Bästa The Sanctions Age podcaster (2024)

1
#36: 29 July 1914 II - Shifty Shades of Grey 1:06:29

1d ago1:06:29

1:06:29

As they had done up to this point, the British continued to try to find a diplomatic solution to the crisis, even as the opportunities shrank before their eyes. Amidst warnings pinged between London and Berlin that under certain circumstances, their respective neutrality could not be guaranteed, the German Chancellor sent an ill-advised appeal for …

1
What will Trump’s second term mean for US refining and biofuels? 28:57

5d ago28:57

28:57

Much has been said about Donald Trump's ambitions in upstream oil sector, specifically his promise to unleash US oil producers and boost output. Conventional oil refiners, many of which have invested in renewables, are hopeful that Trump will reduce support for electric vehicles, propping up demand for conventional fuels. Biofuels producers are loo…

1
#35: 29 July 1914 I - Hissing Cousins 1:03:50

8d ago1:03:50

1:03:50

The dawn of a new day did not bring any new peacemaking opportunities. In their own way, Austria, Germany and Russia were immovable in their main goal - they would not back down, even if it cost them everything. That such a roadblock sat in the way of peace did not prevent Kaiser Wilhelm and Tsar Nicholas from engaging in their famed, eleventh hour…

1
Price, not the president: OPEC+ policy as Trump returns 19:23

12d ago19:23

19:23

The election of Donald Trump for a second term as US president has brought significant attention to US energy policy. Meanwhile, OPEC+ announced on November 3 its decision to delay tapering production cuts of 2.2 million b/d from December to January, having previously postponed from October 2024. As markets absorb president-elect Trump’s victory, P…

1
#34: 28 July 1914 III - Britain Tries Again 1:04:32

15d ago1:04:32

1:04:32

Although the Austro-Serb War was now a reality, Britain did not know this until the evening of 28 July. In the meantime, Sir Edward Grey was determined to do all he could to make the mediation scheme work. But not everyone Grey dealt with could be described as sincere, and this included members of his own Cabinet. Churchill had acted provocatively …

1
Permian production and potential pipeline pileups 18:18

19d ago18:18

18:18

Crude production in the Permian Basin is growing, but pipeline capacity growth out of the West Texas/New Mexico play is lagging. With Permian crude output expected to reach roughly 7 million b/d by December 2025, some industry watchers are concerned that tight exit capacity could lead to wider crude price discounts for Midland WTI. Will the market …

1
Are the Sanctions Against Russia Working? - 'Punishing Putin' by Stephanie Baker 53:01

22d ago53:01

53:01

For two and a half years, Russia has been waging a full scale war against Ukraine. In response, the West has mobilised an economic coalition of states determined to level sanctions against the aggressor, ideally, to force it to the peace table. Clearly, Russia has not been deterred, but how much of an impact are the sanctions really having? In her …

1
Asia’s affinity for US crude: Can geopolitics, sanctions and elections affect trade flows? 24:31

26d ago24:31

24:31

The footprint of US crude oil is rapidly expanding, intensifying competition with OPEC and non-OPEC supplies in key Asian markets. As geopolitical tensions in the Middle East escalate, how much US crude can fill potential supply gaps in Asia? Additionally, how could policies under a new US administration, whether led by Trump or Harris, impact oil …

1
#33: 28 July 1914 II - Austria Declares War 49:19

29d ago49:19

49:19

After weeks of delay, hesitation and complications, Austria-Hungary finally delivered its declaration of war on Serbia shortly after noon on 28 July 1914. This, we are often told, represented the beginning of the First World War. But was it as straightforward as that? Contemporaries did not necessarily believe that all hope for peace had been lost.…

1
What is driving the counter-seasonal strength in European fuel oil markets? 12:02

1M ago12:02

12:02

As high sulfur fuel oil cracks in Europe hover at year-to-date highs outside of their traditional summer peaks, reporters Tommy Petrou and Takis Gounaris join Joel Hanley to delve into the fundamentals that are providing a firm footing for fuel oil markets in Europe as heightened tensions in the Middle East stir up volatility across the commodities…

1
#32: 28 July 1914 I - The Kaiser's Conundrum 50:07

1M ago50:07

50:07

The 28 July 1914 is best remembered today as the point of no return, as Austria declared war on Serbia. However, as we will see in this episode, the announcement of this Austro-Serb war, made in the afternoon, and reaching Europe's capitals by the evening, did not ruin the prospects for peace as we might expect. Many contemporaries still believed t…

1
California’s battle against high gasoline prices 26:58

1M ago26:58

26:58

California gasoline prices are notoriously volatile, and state's lawmakers are taking notice. California's Senate is considering a bill proposed by Governor Gavin Newsom that would require state refiners to increase gasoline inventories and would also give the state additional control over refinery maintenance programs. How much does California's b…

1
#31: 27 July 1914 II - Don't Stop Me Now! 44:05

1M ago44:05

44:05

On this otherwise unassuming Monday in 1914, Austria-Hungary was preparing to declare war on Serbia. The declaration would come the following day, but in the meantime, Germany assisted Austria in keeping up appearances. Those tenacious Brits were at it again, and Grey's mediation proposal still hung in the air. Could a rejection of this scheme wors…

1
EMEA crude spot markets navigate volatility amid Middle East escalation 15:14

2M ago15:14

15:14

As oil derivatives and futures contracts navigate volatile seas, how are the more prompt physical spot markets reacting to an expected return of Libyan supply amid other regional developments? Join Joel Hanley in this episode of the Oil Markets podcast as he engages with market experts Luke Stuart, George Delaney, and Joey Daly. They explore the im…

1
#30: 27 July 1914 I - Britain Tries Diplomacy 1:11:06

2M ago1:11:06

1:11:06

In this enormous episode, we examine the largely forgotten story of British efforts to resolve the crisis, and efforts at home to prepare the people for what might come next. Although Austria's ultimatum had expired two days before, there was still room for diplomacy to work, and Sir Edward Grey was determined to give it his best shot. To preserve …

1
Oil demand in India and China: A tale of two nations in the New Energy age 17:45

2M ago17:45

17:45

Oil demand in India and China—the two Asian giants—was a key topic of discussion at the Asia Pacific Petroleum Conference. China's oil demand going forward remains a significant concern for oil-producing nations as oil consumption from Asia’s largest economy is waning amid weaker-than-expected economic growth and ongoing property woes, a double wha…

1
#29: 26 July 1914 II - Better an End in Horror 36:50

2M ago36:50

36:50

If Austria-Hungary wanted the war with Serbia, it would have to get its skates on. Europe was eagerly looking for any sign of a way out, even if Austria was not. The British were central in pressing the need for mediation, but they knew that Germany's inclusion was key if it was to work. The Germans, it was reported, anticipated British neutrality.…

1
Europe's refining crisis: Grangemouth’s closure and its ripple effects 23:07

2M ago23:07

23:07

The impending closure of Grangemouth, one of the last six refineries in the UK, raises urgent questions about the future of Europe’s refining landscape as profitability declines. Our experts examine the challenges facing the European downstream sector, including evolving supply chains and the impact of energy transition trends. In this Oil Markets …

1
Age of Bismarck - Introduction 29:59

2M ago29:59

29:59

It's been a long time coming! The Age of Bismarck is finally here after so many years of planning, teasing, and dreaming. Tune in here to see how we plan to do it, and why you should be excited! Whether you're a long time history friend or just stopping by, Otto von Bismarck's life and times, and the age in which he lived, deserves your attention. …

1
#28: 26 July 1914 I - Austria Delays Again 35:06

2M ago35:06

35:06

The ultimatum had expired, and yet somehow, Austria had not declared war on Serbia. What was going on? Well, despite pushing the crisis forward with reckless abandon, the Austrian chief of staff Conrad von Hotzendorff now seemed awake to the dangers facing the country. The army would not be ready for war until 12 August, he said. This was a shock t…

1
Growing non-OPEC crude output pulls plug on price rally 25:53

2M ago25:53

25:53

Crude futures prices have tumbled recently in part as supply expectations are outweighing demand forecasts. On the supply side, non-OPEC crude production has been rising, driven largely by output gains in the US, Canada, Guyana and Brazil. On the demand side, slowing economic growth, notably in China, has reduced the expected need for crude, at lea…

1
#27: 25 July 1914 II - Russian to Mobilise 45:02

2M ago45:02

45:02

Here we address the question - now that Austria's ultimatum to Serbia had expired, and the Austrians had evacuated Belgrade, what was Russia going to do about it? The answer is as complicated as it is controversial. Russia's response revolved around military preparations; specifically, those preparations which would make the mobilisation of its eno…

1
Market-moving Libya back in the spotlight 16:27

3M ago16:27

16:27

Since the politically motivated suspension of crude oil production in Libya on August 26, the oil markets have experienced a heightened level of volatility, with price fluctuations depending on almost every new headline. In this episode of the Platts Oil Markets Podcast, Joel Hanley is joined by reporters Charlie Mitchell and Luke Stuart to delve i…

1
#26: 25 July 1914 I - The Last Chance for Peace? 47:47

3M ago47:47

47:47

By now, everyone was expecting Austria-Hungary to do something once its ultimatum expired later in the day, but what? And could this response be adjusted, and peace be preserved, if only a certain diplomatic finesse was applied? In Britain, Sir Edward Grey certainly hoped so. The solution, to him, seemed one of mediation, where the four uninvolved …

1
APPEC to shine spotlight on how Asia is navigating a multi-faceted energy future 26:07

3M ago26:07

26:07

Emerging trends in Asian oil consumption centers, enhancing energy security and the decarbonization strategies Asian countries are pursuing will be some of the themes in focus at the Asia Pacific Petroleum Conference or APPEC 2024, by S&P Global Commodity Insights, which is scheduled to take place from September 9-12 in Singapore. In a wide-ranging…

1
#25: 24 July 1914 - 'It Is War This Time!' 1:08:30

3M ago1:08:30

1:08:30

We return to our narrative on an eventful day in world history. By the end of 24 July, Russia had established its policy towards Austria's ultimatum. But what was this policy, and why did Russia act so differently to crises in the past? We find Russian Foreign Minister Sergei Sazonov to be central to the events that transpired next. But what did Sa…

1
Age of Bismarck Release Date & July Crisis Update - State of the Podcast Address 23 August 2024 27:16

3M ago27:16

27:16

After a crazy two months, it's time we had a chat. In this episode we'll be talking about the Age of Bismarck Patreon series, which has been advertised for years, and requested for even longer. We finally have a release date, and I can't wait to welcome you all to Bismarck's world. We also talk about the July Crisis series, how it's gone for me so …

1
China's slowing economy spells a downturn for US crude exports 17:46

3M ago17:46

17:46

Economic growth has slowed in China, cutting into US crude exports and softening spot price differentials for US Gulf Mars crude. The expected supply surplus stemming from reduced Chinese buying has also helped to cushion the bullish impacts of the ongoing war between Israel and Hamas, keeping oil futures in a well-worn range. Jeff Mower speaks wit…

1
#24: 1912-1914 - Anglo-German Relations III 1:13:00

3M ago1:13:00

1:13:00

By late 1912, it appeared the period of Anglo-German detente was over. The Kaiser assembled a War Council, and apparently planned for a war of domination. In fact, appearances were deceptive, and although Britain and Germany's relationship had been damaged, it was still intact. There now emerged a new opportunity to repair it, as the Balkan Wars br…

1
#23: 1911-1912 - Anglo-German Relations II 1:01:13

3M ago1:01:13

1:01:13

By late 1911, Germany had been embarrassed by the Second Moroccan Crisis, and the Anglo-French Entente had once again rallied. We might have expected Germany to double down on its provocative naval campaign, to increase the pressure on Britain. In fact, what happened instead was the beginning of a period of Anglo-German detente. This was initiated …

1
#22: 1905-1911 - Anglo-German Relations I 54:38

3M ago54:38

54:38

Everyone knows the story of Britain and Germany before 1914. Or at least, they think they do. Anglo-German relations following the Russo-Japanese War seemed bound to enter a period of hostility, enabled by the naval race which forced London to invest heavily in production and innovation, and produced the dreadnought as an unforeseen consequence. Bu…

1
Can OPEC+ hold its nerve on supply as demand stutters? 20:51

3M ago20:51

20:51

OPEC’s latest and eagerly watched monthly oil market report, which presented a softer near-term demand outlook compared to its July forecasts, has coincided with a dip in oil prices at a time when the group has made clear its intention to gradually reintroduce supply to the market. Can OPEC and its allies remain calm in the face of a sluggish deman…

Podcaster värda att lyssna på

The Sanctions Age podcaster

Podcaster värda att lyssna på

Snabbguide