AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
25min chapter
Macro Sunday #39 - Do you own enough commodities? Guest: Tracy Shuchart
Macro Mondays
Geopolitical Events Impacting Energy Markets
The chapter analyzes the repercussions of geopolitical events in the Middle East on the tanker market and oil prices, emphasizing safe shipping lanes and disruptions in commodity markets. It explores the ramifications on energy markets, including the shift in gas supply chains, US shale producers' opportunities in Europe, and the competition between OPEC and the US. The discussion extends to the dynamics of commodities, China's role in the market, and the importance of diversifying investments beyond China to emerging markets due to the anticipated growth in demand for metals and energy.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode