Weekly commentary on oil market and global economy

Christof Rühl, member of the Advisory Board of Crystol Energy and a Senior Fellow at the Harvard Kennedy School and the Center on Global Energy Policy at Columbia University, discusses the latest global oil and economic developments in this market commentary hosted by the Gulf Intelligence.

Christof comments on the Federal Reserve’s recent announcement to change its inflation targeting regime, as well as ExxonMobil’s exit from the Dow Jones Industrial Average after nearly 100 years. He also discusses the weighting of the oil and gas equity within the S&P 500 that has been shrinking substantially over the last decade, officially making it now the smallest sector.

Christof further talks about the latest geopolitical developments between India and China, and Greece and Turkey, as well as the slow and non-synchronised economic recovery, which is affecting the recovery of oil demand and prices, among others.

Christof is joined by James McCallum, Executive Chairman at Xergy and Professor of Energy at Strathclyde University. Sean Evers from the Gulf intelligence moderates the discussion.

Listen to the discussion

 

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Weekly commentary on oil market and economy

Dr Carole Nakhle, CEO of Crystol Energy, comments on the latest market developments in this commentary hosted by the Gulf Intelligence.

Dr Nakhle discusses oil market’s reaction and prices’ behaviour as OPEC and its allies start easing oil output cuts, as well as oil supply outside OPEC, especially US production. She further comments on the forthcoming US elections and the relationship between US and OPEC+, the geopolitics of vaccine and the leadership as a determinant factor in performance.

Dr Nakhle is joined by Frank Kane, Senior Business Columnist at Arab News and Robin Mills, CEO at Qamar Energy. The discussion is moderated by Sean Evers from the Gulf Intelligence.

Listen to the full discussion

 

Related Analysis

Oil market outlook: A cautious global recovery”, Dr Carole Nakhle, Jul 2020

The global oil market’s new, strange alliance”, Dr Carole Nakhle, Jun 2020

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Weekly update on global oil markets and economy”, Christof Ruehl, Jul 2020