12 subscribers
انتقل إلى وضع عدم الاتصال باستخدام تطبيق Player FM !
Oil insights with Harry Tchilinguirian | Geopolitics Strikes Back | S1 E7
Manage episode 444695257 series 2660211
For a special episode of Oil Insights, Harry Tchilinguirian, Head of Research at Onyx Capital Group, is joined by Paul Horsnell, Managing Director and Head of Commodity Research at Standard Chartered. Paul is a veteran of oil market analysis, and his views are widely sought-after when it comes to gaining insights into the turbulent world of oil market dynamics. Paul previously occupied similar functions at Barclays, JP Morgan, and the Oxford Institute for Energy Studies.
This episode of Oil Insights focuses on the recent escalation of geopolitical tensions in the Middle East following Iranian strikes on Israel on 1 October and why this time, it is different. Harry and Paul explore how these developments have shifted market attention away from oil fundamentals, notably from oil demand growth views this year and next. The episode further explores what options are available to OPEC+ when plotting their next move regarding supply policy and returning barrels to market. Within non-OPEC+ countries, we discuss US oil supply and growth prospects for US shale as the sector has seen a considerable transformation since the days of ‘drill, baby drill’.
We would be remiss if we did not discuss where oil prices are headed in the current volatile environment, so we also peer into the crystal ball to see where Brent might be headed next.
225 حلقات
Manage episode 444695257 series 2660211
For a special episode of Oil Insights, Harry Tchilinguirian, Head of Research at Onyx Capital Group, is joined by Paul Horsnell, Managing Director and Head of Commodity Research at Standard Chartered. Paul is a veteran of oil market analysis, and his views are widely sought-after when it comes to gaining insights into the turbulent world of oil market dynamics. Paul previously occupied similar functions at Barclays, JP Morgan, and the Oxford Institute for Energy Studies.
This episode of Oil Insights focuses on the recent escalation of geopolitical tensions in the Middle East following Iranian strikes on Israel on 1 October and why this time, it is different. Harry and Paul explore how these developments have shifted market attention away from oil fundamentals, notably from oil demand growth views this year and next. The episode further explores what options are available to OPEC+ when plotting their next move regarding supply policy and returning barrels to market. Within non-OPEC+ countries, we discuss US oil supply and growth prospects for US shale as the sector has seen a considerable transformation since the days of ‘drill, baby drill’.
We would be remiss if we did not discuss where oil prices are headed in the current volatile environment, so we also peer into the crystal ball to see where Brent might be headed next.
225 حلقات
Усі епізоди
×
1 Oil insights with Harry Tchilinguirian | IE Week - First Impression | S2 E8 38:23

1 The Officials with Jorge Montepeque: Trump, Tariffs, & Threats | S2 E7 20:53

1 Macro Mondays | REPLAY | German Election, Inflation, & Key Week for Equities 34:53

1 Europe, Power & Gas | Episode One | Hope Dies Last 1:00:47

1 Oil insights with Harry Tchilinguirian | Positioning, Positioning, Where Art Thou? | S2 E7 33:05

1 The Officials with Jorge Montepeque: OMG! Grown Men Can Cry | S2 E6 12:57

1 Macro Mondays | REPLAY | Trump & Putin Negotiations, New Tariffs, & Market Uncertainty 32:13

1 The Officials with Jorge Montepeque: Birds of a Feather | S2 E5 17:24

1 Oil insights with Harry Tchilinguirian | Technically Speaking | S2 E6 37:43

1 The CEO's Address with Greg Newman | The Complexity of Onyx's Media Production with Martin Shearman-Brettle 47:31

1 Macro Mondays | REPLAY | US Economy Bouncing Back, BoE Cuts, & Gold Hits Highs 21:07

1 The Officials with Jorge Montepeque: Trump Spits Against the Wind | S2 E4 17:51

1 Oil insights with Harry Tchilinguirian | Tariff Tantrum | S2 E5 35:55

1 Trading Corner: Reliance on Reliance | S2 E1 18:25
مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.