EA Podcast

In this episode, Energy Aspects' Head of Power Peter Rosenthal, accompanied by Head of Natural Gas and Carbon Research Trevor Sikorski and Global Gas Analyst James Waddell, discuss several key themes influencing the global gas market over the next 12 months. The traditional supports for global gas prices have given way this year, with European and Asian markets now governed by the economics o...

Recent developments have increased the odds of a partial return of Libyan supplies, but the political situation remains fluid meaning any recovery is likely to be volatile. Looking further ahead, a Biden victory in the upcoming US presidential election could provide a catalyst to restart diplomacy with Iran. Negotiators are likely to seek a broader agreement than the previous Iran nuclear deal, wh...

In this episode, Energy Aspects' Head of Oil Products Research Robert Campbell discusses the outlook for oil products markets in 2021 with Head of Refining Raul Alcamo and Senior Oil Products Analyst Sandra Octavia. Products markets will struggle in 2021 as refining capacity will continue to exceed demand, limiting the upside for margins. Additionally, jet fuel consumption is not going to ret...

In this episode, two of our most senior analysts—Raul Alcamo and Amrita Sen—discuss the outlook for refinery margins, the challenges facing the entire refining landscape and the impact on crude differentials. Thanks to the gradual recovery in demand, refining margins may have found a floor this year but as crude markets continue to tighten, the fight for barrels will mean refining margins will rem...

Welcome to the first episode of Energy Aspects' Back to Fundamentals podcast series, which will explore different energy markets topics. In this episode, three of our most senior analysts—Amrita Sen, Robert Campbell and Richard Bronze—discuss the launch of our 2021 oil market balances. As the market continues to grapple with the upheaval to both global demand and supply caused by the COVID-19...