Investec's Head of Commodities, Callum Macpherson, looks at the impact the Israel-Hamas ceasefire and Trump's incoming presidency are having on the Brent crude market, and how far its rally has left to run. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec's Energy Market P...
Jan 20, 2025•4 min0
Investec's Head of Commodities Callum Macpherson gives insights into the 2025 Hedging Considerations’ themes and how they relate to the latest in the market at the moment? Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Jan 13, 2025•5 min0
The energy update is back with season three, and in the first episode of the year Investec's Head of Commodities Callum Macpherson discusses factors driving Brent’s positive tone at the beginning of 2025. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec...
Jan 06, 2025•4 min0
In the last episode of season 2, Investec's Head of Commodities Callum Macpherson discusses decisions from the OPEC+ meeting that took place last week. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Dec 09, 2024•4 min0
The OPEC+ meeting was supposed to have been held over the weekend, but it has been delayed to this Thursday. Investec's Head of Commodities Callum Macpherson explains what is going on. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec...
Dec 02, 2024•4 min0
It’s a week to go until the OPEC meeting next Sunday. Investec's Head of Commodities Callum Macpherson looks at what do options they have and how does market pricing currently reflect the likelihood of these options. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec...
Nov 25, 2024•3 min0
In this episode, Investec's Head of Commodities Callum Macpherson discusses what has been driving oil prices. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Nov 18, 2024•4 min0
Following a lot of volatility in the oil market last week after the US elections, Investec's Head of Commodities Callum Macpherson looks at what could a Trump presidency mean for oil markets. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec...
Nov 11, 2024•5 min0
Investec's Head of Commodities Callum Macpherson discusses the strengthening of the market following some weakness in oil prices at the start of last week. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Nov 04, 2024•4 min0
In this episode, Investec's Head of Commodities Callum Macpherson discusses the reasons behind a sharp sell-off in oil markets and what this could mean for OPEC+ at their meeting coming up in December. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec...
Oct 28, 2024•4 min0
Last week the International Energy Agency published its monthly oil report, Investec's Head of Commodities Callum Macpherson discusses what the report says about supply-demand balance in the market. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec...
Oct 21, 2024•5 min0
A week ago, brent was trading over 80 $/b, this morning the market is under 75, Investec's Head of Commodities Callum Macpherson discusses market developments and what is driving oil prices. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec...
Oct 15, 2024•4 min0
Brent reached a high close to 80 $/b last week. Investec's Head of Commodities Callum Macpherson discusses the latest developments and what this means for OPEC+ deliberations. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec...
Oct 07, 2024•4 min0
Brent rallied up over 75 $/b last week but sold off again at the end of the week. Investec's Head of Commodities Callum Macpherson looks at why the rally faded so quickly. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Sep 30, 2024•4 min0
Oil prices recovered sharply last week. Investec's Head of Commodities, Callum Macpherson discusses what drove this rally and is it sustainable. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Sep 23, 2024•3 min0
Brent has fallen to its lowest level since December 2021. Investec's Head of Commodities, Callum Macpherson looks at the impact of this and if OPEC+ will likely manage to agree to a solution. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec...
Sep 16, 2024•4 min0
It has been a very volatile week for oil markets as Brent hit its lowest levels since March 2023, Investec's Head of Commodities, Callum Macpherson discusses what has been going on. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec...
Sep 09, 2024•5 min0
Oil prices are weaker again today as there are no signs that OPEC+ members are going to hold off on reducing cuts. Investec's Head of Commodities, Callum Macpherson has the latest on this. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec...
Sep 02, 2024•8 min0
Oil has strengthened again this week, and Brent is now back over 80 $/b. Investec's Head of Commodities, Callum Macpherson, discusses what has been behind this? Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Aug 27, 2024•4 min0
Brent fell back below 80 $/b again at the end of last week, Investec's Head of Commodities, Callum Macpherson, discusses why the is market struggling to stay over 80 $/b. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Aug 19, 2024•4 min0
Brent has recovered from last week’s sell-off. Investec's head of commodities, Callum Macpherson, explains the factors driving the rally. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Aug 12, 2024•5 min0
Brent fell to its lowest level since January at the end of last week. Investec's head of commodities, Callum Macpherson, looks at what's driving this. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Aug 05, 2024•6 min0
Energy prices were under pressure last week as equity prices fell, led by tech stocks as question marks surfaced over the rapid expansion of artificial intelligence, says Investec's head of commodities, Callum Macpherson. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec...
Jul 29, 2024•6 min0
The International Energy Agency released their latest monthly report at the end of last week, Investec Head of Commodities Callum Macpherson discusses what the agency had to say about the state of oil supply and demand. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec...
Jul 16, 2024•4 min0
With another positive week for the oil market, Investec Head of Commodities Callum Macpherson looks at whether risk appetite is driving this. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Jul 01, 2024•4 min0
Investec Head of Commodities Callum Macpherson discusses positivity in the oil market over the last week, and what’s driving it. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Jun 24, 2024•5 min0
Investec Head of Commodities Callum Macpherson looks at the International Energy Agency’s latest report and what it had to say about the state of the oil market. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Jun 18, 2024•4 min0
Investec Head of Commodities Callum Macpherson discusses oil prices selling-off since OPEC+ meeting. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Jun 10, 2024•4 min0
Investec Head of Commodities Callum Macpherson discusses the OPEC+ meeting held over the weekend and what have they decided. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Jun 03, 2024•5 min0
The OPEC+ plus meeting is coming up this weekend and Investec Head of Commodities Callum Macpherson discusses what will be the key discussion points for members and what might come out of the meeting. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec...
May 28, 2024•4 min0
