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

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

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

Episoder(318)

The Price of Time with Edward Chancellor

The Price of Time with Edward Chancellor

The Price of Time with Edward ChancellorAward-winning, financial journalist and historian Edward Chancellor join us to discuss interest rates and the impact on the commodities sector. Interest rates –...

1 Feb 20231h 1min

Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 2 – The Last Pump in Town

Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 2 – The Last Pump in Town

In part 2, we examine how the retail fuel world will manage the next decade and the transition to EVs. Will the highly efficient supply systems built over the last two decades decay as investment (and...

25 Jan 202348min

Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 1

Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 1

Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 1Fuel is the key driver in the oil market. The story of how diesel and gasoline reach the pump, and who traded it on the way, has shift...

18 Jan 202347min

The Power of Waves with Jan Skjoldhammer

The Power of Waves with Jan Skjoldhammer

The ocean is the world’s largest battery, charged by the sun and the wind year round. Harnessing that energy for power generation has proved problematic for years. Yet, it would bring significant adva...

11 Jan 202343min

Oil & Gas Markets in 2023 with Paul Horsnell

Oil & Gas Markets in 2023 with Paul Horsnell

Oil & Gas Markets in 2023 with Paul HorsnellIn this episode we are joined by Paul Horsnell, Global Head of Commodities Research at Standard Chartered, to review the major events that impacts oil and g...

4 Jan 20231h 12min

The Fate of Rome: climate, disease and the end of an empire with Kyle Harper

The Fate of Rome: climate, disease and the end of an empire with Kyle Harper

The Fate of Rome: climate, disease and the end of an empire with Kyle Harper (Christmas Special)  The Roman Period affords us one of the most documented and detailed histories of an ancient civilizati...

28 Des 202259min

Insects & Commodities with Charlie Drew

Insects & Commodities with Charlie Drew

Insects & Commodities with Charlie DrewInsects are fundamental to the commodities world. As pollinators, they are crucial to the agri sector and food production. Increasingly, they are being used to r...

21 Des 202238min

Investing in an Era of Climate Change with Bruce Usher

Investing in an Era of Climate Change with Bruce Usher

Climate Change is the dominant investment theme of the next 30 years. To decarbonize the planet while managing and mitigating the risks of a more volatile climate will require trillions of dollars, cr...

14 Des 202257min

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