Focus on Fuels

Episode 4 – Market Volatility, Sanctions, and OPEC’s Next Moves

The conversation covers several key topics: ● Sanctions and Their Impact: How expanded U.S. sanctions on Russia and Iran have influenced market sentiment and volatility. ● The “Dark Fleet” and Sanctions Evasion: The role of ship-to-ship transfers in circumventing restrictions and how enforcement could tighten. ● OPEC’s Response: Whether OPEC will increase production in response to U.S. pressure and how that could impact pricing. ● Canada’s Oil Tariffs: The potential effects of new tariffs on U.S...

Episode 3 – Turning the Tide: Oil Market Outlook for 2025

The conversation covers several key topics: ● The Impact of Geopolitical Tensions: Sanctions, Iranian crude exports, and China's critical role in determining global market flows. ● How weather, OPEC production cuts, and the dynamic relationship between crude and refined product prices are driving trends. ● Potential Policy Shifts Under the Trump Administration, what "drill baby drill" and proposed infrastructure development could mean for energy markets and pricing in the coming year. ● Strategi...

Episode 2 – Geopolitical Ripples: Iran, OPEC, and the “Drill Baby Drill” Sentiment

The global energy market is undergoing significant changes, with geopolitics taking center stage. In this episode, hosts Alex Hodes and Trevor McClanahan delve into the impact of the recent U.S. election on oil markets and energy policy. They assess the potential effects of the Trump administration's "drill baby drill" stance, explore OPEC's production strategy, and highlight Iran's critical role in global crude oil supply. Alex and Trevor also cover how geopolitical tensions shape market sentim...

Episode 1 - Checking in on China and Market Update