In the final episode of Oil Insights for the year, host Harry Tchilinguirian, along with the Onyx Research team—Martha Dowding, Vincent Wu, Will Cunliffe, and Edward Hayden-Briffett—recap the key drivers of the 2024 oil market and explore their implications for 2025. Topics include geopolitical risks, divergent global oil demand forecasts, OPEC+ production strategies, and macroeconomic shifts like monetary policy easing and China’s economic challenges. The team also discusses Donald Trump&apos;s re-election as U.S. president and its impact on global markets and oil. Tune in for insights on the global oil balance and what to expect in 2025.We’d love to hear from you! If you’d like to get involved with our podcast, please leave a comment on this video on our YouTube page.

<description>&lt;p&gt; In the final episode of &lt;em&gt;Oil Insights&lt;/em&gt; for the year, host Harry Tchilinguirian, along with the Onyx Research team—Martha Dowding, Vincent Wu, Will Cunliffe, and Edward Hayden-Briffett—recap the key drivers of the 2024 oil market and explore their implications for 2025. &lt;/p&gt;&lt;p&gt;Topics include geopolitical risks, divergent global oil demand forecasts, OPEC+ production strategies, and macroeconomic shifts like monetary policy easing and China’s economic challenges. The team also discusses Donald Trump&amp;apos;s re-election as U.S. president and its impact on global markets and oil. Tune in for insights on the global oil balance and what to expect in 2025.&lt;/p&gt;&lt;p&gt;We’d love to hear from you! If you’d like to get involved with our podcast, please leave a comment on this video on our YouTube page.&lt;/p&gt;</description>

 In the final episode of Oil Insights for the year, host Harry Tchilinguirian, along with the Onyx Research team—Martha Dowding, Vincent Wu, Will Cunliffe, and Edward Hayden-Briffett—recap the key drivers of the 2024 oil market and explore their implications for 2025. Topics include geopolitical risks, divergent global oil demand forecasts, OPEC+ production strategies, and macroeconomic shifts like monetary policy easing and China’s economic challenges. The team also discusses Donal...

Oil insights with Harry Tchilinguirian | 2025, Year of the Snake | S1 E17

Live from Chongqing, China! Jorge dives into the latest oil market recovery as prices edge towards $75. He breaks down the Top 10 Reasons Why Markets Have Turned Back, highlighting key global trends and insights. From China’s increased quotas and state company purchases to Saudi Arabia’s strategic price cuts and the UAE’s surprising production cuts, Jorge explores the driving forces behind this market shift.   He also touch on China’s economic rebound, Europe’s rate cuts fuelling crude demand, and the evolving sentiment around global energy policies. Plus, find out why changes in Germany and France’s political landscapes might play a role in shaping future markets.

<description>&lt;p&gt;Live from Chongqing, China! Jorge dives into the latest oil market recovery as prices edge towards $75. He breaks down the Top 10 Reasons Why Markets Have Turned Back, highlighting key global trends and insights. From China’s increased quotas and state company purchases to Saudi Arabia’s strategic price cuts and the UAE’s surprising production cuts, Jorge explores the driving forces behind this market shift.&lt;br/&gt; &lt;br/&gt;He also touch on China’s economic rebound, Europe’s rate cuts fuelling crude demand, and the evolving sentiment around global energy policies. Plus, find out why changes in Germany and France’s political landscapes might play a role in shaping future markets.&lt;/p&gt;</description>

Live from Chongqing, China! Jorge dives into the latest oil market recovery as prices edge towards $75. He breaks down the Top 10 Reasons Why Markets Have Turned Back, highlighting key global trends and insights. From China’s increased quotas and state company purchases to Saudi Arabia’s strategic price cuts and the UAE’s surprising production cuts, Jorge explores the driving forces behind this market shift. He also touch on China’s economic rebound, Europe’s rate cuts fuelling crude dem...

The Officials | Special Episode: 10 Reasons Why Markets Have Turned Back | S1 E20

This episode aired live at 12:30pm UK Time. James Brodie and James Todd look at the previous weeks Macro events and to the week ahead.   In US data, inflation is trending higher, pushing both yields and the dollar higher, and this is a definite warning signal for 2025. Job postings are continuing to fall, but small business sentiment is surging leading up to Trump&apos;s inauguration. Equity investors are looking the most bullish ever, as Nasdaq reaches new all-time highs.   In China, yields are trending aggressively lower, not helped by further weakness in house prices and weaker than expected retail sales, but EV sales are surging. In Europe, France has been downgraded by Moody&apos;s to Aa3, and UK GDP unexpectedly contracted. UK-European relations will continue to face trade hurdles.   Bitcoin is breaking out even higher, touching $106,500. Meanwhile, Brent price remains in a narrow range and silver is looking for support.   Key events for the week include: Tuesday: US retail sales Wednesday: Federal Reserve meeting (-24bp priced) Thursday: BOJ (+4bp priced), existing home sales Friday: PCE inflation data

<description>&lt;p&gt;This episode aired live at 12:30pm UK Time. James Brodie and James Todd look at the previous weeks Macro events and to the week ahead.&lt;br/&gt; &lt;br/&gt;In US data, inflation is trending higher, pushing both yields and the dollar higher, and this is a definite warning signal for 2025. Job postings are continuing to fall, but small business sentiment is surging leading up to Trump&amp;apos;s inauguration. Equity investors are looking the most bullish ever, as Nasdaq reaches new all-time highs.&lt;br/&gt; &lt;br/&gt;In China, yields are trending aggressively lower, not helped by further weakness in house prices and weaker than expected retail sales, but EV sales are surging. In Europe, France has been downgraded by Moody&amp;apos;s to Aa3, and UK GDP unexpectedly contracted. UK-European relations will continue to face trade hurdles.&lt;br/&gt; &lt;br/&gt;Bitcoin is breaking out even higher, touching $106,500. Meanwhile, Brent price remains in a narrow range and silver is looking for support.&lt;br/&gt; &lt;br/&gt;Key events for the week include:&lt;br/&gt;Tuesday: US retail sales&lt;br/&gt;Wednesday: Federal Reserve meeting (-24bp priced)&lt;br/&gt;Thursday: BOJ (+4bp priced), existing home sales&lt;br/&gt;Friday: PCE inflation data&lt;/p&gt;</description>

This episode aired live at 12:30pm UK Time. James Brodie and James Todd look at the previous weeks Macro events and to the week ahead. In US data, inflation is trending higher, pushing both yields and the dollar higher, and this is a definite warning signal for 2025. Job postings are continuing to fall, but small business sentiment is surging leading up to Trump's inauguration. Equity investors are looking the most bullish ever, as Nasdaq reaches new all-time highs. In China, yields...

Macro Mondays | REPLAY | Bitcoin Hits $106K, UK GDP Shock, and Trump's Economic Surge | 16|12|24

This episode of Macro Mondays aired live at 12:30pm UK Time. James Brodie and James Todd look at the previous weeks Macro events and to the week ahead.   This week, we discuss falling global bond yields as both American and Canadian unemployment saw increases, while ISM Services PMI surprisingly fell sharply. Data over the weekend also highlighted continued deflation in China, while Japanese salaries saw a record gain with the BOJ expected to hike on the 19th of December. In Europe, the French political turmoil continues, while German industrial production showed unexpected weakness. Meanwhile the UK data also missed across the board, PMI, retail sales, and business confidence data all came in lower than expectation. We discuss these impacts on the markets highlighting key charts and trends.   Bitcoin is seeing volatility around $100,00, and Altcoins are surging. Meanwhile, Brent volatility continues to fall amongst unrest in Syria. James and James also discuss gold and copper prices.   Key events for the week include: Wednesday: U.S. CPI, BOC (-48bp) Thursday: U.S. PPI, ECB (-27bp), SNB (-36bp)

<description>&lt;p&gt;This episode of Macro Mondays aired live at 12:30pm UK Time. James Brodie and James Todd look at the previous weeks Macro events and to the week ahead.&lt;br/&gt; &lt;br/&gt;This week, we discuss falling global bond yields as both American and Canadian unemployment saw increases, while ISM Services PMI surprisingly fell sharply. Data over the weekend also highlighted continued deflation in China, while Japanese salaries saw a record gain with the BOJ expected to hike on the 19th of December. In Europe, the French political turmoil continues, while German industrial production showed unexpected weakness. Meanwhile the UK data also missed across the board, PMI, retail sales, and business confidence data all came in lower than expectation. We discuss these impacts on the markets highlighting key charts and trends.&lt;br/&gt; &lt;br/&gt;Bitcoin is seeing volatility around $100,00, and Altcoins are surging. Meanwhile, Brent volatility continues to fall amongst unrest in Syria. James and James also discuss gold and copper prices.&lt;br/&gt; &lt;br/&gt;Key events for the week include:&lt;br/&gt;Wednesday: U.S. CPI, BOC (-48bp)&lt;br/&gt;Thursday: U.S. PPI, ECB (-27bp), SNB (-36bp)&lt;/p&gt;</description>

This episode of Macro Mondays aired live at 12:30pm UK Time. James Brodie and James Todd look at the previous weeks Macro events and to the week ahead. This week, we discuss falling global bond yields as both American and Canadian unemployment saw increases, while ISM Services PMI surprisingly fell sharply. Data over the weekend also highlighted continued deflation in China, while Japanese salaries saw a record gain with the BOJ expected to hike on the 19th of December. In Europe, the Fr...

Macro Mondays | REPLAY | Bonds Yields Fall as Global Data Shows Surprising Weakness | 09|12|24

Manny and James dive into the dynamics of crude oil and refined product markets as the year winds down. They analyse Brent spreads, distillates, and gasoline demand trends, highlighting bearish sentiment for next year balanced by current storage economics. They discuss refinery margins, potential impacts of cold weather on markets, and trading strategies for Brent spreads and gasoline heading into summer. With an eye on OPEC+ actions, freight dynamics, and shifting demand between regions, they weigh the implications of a relatively calm market environment.

<description>&lt;p&gt;Manny and James dive into the dynamics of crude oil and refined product markets as the year winds down. They analyse Brent spreads, distillates, and gasoline demand trends, highlighting bearish sentiment for next year balanced by current storage economics. They discuss refinery margins, potential impacts of cold weather on markets, and trading strategies for Brent spreads and gasoline heading into summer. With an eye on OPEC+ actions, freight dynamics, and shifting demand between regions, they weigh the implications of a relatively calm market environment.&lt;/p&gt;</description>

Manny and James dive into the dynamics of crude oil and refined product markets as the year winds down. They analyse Brent spreads, distillates, and gasoline demand trends, highlighting bearish sentiment for next year balanced by current storage economics. They discuss refinery margins, potential impacts of cold weather on markets, and trading strategies for Brent spreads and gasoline heading into summer. With an eye on OPEC+ actions, freight dynamics, and shifting demand between regions, the...

Trading Corner: The Widow Maker | Ep 11

The only oil swaps market specific podcast is back. Join Onyx Capital Group CEO, Greg Newman, and a plethora of industry guests as they dig down each week into the issues that affect the market. Are you paying attention?

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