MacroVoices #533 Morgan Downey: The Return of Oil 101
In this episode, host Eric Townsend interviews oil market veteran Morgan Downey, author of the seminal "Oil 101," about the ongoing closure of the Strait of Hormuz and its impact on crude prices. Downey explains that strategic petroleum reserve releases, improved inventory efficiency, and floating Iranian oil stocks have temporarily muted price spikes, but warns that without a resolution, oil could climb to $150‑$200 per barrel, forcing significant demand destruction. He also predicts that within five years the region will invest $50‑$75 billion in overland pipelines to bypass the Strait, reshaping global energy logistics. The discussion underscores how the current crisis could trigger a lasting transformation in oil infrastructure and market risk.
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[Episode #276] – Electricity Reform in South Africa
In this episode, Chris Nelder explores South Africa’s sweeping electricity reforms, focusing on the creation of the South Africa Wholesale Electricity Market (SOWEM) and the unbundling of Eskom into separate generation, transmission, and distribution units. He interviews economist Dr. Kenneth...
Episode 443: Europe’s Biomethane Sector Gains Momentum Despite Policy Challenges
In this episode, ICIS analysts Laura Sapadous and Andrea Battaglia examine Europe’s rapidly evolving biomethane market, focusing on recent regulatory updates in Germany and Italy and an EU infringement case against France’s national certificate scheme. They highlight Germany’s new THG...
EP215: Long-Takes: What Can E&Ps Learn From US Refiners Amidst a Geopolitical Super Vol Macro Backdrop?
In this episode, Arjun examines why traditional valuation multiples struggle to assess energy‑upstream (E&P) companies amid today’s geopolitically‑driven, super‑volatile macro environment. He draws a parallel to the early shale boom, when U.S. refiners faced extreme Brent‑WTI spreads, and outlines a...
Celebrating Curtailment: Are Negative Prices Really that Bad?
The episode examines why wholesale electricity prices in Europe are increasingly turning negative, a phenomenon driven by rapid growth in solar and wind generation that outpaces demand, especially during sunny midday periods. Experts explain that negative prices signal oversupply, prompting...
Austin Energy Enters the Next Phase of Decarbonization
In this episode of the Energy Capital Podcast, Austin Energy’s General Manager Stuart Riley and COO Lisa Martin discuss how the municipally‑owned utility operates as a vertically integrated, non‑opt‑in entity within ERCOT and leverages that structure to prioritize customer‑centric, decarbonization...
Energy, Minerals, and the Physical Stack Behind AI
In this episode, Turner Caldwell of Mariana Minerals and Drew Begalino of Heron Power discuss how America’s AI and industrial future depends on revamping the physical stack of critical minerals, energy generation, and grid infrastructure. They explain their Tesla‑inspired, software‑first...
Gridmatic – AI-Powered Energy for Flexible Loads
In this episode of Brave New Coin, VP of Sales Kisa Shannon explains how Gridmatic uses AI-driven forecasting and optimization to help Bitcoin miners and other flexible loads lower electricity costs and manage risk. The platform trades wholesale energy, offers...
Energy Realities Round Table Discussion - Critical Energy Issues
In this episode of the Energy Realities Podcast, hosts David Blackman, Dr. Tammy Nimeth, and guest Stu Turley discuss the escalating geopolitical tensions surrounding Iran’s oil infrastructure, the impact of U.S. policy on oil prices, and the broader implications for...
Week in Review: Big Oil Bets, Jobs and Tariffs
In this episode, Reuters reporters expose roughly $7 billion in coordinated oil futures trades that timed market moves around geopolitical events, prompting regulatory scrutiny. They also discuss President Trump's renewed tariff threats on EU autos and the legal pushback that limited...
Global Commodities: An Inventory Detour
In this episode Greg Shearer and J.P. Morgan’s European natural‑gas analyst Otar Degboadzi discuss how inventory levels are shaping commodity markets. They note that U.S. gas storage is near full capacity (about 2.2 trillion cubic feet), while European gas inventories are...
US Oil Exports Surge to Record High & What to Know About the Hantavirus
The episode covers two main stories: a surge in U.S. oil exports reaching record levels amid the Iran‑Israel conflict, and a rare Andes hantavirus outbreak on the Hondias expedition cruise ship. Hosts explain how the closure of the Strait of...
Tightened Supply Chains: Strait of Hormuz & Bitumen Markets
In this episode of The Asphalt Story, Irina, Kayvan, and Oliver discuss how the Strait of Hormuz disruption is tightening bitumen supplies for European and African markets. They explain that reduced crude flows from Iran, Saudi Arabia, and Iraq are...
Global LPG Conversations: From Shock to Softness: Why the European Propane Market Eased
In this episode, Argus editors Peter Wilton and Efkaris Skourou examine why European propane prices have softened despite a global supply shock caused by the war in Ukraine. They explain that steady U.S. LPG imports into Northwest Europe, driven by...
Snorkelling for Negative Prices
The episode examines Norway’s unusually low hydro reservoir levels after a record‑cold winter and a severe precipitation deficit, which have turned the country from a net power exporter into an importer for the first time in years. Experts explain how...