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>OPEC's output decision is seen as the most influential factor for the oil market, with prices tumbling and Brent crude trading just above $70</li><li>OPEC shows tolerance to potential economic fallout from tariffs and plans to increase crude oil output starting in April 2025</li><li>Uncertainty remains in the market as geopolitical tensions escalate in the Middle East and President Trump proposes a new Iranian nuclear deal with a two-month deadline, putting pressure on Iran and other countries subject to sanctions</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 output decision is seen as the most influential factor for the oil market, with prices tumbling and Brent crude trading just above $70OPEC shows tolerance to potential economic fallout from tariffs and plans to increase crude oil output starting in April 2025Uncertainty remains in the market as geopolitical tensions escalate in the Middle East and President Trump proposes a new Iranian nuclear deal with a two-month deadline, putting pressure on Iran and other countries subject to sanctionsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Oil vigilantes in action

<ul><li>Brent oil price is currently 7% below fair value with short-term technical indicators in oversold territory</li><li>Forecast predicts Brent oil to average $73 in 2025, with a surplus in global oil market of 1.3 million barrels per day</li><li>Market consensus diverges from forecast, with disagreements on oil balances and optimism towards non-OPEC supply growth</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Brent oil price is currently 7% below fair value with short-term technical indicators in oversold territoryForecast predicts Brent oil to average $73 in 2025, with a surplus in global oil market of 1.3 million barrels per dayMarket consensus diverges from forecast, with disagreements on oil balances and optimism towards non-OPEC supply growthThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast by S&P analysing commodity market trends, Commodities Focus

Commodities Focus

Podcast by S&P analysing commodity market trends

S&P Global Commodity Insights analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture, and coal markets.

<ul><li>India is becoming a key player in global oil demand growth, with forecasts predicting substantial expansion in the coming years</li><li>The global oil industry is shifting its focus from China to India as the main driver of demand growth</li><li>Challenges for India in meeting oil demand include weather effects, economic activity rhythms, currency strength, and inflation impacts on affordability</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

India is becoming a key player in global oil demand growth, with forecasts predicting substantial expansion in the coming yearsThe global oil industry is shifting its focus from China to India as the main driver of demand growthChallenges for India in meeting oil demand include weather effects, economic activity rhythms, currency strength, and inflation impacts on affordabilityThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

India Energy Week to seek answers on demand trajectory, oil diplomacy and upstream push

Podcast of business and financial stories, Behind the Money

Behind the Money

Podcast of business and financial stories

From hostile takeovers to C-suite intrigue, Behind the Money takes you inside the business and financial stories of the moment with reporting from Financial Times journalists around the world.

<ul><li>Trump declares a national energy emergency and calls for increased oil production</li><li>The US shale revolution led to a surge in oil and gas production</li><li>Despite Trump's push for more drilling, the oil industry is hesitant due to current market conditions and oversupply of oil</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Trump declares a national energy emergency and calls for increased oil productionThe US shale revolution led to a surge in oil and gas productionDespite Trump's push for more drilling, the oil industry is hesitant due to current market conditions and oversupply of oilThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Why Big Oil is resisting Trump’s call to ‘drill, baby, drill'

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>Oil markets in 2024 experienced slow supply and demand growth after years of high volatility</li>
<li>Heading into 2025, demand is reaccelerating faster than supply, leading to a bullish outlook</li>
<li>With low inventory levels and a modest supply deficit expected, prices are likely to gradually rise to low 80s Brent basis</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Oil markets in 2024 experienced slow supply and demand growth after years of high volatility
Heading into 2025, demand is reaccelerating faster than supply, leading to a bullish outlook
With low inventory levels and a modest supply deficit expected, prices are likely to gradually rise to low 80s Brent basis

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

MacroVoices #465 Rory Johnston: Oil Markets Under Trump 2.0

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 vigilantes in action

Oil market influenced by OPEC output decision, tariffs increase risk of recession, prices tumble, OPEC proceeds with output increase, Brent prices...

At Any Rate

Global Commodities: The pain trade

The oil market is currently oversold, with conflicting forecasts predicting varying price outcomes for Brent oil in the coming years and concerns...

At Any Rate

India Energy Week to seek answers on demand trajectory, oil diplomacy and upstream push

Foreign Mohanty hosts a discussion on India's role in global oil markets, projecting it to be a leading driver of future oil demand growth, with...

Commodities Focus

Why Big Oil is resisting Trump’s call to ‘drill, baby, drill'

Despite Trump's calls for increased oil production to combat inflation and lower energy prices, the oil industry is hesitant to ramp up production...

Behind the Money

MacroVoices #465 Rory Johnston: Oil Markets Under Trump 2.0

Patrick Ceresna emphasizes the importance of heavy blend stock for refining U.S. shale oil as the S&P 500, US dollar index, and various commodity...

Macro Voices

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