The Future of the Panama Canal with Luke Mcdemott S5 | E43
Dec 22, 2023•50 min•Season 5Ep. 43
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Episode description
In another episode of our Onyx Leadership series, Onyx Capital Group CEO is joined by Onyx Partner and Head of Desk for NGL, Luke Mcdermott.
Luke discusses his years of experience in the industry and the minutia of NGL’s. Most importantly Luke discusses the current situation of the Panama Canal and what that means for Traders and the economy.
Chapters for this episode are:
0:00 Welcome
1:14 NGLs
2:53 Shipping
6:50 Saudi shipping & market share
13:11 Europe, Asia & US
14:53 Panama Canal 101
19:56 Supply and arb economics
24:22 Hedging
30:12 Panama Canal issues
34:57 2024 outlook
41:35 Supply and demand
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