Sponsored by Cognite – https://www.cognite.com/en/ogpodcast Don’t forget to ask a question for our next First Friday Q&A. You ask the questions and we answer them. Episode Links Here’s a list of trusted organizations vetted by Kerr County Officials and non-profit leaders: Kerr County Flood Relief Fund Kerrville Area Rebuilding and Recovery Fund San ... Show More
May 2024
How shale rewrote the global oil order
For decades, countries in the Middle East have dominated the oil market, pumping large quantities of the world’s supply. Along with that has come a pattern: when there’s conflict in the region, oil prices rise. The pattern seems to be breaking though, mainly because of one thing: ... Show More
17m 41s
Oct 2024
Why oil and gold prices could keep rising
Escalating conflicts in the Middle East, coupled with China’s latest round of stimulus, are changing the supply-and-demand dynamics for oil prices. Goldman Sachs Research’s Daan Struyven, co-head of commodities research, explains the implications for oil and gold prices. Learn mo ... Show More
17m 44s
Apr 2025
Hurray Lower Gas Prices. Oh Darn, Lower Gas Prices
Back in the 1970’s there was a very popular graphic of a Lincoln US one cent coin. The original coin on the back has the words engraved “In God we Trust”. The coin had been altered to say, in Oil we trust. At the time, that meme rang true as people were lining up at gas stations ... Show More
5m 5s
Jun 23
Business Rundown: Muted Markets Await Iranian Response
After the United States struck three Iranian nuclear sites over the weekend, many expected volatility in the markets. But, as of 10 AM ET Monday morning, the major stock indexes and oil prices appear to not be shifting dramatically—suggesting that investors may not react until Te ... Show More
20m 19s
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