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Kinky Contango in the 2023 Oil Markets

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Manage episode 358402105 series 3459116
内容由Oil Ground Up提供。所有播客内容(包括剧集、图形和播客描述)均由 Oil Ground Up 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Welcome to the first full episode of Oil Ground Up with Tony Greer. In this episode, TG welcomes in Rory Johnston of Commodity Context for a deep dive into a new year of oil markets and trading. Rory and TG discuss the crazy volatility in the 2022 market and why 2023 might see similar volatility but for different reasons. The narrative moves from the refiners to production.

TG and Rory also spend a lot of time discussing the politicized SPR depletion and the circumstances of which the administration will look to increase the stockpile.

Rory is a data-first, visualization-forward commodity market researcher specializing in the oil & gas industry. His newsletter can be found at https://www.commoditycontext.com/

  continue reading

21集单集

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Kinky Contango in the 2023 Oil Markets

Oil Ground Up

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Manage episode 358402105 series 3459116
内容由Oil Ground Up提供。所有播客内容(包括剧集、图形和播客描述)均由 Oil Ground Up 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Welcome to the first full episode of Oil Ground Up with Tony Greer. In this episode, TG welcomes in Rory Johnston of Commodity Context for a deep dive into a new year of oil markets and trading. Rory and TG discuss the crazy volatility in the 2022 market and why 2023 might see similar volatility but for different reasons. The narrative moves from the refiners to production.

TG and Rory also spend a lot of time discussing the politicized SPR depletion and the circumstances of which the administration will look to increase the stockpile.

Rory is a data-first, visualization-forward commodity market researcher specializing in the oil & gas industry. His newsletter can be found at https://www.commoditycontext.com/

  continue reading

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