Energy market update

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Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
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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 and is not investment advice.

27 Jun 2022 English South Africa Business

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…

9 Mar 4 min

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…

2 Mar 6 min

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…

23 Feb 3 min

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. Please note:…

16 Feb 3 min

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…

9 Feb 3 min

Energy market update

Other recent episodes

S04 Ep24 Energy Market Update: Brent surges past $100 amid escalating Gulf tensions

S04 Ep23 Energy Market Update: Strait of Hormuz in focus: What escalation means for global oil

S04 Ep22 Energy Market Update: Crude climbs while Europe’s energy prices advance

S04 Ep21 Energy Market Update: Oil swings as U.S.–Iran talks keep markets on edge

S04 Ep20 Energy Market Update: Oil eases after U.S.–Iran talks, but risks remain

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