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(311)

Betting on biofuels: a bridge to the future with Walter Cronin

Betting on biofuels: a bridge to the future with Walter Cronin

Investors, traders, ags, and energy businesses are investing in biofuels. Technology and decarbonization are driving the market. However, policy, crop yields, rising feedstock prices and public percep...

23 Jun 202155min

Trading Green Ammonia with Christophe Savi

Trading Green Ammonia with Christophe Savi

Ammonia sits at the heart of the chemical industry and was the vital component in our first ‘green’ revolution, boosting global food production. Now, Ammonia could sit at the heart of the next ‘green’...

16 Jun 202144min

Energy Transition & Geopolitics with Daniel Yergin

Energy Transition & Geopolitics with Daniel Yergin

Hydrocarbons have been a key driver of geopolitics and globalization over the past century. Even in the past decade, we have seen how US shale production and China’s energy security policies have dram...

9 Jun 202149min

Blockchain, Tokenization & Commodities Trading

Blockchain, Tokenization & Commodities Trading

Blockchain has the power to revolutionize commodity trading by lowering transaction costs, boosting liquidity and, crucially, providing the mechanism to track, price and trust a range of ESG attribute...

2 Jun 202158min

Trading Around Batteries: the power trading of the future

Trading Around Batteries: the power trading of the future

For commodities traders, trading around storage assets is nothing new. The same is becoming true in power. As the generation of power increasingly comes from renewables, batteries are seen as a key to...

26 Mai 202138min

Trading the Super-Cycle (Special 50th episode)

Trading the Super-Cycle (Special 50th episode)

We are in the foothills of a commodity super-cycle. Interest and investment is returning to the sector as the narrative of energy transition, inflation driven by policy, and scarcity in the wake of Co...

19 Mai 202138min

Transforming Utilities

Transforming Utilities

Electric utilities around the developed world face fundamental challenges to their business model as the way power is produced, transported, traded, and consumed is changing. Meanwhile, investors and ...

12 Mai 202154min

Hedge Funds & Commodities

Hedge Funds & Commodities

Institutional investors and family offices want to invest in commodity hedge funds, as the narrative of the super-cycle and inflation drives both interest and return to form. Ryan Duncan of Bridge Alt...

5 Mai 202141min

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