Apr 23

From Hormuz to Asia: the ripple effects on oil trade, prices, and economies

The conflict in the Middle East has sent ripples across the global energy landscape, with the spotlight on the Strait of Hormuz -- the critical artery for Asia-Pacific's energy imports. Amid trade flow disruptions, the path to recovery, the resilience of physical oil markets, and ... Show More

21m 22s

Apr 16

Atlantic physical crude dynamics following Dated Brent's all-time high

Dated Brent's record high assessment by Platts of $144.42/barrel stole the headlines on April 7, but physical market fundamentals in the Atlantic basin have similarly brought cash differentials for individual crude oil grades across the North Sea, West Africa and the Mediterranea ... Show More

14m 44s

Apr 9

Hormuz chokepoint: Global scramble for diesel supply

As traffic inches back through the Strait of Hormuz, oil and product flows remain constrained, sending buyers scrambling to replace Middle East barrels and lock in reliable diesel supply. With nearly 6 million b/d of Middle East refining capacity at stake, and roughly 4 million b ... Show More

29m 30s

Sep 2023

Brent oil at a new high this year – quo vadis from here?

Good news on the US economy was bad news for US equities yesterday as increased interest rate expectations weighed on stocks. An expanded ban on using iPhones in China also weighed on market sentiment, and this is also spilling over to Asian markets that are a sea of red this ... Show More

11m 55s

Feb 2024

Making Sense of Oil Markets with Andy Critchlow

Andy Critchlow, S&P Globals Head of EMEA News, joins the podcast to help Nathan get a better grasp on what's happening with Global Oil Markets.

40m 14s

Apr 2020

Adventures in Finance - Daily Briefing - April 28, 2020

Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss recent developments in markets, macro, and the coronavirus crisis. Today, Bennington and Harrison discuss the U.S. recession outlook, economic sentiment, and whipsawing prices in global oil markets. Learn m ... Show More

38m 9s

Sep 2023

China’s Perilous New Debt Phase; Gas-Plunge Hazards

China’s property crisis has lurched into a perilous new phase — with significant implications for the world’s second-largest economy, according to Bloomberg News’ Alice Huang. The deepening distress hurts other industries and repels foreign investors, Huang says. In this episode ... Show More

30m 43s

Jul 2023

MM119: When 'good' news is 'bad' news for markets & Are OPEC+ fighting a losing battle?

Co-founder Piers Curran returns to the Friday show to discuss: <ul><li>US interest rate expectations - Has the market gone too far, what does an inverted yield curve imply, and why a resilient economy is actually bad news for markets!</li></ul> <ul><li> ... Show More

51m 44s

Feb 2022

What Are Markets Telling Us About Russia s Invasion of Ukraine?

The crisis in Eastern Europe has escalated to new levels, as Russian President Vladimir Putin authorized the deployment of troops to rebel-held areas of Ukraine. Prices for energy commodities, including crude oil and natural gas, spiked on the news. And wheat, a key export from t ... Show More

31m 46s

Angolan crude values hit fresh lows on s...