Podcasts by Macro Crude: Understanding Finance and The Global Economy (Oil, Stocks, Commodities, Currencies)
The intention of macro crude is to give you a very simple view on key movers of the macro economy, the world of oil, politics. The intersection of what moves currency markets, key themes for stocks, bonds. And really understanding the world of finance - one day at a time - and in punchy audio sessions which are less than five minutes. We will publish charts on our twitter account that cover interesting themes across major markets - whether its a chart on oil inventories in China - or a chart on the unemployment rate in the US, vote counts and we will distill it into a fact based view - while connecting the dots for you in the world of finance.
With the hope that this will be both a learning opportunity, invite a discussion and more importantly be a platform that sparks ideas and debate around key macro crude topics that impact our lives.
Further podcasts by Macro Crude
Podcast on the topic Geldanlage
All episodes
Sovereign Carbon Credits: Impact on Voluntary Markets and Price Realities from 2023-09-21T11:31:43
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 ma...
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EU ETS: Shipping emissions inclusion from 2022-11-24T07:42:10
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-w...
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Japan announces a nuclear energy policy reversal from 2022-08-24T05:27:11
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 optiona...
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US Clean Energy bill (Inflation reduction Act 2022): Implications for CCUS/DAC as incentives change from 2022-08-24T05:18:47
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.
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Germany Canada Energy trade deal 2022 from 2022-08-22T11:04:11
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 ...
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The UK introduces an energy windfall tax: A good move or could it have been tweaked better from 2022-05-28T23:30:34
Brief Analysis of the windfall tax introduced by the UK government.
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Asian LNG prices: Fundamentals for global gas markets in Q2 2021 from 2021-04-16T13:54:14
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) ...
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China's carbon market: Emissions Trading Scheme to start in June 2021 from 2021-04-16T13:47:34
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...
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California's Carbon Cap and Trade Programme: A Primer from 2021-04-06T06:43:19
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 ...
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The April 2021 OPEC+ meeting. Where the voice of the consumer of oil was heard loud and clear from 2021-04-06T05:17:47
From Washington and New Delhi to Riyadh. How the voice of the oil consumer led Saudi Arabia and OPEC to bend and increase production
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Why Asian LNG prices have risen in Q4 20? from 2020-12-09T00:25:25
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 basi...
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Why US natural gas prices have weakened in November? from 2020-11-18T02:01:33
Henry Hub prices at the prompt have weakened in November. Four key drivers Warmer than expected weather in the US (Temperatures are 24% higher than normal this month). As Henry Hub prices increase...
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US Shale: Recovering from COVID with high grading, higher efficiencies but lower rig counts from 2020-08-08T04:03:35
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 down...
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Impact of COVID on peak oil demand analysis: We test some of the bedrock efficiency assumptions of long term oil demand. from 2020-07-14T05:19:09
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-relate...
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China's economy post COVID: A tailwind from re-shoring and localisation from 2020-07-13T12:19:41
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...
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Oil Markets: Balance of downside risks and positives from 2020-07-11T06:13:51
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 ...
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Japan's Energy Policy: Shutting old coal fire plants domestically, but banking and hi tech lobby groups support coal abroad from 2020-07-10T14:03:01
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 r... Listen
Why have LNG ship charter rates fallen to US$30,000/day in July 2020 vs. US$120,000/day in October 2019. from 2020-07-08T07:19:44
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 &nbs... Listen
Carbon emissions math: Understanding the basic numbers behind our climate science and the target of keeping temperatures below 1.5 degrees from 2020-07-01T12:16:46
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 ... Listen
Mass migration in emerging markets accelerating because of COVID-19 impacting social and economic structures from 2020-06-29T10:09
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 ...
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The two sides of decabonisation: EU is pivoting its fiscal power post COVID towards a greener future but Airline bailouts thus far dont have many climate conditions from 2020-06-28T02:15:12
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,...
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25th June 2020: Oil prices below $40/bbl and key takeaways from the Dallas Fed Survey of shale producers from 2020-06-25T13:26:59
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 re...
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23rd June 2020: Weakness in global LNG markets, how US exports of LNG have fallen and how that could impact natural gas prices in the US from 2020-06-23T11:10:44
· 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...
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22nd June 2020: Shale oil sector impact from COVID-19 . Higher leverage ahead as assets get written down due to impairment. from 2020-06-22T12:11:59
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 e...
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20th June 2020: OPEC monitoring meeting takeaways from 2020-06-20T04:29:42
- OPEC+ compliance monitoring meeting ended this week with no press conference.
- The group is increasingly trying to tar... Listen
19th June 2020: Australian economy recovering post COVID. Good data from the economy down under from 2020-06-19T09:44:37
The Australian economy is recovering at full steam. Solid retail sales show the resilience of the Australian consumer. And the GDP estimates are a lot better despite the twin shocks of the bush ...
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Understanding our carbon footprint from 2020-06-17T07:34:17
Making carbon relatable. How much carbon do we generate by using electricity on a household level. What's the capacity of trees to absorb the carbon.
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June 14th 2020: Private capital will take the baton to fund oil projects from public listedcompanies from 2020-06-16T09:55:41
Calpers pension fund announcing diverting ita assets to private equity as the need for returns as suppressed bond yields have an impact. While BP writes down the value of ita oil and gas assets, re...
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June 13th 2020: Emerging markets vs Developed markets from 2020-06-13T09:26:11
A difference in the COVID case trajectory and how mobility is improving in each of these markets. Sparks a concern on the future for oil demand and macro economics recovery.
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June 13th: The relative resilience in oil prices and the recovery in stock prices from 2020-06-13T09:19:35
Stock prices have recovered although turbulent but more importantly oil prices are showing relative resilience in the back of higher volatility in macro markets and also in the face of almost conse...
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12th June: Equity market correction what they key drivers are behind the S&P500 falling to 3000 from 2020-06-12T08:02:52
A sharp correction in global stock markets. This episode explores the recent drivers and the state of play in financial markets
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12th June: Why is crude oil below US$40/bbl? Key fundamental drivers behind weakness in oil from 2020-06-12T00:59:50
Episode goes through chart of the day on our twitter account which shows refinery margins weak and refinery utilisation rates low. A big reason why physical oil markets are softening.
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