
In-depth analysis of current trends and future expectations for different segments of the oil market, with a focus on understanding both the supply and demand dynamics at play.
| Publishes | Weekly | Episodes | 88 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||

Paper market has been calm… but physical still flashes risk.
In the latest episode of Trade with Conviction, we break down a market that doesn’t add up. Middle East escalation. Russian supply under threat. West-East flows rising.
Chapters:
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In this emergency episode of the Trade with Conviction podcast, host Felipe is joined by analysts June and Neil to break down one of the most volatile weeks in recent oil market history. Trump's 48-hour ultimatum to Iran, Monday's shock de-escalation... more
The war in the Middle East escalated again. Israel struck South Pars. Iran responded with attacks on Ras Laffan and Saudi refineries. And as this episode was recorded, Reuters confirmed Yambu had stopped loading oil.
Flat price pushed above $115. WT... more
This episode focused on how the escalating conflict is moving beyond headline risk and into a full physical market disruption, with tanker attacks, port damage, refinery outages and force majeure declarations reshaping crude and product flows across ... more
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Apple Podcasts | #248 |
Recent interactions between the hosts and their guests.
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A focused deep-dive into global oil markets, geopolitics, and the logistics that shape pricing and flows. Episodes revolve around key risk factors like the Hormuz Strait, sanctions, shipping insurance, and refinery runs, with real-time analysis of how disruptions ripple through crude and product markets, freight dynamics, and regional arbitrage. The show tends to produce actionable insights for traders, refiners, and fleet operators, offering scenario planning and tactical guidance for navigating volatility, policy shifts, and supply/demand surprises. A noteworthy edge is its blend of fast-paced, scenario-driven commentary with long-form geopolitical context, making it especially useful for professionals who need to anticipate market moves ... more
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5. The Intelligence from The Economist
Trade with Conviction launched 2 years ago and published 88 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Trade with Conviction include:
1. June Goh
2. Anoop Singh
3. Mads Frank Markussen
4. Michael Ryan
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