Beat Podcast

Play Episode Listen Later Jun 16, 2025 24:48


In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down the energy market chaos following Israel's strike on Iran's South Pars gas field, the potential closure of the Strait of Hormuz, and a major refinery fire in Texas. They cover rising oil and gas prices, the global shift back to hybrids as EV sales lag, and the political fallout from Trump ending California's EV mandate. Plus, they dive into BP takeover rumors as ADNOC eyes its LNG assets, with big implications for global energy investors.Highlights of the Podcast 00:00 - Intro01:42 - Israel Targets Iran's South Pars Gas Field in Escalating Airstrikes, Iran Retaliates03:52 - Is Closing the Strait of Hormuz the ‘Apocalyptic' Scenario for the Oil Market?08:26 - DAVID BLACKMON: Trump Ends Newsom's Terrible Week By Killing His EV Mandate11:07 - Automakers Pivot to Hybrids as EV Sales Lag Behind Expectations – Will the EV market bifurcate into Tesla vs. all the other hybrid manufacturers?13:36 - Massive Fire at Marathon Oil Refinery in Texas City Sparks Supply Concerns and Consumer Impact17:52 - Markets Update19:38 - Rig Count Update19:43 - Frac Count Update20:31 - Energy News Beat: BP Takeover Speculation Ignites as ADNOC Eyes Gas Assets – Should BP Relocate to the U.S. Before Selling?23:41 - OutroPlease see the links below or articles that we discuss in the podcast.Israel Targets Iran's South Pars Gas Field in Escalating Airstrikes, Iran RetaliatesIs Closing the Strait of Hormuz the ‘Apocalyptic' Scenario for the Oil Market?DAVID BLACKMON: Trump Ends Newsom's Terrible Week By Killing His EV MandateAutomakers Pivot to Hybrids as EV Sales Lag Behind Expectations – Will the EV market bifurcate into Tesla vs. all the other hybrid manufacturers?Massive Fire at Marathon Oil Refinery in Texas City Sparks Supply Concerns and Consumer ImpactEnergy News Beat: BP Takeover Speculation Ignites as ADNOC Eyes Gas Assets – Should BP Relocate to the U.S. Before Selling?Follow 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 –

Energy News Beat Podcast
The Energy Shakeup: Why Coal's Back and Solar's Cracking – ENB Weekly Recap

Energy News Beat Podcast

Play Episode Listen Later Jun 14, 2025 19:54


In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner dives into China's strategic energy dominance, surging coal exports from Montana under Trump-era trade priorities, and the collapse of U.S. solar companies amid high interest rates and mismanagement. Hosts Stuart Turley and Michael Tanner spotlight the flaws in green energy narratives, the implications of data center-driven power demand, and the geopolitical risk to oil prices if Israel strikes Iran. They also call out misleading investment metrics in oil and gas funds and underscore how power security, not ideology, is driving global energy decisions.Highlights of the Podcast 00:00 - DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-Learn02:34 - Coal is Crowned King Again by President Trump: Montana's Bull Mountains Mine Expansion and Investment Opportunities06:38 - Internal Rate of Return Is Misleading You!09:33 - Solar Bankruptcies Show US Clean Energy Industry Is on the Edge of a Financial Cliff12:22 - OPEC+ Falls Short on Output Promises: Implications for Oil Prices, U.S. Investors, and Global Energy Markets14:58 - What Would Happen to the Oil Market if Israel Targeted Iran's Nuclear Sites or Oil Export Infrastructure?16:31 - Data Centers Surge U.S. Power Demand by 92%: Opportunities in Utilities, Grid Equipment, and Oil and Gas19:10 - OutroPlease see the links below or articles that we discuss in the podcast.DAVID BLACKMON: On Energy, China Knows What The Rest Of Us Must Re-LearnCoal is Crowned King Again by President Trump: Montana's Bull Mountains Mine Expansion and Investment OpportunitiesInternal Rate of Return Is Misleading You!Solar Bankruptcies Show US Clean Energy Industry Is on the Edge of a Financial CliffOPEC+ Falls Short on Output Promises: Implications for Oil Prices, U.S. Investors, and Global Energy MarketsWhat Would Happen to the Oil Market if Israel Targeted Iran's Nuclear Sites or Oil Export Infrastructure?Data Centers Surge U.S. Power Demand by 92%: Opportunities in Utilities, Grid Equipment, and Oil and GasFollow 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 –

Onyx and the World of Oil Derivatives
OPEC Cuts Explained: Fact vs. Fiction in the Oil Market

Onyx and the World of Oil Derivatives

Play Episode Listen Later Jun 13, 2025 11:44


In this episode, Will and Ed from The Officials dive into the upcoming OPEC+ meeting and the latest quota and compliance dynamics shaping oil markets - just days ahead of Saudi Arabia's anticipated OSP announcement. What's Covered:Why OPEC's production cuts remain central to price stabilityThe increasing tension between quota compliance and fiscal needs for producers like Iraq and KazakhstanSaudi Arabia's strategic positioning and growing frustration with non-compliant membersHow market expectations are shifting ahead of the June 5th OPEC meetingThe likely trajectory of Saudi OSPs amid structural softening in Dubai and late-month pricing dynamicsThe evolving Brent/Dubai differential and what it signals for Atlantic Basin and Middle East gradesThe ripple effects of China's tariffs on WTI, and the emerging demand from India and Korea 

Energy News Beat Podcast
Why Israel and Iran Will Dictate U.S. Summer Fuel Prices

Energy News Beat Podcast

Play Episode Listen Later Jun 11, 2025 8:57


In this episode of the Energy News Beat Daily Standup, the host, Michael Tanner covers key energy updates focusing on geopolitical risks influencing oil prices. He discusses the potential impact on oil markets if Israel targets Iran's nuclear or oil infrastructure, highlighting the threat of soaring prices. The cancellation of the New Jersey Offshore Wind Project is also covered, alongside concerns over tightening U.S. oil supply and its implications for summer 2025 gas prices. Additionally, Nigeria's delayed $5 billion oil-backed loan due to falling prices is analyzed.Highlights of the Podcast 00:00 - Intro01:01 - What Would Happen to the Oil Market if Israel Targeted Iran's Nuclear Sites or Oil Export Infrastructure?02:37 - Developer requests to cancel New Jersey offshore wind project04:00 - Oil Supply Tightening in the U.S.: What It Means for Summer 2025 Gasoline Prices06:43 - Markets Update07:36 - Nigeria's $5 Billion Oil-Backed Loan Stalls as Oil Prices Plummet: A Deep Dive into the Delay08:42 - OutroPlease see the links below or articles that we discuss in the podcast.What Would Happen to the Oil Market if Israel Targeted Iran's Nuclear Sites or Oil Export Infrastructure?Developer requests to cancel New Jersey offshore wind projectOil Supply Tightening in the U.S.: What It Means for Summer 2025 Gasoline PricesNigeria's $5 Billion Oil-Backed Loan Stalls as Oil Prices Plummet: A Deep Dive into the DelayFollow 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 –Video Transcription edited for grammar. We disavow any errors unless they make us look better or smarter.

Current Account with Clay Lowery
Episode 110 – A New Era and End of the Shale Boom? - A MENA & Oil Market Check-In

Current Account with Clay Lowery

Play Episode Listen Later Jun 9, 2025 32:38


In this episode of Current Account, Clay is joined by two IIF colleagues, Garbis Iradian, Chief Economist for the MENA region, and Ivan Burgara, Economist, to give updates on the greater Middle East and North Africa (MENA) region and recent developments in oil markets. The discussion begins with a brief summary of recent events in the region before narrowing in on Egypt and how the country looks to bounce back thanks to recent investments, what the implications are of the U.S. tariff policy for MENA and its countries, why oil market prices have dropped as a whole, how the Trump administration aims to both increase production and keep low prices, and much more. This IIF Podcast was hosted by Clay Lowery, Executive Vice President, Research and Policy, with production and research contributions from Christian Klein, Digital Graphics and Production Associate and Miranda Silverman, Senior Program Assistant.

Energy News Beat Podcast
A Tale of Two States, Alaska versus California, and The Race for Energy Security - ENB Weekly Recap

Energy News Beat Podcast

Play Episode Listen Later Jun 7, 2025 29:35


In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner explore the massive Alaska LNG project, its role in U.S. energy security, and contrast it with California's declining oil output. They dissect Trump's delicate sanctions strategy with Russia, OPEC's production hike aimed at appeasing the U.S., and why Goldman Sachs' oil forecasts may fall short. The episode also highlights the shifting energy mix in the UK, investments in U.S. utilities, and how California's policies threaten national energy dominance. It's a high-stakes, fast-paced look at energy, geopolitics, and market dynamics.Highlights of the Podcast 00:00 - Intro00:16 - How big is the Alaska LNG Project? Glenfarne says more than 50 firms interested in Alaska LNG project02:58 - Why Hasn't Trump Hit Russia with More Sanctions? – Because it would hand the Mid-term elections to the Democrats08:00 - How the Grid Is Changing: Investing in Electrical Utilities and Oil & Gas Companies to Boost Your Portfolio11:13 - OPEC+ Unwinds Output Cuts: Impacts on Member Countries, Global Oil Market, and U.S. Shale17:19 - Russia-Ukraine Talks Stall: Will Congress Ramp Up Sanctions Pressure on Moscow?20:22 - Why Goldman Sachs Expects OPEC+ Output Hikes to End in August: Implications for the Oil Market and U.S. Investors21:54 - UK North Sea Oil and Gas: Jobs at Risk, Costs Skyrocketing, and the Anti-Fossil Fuel Push24:32 - The Great Decline of California's Energy Sector – Can the United States be “Energy Dominant” with California dragging the U.S. down?28:01 - OutroPlease see the links below or articles that we discuss in the podcast.How big is the Alaska LNG Project? Glenfarne says more than 50 firms interested in Alaska LNG projectWhy Hasn't Trump Hit Russia with More Sanctions? – Because it would hand the Mid-term elections to the DemocratsHow the Grid Is Changing: Investing in Electrical Utilities and Oil & Gas Companies to Boost Your PortfolioOPEC+ Unwinds Output Cuts: Impacts on Member Countries, Global Oil Market, and U.S. ShaleRussia-Ukraine Talks Stall: Will Congress Ramp Up Sanctions Pressure on Moscow?Why Goldman Sachs Expects OPEC+ Output Hikes to End in August: Implications for the Oil Market and U.S. InvestorsUK North Sea Oil and Gas: Jobs at Risk, Costs Skyrocketing, and the Anti-Fossil Fuel PushThe Great Decline of California's Energy Sector – Can the United States be “Energy Dominant” with California dragging the U.S. down?Follow 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 –

Oil Ground Up
Facing the Contradictions of Today's Oil Market with Tamas Varga

Oil Ground Up

Play Episode Listen Later Jun 4, 2025 48:22


In this episode of the Oil Ground Up podcast, host Rory speaks with Tamas Varga, a seasoned oil market analyst from PVM Oil Associates, about the current state of the oil market. They discuss the complexities of oil demand, particularly focusing on macroeconomic indicators, the impact of geopolitical tensions, and the evolving dynamics within OPEC. Tamas shares insights on the contradictory signals in the market, the role of Chinese demand, and the resilience of European oil consumption amidst various challenges. The conversation also delves into the intricacies of crude oil futures and the implications of OPEC's production strategies on global oil prices.

Energy News Beat Podcast
Peace Talks In Ukraine Cut Short

Energy News Beat Podcast

Play Episode Listen Later Jun 3, 2025 26:47


In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covers critical developments, including the stalled Russia-Ukraine peace talks and the potential impact on U.S. oil markets. He highlights the Trump administration's rollback of Biden's Alaska oil drilling restrictions, the growth in U.S. oil production driven by Permian tight oil, and Goldman Sachs' forecast on OPEC+ output hikes. Additionally, Turley discusses Venture Global's CP2 LNG mobilization and its financial success. He emphasizes the need for strategic insights in energy markets, with an invitation for industry leaders to join the conversation.Highlights of the Podcast 00:00 - Intro01:25 - Russia-Ukraine Talks Stall: Will Congress Ramp Up Sanctions Pressure on Moscow?04:28 - Trump Administration to Roll Back Biden's Curbs on Alaska Oil Drilling05:47 - Tight oil production in Permian drives growth in onshore U.S. Lower 48 states production07:24 - Why Goldman Sachs Expects OPEC+ Output Hikes to End in August: Implications for the Oil Market and U.S. Investors09:57 - Venture Global's CP2 LNG to start mobilization and site preparation11:55 - OutroPlease see the links below or articles that we discuss in the podcast.Russia-Ukraine Talks Stall: Will Congress Ramp Up Sanctions Pressure on Moscow?Trump Administration to Roll Back Biden's Curbs on Alaska Oil DrillingTight oil production in Permian drives growth in onshore U.S. Lower 48 states productionWhy Goldman Sachs Expects OPEC+ Output Hikes to End in August: Implications for the Oil Market and U.S. InvestorsVenture Global's CP2 LNG to start mobilization and site preparationFollow 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 –

Onyx and the World of Oil Derivatives
Oil Market Seesaw: OPEC Games, Supply Glut & the Cracks in Refinery Margins

Onyx and the World of Oil Derivatives

Play Episode Listen Later Jun 3, 2025 64:30


In this episode, Group CEO Greg Newman is joined by Research Associate Vincent Wu and Research Analyst Edward Hayden-Briffett to unpack the mounting pressure across the oil market as physical fundamentals clash with financial positioning. Refinery margins are cracking, Brent time spreads have surged then stalled, and OPEC's headline theatre is wearing thin. Are we approaching a tipping point - or just another seesaw in the market?This episode also covers:The Brent market's $60/bbl floor: real support or short-covering illusion?A look into distillate and naphtha weakness - and what it signals for marginsOPEC's layered cuts, voluntary compliance issues, and Abu Dhabi's Murban pivotCrack spread compression and what it means for global refinery utilisationHedge fund activity, CTA short positioning, and why funds are sitting out the rallyPlus: why the physical oil market is finally starting to behave rationally - and what that means for trading the rest of the year. Want to trade?Get a behind-the-scenes look at how the pros express views with relative value trades, uncorrelated contracts, and smart positioning. This episode is rich in education for newer traders, and deep enough for veterans hunting asymmetric opportunities. All the trades discussed are live on Onyx Markets, where you can practice, simulate, or dive in. Visit https://onyxmarkets.co.uk/

Global Oil Markets
Mexico's gasoline crunch

Global Oil Markets

Play Episode Listen Later May 29, 2025 18:49


Mexico is facing regional gasoline shortages as its refining system struggles to meet demand, deepening reliance on U.S. imports. With the Dos Bocas refinery not expected to reach full capacity until 2026, questions loom over the role of private importers in supplying the country with gasoline. In this episode of the Oil Markets podcast by S&P Global Commodity Insights, host Jeff Mower is joined by Sarah Hernandez and Sheky Espejo to break down the numbers, the policy shifts, and what's next for Mexico's fuel supply.

mexico crunch gasoline oil markets dos bocas s p global commodity insights
Arab Digest podcasts
Saudi Arabia and an uncertain oil market

Arab Digest podcasts

Play Episode Listen Later May 28, 2025 28:38


Arab Digest editor William Law's guest this week is the energy analyst and Digest regular contributor Alastair Newton. Their conversation focusses on how Saudi Arabia is seeking to shape oil prices and the market to meet their financial requirements as Saudi Aramco profits dip and the costs for Mohammed bin Salman's multiple giga-projects continue to be a significant drag on the kingdom's purse. Sign up NOW at ArabDigest.org for free to join the club and start receiving our daily newsletter & weekly podcasts.

Web3 Breakdowns
Dan Dicker: The Great Oil Reckoning - [Making Markets, EP.61]

Web3 Breakdowns

Play Episode Listen Later May 23, 2025 45:56


My guest today is Daniel Dicker, a seasoned oil trader, former floor broker at the NYMEX, and well-known expert on energy markets. Over a three-decade career, Daniel has seen the full arc of oil's role in financial markets—from a bellwether commodity to a sidelined input. In this conversation, we explore why oil has fallen off the radar for many investors, and what signs might bring it roaring back. We also discuss why renewables aren't ready, how nuclear fits in, and the unexpected reasons he might start buying oil again. Please enjoy this conversation with Daniel Dicker. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets (00:00:43) The Changing Role of Oil in the Economy (00:01:56) Financialization and Speculation in Oil Markets (00:04:55) Impact of Renewables and ESG on Oil (00:07:01) Government Policies and Oil Prices (00:14:45) Strategic Petroleum Reserve and Market Manipulation (00:17:38) Recession Risks and Corporate Earnings (00:23:35) Media Coverage of Commodities (00:24:36) Investment Strategies in Energy (00:25:19) Oil Market Dynamics and Bankruptcies (00:26:46) Buffett's Investment in Occidental (00:28:28) Renewable Energy and Carbon Capture (00:30:37) Nuclear Energy Investments (00:37:27) Geopolitics and Oil Supply (00:39:47) OPEC's Challenges and Strategies (00:42:46) Future of Oil Prices Learn more about your ad choices. Visit megaphone.fm/adchoices

Economy
S03 Ep20 Energy Market Update: The oil market remained relatively firm last week

Economy

Play Episode Listen Later May 19, 2025 3:52


Recent developments on a potential Iran nuclear deal have impacted the oil market, with Brent hovering around $65/b. The IEA's report shows upward revisions in oil demand for 2024-2026, but concerns about oversupply persist, especially with the potential increase in Iranian crude later this 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

Global Oil Markets
Two years of WTI Midland in Dated Brent

Global Oil Markets

Play Episode Listen Later May 15, 2025 9:33


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?

The HC Insider Podcast
The Oil Market: OPEC+, Tariffs and Recession with Matt Smith

The HC Insider Podcast

Play Episode Listen Later May 13, 2025 52:19


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 

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

Economy

Play Episode Listen Later May 12, 2025 4:31


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

Global Oil Markets
Guyana shakes up oil markets as Yellowtail emerges

Global Oil Markets

Play Episode Listen Later May 8, 2025 16:23


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

Global Oil Markets
How has the outlook shifted for LPG and naphtha as macroeconomic uncertainty looms?

Global Oil Markets

Play Episode Listen Later May 1, 2025 13:13


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

Thoughts on the Market
Is the Oil Market Flashing a Potential Recession Warning?

Thoughts on the Market

Play Episode Listen Later Apr 29, 2025 4:41


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.

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

Economy

Play Episode Listen Later Apr 29, 2025 4:58


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

RBN Energy Blogcast
Pictures of You - Regional Balances Tell the Tale of the U.S. Crude Oil Market

RBN Energy Blogcast

Play Episode Listen Later Apr 25, 2025 9:06


Energy News Beat Podcast
What It Means for Oil Markets & OPEC's Power

Energy News Beat Podcast

Play Episode Listen Later Apr 23, 2025 13:13


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 –

Economy
Energy Market Update Ep 16 | Oil market dynamics

Economy

Play Episode Listen Later Apr 22, 2025 4:09


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

Global Oil Markets
Two weeks after Trump's ‘liberation day' - how have the oil paper and physical markets responded?

Global Oil Markets

Play Episode Listen Later Apr 17, 2025 18:39


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?

Economy
S03 Ep15 Energy Market Update: Tariffs and the oil market

Economy

Play Episode Listen Later Apr 14, 2025 3:57


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

The HC Insider Podcast
China and Oil with Tom Reed

The HC Insider Podcast

Play Episode Listen Later Apr 1, 2025 57:06


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.

InvestTalk
This Tax Season is A Peak Time for Scams Amid IRS Uncertainty

InvestTalk

Play Episode Listen Later Mar 27, 2025 46:20


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

The Wright Report
06 MAR 2025: Good Tariff News // Democrat Senator Angers Party Over Border // Trump Battles DC // Global News: Ukraine, Germany, Oil Markets, Afghanistan

The Wright Report

Play Episode Listen Later Mar 6, 2025 32:13


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