Podcasts about wti

Hope you're hungry for wild experiments, cannibalism, and a decadent breakfast buffet. I can explain. — Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wellthatsinterestingpod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wti_pod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Today we're excited to welcome Patrick White, Group Lead for Fusion Energy Safety and Regulation at the Clean Air Task Force (CATF), and Nicholas McMurray, Managing Director of International and Nuclear Policy at ClearPath. Patrick recently joined CATF and leads the organization's international working group focused on fusion energy safety, waste, and non-proliferation. He holds a Ph.D. in Nuclear Science and Engineering from MIT and previously served as Research Director at the Nuclear Innovation Alliance. Niko is an expert in industrial policy, nuclear energy policy, and regulation. He has been with ClearPath since 2019 and formerly served as a Materials Engineer at the U.S. Nuclear Regulatory Commission (NRC). A few weeks ago, Veriten partnered with CATF and ClearPath to publish a paper calling out reforms to NRC processes and procedures to accelerate the deployment of new nuclear reactors; establishing a more efficient regulatory framework for new and advanced reactors (paper linked here). We were thrilled to host Patrick and Niko for a discussion on the paper and broader trends in the nuclear landscape. Brett Rampal, Senior Director of Nuclear and Power Strategy at Veriten, joined for the conversation and led Veriten's contribution to the paper. In our discussion, Patrick and Niko share background on their organizations' missions and long-standing support for nuclear. We explore the need to demystify and modernize NRC processes to accommodate next-generation nuclear technologies, challenges with current regulatory frameworks originally designed for traditional large light-water reactors, the role of licensing structures and the value of more flexible licensing pathways, and the motivation behind their recent paper, which aims to provide actionable, bipartisan policy suggestions to enable nuclear deployment at scale. We examine the historical development and regulatory evolution of power versus non-power reactor definitions, how those distinctions have blurred over time, the shift toward performance-based regulation, and the commercial implications of licensing small reactors under Class 103. We discuss the importance of consistent terminology and regulatory clarity in advancing new nuclear technologies, whether the NRC's internal culture can evolve to support faster deployment without compromising safety, the NRC's broader oversight role beyond reactors including medical and industrial applications of radioactive materials, and congressional support for NRC modernization. Patrick and Niko provide insights into international regulatory approaches, such as performance-based models used in the UK, France, and Canada, the critical need to earn public trust through rigorous and efficient safety regulation, the feasibility of President Trump's goal of having 10 new reactors under construction by 2030, challenges beyond regulation, and much more. We greatly enjoyed the conversation. To start the show, Mike Bradley noted that the S&P 500 closed modestly lower on the day, while crude oil prices caught a bid amid escalating tensions in the Mideast. On the bond front, the 10-year bond yield (~4.4%) has pulled back over the last few days as markets await the outcome of the June 18th FOMC rate decision meeting. Consensus is for no change in interest rates at this FOMC meeting, but a cut is expected at the September meeting. From a crude oil market standpoint, WTI price has spiked by >$10/bbl to ~$74/bbl over the last five trading days due to the Iranian-Israeli military conflict. While Veriten isn't in the business of making short-term crude oil price calls based on supply disruption threats, we continue to emphasize that global oil demand growth projections are a more vital determinant for intermediate-term oil prices. On the global S/D front, the IEA recently modeled global oil demand peaking in 2029 (China in 2027), contra

Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r     Meet your heroes. Become friends with your heroes. Have your heroes on your podcast. Lou Perez with Scott Thompson and Paul Bellini of "The Kids in the Hall" and "Mouth Congress." Paul and Scott continue to create beautifully insane comedy. Whether it's their new punk album or Scott's one-man show with Buddy Cole. (After my wife and I caught King in NYC, we met up with Scott. To this day he doesn't know what my wife's voice normally sounds like, because Buddy had her laughing so hard that she lost it.) Support me at www.substack.com/@louperez     Join my newsletter www.TheLouPerez.com   Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081   Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU   Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast   YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ   Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). How'd Lou start out? He began doing improv and sketch comedy while an undergrad at New York University, where he was part of the comedy group the Wicked Wicked Hammerkatz. Lou was a writer for Fox Sports' @TheBuzzer; produced The Attendants with Lorne Michaels's Broadway Video; produced pilots for FOX Digital and MSN Games; and was a comedy producer on TruTV's Impractical Jokers. Lou hosted the stand-up show Uncle Lou's Safe Place in Los Angeles, performed at the Big Pine Comedy Festival, Bridgetown Comedy Festival, Punching Up Comedy at Freedom Fest, and co-created the political comedy podcast Unsafe Space. Lou taught creative writing at the City College of New York, "writing the web series" for Writing Pad, and comedy writing workshops for the Moving Picture Institute. Lou worked with The Foundation for Individual Rights and Expression as Communications Manager and later as a producer and consultant. Their video "Taking a Knee in Sports? For what?" was broadcast during a USC vs. Notre Dame football game and was a SILVER ADDY® WINNER at the American Advertising Awards. Lou is also a brand ambassador for XX-XY Athletics. Hear about the roots of The Kids, Scott's bout with censorship at Amazon, and Mouth Congress's new album, Valley of Song, which includes the tracks “Honk,” written in solidarity with the Canadian trucker convoy protests, as well as the ballad, “Booker,” about a guy who figures out how to make a really good living off of a lazy prostitute. Learn more about your ad choices. Visit megaphone.fm/adchoices

Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r     Meet your heroes. Become friends with your heroes. Have your heroes on your podcast. Lou Perez with Scott Thompson and Paul Bellini of "The Kids in the Hall" and "Mouth Congress." Paul and Scott continue to create beautifully insane comedy. Whether it's their new punk album or Scott's one-man show with Buddy Cole. (After my wife and I caught King in NYC, we met up with Scott. To this day he doesn't know what my wife's voice normally sounds like, because Buddy had her laughing so hard that she lost it.) Support me at www.substack.com/@louperez     Join my newsletter www.TheLouPerez.com   Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081   Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU   Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast   YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ   Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). How'd Lou start out? He began doing improv and sketch comedy while an undergrad at New York University, where he was part of the comedy group the Wicked Wicked Hammerkatz. Lou was a writer for Fox Sports' @TheBuzzer; produced The Attendants with Lorne Michaels's Broadway Video; produced pilots for FOX Digital and MSN Games; and was a comedy producer on TruTV's Impractical Jokers. Lou hosted the stand-up show Uncle Lou's Safe Place in Los Angeles, performed at the Big Pine Comedy Festival, Bridgetown Comedy Festival, Punching Up Comedy at Freedom Fest, and co-created the political comedy podcast Unsafe Space. Lou taught creative writing at the City College of New York, "writing the web series" for Writing Pad, and comedy writing workshops for the Moving Picture Institute. Lou worked with The Foundation for Individual Rights and Expression as Communications Manager and later as a producer and consultant. Their video "Taking a Knee in Sports? For what?" was broadcast during a USC vs. Notre Dame football game and was a SILVER ADDY® WINNER at the American Advertising Awards. Lou is also a brand ambassador for XX-XY Athletics. Hear about the roots of The Kids, Scott's bout with censorship at Amazon, and Mouth Congress's new album, Valley of Song, which includes the tracks “Honk,” written in solidarity with the Canadian trucker convoy protests, as well as the ballad, “Booker,” about a guy who figures out how to make a really good living off of a lazy prostitute. Learn more about your ad choices. Visit megaphone.fm/adchoices

# Contenuto pubblicitario per eToro qui i dettagli della promo: ⁠https://www.etoro.com/promo/⁠Il tuo capitale è a rischio. WS teme escalation in Medio oriente; Trump minaccia il leader supremo iraniano; WTI vola al top di gennaio; Tbond comprati; Vendite al dettaglio in calo per secondo mese; Domani la riunione FED Learn more about your ad choices. Visit megaphone.fm/adchoices

En el episodio de hoy de VG Daily, Andre Dos Santos y Eugenio Garibay desglosan la compleja coyuntura global tras cuatro días de guerra entre Israel e Irán, un conflicto que ya ha dejado cientos de muertos, incluyendo líderes militares y científicos nucleares iraníes. Los ataques mutuos han disparado el precio del petróleo a $72 el barril WTI, generando alerta en los mercados ante el riesgo de una crisis energética global. La conversación también aborda las implicaciones geopolíticas de las amenazas iraníes contra bases estadounidenses y la negativa de Trump a intervenir directamente, mientras Israel presiona por apoyo militar.El análisis se expande a los eventos clave de la semana: la cumbre del G7 en Canadá, donde líderes buscarán coordinar respuestas a la inestabilidad en Medio Oriente y sus efectos económicos; la reunión de la FED, que definirá tasas de interés bajo presión inflacionaria por el alza del crudo; y la polémica adquisición de US Steel por Nippon Steel, aprobada por Trump con cláusulas que garantizan influencia estatal. Un episodio esencial para entender cómo guerras, decisiones políticas y movimientos financieros moldean el panorama internacional.

Prices surged, then quickly gave up gains as escalating tensions between Iran and Israel rattled a region responsible for a third of the world’s crude. But behind the short-term volatility lies a deeper shift in the global energy landscape—one that could redefine the future of oil demand.While Brent and WTI recently notched their strongest weeks of the year earlier this month, some analysts warn that the momentum may be fleeting, with prices potentially dipping into the $40s. At the same time, the global center of energy demand is beginning to tilt—from China to a rapidly rising India.As the world’s fastest-growing oil and gas market steps into the spotlight, key questions emerge: Can India sustain this growth? What does this mean for global supply, prices, and geopolitics? And how will the evolving role of natural gas fit into this new equation?On Wealth Tracker, Hongbin Jeong speaks to Lin Ye, Vice President, Commodities Markets – Oil at Rystad Energy, to find out more. See omnystudio.com/listener for privacy information.

This episode discusses key trades and trends across various futures options markets. The host, Mark Longo, along with guest Scott Bauer from Prosper Trading Academy, delve into the week's major movers such as WTI crude oil, natural gas, and platinum. They also examine the volatility trends, trading strategies, and the impact of geopolitical events on these markets. Additionally, the episode covers the unique aspects of zero-day options in equity indexes, specifically the S&P 500 and NASDAQ, and how this phenomenon is reshaping trading strategies.   01:04 Welcome to This Week in Futures Options & Guest Introduction: Scott Bauer from Prosper Trading Academy 05:05 Movers and Shakers Report 12:18 Energy Market Analysis: WTI and Crude Oil 20:45 Natural Gas Market Insights 25:40 Market Recap: Key Figures and Trends 26:35 Options Activity in Metals: Silver, Gold, and More 27:44 Spotlight on Platinum: Unusual Volume and Trends 33:14 Gold's Rollercoaster: Highs, Lows, and Strategies 41:03 Equities and Index Options: Trends and Strategies 44:37 Zero-Day Options: A Game Changer 50:48 Conclusion and Resources  

This episode discusses key trades and trends across various futures options markets. The host, Mark Longo, along with guest Scott Bauer from Prosper Trading Academy, delve into the week's major movers such as WTI crude oil, natural gas, and platinum. They also examine the volatility trends, trading strategies, and the impact of geopolitical events on these markets. Additionally, the episode covers the unique aspects of zero-day options in equity indexes, specifically the S&P 500 and NASDAQ, and how this phenomenon is reshaping trading strategies.   01:04 Welcome to This Week in Futures Options & Guest Introduction: Scott Bauer from Prosper Trading Academy 05:05 Movers and Shakers Report 12:18 Energy Market Analysis: WTI and Crude Oil 20:45 Natural Gas Market Insights 25:40 Market Recap: Key Figures and Trends 26:35 Options Activity in Metals: Silver, Gold, and More 27:44 Spotlight on Platinum: Unusual Volume and Trends 33:14 Gold's Rollercoaster: Highs, Lows, and Strategies 41:03 Equities and Index Options: Trends and Strategies 44:37 Zero-Day Options: A Game Changer 50:48 Conclusion and Resources  

I mercati hanno reagito con forte volatilità all’escalation militare: le borse scendono, mentre salgono i titoli legati a difesa e energia. L’oro cresce dell’1% a 3.438 dollari l’oncia, il gas europeo sale del 5% a 38,2 /MWh. Il petrolio Wti vola a +6,5% (72,32 $), il Brent a +8,5% sopra i 75 $. Il Vix, indice della volatilità, cresce del 21%. Gli investitori temono che il conflitto possa compromettere le forniture di greggio, soprattutto se l’Iran dovesse minacciare lo Stretto di Hormuz. Al momento, nessun danno diretto agli impianti petroliferi, ma il rischio geopolitico resta alto. Affrontiamo il tema con Sissi Bellomo, Sole 24 Ore e Filippo Diodovich, Market strategist di IG.Iran e Israele. Cosa sta succedendo?Nella notte tra il 12 e il 13 giugno 2025 Israele ha lanciato l’operazione Rising Lion, colpendo obiettivi strategici in Iran, tra cui il sito nucleare di Natanz. L’azione ha coinvolto caccia, droni e forze speciali sul campo, con l’obiettivo dichiarato di fermare il programma nucleare iraniano. Almeno 78 le vittime, tra cui alti ufficiali dei Pasdaran e scienziati. Teheran ha reagito lanciando oltre 100 droni e missili contro Israele, la maggior parte dei quali è stata intercettata. Dichiarato lo stato d’emergenza in Israele, chiuso lo spazio aereo, mentre l’Iran ha chiesto una condanna formale all’ONU parlando di “atto di guerra”. Sergio Nava, Radio24.

SWING MASTER - CURSO EN VIVO | 01 AL 04 DE JULIO. Técnicas de Swing Trading Multiactivo con Estrategias Reales y Gestión Profesional del Riesgo. Mas info Aquí!

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 

WS accelera al ribasso con risposta Iran su Israele; WTI: seduta migliore dal 2022; Oro: chiusura record; Treasury venduti, un'anomalia; Fed verso tassi fermi Puntata a cura di Stefania Spatti Class CNBC Learn more about your ad choices. Visit megaphone.fm/adchoices

MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They'll discuss Rory's view that the WTI forward curve has taken an unprecedented and bizarre shape, and much more. https://bit.ly/4jSlHOz  

Pack your bags for an improbable journey and for even more improbable noises. Some shark friends can talk and one particular species of iguana can surf. Really well. — Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wellthatsinterestingpod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wti_pod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Trading Corner, James and Manny unpack an unusually balanced crude market, where everything should be moving - but isn't. With WTI defying fundamentals, Brent spreads losing steam, and products drifting post-rally, they dig into: Why front-end WTI time spreads are surging above $1What Brent-Dubai convergence says about physical flowsWhy the data window and physical diffs are underwhelming despite peak margin seasonThe resilience of fuel oil cracks and the tightness still priced inA cooling margin environment and what that means for product hedgesTrading strategies for a sideways market: short July/Aug Dated and exit half of Dec ‘26 gasoline longs Glossary terms featured this week:  MurbanA light, sweet crude oil produced in Abu Dhabi, known for its high quality and used widely in Asia; a benchmark in the ICE Futures Abu Dhabi market. RallyA period of sustained increase in price action.MarginsThe difference between the prices of refined products and crude inputs, weighted by yield, which represents the refinery's profit (excluding transport and power).DFLDated-to-Frontline. A monthly contract that measures the premium of physical North Sea crude (Dated Brent) to Brent swaps.Time SpreadA time spread, or ‘calendar spread', in oil derivatives, is a strategy where a trader simultaneously buys and sells two futures or options contracts for the same oil quantity but with different expiration dates. This strategy aims to profit from the change in the price difference, or spread, between these two contracts over time.WTIWTI is a light, sweet crude oil that is produced in the United States. It is the main benchmark for US crude oil.CrackDifferential between a barrel of product and barrel of crude. DiffsDifferentials or "diffs" are contracts priced against one another.FlyA calendar spread strategy involving three consecutive contract months. Brent SpreadsA differential of a shorter-term and longer-term Brent futures contract. E.g. the M1/M2 spread is the M1 Brent futures minus the M2 Brent futures contract. 

Today we had the pleasure of hosting our good friend Dr. Ken Medlock, Fellow in Energy and Resource Economics and Senior Director of the Center for Energy Studies at Rice University's Baker Institute. Ken joined the Rice University faculty in 2004 and holds adjunct professor appointments in the Department of Economics and the Department of Civil and Environmental Engineering, in addition to serving as director of the Master of Energy Economics program. He is also a Distinguished Fellow at the Institute of Energy Economics, Japan, and a sought-after voice on Capitol Hill, at OPEC, and in the media. The Baker Institute plays a key role in shaping energy policy debates in both the U.S. and globally and we were thrilled to welcome Ken to hear his latest insights on today's evolving energy landscape. In our discussion, we explore oil market dynamics and pricing, Middle East geopolitical complexity, Kuwait's production expansion plans, U.S. policy, including how recent grant eliminations impact the economics of carbon capture projects, as well as the importance of distinguishing short-term volatility from long-term energy strategy. We review the current state of carbon capture technology, with high costs remaining a significant barrier, the potential long-term opportunity to convert captured CO2 into valuable products, the potential impact of rolling back EPA emission rules on future generation mix, and how strong electricity demand growth will require all types of generation to meet future needs. Ken shares his perspective on the importance and challenges of coordination across U.S. energy agencies, the critical importance of supply chain resilience, how geopolitical risk premiums shape oil markets, and potential market impact if Iran advances its nuclear capabilities. We cover potential disruptions to energy flow through the Strait of Hormuz, the roles of the U.S. and Israel in Middle East tensions, OPEC+'s decision to accelerate production, low global inventories, and the Baker Institute's growth and expansion across ten programs. We also touch on the interconnectedness of energy and other sectors, the need to re-educate on supply chain dynamics, the intersection of energy infrastructure and disaster preparedness, evolving student interest in energy at Rice, and much more. It was a fantastic and wide-ranging conversation spanning many critical aspects of energy today. Mike Bradley kicked off the show by noting that the S&P 500 has rallied back to within 2% of its all-time high, while the S&P 500 Volatility (VIX) is hovering near YTD lows, which is a dangerous combination. U.S. equity markets appear to be largely driven by the ups/downs of Trump's “Big Beautiful Budget Bill” and tariff negotiations. On the bond side, the U.S. 10-year bond yield (4.45%) has traded sideways so far this week, but that could shift quickly given that several key economic reports are on deck this week, which also could go a long way in determining what the FED does at their June 18th FOMC Rate Decision Meeting. From a crude oil market standpoint, WTI price has recently surged to ~$65/bbl which has caught oil traders by surprise. The front-end of the WTI curve is trading in backwardation, while the back end of the curve is in contango, mostly due to a substantial global S/D surplus that's expected beginning in Q4'25. Last week, OPEC+ agreed to raise July production by ~0.4mmbpd (total 3mo production increase of ~1.2mmbpd), but these “stated” production increases are much higher than “actual” barrels that have entered the market, which is beginning to raise questions around OPEC's “real” spare production capacity. He further noted that Canadian wildfires, Iran nuclear deal delays, and the plunge in U.S. oil rig count (~40 rigs) over the last two months have all combined to move WTI price higher. He ended by highlighting that the EIA released its Short-Term Energy Outlook report this week, which forecasted that U.S. cru

- GameStop cae tras informar una disminución en los ingresos trimestrales.- Los precios al consumidor en EE.UU. suben moderadamente en mayo.- El SP 500 baja tras informarse que la embajada de EE.UU. en Irak se prepara para una evacuación.Articulo: https://inversionesytrading.com/indices-bursatiles/nasdaq/wall-street-64/ Guías de Trading Gratuitas

Exulansic returns to update me on: I Am Jazz's Waking Nightmare, Autoandrophilia, The struggles of having “a rooster and a WAP,” Cotard sexuals, And if sex isn't gender, then why are we changing sex traits? Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r     Check out my short story "Paul's Ghost" in Nothing Sacred from Heresy Press and Skyhorse Publishing. I've been rocking XX-XY Athletics wares. WORK OUT, SPEAK OUT! You can get 20% off your purchase of the perfect burpee gear with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4  Support me at www.substack.com/@louperez    Join my newsletter www.TheLouPerez.com  Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081  Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU  Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast  YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ  Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). How'd Lou start out? He began doing improv and sketch comedy while an undergrad at New York University, where he was part of the comedy group the Wicked Wicked Hammerkatz. Lou was a writer for Fox Sports' @TheBuzzer; produced The Attendants with Lorne Michaels's Broadway Video; produced pilots for FOX Digital and MSN Games; and was a comedy producer on TruTV's Impractical Jokers. Lou hosted the stand-up show Uncle Lou's Safe Place in Los Angeles, performed at the Big Pine Comedy Festival, Bridgetown Comedy Festival, Punching Up Comedy at Freedom Fest, and co-created the political comedy podcast Unsafe Space. Lou taught creative writing at the City College of New York, "writing the web series" for Writing Pad, and comedy writing workshops for the Moving Picture Institute. Lou worked with The Foundation for Individual Rights and Expression as Communications Manager and later as a producer and consultant. Their video "Taking a Knee in Sports? For what?" was broadcast during a USC vs. Notre Dame football game and was a SILVER ADDY® WINNER at the American Advertising Awards. Lou is also a brand ambassador for XX-XY Athletics. Learn more about your ad choices. Visit megaphone.fm/adchoices

- S&P 500 cotiza con cautela en medio de las negociaciones comerciales entre EEUU y China.- Dólar estadounidense se mantiene estable mientras la libra esterlina cae tras datos de empleo en el Reino Unido.- Petróleo WTI sube +0.44% y quiebra la línea de tendencia bajista ante expectativas de mayor demanda.Articulo: https://inversionesytrading.com/principal/sp-500-eeuu-china-wti/

In this episode, Group CEO Greg Newman is joined by Harry Campion-Evans from Onyx Markets and Research Associate Mita Chaturvedi to decode the hidden signals driving oil markets higher as speculative capital surges back into crude - despite mixed macro sentiment and seasonal demand concerns. Is this a genuine breakout or another false dawn? This week's discussion dives into:• Brent and WTI futures breaking out: bullish momentum or overextended rally?• Surge in refining utilisation and margin resilience - how long can it last?• Why CTAs are backing off shorts and what that means for risk appetite• The China puzzle: record crude inventories, heavy refinery turnarounds, and what to expect next• OPEC underproduction, Saudi allocations, and the quiet game of signalling restraint• Pump prices, U.S. gasoline demand weakness, and why refiners may be overproducing into a glut• Plus: crack spreads, fuel oil strength, and whether the market is setting up for a Q3 reversalAs mentioned in the episode, our more technical content will be making the move to our Flux platform - which is free with an Onyx Markets account, offers free trials, and offers great value for traders. Learn more & sign up here: https://www.onyxcapitalgroup.com/flux 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/

Exulansic returns to update me on: I Am Jazz's Waking Nightmare, Autoandrophilia, The struggles of having “a rooster and a WAP,” Cotard sexuals, And if sex isn't gender, then why are we changing sex traits? Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r     Check out my short story "Paul's Ghost" in Nothing Sacred from Heresy Press and Skyhorse Publishing. I've been rocking XX-XY Athletics wares. WORK OUT, SPEAK OUT! You can get 20% off your purchase of the perfect burpee gear with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4  Support me at www.substack.com/@louperez    Join my newsletter www.TheLouPerez.com  Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081  Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU  Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast  YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ  Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). How'd Lou start out? He began doing improv and sketch comedy while an undergrad at New York University, where he was part of the comedy group the Wicked Wicked Hammerkatz. Lou was a writer for Fox Sports' @TheBuzzer; produced The Attendants with Lorne Michaels's Broadway Video; produced pilots for FOX Digital and MSN Games; and was a comedy producer on TruTV's Impractical Jokers. Lou hosted the stand-up show Uncle Lou's Safe Place in Los Angeles, performed at the Big Pine Comedy Festival, Bridgetown Comedy Festival, Punching Up Comedy at Freedom Fest, and co-created the political comedy podcast Unsafe Space. Lou taught creative writing at the City College of New York, "writing the web series" for Writing Pad, and comedy writing workshops for the Moving Picture Institute. Lou worked with The Foundation for Individual Rights and Expression as Communications Manager and later as a producer and consultant. Their video "Taking a Knee in Sports? For what?" was broadcast during a USC vs. Notre Dame football game and was a SILVER ADDY® WINNER at the American Advertising Awards. Lou is also a brand ambassador for XX-XY Athletics. Learn more about your ad choices. Visit megaphone.fm/adchoices

SWING MASTER - CURSO EN VIVO | 01 AL 04 DE JULIO. Técnicas de Swing Trading Multiactivo con Estrategias Reales y Gestión Profesional del Riesgo. Mas info Aquí!

Several years after the Dakota Access Pipeline was built and has been making the company Energy Transfer massive profits, Greenpeace was slapped with a $700 million lawsuit for damages. Why? And who stands to lose the most from an unprecedented case like this. — Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wellthatsinterestingpod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wti_pod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of 'This Week in Futures Options,' Mark Longo and Russell Rhoads (Indiana University - Kelley School of Business) dive deep into the world of futures and options trading, specifically focusing on the metal markets like silver, gold, and platinum. The discussion highlights the recent significant moves in the precious metals sector, with silver showing a substantial uptrend. The conversation shifts to copper and natural gas, with attention paid to their volatile trading volumes and market trends. Notably, the episode touches on the energy sector, particularly WTI crude oil, discussing its price movements and market factors. The episode also features a brief dive into the equity index space, analyzing the latest volatility trends and what to expect leading up to key economic announcements. Listeners are also updated on different trading strategies and the importance of skew in understanding market biases. 01:03 Welcome to This Week in Futures Options 03:46 Guest Introduction: Russell Rhodes 05:00 Movers and Shakers Report 11:50 Deep Dive into Silver and Gold 28:07 Exploring Platinum Trends 30:08 Analyzing Open Interest and Volume 30:36 Diving into Platinum and Copper Markets 31:16 Copper's Economic Indicators and Market Trends 32:10 Copper Options and Market Sentiment 35:46 Palladium and Transition to Energy Markets 36:44 Exploring Natural Gas Market Dynamics 43:36 Crude Oil Market Analysis 49:03 Equity Markets and Volatility Insights 54:22 Concluding Remarks and Upcoming Content  

In this episode of 'This Week in Futures Options,' Mark Longo and Russell Rhoads (Indiana University - Kelley School of Business) dive deep into the world of futures and options trading, specifically focusing on the metal markets like silver, gold, and platinum. The discussion highlights the recent significant moves in the precious metals sector, with silver showing a substantial uptrend. The conversation shifts to copper and natural gas, with attention paid to their volatile trading volumes and market trends. Notably, the episode touches on the energy sector, particularly WTI crude oil, discussing its price movements and market factors. The episode also features a brief dive into the equity index space, analyzing the latest volatility trends and what to expect leading up to key economic announcements. Listeners are also updated on different trading strategies and the importance of skew in understanding market biases. 01:03 Welcome to This Week in Futures Options 03:46 Guest Introduction: Russell Rhodes 05:00 Movers and Shakers Report 11:50 Deep Dive into Silver and Gold 28:07 Exploring Platinum Trends 30:08 Analyzing Open Interest and Volume 30:36 Diving into Platinum and Copper Markets 31:16 Copper's Economic Indicators and Market Trends 32:10 Copper Options and Market Sentiment 35:46 Palladium and Transition to Energy Markets 36:44 Exploring Natural Gas Market Dynamics 43:36 Crude Oil Market Analysis 49:03 Equity Markets and Volatility Insights 54:22 Concluding Remarks and Upcoming Content  

Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins us to outline why he is holding onto the bullish trends in gold and silver stocks, and adding to positions in international stocks,  counter-drone defense stocks, and dividend-paying oil stocks.    With the precious metals equities, Sean is mostly holding onto the names that he and his subscribers have purchased over the last few months, but has rotated some funds down into more gold developers and the silver stocks; looking for those areas to outperform.  When looking at the macroeconomic factors and geopolitics, he is not convinced in that the tariff implications are behind us, and is still seeing continued weakness in the US long bond, US dollar, and business guidance through year end.    Sean notes that there are still a lot of foreign market participants still scaling out of US markets to repatriate funds into their own domestic stock markets, and he is still finding pockets of value in international stocks. For example, he has been bullish European defense stocks for a while, but then domestically he's been positioning in counter-drone defense stocks.   Wrapping up we discuss that he is getting more interested in accumulating the better run intermediated oil stocks that pay good dividends, can make money at the current lower price range for WTI oil, and that are trading down near book value.     Click here to follow along with Sean's work at Weiss Ratings Daily and Wealth Megatrends   Click here to learn more about Resource Trader

Global oil inventories are visibly increasing, yet prices have remained surprisingly stable, with market opinion divided on whether current oil prices are too low or too high. We anticipate prices to stay within current ranges before easing into the high $50s by year-end. The global oil surplus has widened to 2.2 mbd, likely necessitating a price adjustment to prompt a supply-side response and restore balance. Yet, despite supply pressures, three strong market forces are providing a firm floor in the $55-60 Brent ($50-55 WTI) range. Following the July hike, most OPEC members, excluding Saudi Arabia, appear to be producing at or near maximum capacity. The US administration may begin repurchasing oil for the SPR as early as August. Meanwhile, US shale wellhead breakeven prices, assuming zero return, are estimated at around $47 WTI.   Speaker Natasha Kaneva, Head of Global Commodities Research   This podcast was recorded on 30 May 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4977650-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Votación Premios Rankia 2025 - Categoría Mejor Academia de Formación

So many moons, so little time. Join me for an avalanche of discoveries, including one particular galaxy that shouldn't exist, but here it is being all cute. — Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wellthatsinterestingpod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wti_pod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Today we had the pleasure of hosting Michael Mische, Associate Professor of Management at the University of Southern California's Marshall School of Business. Michael joined the USC faculty in 1997 and also serves as CEO and a Managing Member of the Synergy Consulting Group. At Marshall, he leads and coordinates the school's undergraduate and graduate curricula in management consulting. Our interest in connecting with Michael was sparked by his recent report, “A Study of California Gasoline Prices” (linked here). The study presents a comprehensive, data-driven analysis of the persistently high retail gasoline prices in California. We were thrilled to explore the findings of the report and hear Michael's broader perspective on California's energy and power landscape. In our discussion, we cover the main themes of Michael's report, beginning with his long-standing interest in the oil and gas industry dating back to the 1973 Arab oil embargo. We explore the study's key finding that there is no evidence of price manipulation or gouging by refiners, and Michael's conclusion that California's high gasoline prices are a direct result of deliberate policy choices. Michael explains why policymakers pursue these strategies, why Californians tolerate higher energy costs, and how these policies create economic strain for lower income residents. We cover the broader economic impact of California energy policies, including the departure of more than 360 major companies since 2018, the national security risks posed by refinery closures that supply a significant share of aviation fuel and diesel to military operations in California, Arizona, and Nevada, how the push for renewable energy has become a primary driver of rising energy costs, and the underlying economics of the refining industry. We discuss the broader effects of refinery shutdowns on infrastructure like roads and airports, California's increasing dependence on foreign oil, the potential for in-state production growth, proposed policy solutions, the risks of state-run refinery models, how Middle Eastern investors are increasingly targeting U.S. real assets and innovation sectors, and more. We greatly appreciate Michael joining and sharing his expertise and insights with us all. Mike Bradley kicked off the discussion by noting that broader U.S. equities surged ~2.0% on Tuesday, largely driven by news that President Trump would be extending the deadline on EU tariff increases from June 1 to July 9. Equity markets also rose due to the unexpectedly high m/m increase in May Consumer Confidence. On the bond market front, 10-year and 30-year U.S. bond yields traded lower by 8-10bps, mostly due to a plunge in Japanese bond yields despite optimistic news on the EU tariff front and Consumer Confidence. In commodities, WTI price pulled back ~$1/bbl (~$61/bbl) on growing concern that OPEC+ will raise July oil production by another ~0.4mmbpd. Iranian nuclear talks underway in Rome have sparked cautious optimism for a breakthrough, which might prove to be another “marginal” headwind for crude prices. On the U.S. policy front, Mike highlighted last week's passage of a House Tax Bill which surprisingly gutted renewable/solar subsidies and sent solar equities plunging. Passage through the Senate isn't guaranteed and could potentially extend/reverse the timeline on some of the solar subsidies. On the electricity front, it was a great week for nuclear and SMR equities (handful of SMR equities up ~40%) following four nuclear-focused Executive Orders from the Trump Administration. He also pointed out the recent eye-popping MISO Summer Capacity Auction (~$666/mw) versus last year's auction price (~$30/mw) which will lead to much higher utility bills. He closed by highlighting California's current refinery capacity of ~1.6mmbpd and how the two most recent refinery closure announcements (tota

Votación Premios Rankia 2025 - Categoría Mejor Academia de Formación

Today is a roller coaster ride. In the first half of the show, the term bat sh*t crazy certainly lives up to the hype. And then we prep for a historic surgery. — Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wellthatsinterestingpod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wti_pod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Votación Premios Rankia 2025 - Categoría Mejor Academia de Formación

Narwhals just got even cuter. Join me in the Arctic for frolicking whales and then in deep space where horrendously large lobes exist. — Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wellthatsinterestingpod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wti_pod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Today we had the pleasure of hosting Dr. Francesco Sassi for a wide-ranging discussion on global energy and geopolitics. Francesco is a Postdoctoral Fellow at the University of Oslo and previously served as a Research Fellow in energy geopolitics and markets at Ricerche Industriali ed Energetiche (RIE). Francesco holds a Ph.D. in Political Science – Geopolitics from the University of Pisa, where he focused his research on the Sino-Russian gas interdependence. We were drawn to his straightforward analysis, insightful commentary, and use of maps to bring complex dynamics to life. We were thrilled to visit with Francesco and learn from his perspective. In our conversation, we explore the rise of political risk in energy markets and the growing global interdependence of the energy system, driven by factors such as China's increasing influence in shaping energy geopolitics, new interdependencies created by energy technology, trade and manufacturing, as well as disruptions like COVID-19 and the Russia-Ukraine war. We examine Russian gas volumes to Europe, Spain's leadership in clean energy and the implications of its recent blackout, and the dual forces shaping Europe: rising cross-border interconnectivity projects alongside increasing energy nationalism. We touch on President Trump's recent visit to the Middle East, which is part of broader interest in energy and AI investment in the region, OPEC+ strategy, market share pressures, and the impact of low oil prices on Russia. Francesco shares his perspective on the potential for a Putin-Zelensky meeting, tensions between India and Pakistan, and how energy policy is becoming increasingly central to electoral platforms in Europe. We turn to Argentina's recent progress under President Milei, Israeli investment in lithium extraction technology in Argentina's lithium triangle, and how energy and mineral resources are increasingly being used as tools of foreign policy and geopolitical leverage. We close with Francisco's thoughts on the growing power of energy as a force shaping international relations and global industrial strategy. It was a dynamic and insightful conversation. Mike Bradley kicked off the discussion by noting that broader markets rallied substantially on Monday following news that China and the U.S. have agreed to a “tentative” tariff deal. Broader equity markets (S&P 500) have completely retraced their losses since Trump's April 2nd Day of Liberation and are now up slightly (+4%). Meanwhile, the S&P Volatility Index has plunged from its April 8th tariff volatility highs and is now trading near YTD lows, something to be monitored closely as any surprise event could send broader markets lower. On the bond market front, the 10yr bond yield is trading sideways even though April CPI came in lower than expected. PPI will be released on Wednesday and if it too prints lower than expected, it could provide room for the Fed to begin cutting rates at their June 18th FOMC meeting. On the crude oil front, WTI price has rebounded nicely over the past week and now trades at ~$63/bbl. Oil traders remain focused on future OPEC+ production increases and increasingly on whether U.S. E&Ps will begin altering their 2025 capex plans at these lower prices levels. He wrapped up with a look at key events this week, notably NRG Energy's acquisition of LS Power's portfolio of natural gas generation assets (~13gw for ~$12 billion). The move follows Constellation Energy's mid-January deal to acquire Calpine Corp. and demonstrates that both companies are positioning themselves for an acceleration in electricity growth this decade. Many thanks to Francesco for sharing his time and insights with us today. We hope you enjoy the discussion as much as we did! Our best to you all.

-Inflación en EEUU cayó a 2,3% durante abril, a solo 0,3% del objetivo de la Fed.-#Nissan perdió US$4,5MM en los 12 meses a Marzo. -Barril de petróleo #WTI cerró en US$60. El 20 de enero estaba en $80

After averaging around $US 75/B over the past few years, the WTI oil price fell below $US 60/B in early May. The weakness is driven by growing concerns about a potential recession resulting from US tariffs and announcements from the OPEC+ group that they will accelerate adding supply to the market, just as demand may be softening. To help us understand the recent volatility in oil prices, our guest this week is Jeremy Irwin, Global Crude Lead at Energy Aspects. Here are some of the questions Peter and Jackie asked Jeremy: Is this a repeat of 2015, when OPEC decided to flood the market to weaken US shale oil producers? Is President Trump influencing the OPEC+ strategy, as he may want lower oil prices to help offset the inflationary effects of US tariffs? At current price levels, how will US oil production respond? If profit is tight at lower prices, will US oil producers prioritize paying shareholders or capital spending? How might changes to US sanctions on Venezuela, Russia, and Iran impact the oil market? When do you expect global (and China's) oil demand to peak? In the short term, how serious is the threat of recession to oil demand? Do you expect Canadian oil export infrastructure to expand? Content referenced in this podcast:See the Energy Aspects website to learn more about their research data, tools, and consulting servicesPlease review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

Inflation Anticipation Freezes the Market   [Morning Market Mindset – Tuesday, May 13, 2025]   Markets are idling this morning as traders wait for tomorrow's inflation report — the Consumer Price Index — to set the tone for what's next.   Welcome back, WealthBuilders — and those on schedule to be a millionaire. I'm Heather Wagenhals, and this is your Morning Market Mindset for Tuesday, May 13th.   Market Snapshot U.S. stock futures are flat to slightly higher:   S&P 500 futures up just 0.1% Nasdaq futures showing mild strength, up 0.2% Dow futures hovering near the flatline     Investors appear cautious — the kind of stillness that comes before a potentially big move.   Earnings Watch Home Depot is the headliner this morning. The retail giant posted better-than-expected earnings despite weaker year-over-year sales, thanks to cost control and professional contractor demand. That's giving a read on both the housing market and consumer confidence. Coming up this week: Walmart, Target, and Cisco.   Economic Focus All eyes are on the April CPI release tomorrow. This is the Fed's preferred inflation barometer right now, especially as rate cut expectations remain volatile. A softer-than-expected number could reignite dovish hopes — while a hot print may squash them quickly.   Commodities & Global Markets   Crude oil is up nearly 1%, with WTI back above $79 a barrel on signs of tighter supply Gold is steady near $2,340 Bitcoin is consolidating around $62,000 as crypto traders also brace for CPI volatility     Interpretation Right now, we're in a classic holding pattern — markets are respecting the gravity of inflation data. This calm may be short-lived. Traders are positioning cautiously, not wanting to be caught on the wrong side of tomorrow's move. Whether you're long or in cash, today's mindset is all about preparing for opportunity — not guessing the print.   Money Mantra I'm a strategic thinker with a clear financial plan and the commitment to see it through. Every smart choice I make today brings me one step closer to the life I desire.   That's it for this morning. This has been your Unlock Your Wealth Morning Market Mindset, I'm Heather Wagenhals.   Where we interpret the markets calmly and clearly, so you can make smart financial choices, build wealth strategically, and live on purpose.   Until next time, take deliberate action, and go out and Unlock Your Wealth, today.   Like, folloow, subscribe UnlockYourWealth.com

S&P futures are pointing to a slightly higher open. Asian equity markets are mixed with Japan as an outperformer and Taiwan the other notable gainer amid a rally among semiconductors. Mainland China was weaker. European markets are firmer. Overnight for US treasury yields, two year stays at 3.9% and ten year holds flat to 4.4%. Gold is firmer and WTI crude is up. Dollar is softer versus yen and euro, flat versus sterling and Aussie. Industrial metals are under pressure with iron ore sharply lower after China's steel association confirmed output curbs had begun. US may reduce China tariffs to below 60% as Trump sounds optimistic note on talks. More traction behind US-China de-escalation theme with President Trump on saying 145% tariffs on China will be coming down, predicting concessions from Beijing will help bring about a substantive outcome from trade negotiation

This isn't the first time either of these cases has happened. And it won't be the last. Join me. — Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wellthatsinterestingpod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wti_pod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

US equity futures gain with S&P up 0.7%. Asia equities have been trading higher with more positive developments in trade talks. European markets are also pointing higher. Overnight, treasury yields were higher, with the two year up 3.8% and ten year 4.3% . Dollar is stronger with biggest move versus Swiss franc and Japanese yen. Gold is down and WTI crude goes higher. Big trade development this week was the announcement of planned meeting between Treasury Secretary Bessent, USTR Greer and China Vice Premier He Lifeng in Switzerland this week. Press sources noted Beijing's offer to address US concerns on fentanyl, which created opening for this week's talks. White House are moving to temper expectations surrounding the meeting with Bessent reiterating talks will not be at advanced stage, echoing comments he made on Fox News that talks will be more about de-escalation than a big trade deal

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

8 hour days, weekends, paid vacation time… These aren't gifts from employers. They are rights fought for by workers that was battle over a hundred years in the making and still rages today. — Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wellthatsinterestingpod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wti_pod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Today we were delighted to host the team from the Bipartisan Policy Center (BPC), a leading Washington NGO dedicated to bringing stakeholders together to address critical policy issues for the U.S. and find areas of alignment for action. Joining us for the session are Margaret Spellings, President and CEO, along with her colleagues David Hill, Executive Vice President of Energy, and Bill Hoagland, Senior Vice President. Margaret became CEO of BPC in 2023 and brings extensive leadership experience at both the state and federal levels, most recently serving as President & CEO of Texas 2036. Earlier in her career, Margaret served as White House Chief Domestic Policy Advisor, Senior Policy Advisor and Secretary of Education under George W. Bush. David has more than 25 years of energy experience, having served as General Counsel of the U.S. DOE and as DOE's Deputy General Counsel for Energy Policy during the Bush administration, as well as Executive Vice President and General Counsel of NRG. Bill focuses on fiscal, health, and economic policy at BPC, following a long tenure on the U.S. Senate Staff and as VP of Public Policy at CIGNA Healthcare before joining BPC in 2012. We were thrilled to visit with Margaret, David, and Bill for their latest insights from Washington. In our conversation, Margaret first outlines the BPC's team structure and its dual focus on research and advocacy through bipartisan engagement on Capitol Hill. We discuss setbacks in U.S. education policy, including how 20 years of bipartisan federal accountability progress under Presidents Bush and Obama have been undone in recent years, highlighting the need to refocus on reading and evidence-based instruction. Bill provides an overview of the U.S. national debt, noting that politically untouchable programs dominate the budget and leave little room for meaningful reform. He flags that interest payments on the debt now exceed defense spending and describes the slow-building debt and energy crises as “termites under the porch,” noting that Washington only acts under strong leadership or in response to crisis. David shares his perspective on the need for durable, stable energy policy and the importance of long-term policy certainty to encourage private sector investment in infrastructure. We explore BPC's efforts to modernize education and workforce policy to reflect today's labor market, how private conversations often reveal more bipartisan consensus than public discourse suggests, and how BPC facilitates those critical dialogues. We also touch on the disconnect between Washington and the rest of the nation, the need to clearly communicate how policy failures impact everyday Americans, the challenges posed by outdated government technology, and much more. Thank you, Margaret, David, and Bill, for sharing your insights and expertise with us all! Mike Bradley kicked us off with a few updates focused on Trump's first 100 days, Canadian election results, and the recent Spain/Portugal power outage. The best word to describe Trump's first 100 days would be volatility, or as we have aptly named it, Trumpatility! The 10yr bond yield has fallen ~40bps (to 4.2%) over this timeframe and the U.S. dollar has depreciated by ~6%. Two commodity standouts are WTI price, which has plunged ~$15/bbl to ~$61/bbl, and gold, up ~22% to ~$3,300/oz. From a broader equity standpoint, the S&P 500 was down ~8%, Nasdaq down ~10% and Russell 2000 down ~14%. The S&P 500 Volatility Index spiked by ~50% (and ~275% at its April 7th volatility peak). The Energy sector was down ~11% with Oil Services down ~28%, E&Ps down ~21%, Refiners down ~15%, U.S. Oil Majors down ~10%, Midstream down ~5% and Alternative Energy up ~5%. Electric Utilities were up ~2% while IPPs/Power Index was down ~18%. Regarding the Canadian election, Mark Carney's Liberal Party eked out a narrow win Monday night against Poilievre's Conservative Party but fell short of a majority in t

Mark Longo, alongside guest Rich Excell, discuss various futures including WTI crude oil, natural gas, and agricultural products. They analyze trends in equities, particularly NASDAQ and S&P, and provide evaluations on the agricultural, commodities, energy, metals, and crypto markets. Notable highlights include the impact of the trade war on different markets, market volatility, key economic indicators, and inflation.    02:40 Welcome to the Futures Rundown Show 03:55 Special Guest: Rich Excell Returns 05:55 Analyzing the Current Futures Market 12:36 Top Upside Movers in Futures 18:09 Top Downside Movers in Futures 23:15 Today's Active Futures Markets 24:13 Gold and Rates Overview 24:40 Top 10 Contracts of the Day 28:15 Retail vs. Institutional Investors 30:44 Year-to-Date Movers and Shakers 38:29 Crypto Market Insights 40:27 Final Thoughts and Upcoming Events  

I've got good news and bad news today. And the good news was totally by accident. — Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wellthatsinterestingpod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wti_pod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Some birds are more anti capitalist than others and the average day for a worker bee isn't as strict as we thought. Let's get into it. — Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wellthatsinterestingpod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wti_pod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Market Reactions to Trade Tariffs and Economic Indicators In this episode of Dividend Cafe, Brian Szytel discusses the market downturn on April 16, highlighting the NASDAQ's 1.8% drop and the DOW's 700-point decline. Key factors include the impact of tariffs on the largest AI chipmaker, leading to broad market concerns about earnings season, forward guidance, and PE ratios. Despite the selloff, energy stocks closed up by 0.8%, with WTI rising 2%. Retail sales unexpectedly rose by 1.4%, while industrial production saw a slight decline. Federal Reserve Chairman Powell's comments on tariffs further fueled market uncertainty. The episode concludes with a discussion on tariffs' economic effects, including potential shifts in manufacturing jobs and the broader implications on the U.S. economy. Brian also addresses audience questions about inflation and the potential return of manufacturing jobs to the U.S., emphasizes the interconnected nature of global trade, and previews upcoming episodes. 00:00 Market Overview and Opening Remarks 00:31 Impact of Trade and Tariffs 01:30 Sector Performance and Economic Indicators 02:33 Federal Reserve Comments and Market Reactions 03:26 Q&A: Tariffs and Economic Implications 05:28 Conclusion and Upcoming Events Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com