In this episode of the Oil Ground Up podcast, Joe DeLaura, a global energy strategist at Rabobank, shares insights into his career in the oil industry and discusses the current dynamics of the oil market. He highlights the static nature of oil prices, the long-term trends in oil consumption, and the impact of geopolitical factors on market stability. Joe als ... Show More
Jul 10
How Kpler is Revolutionizing Oil Market Data: In-Depth with François Cazor
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 mar ... Show More
50m 47s
Jul 3
Karim Fawaz on the Evaporating Geopolitical Risk Premium we see in Oil Markets
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 a ... Show More
1h 7m
Jun 23
Iranian Escalation or a Neutralized Threat? - Matt Reed on Iran's Indefensible Oil Industry
Rory and Matt Reed discuss the recent escalation of tensions between Iran, Israel, and the United States, focusing on the military actions taken by Israel against Iranian targets and the implications for regional stability and the oil market. They explore the motivations behind I ... Show More
47m 3s
Sep 2024
How This Investor Found Bigger Returns in Oil & Gas | Alex Ottewell | EP 38
To learn more about Alex’s fund and investment opportunities, visit investinpetroleum.com --- In this episode, Alex Ottewell, a successful real estate investor with over 1,000 deals under his belt, shares why he transitioned from real estate to the oil and gas industry. He explai ... Show More
40m 47s
Aug 2024
Matt King on the Hidden Forces Driving the Market Selloff
The Nasdaq is now in correction territory and the S&P 500 is down more than 2% so far this month. Analysts are blaming any number of things for the selloff, including a slowdown in the economy, the Federal Reserve being behind the curve on rate cuts, hedge funds rotating out of p ... Show More
41m 29s
Mar 2023
Martijn Rats: Differing Prospects for Oil & Gas
While oil and gas prices generally move in similar directions, their current situation has deviated from market norms.
----- Transcript -----
Welcome to Thoughts on the Market. I'm Martijn Rats, Morgan Stanley's Global Commodities Strategist. Along with my colleagues, bringing yo ... Show More
4m 24s
Jul 2024
XG Capital's Gray: 'The larger correction is looming on the horizon'
Xander Gray, founder and chief executive officer at XG Capital Strategies, says that a bear market is coming, with a number of potential catalysts contributing to trigger the downturn. He says that while he expects a downturn of up to 30 percent, he does not expect it to take lon ... Show More
59m 15s
Mar 2022
Russia-Ukraine Effect, Market Volatility, $130 Crude, Buffett Buys OXY But Icahn Sells, Bed Bath and Beyond Soars and the NYSE's President On Halting Trading in Russian Stocks.
Carl Quintanilla, David Faber and Morgan Brennan kicked off a new week of trading by focusing on market volatility as the Russia-Ukraine conflict intensifies. WTI Crude briefly surpassed $130 per barrel and the average price of U.S. gasoline topped $4 a gallon -- both for the fir ... Show More
42m 55s