Macro & Oil Podcast #37 In this week’s Macro & Oil report of the EnergyScan podcast, Olivier Gasnier talks about the accumulation of economic indicators suggesting that the US economy is sliding into recession. Does this mean that central bank rate hikes are over? For the Fed, that moment is near. OPEC’s decision to cut…
Gas & Power Podcast #36 In this week’s Gas & Power report EnergyScan podcast, Julien Hoarau tells us about how the OPEC announcement to cut production quotas triggered a short lived spike through Sunday to Tuesday, on which gains were mostly erased. Risk premium on Q1 2024 French baseload continues increasing as we still have…
Macro & Oil Podcast #35 In this week’s Macro & Oil report of the EnergyScan podcast, Olivier Gasnier tells us about how the banking crisis seems to have had less of an effect than what was initially forecasted and how Central Banks are therefore refocusing on managing inflation throughout the global economy. On the oil…
Gas & Power Podcast #34 In this week’s Gas & Power EnergyScan podcast, Julien Hoarau tells us about relatively calm power markets though with a slight bullish upturn most likely driven by the rise of French Cal’24 prices. Fundamentals for this include the ongoing strikes in France against the polemical pension reform, news of what…
Macro & Oil Podcast #33 In this week’s Macro & Oil EnergyScan podcast, Olivier Gasnier tells us about the two opposite trends sweeping the Global Economy at the moment : loss of confidence due to the banking crisis and fears of recession? Or economies doing well and therefore still enough leeway to combat inflation? The…
