
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 | 78 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||

Oil markets were driven by geopolitics this week, with Iran-related headlines triggering sharp swings in price. In this episode of Trade with Conviction, the team unpacks what the latest moves mean for the oil risk premium, before turning to crude ma... more
This week’s episode breaks down a market being pulled in two directions: geopolitical risk is driving flat price higher, while physical balances and inventories still point to a long market. The team covers escalating Iran risk, renewed Venezuela unc... more
This episode steps back from day to day price noise to examine how geopolitics is increasingly shaping oil markets across crude and products. The team unpacks the easing but unresolved US EU trade tensions, Venezuela’s uncertain return to market, and... more
In this episode, the team breaks down how a fragile, two sided oil market is being shaped by geopolitics rather than fundamentals. With Venezuela, Iran and Russia all back in focus, they explore how sanctions risk, shifting trade flows and political ... more
The team kicks off 2026 by unpacking why flat price looks deceptively calm while physical markets are quietly shifting underneath. The discussion spans Venezuelan crude disruptions and heavy sour dislocations, Saudi OSPs and a softening Asian crude c... more
In the final episode of the year, the team breaks down the key macro and geopolitical drivers shaping Q1 2026 and what they mean for the physical barrel. They cut through Venezuela and Ukraine headlines, softening economic signals, and growing oversu... more
In the latest episode of Trade with Conviction, the team breaks down the biggest questions shaping next year’s crude, margins, and demand outlook - and what traders should be preparing for now.
Key Takeaways:
> What is the outlook for Chinese crude... more
In this episode, the team breaks down an unusually long crude market, muted price reactions to geopolitical risk, and what shifting tone from OPEC’s latest OSPs might signal for 2025. They dig into Venezuela’s political volatility and what any supply... more
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This podcast offers listeners a comprehensive analysis of the oil market, exploring both current trends and future expectations across various segments. It covers a range of factors influencing supply and demand dynamics, including geopolitical tensions, sanctions, and market responses to shifts in crude oil pricing. Noteworthy discussions highlight the interplay between major global players, such as the U.S., China, and Russia, and the implications these relationships have for oil prices and availability. The format encourages deep engagement with topics affecting the oil industry's stability and profitability, making it a valuable resource for industry professionals and enthusiasts alike.
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Trade with Conviction launched a year ago and published 78 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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