Javier Blas

In this engaging discussion, Javier Blas, a Bloomberg Opinion columnist specializing in oil and energy markets, breaks down the unexpected boom in U.S. oil production, which has skyrocketed to 13 million barrels per day. He sheds light on how the industry has pivoted to profitability post-bust and delves into OPEC's shifting influence amid this surge. Their conversation also touches on geopolitical tensions in the Red Sea and the rise of electronic electricity trading in Europe, highlighting the complexities of modern energy markets.

Ebrahim Rahbari, an independent economist and former strategist at Citigroup, shares his expertise on disinflation trends and their potential effects on the U.S. economy. Javier Blas, a Bloomberg Opinion columnist focused on energy markets, delves into the complexities of oil pricing and recent debates surrounding energy policies. The conversation highlights the relationship between CPI data, inflation expectations, and the Federal Reserve's monetary strategies, all while navigating the political implications showcased in the recent Trump-Harris debate.

Javier Blas, a Bloomberg Opinion columnist and energy expert, joins Alex Turnbull, a hedge fund manager specializing in global energy markets, to tackle Europe's looming energy crisis. They discuss the staggering rise in electricity prices exacerbated by Russia's actions and concerns about gas supplies this winter. Blas and Turnbull explore the impact on households and industries, the struggles facing the French nuclear sector, and the pressing need for sustainable solutions amid soaring costs. They also touch on China's energy strategies and the intertwining of global and regional markets.