Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

Commodities

<ul><li>US sanctions now target all four of Russia's largest oil companies, affecting 70% of production and exports</li><li>EU also imposes new sanctions on Russia's energy revenues</li><li>Russia shifts to alternative currencies for oil trade to evade US dollar restrictions, leading to higher transaction costs and reputational risks</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

US sanctions now target all four of Russia's largest oil companies, affecting 70% of production and exportsEU also imposes new sanctions on Russia's energy revenuesRussia shifts to alternative currencies for oil trade to evade US dollar restrictions, leading to higher transaction costs and reputational risksThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Oil glut paves way for stronger sanctions. If enforced

<ul><li>US imposes sanctions on all four of Russia's largest oil companies, affecting 70% of Russia's oil production and exports</li><li>EU also unveils sanctions targeting Russia's energy revenues</li><li>Russia shifts oil trade to alternative currencies to bypass US dollar clearing restrictions, faces higher transactional costs and reputational risks</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

US imposes sanctions on all four of Russia's largest oil companies, affecting 70% of Russia's oil production and exportsEU also unveils sanctions targeting Russia's energy revenuesRussia shifts oil trade to alternative currencies to bypass US dollar clearing restrictions, faces higher transactional costs and reputational risksThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Oil Glut Paves Way for Stronger Sanctions

Podcast by Hedge Fund Manager Erik Townsend, Macro Voices

Macro Voices

Podcast by Hedge Fund Manager Erik Townsend

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

<ul><li>OPEC's Group of Eight discussed unwinding production cuts and increasing oil production, led by Saudi Arabia to bring energy prices down</li><li>OPEC's cooperation with non-OPEC producers, including Russia and Kazakhstan, resulted in a 2 million barrels per day production cut in late 2022</li><li>Dr. Anas Alhaji, Energy Outlook Advisors managing partner, discussed OPEC's actions and outlook on oil prices in an interview with Macro Voices host, Eric Townsend</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

OPEC's Group of Eight discussed unwinding production cuts and increasing oil production, led by Saudi Arabia to bring energy prices downOPEC's cooperation with non-OPEC producers, including Russia and Kazakhstan, resulted in a 2 million barrels per day production cut in late 2022Dr. Anas Alhaji, Energy Outlook Advisors managing partner, discussed OPEC's actions and outlook on oil prices in an interview with Macro Voices host, Eric TownsendThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

MacroVoices #497 Dr. Anas Alhajji: The Impact of Trump Polices on Russia, China, India & OPEX+

<ul><li>Price structures have remained resilient in 2025, with Brent and WTI in backwardation despite OPEC supply hikes and increasing crude inventories</li><li>Five conditions were needed for crude prices to start reflecting year-end weakness, but only two have materialized so far</li><li>OECD crude inventories have not built as aggressively as expected, with a lopsided increase in global stocks outside of Western markets, particularly in China</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Price structures have remained resilient in 2025, with Brent and WTI in backwardation despite OPEC supply hikes and increasing crude inventoriesFive conditions were needed for crude prices to start reflecting year-end weakness, but only two have materialized so farOECD crude inventories have not built as aggressively as expected, with a lopsided increase in global stocks outside of Western markets, particularly in ChinaThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Beware the Ides of September

<ul><li>Global oil demand remains relatively healthy with little signs of a near term global recession</li><li>Sanctions on Russia and Iran could impact oil supply, but buyers are finding ways to navigate around restrictions</li><li>Non-OPEC supply is expected to outpace global demand, leading to a surplus and potentially pushing prices into the 60s by year end.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global oil demand remains relatively healthy with little signs of a near term global recessionSanctions on Russia and Iran could impact oil supply, but buyers are finding ways to navigate around restrictionsNon-OPEC supply is expected to outpace global demand, leading to a surplus and potentially pushing prices into the 60s by year end.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Risk premium out, storage premium in

United States

Crude oil is a naturally occurring, unrefined petroleum product composed of hydrocarbon deposits and other organic materials. Crude oil can be refined to produce usable products such as gasoline, diesel and various forms of petrochemicals. It is a nonrenewable resource, also known as a fossil fuel, which means that it can't be replaced naturally at the rate we consume it and is therefore a limited resource.

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Crude Oil (CL1 COM COMDTY)

Global Commodities: Oil glut paves way for stronger sanctions. If enforced

The US and EU impose sanctions on Russian oil companies, leading to potential disruptions in the industry and prompting Russian companies to shift...

At Any Rate

Global Commodities: Oil Glut Paves Way for Stronger Sanctions

The US and EU impose sanctions on Russia's largest oil companies, leading to logistical challenges and potential secondary sanctions for third...

At Any Rate

MacroVoices #497 Dr. Anas Alhajji: The Impact of Trump Polices on Russia, China, India & OPEX+

The Group of Eight meeting discussed increasing oil production and unwinding production cuts, with Saudi Arabia leading the way in bringing down...

Macro Voices

Global Commodities: Beware the Ides of September

Despite OPEC supply hikes and growing inventories, Brent and WTI prices have stayed in backwardation, with potential weakening only possible...

At Any Rate

Global Commodities: Risk premium out, storage premium in

Global oil demand remains relatively healthy with little signs of a near term global recession Sanctions on Russia and Iran could impact oil...

At Any Rate

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