Flux News

Onyx Researchers Martha and Vincent join CEO Greg to discuss the main stories of the week, including the impact of the Israil / Gaza conflict on the market - Crude oil remains below $90/bbl and has fallen to $85/bbl week-on-week as Israel’s ground operations in Gaza remained limited, easing concerns of escalation into the wider region.  The impact of weather on gasoil is discussed: the weather hasn’t been cold enough to inspire bullish attitudes and the weather is pretty mild for this time of year.  The degree of impact from the continued Panama Canal delays is also discussed.

As another episode of our Onyx Leadership series, today we’ll hear from some of the women on the Onyx Team in Leadership roles.  

This episode is hosted by Alexandra Carlon, Head of Media & Marketing. She interviews Manny Sandhu, Head of Crude, Maria Boixados, Head of Direct Trading and Polly Cooper, Senior Associate Commercial Manager about the realities of Leadership in a predominately male industry.  

They have an open discussion about everything from their leadership styles to the importance of practicing resilience in an intense environment and even discuss if crying at work as a woman is appropriate or something to avoid completely.  

Each shed light on how much they’ve grown and built confidence in their time at Onyx and look back at how far they’ve come.  

Links to Alex, Manny, Maria and Polly's Linked In below: 

Alexandra Carlon: 
https://www.linkedin.com/in/alexandra-carlon-421230193/

Manny Sandhu:
https://www.linkedin.com/in/manny-sandhu-9927177b/

Maria Boixados: 
https://www.linkedin.com/in/maria-boixados-prio-03494471/

Polly Cooper: 
https://www.linkedin.com/in/polly-cooper-311a88122/

Onyx Researchers Martha and Vincent join CEO Greg to discuss the main stories of the week, including the large oil and gas merges and acquisitions. ExxonMobil acquired Pioneer and this is pretty much doubling down in shale oil, which is only strengthening the U.S. economy and energy security.

Greg discusses the significant impact of the derivative market on the oil and gas industry, highlighting the historical shift from independent-driven production with hedging to a more consolidated and less systematically hedged market and the potential for decreased selling flow volatility due to larger majors entering the shale field.

Martha, Vincent and Greg examine the pricing dynamics of December contracts in the context of geopolitical sentiment and emphasize the need for diversification beyond simply buying or selling oil. Greg highlights the potential for retail investors to engage in more sophisticated trading strategies, particularly focusing on East v West naphtha contracts as a way to profit from current global events.

The ongoing Israel-Hamas conflict, and the potential for further escalations has led the crude oil market to experience a significant price increase in Brent and WTI, posting a near 6% gain on Friday (the highest daily percentage gain since April). 

Greg, Vincent and Martha ask (and answer) the question: Is $100 Oil back on the menu? 

Make sure to view this episode on YouTube if you’d like to follow along with the on screen graphics. 

CEO and Onyx Founder Greg Neman joins Research Associate Vincent Wu to discuss the Geopolitical Risk Premium and how the attacks on Israel have caused a bullish reaction. But the question is, what will happen to prices based on Iran’s role in the tensions in the Middle East?

Vincent gives an update for what happened in the market last week. There was more volatility, refinery margins coming off and bearish EIA stats showing weaker gasoline demand and inventory build, which triggered a very bearish reaction in both flat price and cracks, which Brent came off by $5  in a day!

Vincent backs in his Trade Idea of the week as go long in the Gasnaph.

With the interest rate worries continuing, the strong US dollar and products weak it begs the question as to “how are we not rallying?”

The Research team discusses the complete weakness in RBBR right now. Although it’s very weak in the futures, the end user isn't seeing the good effects of this.

Greg dives into a deep discussion into over-thinking and risk-reward strategy. While Audrey and Vincent bring some great trade ideas to the table.

If you would like to watch on Youtube, you can follow along with the graphics discussed on screen with the team. Make sure to like and subscribe. If you have any questions you’d like us to answer on the podcast, make sure to send us a message on Linked In.

You can find us at Onyx Capital Group - https://www.linkedin.com/company/onyx-capitalgroup/?viewAsMember=true

Will an oil price rally mean higher airfares? As people are looking to purchase flights home for Christmas, we of course notice that prices are drastically higher. Although this is a classic case of dynamic pricing, we also need to consider the role Brent plays in all of this, as there’s a clear sensitivity around $100 per barrel and $120 on the products. 

Join the Onyx team for a market update, covering high flat prices, demand destruction and how this will affect airlines. Greg, Audrey, Vincent and Martha discuss what’s happening to the outright prices this week, the refinery margin change as well as their trade ideas, highlighting how China’s Golden week holiday will play into prices. 

If you would like to suggest a topic of discussion for the podcast, please send us a message on linked in. You can find us at Onyx Capital Group - https://www.linkedin.com/company/onyx-capitalgroup/?viewAsMember=true

Learn more about the Onyx Team: 

Greg Newman, CEO & Founder: https://www.linkedin.com/in/oilderivatives/

Audrey Byrne, Research Associate: https://www.linkedin.com/in/audrey-byrne-a32009183/

Vincent Wu, Research Associate: https://www.linkedin.com/in/vincent-wu-099816125/

Martha Dowding, Research Analyst: https://www.linkedin.com/in/martha-dowding-ab84801a6/ 

Hiring the right people is key to any business's success. In this special episode, Greg is joined by John Beckwith, the Chief People Officer of Onyx Capital Group, to discuss the importance of proper recruitment, building strong business foundations, and what makes a great leader.

John and Greg explain the harsh realities that CEOs are met with, what qualities exceptional managers possess, and how climbing the corporate ladder can impact professional and personal relationships with colleagues.

John provides insight into his role at Onyx and shares his wealth of previous experience, which led him to this role. 

What constitutes your highest value employee? Just how important is it to not compromise on your foundational principles? And - what are the key ingredients for rapid growth in business? 

To learn more about ONYX Capital Group, head to our website; Home | Onyx Capital Group

To watch the Video Podcast, click here https://youtu.be/CMQ8pE063yk 

To learn more about Chief People Officer Greg Beckwith, check out his Linked In https://www.linkedin.com/in/john-beckwith-110b1357/

To learn more about Chief Executive Officer, Greg Newman, check out his Linked In https://www.linkedin.com/in/oilderivatives/

#Business #businessphilosophy #careeradvice #hiring #people 

The Onyx Research team: Audrey, Martha and Vincent join CEO Greg Newman for a market update. Vincent discusses his first attendance to APPEC and the headlines that have since come out about trade houses and majors signalling bullish again after a lull this year. Which leaves us asking the question; what does Q4 hold? 

The LNG plant strikes in Australia saw workers at Chevron (which accounts for 5% of global supply) walk off the job on Friday after talks broke down. Martha poses an interesting question; is a strike a big enough threat to weaponize energy prices? 

Greg and the team analyse how the LNG Strike can affect psychological levels, influence how people set their targets and change how people take profit or stop out, shedding light on what this might mean for the market in the next five years. 

If you wish to watch this as a video and follow along with the graphs and data discussed, please head over to our Youtube channel here: https://youtu.be/1nqhR80BF0s

This week Greg is joined by Audrey as they discuss Onyx's futures report, building momentum in the crude market, and how the media narrative could play in to this anticipated rally. 

Greg Newman
https://www.linkedin.com/in/oilderivatives/ 

Audrey Byrne
https://www.linkedin.com/in/audrey-byrne-a32009183/