Just Acquire Oil | S5 E30

World of Oil Derivatives

Onyx Researchers Martha and Vincent join CEO Greg to discuss the main stories of the week, including the large oil and gas merges and acquisitions. ExxonMobil acquired Pioneer and this is pretty much doubling down in shale oil, which is only strengthening the U.S. economy and energy security.

Greg discusses the significant impact of the derivative market on the oil and gas industry, highlighting the historical shift from independent-driven production with hedging to a more consolidated and less systematically hedged market and the potential for decreased selling flow volatility due to larger majors entering the shale field.

Martha, Vincent and Greg examine the pricing dynamics of December contracts in the context of geopolitical sentiment and emphasize the need for diversification beyond simply buying or selling oil. Greg highlights the potential for retail investors to engage in more sophisticated trading strategies, particularly focusing on East v West naphtha contracts as a way to profit from current global events.