Head of capital goods equity research, Ben Bourne, hosts a regular podcast discussing the current themes and sub-sectors surrounding the industrials sector.
Trump’s efforts to lower diesel prices have had little lasting impact, with New York futures near $200 a barrel. Brent crude touched $110 as attacks on shipping in the Strait of Hormuz and regional tensions intensified. Please note: this podcast is provided for information purposes only and should not be…
Trump’s announced deal to import Russian diesel offers limited relief, with the proposed 3.7 million barrels small relative to global demand and delivery uncertain amid damage to Russian refineries. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation…
The G7’s 100 million barrel reserve release could ease diesel costs for UK businesses and motorists, following Trump’s confirmation that US diesel exports will continue. However, uncertainty over diesel volumes means relief may be temporary. Please note: this podcast is provided for information purposes only and should not be construed…
Brent’s sharp swings, from $97 to above $108 a barrel, reflecting the uncertainty over renewed US-Iran talks and the future of the Strait of Hormuz. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to…
Brent crude has surged above $106 a barrel after touching $110 last week, as threats to Saudi exports deepen concerns over global supply. Disruption in the Red Sea, Houthi advances and an attack that shut a key Saudi pipeline have raised the risk of a wider regional conflict. Please note:…
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