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Adi Imsirovic on OPEC's Dilemma: Balancing Production, Demand and an Evolving US Tariff Policy

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Manage episode 480917951 series 3459116
Content provided by Oil Ground Up. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Oil Ground Up or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

OGU's new host, Rory Johnston, welcomes in Adi Imsirovic to delve into the complexities of the oil trading industry, exploring Adi's extensive background in both academia and commercial trading. They discuss the current challenges faced by OPEC, the impact of tariffs on oil demand, and the shifting dynamics of the energy market, particularly in light of the growing influence of electric vehicles.

The conversation also touches on the supply-demand balance and long-term projections for oil demand, highlighting the uncertainties and volatility in the market. In this conversation, Adi discusses the future of oil demand, emphasizing that despite a predicted decline, the oil market will remain vibrant for the next two decades. He highlights the impact of geopolitical tensions, particularly between China and the US, on energy security and market dynamics. The discussion also delves into market structures, specifically the concepts of Contango and Backwardation, and their implications for traders. Adi expresses concerns about potential risks in the oil market, including the possibility of a price war initiated by Saudi Arabia. Finally, he shares insights on US production and rig counts, emphasizing the importance of efficiency in shale production.

  continue reading

28 episodes

Artwork
iconShare
 
Manage episode 480917951 series 3459116
Content provided by Oil Ground Up. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Oil Ground Up or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

OGU's new host, Rory Johnston, welcomes in Adi Imsirovic to delve into the complexities of the oil trading industry, exploring Adi's extensive background in both academia and commercial trading. They discuss the current challenges faced by OPEC, the impact of tariffs on oil demand, and the shifting dynamics of the energy market, particularly in light of the growing influence of electric vehicles.

The conversation also touches on the supply-demand balance and long-term projections for oil demand, highlighting the uncertainties and volatility in the market. In this conversation, Adi discusses the future of oil demand, emphasizing that despite a predicted decline, the oil market will remain vibrant for the next two decades. He highlights the impact of geopolitical tensions, particularly between China and the US, on energy security and market dynamics. The discussion also delves into market structures, specifically the concepts of Contango and Backwardation, and their implications for traders. Adi expresses concerns about potential risks in the oil market, including the possibility of a price war initiated by Saudi Arabia. Finally, he shares insights on US production and rig counts, emphasizing the importance of efficiency in shale production.

  continue reading

28 episodes

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