The Officials with Jorge Montepeque: T for Thanksgiving and Trump | S1 E18

In this episode of The Officials, Jorge, Harry, and Will delve into a range of critical topics shaping energy markets and global economics. They begin with the impact of potential tariff escalations in North America, discussing how proposed policies may affect energy prices and trade dynamics, with a focus on U.S. relationships with Canada and Mexico.

The discussion transitions to OPEC’s struggles with production quotas and internal disagreements, as well as the broader implications of supply dynamics and leakage on global oil markets. Insights from Asia reveal intriguing shifts, particularly in China, where corporate bond issuance and strategic energy stockpiles are reshaping the landscape.

We take a closer look at Europe, highlighting alarming trends in industrial decline, employment cuts, and surging debt issuance. The team also explores how these challenges are influencing energy demand and the balance of global production.

Finally, the team analyses Russia’s economic turbulence and China’s surprising economic resilience, offering a comprehensive overview of how geopolitical and macroeconomic factors are intersecting in unpredictable ways.

Connect with The Officials on LinkedIn:

Jorge Montepeque: https://www.linkedin.com/in/jorge-montepeque-38410bb6/

Will Cunliffe: https://www.linkedin.com/in/will-cunliffe-45899a182/

Harry Tchilinguirian: https://www.linkedin.com/in/tchiling/