Podcasts about oil markets

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

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?

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

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

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

How to Use Artificial Intelligence for Investing - Combo of 5 ebookshttps://shorturl.at/gM97lHow to Achieve Financial Freedom - Offline Workshop by Parimal Ade & Gaurav JainBook your seat now - https://shorturl.at/cGQGAWelcome to your Daily Stock Market News – December 2, 2025, where we break down global cues, India's macro numbers, corporate headlines, and sector-specific updates in one quick video.In today's market wrap, we look at cooling inflation trends globally, industrial production momentum in India, a softer CAD print, GST moderation, and the rapid rise of Chinese EV brands. We also cover major corporate developments — including Wockhardt's FDA milestone, the Bajaj Finance stake sale, and Bank of Maharashtra's OFS.If you follow the stock market, macroeconomics, or sector trends, this is your go-to daily update!

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.

On this episode of the Energy Security Cubed Podcast, Joe and Kelly talk with Rory Johnston about the global oil market oversupply and what China is doing to take advantage of it. // Guest Bio: - Rory Johnston is Founder of Commodity Context and a CGAI Fellow // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is VP Energy and Calgary Operations at the Canadian Global Affairs Institute // Reading recommendations: - "The Prize: The Epic Quest for Oil, Money & Power", by Daniel Yergin: https://www.amazon.ca/Prize-Epic-Quest-Money-Power/dp/1439110123 // Interview recording Date: September 25, 2025 // Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. // Produced by Joe Calnan. Music credits to Drew Phillips.

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.

On this episode of the Energy Security Cubed Podcast, Kelly and Joe discuss the challenge of forecasting global energy demand with consideration of the International Energy Agency's World Energy Outlook data series and the potential for a global LNG glut. // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is VP Energy and Calgary Operations at the Canadian Global Affairs Institute // Interview recording Date: September 16, 2025 // Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. // Produced by Joe Calnan. Music credits to Drew Phillips.

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 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 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/  

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.

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

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

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.

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

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.

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

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

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 

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.

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