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内容由Greg Newman提供。所有播客内容（包括剧集、图形和播客描述）均由 Greg Newman 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。
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Hide the Oil S5| Ep 34
Manage episode 383804070 series 2660211
内容由Greg Newman提供。所有播客内容（包括剧集、图形和播客描述）均由 Greg Newman 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。
Onyx Research Analyst Martha Dowding joins Onyx Capital Group CEO Greg Newman for a market update, a discussion on the growth of oil demand growth (noting an increase to 4 million barrels per day despite challenges), and Martha recommends her Trade Idea of the week is to long the Q1 regrade due to shifting weather forecasts in Asia.
Greg expresses scepticism about forecasting demand and emphasizes the significance of the supply side, particularly the commitment to U.S. shale oil production. The increasing supply trend, suggests a potential need for creative solutions like bilateral agreements to manage inventories and fill the Strategic Petroleum Reserve.
Link below to Greg and Martha's Linked In pages:
Greg Newman:
https://www.linkedin.com/in/oilderivatives/
Martha Dowding:
https://www.linkedin.com/in/martha-dowding-ab84801a6/
98集单集
分享
Manage episode 383804070 series 2660211
内容由Greg Newman提供。所有播客内容（包括剧集、图形和播客描述）均由 Greg Newman 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。
Onyx Research Analyst Martha Dowding joins Onyx Capital Group CEO Greg Newman for a market update, a discussion on the growth of oil demand growth (noting an increase to 4 million barrels per day despite challenges), and Martha recommends her Trade Idea of the week is to long the Q1 regrade due to shifting weather forecasts in Asia.
Greg expresses scepticism about forecasting demand and emphasizes the significance of the supply side, particularly the commitment to U.S. shale oil production. The increasing supply trend, suggests a potential need for creative solutions like bilateral agreements to manage inventories and fill the Strategic Petroleum Reserve.
Link below to Greg and Martha's Linked In pages:
Greg Newman:
https://www.linkedin.com/in/oilderivatives/
Martha Dowding:
https://www.linkedin.com/in/martha-dowding-ab84801a6/
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