Enverus Intelligence

Supply, Demand & Pricing | Iran Risk Trumps Stock Glut

Listen Later

In our newest edition, host Gibson Scott, Head of Intelligence at Enverus, reunites with Director of Macro Research Al Salazar and Senior Analyst Josie Mills to unpack the latest Fundamental Edge report and examine the shifting forces transforming global oil and gas markets.

 
What you’ll learn:

  • How temporary supply disruptions and increased Iranian risk are supporting oil prices.
  • Why sustained price premiums may delay the market rebalancing that is needed to draw down inventories and create the foundation for a more durable price recovery.
  • What to expect as disrupted barrels return to the market, including the likelihood of renewed stock builds and a forward curve that shifts into contango.
  • In natural gas, why near‑term demand was already soft even before recent winter storms, particularly within the power sector.
  • How this weaker demand profile creates downside risk for the summer natural gas price outlook.
    • ...more
    View all episodesView all episodes
    Download on the App Store
    Enverus IntelligenceBy Enverus

    More shows like Enverus Intelligence

    View all
    The Joe Rogan Experience by Joe Rogan

    The Joe Rogan Experience

    228,303 Listeners

    Planet Money by NPR

    Planet Money

    30,761 Listeners

    Up First from NPR by NPR

    Up First from NPR

    56,612 Listeners

    All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

    All-In with Chamath, Jason, Sacks & Friedberg

    10,189 Listeners

    Big Digital Energy by collide.

    Big Digital Energy

    14 Listeners