Investec Focus Radio UK
Investec Focus Radio UK features conversations between leading minds and other experts on economics, investments, business and working culture, as well as topical issues beyond wealth. The podcast brings together insightful discussions from a range of fields, offering listeners a deeper understanding of key topics shaping the world. It is produced by Investec, a specialist bank and wealth management company, and reflects its focus on informed perspective and expertise.
Episodes
S05 Ep04 Energy Market Update: Oil supply risks mount as Middle East tensions intensify
Trump’s efforts to lower diesel prices have had little lasting impact, with New York futures near $200 a barrel. Brent crude touched $110 as attacks on shipping in the Strait of Hormuz and regional tensions intensified.
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S05 Ep03 Energy Market Update: Russian diesel deal offers limited relief to global markets
Trump’s announced deal to import Russian diesel offers limited relief, with the proposed 3.7 million barrels small relative to global demand and delivery uncertain amid damage to Russian refineries.
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S05 Ep02 Energy Market Update: G7 reserve release offers temporary relief for UK diesel market
The G7’s 100 million barrel reserve release could ease diesel costs for UK businesses and motorists, following Trump’s confirmation that US diesel exports will continue. However, uncertainty over diesel volumes means relief may be temporary.
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S05 Ep01 Energy Market Update: Oil markets caught between diplomacy and disruption
Brent’s sharp swings, from $97 to above $108 a barrel, reflecting the uncertainty over renewed US-Iran talks and the future of the Strait of Hormuz.
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S04 Ep50 Energy Market Update: Could Brent crude climb back above $120?
Brent crude has surged above $106 a barrel after touching $110 last week, as threats to Saudi exports deepen concerns over global supply. Disruption in the Red Sea, Houthi advances and an attack that shut a key Saudi pipeline have raised the risk of a wider regional conflict.
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The signals from oil, bonds and inflation
Oil, bond yields and inflation are sending a more cautious signal on the global outlook. Growth has held up better than expected. But energy markets remain tight, long-term borrowing costs are rising, and central banks are weighing the risk of another inflation shock. In the latest No Ordinary Wednesday, Ellie Henderson and Callum Macpherson of Investec UK discuss what the oil market, sovereign bo
S04 Ep49 Energy Market Update: Oil prices climb as US-Iran tensions disrupt shipping
Brent crude has climbed above $97 a barrel, its highest level since mid-July, as renewed US-Iran tensions disrupt shipping and keep markets on edge. In this episode, we examine the tit-for-tat attacks, emerging risks around the Strait of Hormuz and why intermittent calm may only encourage a stop-start cycle in oil flows.
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S04 Ep48 Energy Market Update: Strait tensions keep energy markets on edge
Brent crude is back above $90 a barrel after renewed US-Iran hostilities reversed last week’s slide towards $85. In this episode, we examine the fragile diplomacy around the Strait of Hormuz, the latest exchange of fire and why geopolitical risk is keeping energy prices elevated.
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S04 Ep47 Energy Market Update: Renewed US-Iran tensions could push Brent above $100
Brent crude approached $95 a barrel last week, its highest since mid-July, as markets reacted to Iran’s missile attack on the UAE and President Trump’s plan to isolate Iran economically. Investors fear prolonged disruption in the Strait of Hormuz or renewed attacks on Gulf infrastructure.
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S04 Ep46 Energy Market Update: UK fuel costs face prolonged pressure from supply disruption
Brent crude remains in the high $80s as hopes fade for a US–Iran agreement and shipping through the Strait of Hormuz stays severely disrupted. Longer-dated crude prices suggest continued uncertainty, while gasoil futures point to sustained pressure on UK diesel and jet fuel costs.
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S04 Ep45 Energy Market Update: Oil markets await a breakthrough on the Strait of Hormuz
Hopes of a deal to reopen the Strait of Hormuz pushed Brent below $80/b last week, but progress has proved elusive. With talks dragging on and tensions across the region continuing, confidence in a breakthrough is fading and Brent has climbed back to around $84/b.
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S04 Ep44 Energy Market Update: Hormuz negotiations offer hope, but major differences remain
Brent crude has slipped below $83 a barrel after Donald Trump announced another ceasefire, echoing last week’s brief market relief before fighting resumed. This episode examines the binary outlook for oil: progress in talks or renewed hostilities.
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S04 Ep43 Energy Market Update: Red Sea disruption keeps oil market on edge
Brent topped $100/b last week, driven by escalating US-Iran tensions and Houthi attacks threatening Saudi crude exports through the Red Sea. Prices have since retreated to around $90/b after the US paused action and Iran-Oman talks showed tentative progress.
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S04 Ep42 Energy Market Update: Brent climbs above $90 as Middle East tensions hit energy markets
Brent crude has risen above $90 a barrel as escalating US-Iran tensions revive fears of prolonged energy disruption. Attacks on military, energy and water infrastructure, alongside the effective closure of the Strait of Hormuz, have pushed oil, diesel, jet fuel and gas prices higher.
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S04 Ep41 Energy Market Update: Crude oil flows remain resilient despite Gulf risk
Brent traded near $70/b last week, reflecting confidence that oil will keep moving out of the Persian Gulf despite continuing risks around the Strait of Hormuz. Some operators are using shuttle runs to maintain crude flows.
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S04 Ep40 Energy Market Update: Oil markets stay calm as US-Iran tensions flare again
Oil markets enter the week looking calm despite renewed US-Iran tensions. Brent fell near $71 a barrel last Friday as hopes of normal shipping through the Strait of Hormuz improved, before a drone strike on a container ship.
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S04 Ep39 Energy Market Update: Brent falls below $76/b after Initial U.S.–Iran agreement
Brent fell below $76/b last week after the U.S. and Iran reached an initial agreement, easing some of the war-related risk premium. However, uncertainty remains over the Strait of Hormuz, the conflict in Lebanon, and whether energy flows can return to normal, leaving markets caught between short-term supply risks and a longer-term oversupply outlook.
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S04 Ep38 Energy Market Update: Brent crude drops below $83 as US-Iran deal raises hopes for Gulf shipping recovery
Oil markets eased sharply after the US and Iran agreed the outline of an interim deal, although the agreement has not yet been formally signed and key details remain unpublished. President Trump announced the removal of the US naval blockade and the reopening of the Strait of Hormuz, while Pakistan confirmed a ceasefire between the parties.
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S04 Ep37 Energy Market Update: Brent nears $98 as Iran-Israel tensions rekindle supply fears
Brent crude briefly approached $98/bbl after renewed military exchanges between Iran and Israel heightened concerns over Middle East supply risks. Iran launched rockets following Israeli strikes in Beirut, while Israel subsequently targeted Iranian military sites despite reported US efforts to restrain escalation.
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S04 Ep36 Energy Market Update: Oil rebounds as US-Iran ceasefire deal faces fresh hurdles
Brent crude has recovered to around $93.50/bbl after falling below $90 last week on optimism that a US-Iran ceasefire agreement could ease tensions in the Gulf. However, reports of further negotiations, renewed military action around the Strait of Hormuz, and concerns over mine clearance have tempered expectations of a swift resolution.
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S04 Ep35 Energy Market Update: Brent volatile amid Iran talks and fresh Middle East strikes
Brent crude fell sharply this week after reports suggested the US and Iran are close to agreeing a deal to reopen the Strait of Hormuz and potentially ease sanctions on Iranian oil exports. Prices dropped from around $105/bbl to $96/bbl before recovering towards $98/bbl following limited US and Israeli strikes near the Strait.
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S04 Ep34 Energy Market Update: US-Iran talks stall as Hormuz risks grow
Brent crude climbed above $111 per barrel as renewed Middle East tensions rattled energy markets. Saudi Arabia and the UAE reported fresh drone strikes, with analysts suspecting Iranian-backed militias operating from Iraq or Yemen. At the same time, US-Iran negotiations remain stalled, while Tehran’s proposed control over Strait of Hormuz shipping routes is unlikely to satisfy Washington or Gulf a
S04 Ep33 Energy Market Update: Oil prices climb as Iran deal is rejected
Oil prices have risen after Donald Trump rejected Iran’s latest nuclear proposal, increasing geopolitical uncertainty in energy markets. Details of the offer remain unclear, though reports suggest Iran may have proposed limiting uranium enrichment without dismantling nuclear infrastructure. Trump called the deal “totally unacceptable,” raising fears of prolonged negotiations or renewed conflict.
S04 Ep32 Energy Market Update: Strait of Hormuz standoff keeps oil markets on edge
Tensions between the US and Iran have escalated again, with flashpoints centred on the Strait of Hormuz. Despite ongoing indirect negotiations, disagreements over the US naval blockade and Iran’s nuclear stance triggered renewed friction.
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S04 Ep31 Energy Market Update: Strait uncertainty fuels volatility in energy markets
Oil prices continue climbing amid stalled US–Iran negotiations, sustaining geopolitical risk premiums critical for UK commodities markets. Uncertainty around the Strait of Hormuz remains unresolved, with no clear timeline for reopening.
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S04 Ep30 Energy Market Update: Volatility returns as markets are caught between diplomacy and disruption
Oil markets are volatile as mixed signals from US–Iran diplomacy unsettle sentiment. Prices fell sharply on Friday, with Brent dropping from near $100/bbl to ~$85, after apparent progress on reopening the Strait of Hormuz, but conflicting statements and a tanker attack suggest it remains closed.
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S04 Ep29 Energy Market Update: Fragile calm - Failed Iran talks push oil higher despite ceasefire
US–Iran talks stalled over the weekend, with Washington demanding firm guarantees that Tehran won’t pursue nuclear weapons. While Iran signalled more negotiations may follow, tensions rose after Trump threatened a targeted blockade of the Strait of Hormuz. Oil prices opened higher, though the move reflects fading optimism from last week.
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S04 Ep28 Energy Market Update: Calm before the storm? Markets hold steady as Iran deadline looms
Tensions are rising as yet another Trump-imposed deadline on Iran looms, with the Strait of Hormuz at the center of a high-stakes geopolitical standoff. Despite escalating rhetoric and fragile backchannel diplomacy, markets have remained surprisingly calm, even as oil and refined product prices quietly surge beneath the surface.
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Iran conflict: Economic shock or sustained disruption?
War in the Middle East continues to cost a long shadow over the global economy. Investec experts Callum McPherson, Head of Commodities; Philip Shaw, Chief Economist; and Clive Murray, Head of Equities, share the key updates. Investec
S04 Ep27 Energy Market Update: Brent climbs above $116 as Strait of Hormuz crisis deepens
Geopolitical tensions in the Gulf have intensified, adding renewed upward pressure on global energy prices. President Donald Trump initially gave Iran a 48-hour ultimatum to reopen the Strait of Hormuz, warning that failure to comply could trigger strikes on Iranian power infrastructure. This raised concerns about a broader escalation, particularly the risk of retaliatory attacks on energy assets
S04 Ep26 Energy Market Update: Energy crisis fears surge as Middle East conflict threatens global supply
Global energy markets have entered a critical phase, as geopolitical tensions in the Middle East threaten to spiral into a full-scale supply crisis. In this episode, we unpack the latest developments following Iran’s retaliatory strike on Qatar’s liquified natural gas facility, an attack that wiped out roughly 17% of its capacity and sent shockwaves through global markets. With vital energy infras
Middle East conflict: Counting the cost of disruption
Markets are sending a surprisingly calm signal in the face of escalating conflict with Iran. Oil prices are rising, supply chains are under pressure, and recession risks are quietly ticking higher, yet equities remain relatively steady.
In the latest episode of No Ordinary Wednesday, Jeremy Maggs is joined by Investec experts in SA and the UK - Callum Macpherson, Phil Shaw and Chris Holdsworth - t
S04 Ep25 Energy Market Update: Brent surges toward $120 before volatile retreat
Oil markets experienced extreme volatility last week as escalating geopolitical tensions in the Middle East created significant uncertainty around global supply. Brent crude briefly surged toward $120/b, its highest level since 2022, as it became clear the conflict in the region could be prolonged. Prices later fell sharply, briefly nearing $81/b, after comments from president Donald Trump suggest
S04 Ep24 Energy Market Update: Brent surges past $100 amid escalating Gulf tensions
With no sign of the Strait of Hormuz reopening, energy markets are facing an extraordinary supply shock. Around 20% of global oil supply has effectively become unavailable, pushing Brent crude above $100 per barrel for the first time since 2022. While an emergency G7 meeting to discuss a coordinated reserves release, along with the drawdown of commercial inventories, may buy some time, these measu
S04 Ep23 Energy Market Update: Strait of Hormuz in focus: What escalation means for global oil
Brent crude surged above $80 per barrel, after escalating conflict in the Middle East sharply increased fears of disruption through the Strait of Hormuz, one of the world’s most critical oil shipping routes. Just days earlier, Brent had been trading near $73, with markets broadly assuming that US-Iran negotiations would continue.
Escalation was recognised as a risk, but a large-scale disruption
S04 Ep22 Energy Market Update: Crude climbs while Europe’s energy prices advance
Oil reached a fresh yearly high as US-Iran tensions intensified, with Washington boosting military presence while leaving room for negotiations. Markets rallied after Trump suggested a 10–15 day window for a deal, though speculative positioning remains measured, with strong demand for high-strike call options signaling limited expectations of a major price surge. Meanwhile, European energy markets
S04 Ep21 Energy Market Update: Oil swings as U.S.–Iran talks keep markets on edge
Oil markets continue to gyrate as shifting signals from Washington and Tehran fuel uncertainty ahead of the next round of nuclear talks in Oman. Mixed rhetoric from both sides has left Brent caught between easing risk premium and renewed geopolitical tension, with traders closely watching for clearer direction.
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S04 Ep20 Energy Market Update: Oil eases after U.S.–Iran talks, but risks remain
Oil prices softened into the end of last week following talks between the U.S. and Iran, which were described by both sides as constructive. While the meeting has eased immediate fears and pushed Brent back to around $67/b from recent highs near $70/b, markets remain cautious given the long road ahead and persistent supply-side pressures.
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S04 Ep19 Energy Market Update: Brent retreats after Iran fears ease
Brent surged above $70/b last week, nearing $72/b, as markets priced in the risk of U.S. military action against Iran. Sentiment has since cooled after confirmation that talks are under way, with prices easing back toward $65/b. While the immediate risk premium has faded, uncertainty around the outcome of negotiations is likely to keep markets on edge.
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S04 Ep18 Energy Market Update: Brent pushes above $66/b on renewed supply risks
Brent crude has climbed above $66/b this morning, its highest level since Iran-related tensions peaked earlier this month. The rally reflects renewed geopolitical nervousness and a series of supply-side disruptions, prompting markets to price in a higher short-term risk premium.
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S01 E14 What next? Leadership conversations for a better future: Bridging the trust gap
In this episode, we examine the erosion of trust between institutions and communities, and why rebuilding legitimacy depends on place-based, locally led approaches Mike Kenny and Jacinta Koolmatrie.
The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University of Cambridge, or Investec, and should not be taken as advice or a recommendation.
S01 E13 What next? Leadership conversations for a better future: Making the investable:
We are joined by Helena Norrman (SSAB), Sang-Hyup Kim (GGGI) and Marina Grossi (CEBDS – Brazilian Business Council for Sustainable Development). Together, we focus on how leaders can accelerate clean and green growth by tackling real execution challenges.
The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University of Cambridge, or Investe
S04 Ep17 Energy Market Update: Iran-related volatility drives oil higher
Oil markets were volatile last week as tensions around Iran pushed Brent close to $67/b before easing back below $64/b after fears of imminent U.S. military action subsided. While the immediate risk premium has faded, prices remain elevated compared with earlier this year, reflecting ongoing concerns over potential disruptions to sanctioned crude flows.
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S01 E012 What next? Leadership conversations for a better future: Reclaiming the future
How can we harness AI to deliver human progress, not just corporate profits? Listen today to gain a clearer idea of how the promise of AI’s excites with possibilities.
We speak to Vilas Dhar, President of Patrick J. McGovern Foundation and philanthropist, technologist and advocate for human-centred AI, to discuss the social and political dynamics in an AI-driven world.
The views in this podcast
S01 E011 What next? Leadership conversations for a better future: Changing minds, changing markets
Michael Liebreich and Rory Sutherland lift the lid on how to shift behaviour at scale to achieve the energy transition. Marc Khan and Lidnsay Hooper interview the pair on the sociopolitical backlash we have seen in some sectors with regard to climate action.
The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University of Cambridge, or Inv
S04 Ep16 Energy Market Update: Geopolitics Back in focus ahead of 2026 hedging discussion
Before turning to our 2026 Hedging Considerations note circulated on Friday, markets are digesting developments in Iran over the weekend. Rising tensions and the risk of broader regional instability have added a fresh geopolitical premium to oil prices, with Brent firming as investors assess the potential implications for supply and sentiment.
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S04 Ep15 Energy Market Update: Where do things stand after the US action?
Political uncertainty in Venezuela has resurfaced as a risk factor for oil markets, with US intervention and mixed signals around a leadership transition driving short-term price volatility. Despite this, Venezuela’s constrained and sanctioned production limits its immediate impact on global supply.
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S01 E010 What next? Leadership conversations for a better future: How philanthropy can fuel economic transformation
We sit down with two leaders reshaping philanthropy, Peter Bennett and Leslie Johnson. Philanthropy funds much of the world’s high-risk innovation, early-stage ideas and new economic thinking - often long before markets or governments are able to act. So what role can it play in driving systemic change?
The views in this podcast are those of the contributors, and don’t necessarily represent those
S01 E09 What next? Leadership conversations for a better future: Rewiring finance for a better future
In this episode, we sit with guests, former Group Chairman of Standard Chartered, José Viñals, Sarah Kemmitt, former lead of the UN Net Zero Banking Alliance, and Dr. Nina Seeger, Director, CISL Centre for Sustainable Finance, to explore how finance can accelerate sustainable development more effectively. From addressing the mispricing of climate and nature risk, to correcting market distortions,
S01 E08 What next? Leadership conversations for a better future: Bridging political fault-lines
Gillian Tett and Professor Bob Eccles join us as we examine how anti-ESG sentiment and political tensions are reshaping climate policy, corporate behaviour, and markets, and what leaders can do to navigate this landscape.
The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University of Cambridge, or Investec, and should not be taken as adv
S01 E07 What next? Leadership conversations for a better future: The meaning deficit
We examine what many describe as a growing ‘meaning deficit’ in society. Along with Sudhanshu Palsule, Gillian Secrett, and Richard Springer, they explore how fragmentation, consumerism and polarisation erode our sense of purpose, and discuss how leaders can help rebuild meaning.
The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the Universit
S04 Ep14 Energy Market Update: The state of the oil market
As we close out the year, we’re taking stock of the global energy landscape - from oil markets caught between geopolitical tension and shifting fundamentals, to Europe’s winter gas outlook and the risks that lie ahead. Today, we’ll break down where the market stands, what’s driving price movements, and what to watch as we head into the new year.
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S01 E06 What next? Leadership conversations for a better future: The value of values
In this episode, we explore whether corporate values really matter when markets, politics and societal expectations pull in different directions. We’re joined by Alison Taylor, author of Higher Ground, and Karen Wood, Chair of global mining and metals company South32, and Thomas Lingard from think tank, the Centre for Future Generations to try an unpack the possible impact of AI and how values and
S01 E05 What next? Leadership conversations for a better future: The Tech Reckoning: Who shapes the next economy?
This episode examines the power shifts created by AI and digital systems with global sustainability leader Thomas Lingard. Lindsay Hooper and Marc Kahn explore where real agency lies, why governance is struggling to keep up, and what leadership capacities now matter most as technology reshapes the foundations of the global economy.
The views in this podcast are those of the contributors, and don’
S04 Ep13 Energy Market Update: Brent rallies on renewed geopolitical tensions
Brent crude has firmed this morning, approaching $64/b as a series of geopolitical risks, from rising U.S.–Venezuela tensions to attacks on Russian oil infrastructure, push a risk premium back into the market and reverse last week’s optimism around Ukraine peace talks.
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S01 E04 What next? Leadership conversations for a better future: Powering Africa’s future
In this episode, Mark Kahn speaks with Professor Carlos Lopes and investment executive Jasandra Nyker about Africa’s energy transition. Our guests reframe Africa’s narrative from risk to opportunity, showing the continent to be a dynamic platform for innovation and reinvention, with green energy at its core as a driver of industrial transformation, inclusive growth, and sustainable development.
S01 E03 What next? Leadership conversations for a better future: Shaping the Future
In this episode, we host Dominic Vergine, CEO and founder of Monumo. We discuss how AI can play a central role in advancing positive people and planet outcomes and the real impact of this technology.
The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University of Cambridge, or Investec, and should not be taken as advice or a recommendatio
S04 Ep12 Energy Market Update: Oil under pressure on hopes of progress toward Ukraine peace deal
Oil prices have come under renewed pressure as markets reassess the geopolitical risk premium following signs of progress toward a potential Ukraine peace plan. Earlier strength driven by fresh U.S. sanctions on Russian oil producers has faded, with traders now focusing on shifting diplomatic dynamics and the possibility of reduced supply disruption risk.
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S01 E02 What next? Leadership conversations for a better future: Young divided and under pressure
Clover Hogan and Ravi Naidoo join to discuss youth anxiety, climate realities and how young people can gain real influence in shaping a more just, sustainable future.
The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University of Cambridge, or Investec, and should not be taken as advice or a recommendation. Investec
S01 E01 What next? Leadership conversations for a better future: From heavy industry to clean growth
In this episode Marc Kahn, Investec's Chief Strategy and Sustainability Officer, Lindsay Hooper, CEO at CISL and guests Faustine Delasalle, CEO of the Mission Possible Partnership and Katie Fergusson, SVP, Studies and Development at Anglo American discuss what’s it going to take to replace high carbon energy and resource-intensive systems with cleaner, greener and more efficient alternatives.
The
S04 Ep11 Energy Market Update: Oil trades in a wide but contained range
Oil markets were volatile last week, with Brent swinging between $62 and $65/b as shifting supply signals, geopolitical tensions, and broader market sentiment drove sharp intraday moves. Despite the fluctuations, prices remain stuck in a well-defined range, capped by persistent oversupply concerns and resistance near the 50-day moving average.
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S04 Ep10 Energy Market Update: Brent drops Below $63/b on Saudi price cuts
Brent crude fell to $62.84/b last week after Saudi Aramco sharply reduced its official selling prices, signalling weaker demand in Asia. Other Gulf producers followed suit, adding pressure. The decline, in line with softer equity markets, has since steadied with Brent back near $64/b.
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S04 Ep09 Energy Market Update: OPEC+ pauses output increases after modest supply adjustments
Several OPEC+ members agreed over the weekend to unwind a small portion of their additional voluntary cuts in December, while signalling a pause in further output increases until the end of March next year. The move, largely in line with expectations, suggests the group is prioritising market stability after recent price weakness, leaving oil prices modestly firmer around $65/b this morning.
Plea
S04 Ep08 Energy Market Update: Brent rebounds above $65/b
After briefly threatening to fall below $60/b last week, Brent crude has staged a strong recovery, climbing back above $65/b. The rebound reflects a shift in market sentiment, driven by new U.S. sanctions on Russian oil majors, easing trade tensions between the U.S. and China, and a broader improvement in global risk appetite.
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IMF Special | Signals from Washington
From Washington to London, the balance between growth and stability remains razor thin. In this special Investec Focus Radio UK episode, host Jeremy Maggs is in conversation with Ruth Leas, CEO of Investec UK, following the IMF and World Bank meetings. They unpack the latest global growth forecasts, the persistent challenge of inflation, and why, despite mounting debt and geopolitical strain, opti
S04 Ep07 Energy Market Update: Brent crude briefly dipped below $60 per barrel last week - its lowest level since May.
Brent crude fell to $60.14/b on Friday, its weakest level since May, and remains below $61/b this morning. The selloff followed a break below key support at $65/b after Trump announced new 100% tariffs on China. Sentiment worsened as U.S. equities tumbled on reports of bank fraud linked to distressed mortgage loans and concerns over stretched AI valuations. Adding pressure, China’s Q3 GDP came in
S04 Ep06 Energy Market Update: Oil fell heavily on Friday after Trump announced fresh tariffs on China
In today’s episode, we explore the recent drop in Brent oil prices and what’s really driving the move - fundamentals or global market sentiment. From trade tensions between the US and China to shifting supply expectations, we break down the key factors shaping oil’s future and what might come next.
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S04 Ep05 Energy Market Update: OPEC+ moves ahead with additional output increase
OPEC+ members agreed over the weekend to proceed with a modest production increase of around 137 kb/d for November, continuing the phased unwinding of last year’s voluntary cuts. While largely in line with market expectations, the decision is expected to have limited impact on overall supply given existing overproduction among several members.
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S04 Ep04 Energy Market Update:Brent trades above $70/b for the first time since early August
Geopolitical tensions and supply constraints are impacting energy markets. Russian diesel restrictions, continued Ukrainian strikes on refineries, and evolving U.S. policy signals have tightened supply, contributing to Brent trading above $70/b for the first time since early August.
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S04 Ep03 Energy Market Update: Brent holds steady in recent range as pressure mounts on Russian Oil
Despite stepped-up Ukrainian strikes and fresh EU measures aimed at curbing Russian oil exports, Brent continues to trade in the $65–$70 range. Market sentiment remains cautious, with limited signs of momentum ahead of the September OPEC+ meeting.
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S04 Ep02 Energy Market Update: Geopolitical developments impacting energy markets
Recent geopolitical events, including the Israeli attack on Doha and Russian drones entering Polish airspace, have influenced energy markets. On the other hand, the International Energy Agency's (IEA) latest report suggest a potential surplus.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell
S04 Ep01 Energy Market Update: OPEC+ announces increase in oil output for October
The eight core OPEC+ members have agreed to a modest increase in oil output for October, surprising markets after recent cuts. As production dynamics shift, the implications for global supply and pricing are significant.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments.
S03 Ep35 Energy Market Update: Brent holds steady at $68/b amid geopolitical uncertainty
Despite ongoing market uncertainties, Brent continues to trade around $68/b. The recent meeting between India, China, and Russia signals a unified front against US sanctions, while the upcoming OPEC+ meeting is unlikely to result in significant policy changes.
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S03 Ep34 Energy Market Update: Brent oil prices surge amid tariff concerns
Oil prices rally on worries about Russian oil exports in view of the imminent increase in tariffs on India, which aim to dissuade India from buying in Russian oil
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation
S03 Ep33 Energy Market Update: Trump and Putin meeting shakes global markets
Following the Trump - Putin meeting after market close on Friday, initial uncertainty about the outcomes has shifted to optimism, with Russia agreeing to provide Ukraine with security guarantees. As markets react to this development, attention turns to the complexities of negotiations and their potential impact on oil, gas, and electricity prices.
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S03 Ep32 Energy Market Update: Markets react to Trump-Putin summit amidst ongoing tariff concerns
With Trump's deadline for a Russian ceasefire passing, Brent crude fell to $65.50/b, indicating market speculation about potential deals. As focus shifts back to rising OPEC+ output and summer demand, the implications for global oil and gas markets remain uncertain.
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S03 Ep31 Energy Market Update: OPEC+ moves forward with unwinding additional cuts
OPEC+ has officially decided to unwind the remaining voluntary cuts, which aligns with recent market trends. This move, combined with the latest developments in US tariffs, has significant implications for oil supply and pricing.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial inst
S03 Ep30 Energy Market Update: Oil prices rise following EU trade deal with the US
Oil prices have edged higher following the recent EU trade agreement with the US, which prevents the imposition of higher tariffs. While details are still being finalized, the agreement is seen as a positive step for oil markets, with OPEC+ members set to meet next weekend to discuss September production.
Please note: this podcast is provided for information purposes only and should not be constr
S03 Ep29 Energy Market Update: Oil prices remain rangebound amid new EU sanctions on Russia
Oil prices have stayed relatively stable over the past week, strengthening slightly following the announcement of fresh EU sanctions on Russia. Key developments include a new cap on Russian oil prices and expanded sanctions targeting the financial sector, raising questions about the market's response to looming US tariffs.
Please note: this podcast is provided for information purposes only and sh
S03 Ep28 Energy Market Update: Brent strengthens amid geopolitical uncertainty and IEA adjustments
Brent prices strengthened last week despite ongoing geopolitical risks, as the IEA adjusted its 2025 and 2026 demand forecasts and highlighted a surplus in the market. Meanwhile, developments in US trade policy and a shift in Trump's stance on Russia add further complexity to the outlook for oil prices.
Please note: this podcast is provided for information purposes only and should not be construe
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