Macro Crude
Macro Crude: Understanding Finance and The Global Economy (Oil, Stocks, Commodities, Currencies)Episodes
Episodes of Macro Crude
Mark All
Search Episodes...
The emergence of sovereign carbon credits from forest-rich nations under Article 6 of the Paris Agreement is poised to transform the carbon credit landscape. However, these large-scale issuances may have significant implications for voluntary c
Shipping will be incorporated into the EU ETS from 2023, but in its current form will only require shipowners to pay for emissions on a tank-to-wake, or combustion basis, rather than on a well-to-wake, or lifecycle basis
Japan is considering building new nuclear plants (a reversal from the decision made in the after math of the Fukushima incident). Likely to be bearish for hydrogen imports into Japan as the optionality with nuclear power plant for their utiliti
Improved tax incentives for CCUS/DAC in the US. We explore both the tax rebate and the potential for scaling up CCUS facilities and how they compare with the IEA NZE scenario expectation.
A trade deal that encompasses green hydrogen and critical minerals. At the heart of the energy transition and geopolitics that is bringing allies Germany and Canada together with this energy trade deal
Brief Analysis of the windfall tax introduced by the UK government.
Q2 21: Support from LNG Supply outages in the Pacific Basin and nuclear outages in Japan and Korea·South Korea had to shut its HanulNo.1 and 2 nuclear reactors (1.9 GW) this week after an influx of sea salps(marine organisms) clogged water sys
Update on China’s Emissions Trading Scheme:When trading starts in June – prices for allowances are now expected to trade sub US$1.5/ton – given the oversupply of allowances. Government officials and market participants had pre
This episode helps you understand the basics of California's carbon cap and trade programme. Its a primer that goes through the basic of the program, some history, the sectors included and some of the defining mechanisms of the programme like t
From Washington and New Delhi to Riyadh. How the voice of the oil consumer led Saudi Arabia and OPEC to bend and increase production
The premium of Asian LNG spot prices (JKM) over the US Henry Hub benchmark has widened to the highest level in nearly two years (spread >US$5/mmbtu). This is partly a function of Pacific basin supply outages coinciding with congestion at the Pa
Henry Hub prices at the prompt have weakened in November. Four key driversWarmer than expected weather in the US (Temperatures are 24% higher than normal this month).As Henry Hub prices increased above US$3/mmbtu level in October – this has
As rig counts continue to fall. Producers are high grading ie. Shifting to tight oil areas with higher well productivity. High grading is more pronounced thus far in the current price downturn compared to 15/16.This has largely resulted in
Energy demand is 4% lower than it would have been without efficiency gains. Between 2015-2018 energy efficiency improvements helped reduce 3.5 Gt of Co2 – roughly equivalent to the energy-related emissions of Japan over the same period. Why ha
Impact of reshoring and localisation on China’s consumption •Chinese consumers spent ~ US$260 billion overseas over 2015-19•As a result of reshoring. Domestic consumption is expected to amount to US$140-65 billion in 2020 and US$70 – 130 bill
Oil Market Outlook. Oil (Brent crude) has managed to stay above US$40/bbl over the second week of July, despite a choppy macro environment and looming risks. We explore the key reasons for this and highlight some of the key risks.
Japan may need as much as 13 Mt of additional LNG by 2030 to help fill the gap left by the closure of the ~100 less-efficient coal-fired power plants Japan’s METI released a formal update to its energy policy. Of note is that although they a
The impact of US export turndowns this summer is one of the main reasons why spot freight rates have held so low over the past couple of months.Spot freight rates averaged US$31,000/d in May–June, which was down from US$52,000/d in the
In this podcast, we help you understand the carbon math we face as humanity trying to keep temperatures from rising below 1.5 degrees.Globally our remaining cumulative carbon budget available is less than 500 Giga Tonnes by 2050 if we
As a result of COVID, daily wage earners, labourers in megacities in Asia, South America, Middle East have been impacted. As their daily stream of income came to a halt, their remittances to their families back home in their villages and small
At the moment, the skew of investor and activist pressure on decarbonisation is highly towards energy producers (oil and gas). You rarely see climate protests in front of residential developers, airlines, agricultural companies. In this context
We go through the key drivers behind the Brent Crude oil price falling below US$40/bbl. A shift in sentiment from just days ago when prices were about to test US$45/bbl. The Dallas Fed Survey results we tweeted are of importance here too, as it
· The six major US LNG terminals reported a utilisation rate of 40% in late June as the marginal LNG supply source adjusts to lower gas prices. Since April, when the market impact from the virus began to take shape, ~130 cargoes have been cance
Shocked by BP's $13 - $17 billion charge? Well, Deloitte expects the shale industry to impair/write-down the value of their assets by as much as $300 billion—with significant impairments expected in Q2 2020. One may argue against reading too m
OPEC+ compliance monitoring meeting ended this week with no press conference.The group is increasingly trying to target $50/bbl for benchmarks by taking crude off the market and incentivising stock draws just as demand is
Join Podchaser to...
- Rate podcasts and episodes
- Follow podcasts and creators
- Create podcast and episode lists
- & much more
Unlock more with Podchaser Pro
- Audience Insights
- Contact Information
- Demographics
- Charts
- Sponsor History
- and More!
- Account
- Register
- Log In
- Find Friends
- Resources
- Help Center
- Blog
- API
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More
- © 2024 Podchaser, Inc.
- Privacy Policy
- Terms of Service
- Contact Us