

Oil Prices Surge, Supply Chain Outlook
Aug 26, 2024
Tai Liu, a Global Oil Supply Specialist at BNEF, dives into U.S. oil production forecasts amidst a declining rig count. Mike McGlone, Senior Commodity Strategist, explains the surge in crude prices caused by geopolitical tensions. Brian Platt shares insights on Canada's tariffs on Chinese EVs aiming to bolster local manufacturing. Sean O'Hara discusses ETF investing trends, while Gene Seroka highlights the rebound of cargo volumes at the Port of Los Angeles, emphasizing supply chain efficiencies and challenges.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Evolving Oil Extraction Techniques
02:13 • 7min
Understanding Financial Biases and Oil Market Dynamics
09:24 • 2min
Oil Market Dynamics and Tariff Implications
11:45 • 13min
Navigating Tariffs and Financial Decision-Making Biases
24:59 • 2min
Market Trends and ETF Dynamics
27:07 • 7min
Navigating Economics and Geopolitics in Trade
34:29 • 9min
Logistics Optimization and Supply Chain Efficiency
43:02 • 2min