I was on the set of CNBC's Squawk Box this morning, doing a trading block segment with currency guru Nick Bennenbroek. We avoided the 800-pound gorilla in the room - the impact of tariffs on the energy industry - with anchor Joe Kernen instead focusing on global demand and supply. Hark, click on the below mugshot to launch to the clip.Continue Reading
I've started doing segments on TD Ameritrade's network; they are really good fun. The interviews are typically ten minutes long, so we get to cover a variety of different topics. In this latest one, we dig into the US, OPEC, and all manner of things relating to oil markets, after an initial knee-jerk reaction to the latest economic data releases. Hark, click on the below mugshot to launch to...Continue Reading
I had a good ole run at it on CNBC Asia last night with Bernie Lo, chatting about OPEC, US producer hedging, geopolitical tension, and how the crude rally looks like it is running out of steam here.Continue Reading
Saudi Arabia continues to lead the charge in terms of the OPEC production cut deal - not only by keeping exports in check, but also by clearly communicating its next steps. By following through on its rhetoric, it has brought some much-needed credibility to the production cut deal - despite a lack of commitment from some other members.