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Hide the Oil S5| Ep 34
Manage episode 383804070 series 2660211
Onyx Research Analyst Martha Dowding joins Onyx Capital Group CEO Greg Newman for a market update, a discussion on the growth of oil demand growth (noting an increase to 4 million barrels per day despite challenges), and Martha recommends her Trade Idea of the week is to long the Q1 regrade due to shifting weather forecasts in Asia.
Greg expresses scepticism about forecasting demand and emphasizes the significance of the supply side, particularly the commitment to U.S. shale oil production. The increasing supply trend, suggests a potential need for creative solutions like bilateral agreements to manage inventories and fill the Strategic Petroleum Reserve.
Link below to Greg and Martha's Linked In pages:
Greg Newman:
https://www.linkedin.com/in/oilderivatives/
Martha Dowding:
https://www.linkedin.com/in/martha-dowding-ab84801a6/
101 episode
Manage episode 383804070 series 2660211
Onyx Research Analyst Martha Dowding joins Onyx Capital Group CEO Greg Newman for a market update, a discussion on the growth of oil demand growth (noting an increase to 4 million barrels per day despite challenges), and Martha recommends her Trade Idea of the week is to long the Q1 regrade due to shifting weather forecasts in Asia.
Greg expresses scepticism about forecasting demand and emphasizes the significance of the supply side, particularly the commitment to U.S. shale oil production. The increasing supply trend, suggests a potential need for creative solutions like bilateral agreements to manage inventories and fill the Strategic Petroleum Reserve.
Link below to Greg and Martha's Linked In pages:
Greg Newman:
https://www.linkedin.com/in/oilderivatives/
Martha Dowding:
https://www.linkedin.com/in/martha-dowding-ab84801a6/
101 episode
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