Macro Crude: Understanding Finance and The Global Economy (Oil, Stocks, Commodities, Currencies)

Macro Crude: Understanding Finance and The Global Economy (Oil, Stocks, Commodities, Currencies)

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The intention of macro crude is to give you a very simple view on key movers of the macro economy, the world of oil, politics. The intersection of what moves currency markets, key themes for stocks, bonds. And really understanding the world of finance - one day at a time - and in punchy audio sessions which are less than five minutes. We will publish charts on our twitter account that cover interesting themes across major markets - whether its a chart on oil inventories in China - or a chart on the unemployment rate in the US, vote counts and we will distill it into a fact based view - while connecting the dots for you in the world of finance. With the hope that this will be both a learning opportunity, invite a discussion and more importantly be a platform that sparks ideas and debate around key macro crude topics that impact our lives.

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Episodes(3)

3

Zero Deals: Inside the US LNG Stall of 2025

Apr 15, 202510 min

In Q1 2025, US LNG projects awaiting final investment decisions (pre-FID) failed to secure a single long-term contract, marking a first since 2021 despite favorable policies. Rising construction costs, higher Henry Hub prices, and concerns over a looming global supply glut have left buyers hesitant.

2

Why we think the US will join OPEC. Exploring a Radical Shift in Energy Strategy

Mar 29, 202510 min

Could the United States, the world's top energy producer, ever join forces with OPEC? This episode unpacks the controversial, hypothetical scenario where the US aligns with oil-producing nations to manage global markets. We explore the potential "win-win" strategy: securing cheap energ

2

Shipping's Policy Crossroads in 2025: The IMO's Decarbonization Dilemma

Season 2025Mar 27, 20257 min

What happens in the seemingly dry debates at the International Maritime Organization (IMO) has profound implications for the future of global shipping and the planet. We delve into the crucial decisions facing the IMO in regulating shipping's climate impact, exploring the potential for effective