Investec Focus Radio UK

Brent fell sharply last week, dropping from $118/b to nearly $93/b as hopes of progress in US–Iran peace talks and the US mid-term election results sparked a sell-off. However, ongoing tensions and uncertainty over a deal have since prompted a partial recovery. 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 buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

Brent crude is slightly lower, although the apparent $7-a-barrel fall largely reflects the switch from December to January contracts. Reports that Donald Trump still favours diplomacy with Iran may be easing prices, but the risk of escalation after the US midterm elections remains. 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 buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

Brent crude reached $117.50 a barrel last week as renewed attacks on shipping in the Strait of Hormuz heightened supply concerns. Physical market tightness, rather than speculative buying, appears to be driving prices, while options signal concern about further near-term increases. 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 buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

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 construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

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 of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

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 as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

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 buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

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: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

Oil, bond yields and inflation are sending a more cautious signal on the global outlook. Growth has held up better than expected. But energy markets remain tight, long-term borrowing costs are rising, and central banks are weighing the risk of another inflation shock. In the latest No Ordinary Wednesday, Ellie Henderson and Callum Macpherson of Investec UK discuss what the oil market, sovereign bonds and economic data are telling us now. They also explore what this means for interest rates and corporate investment. Investec

Brent crude has climbed above $97 a barrel, its highest level since mid-July, as renewed US-Iran tensions disrupt shipping and keep markets on edge. In this episode, we examine the tit-for-tat attacks, emerging risks around the Strait of Hormuz and why intermittent calm may only encourage a stop-start cycle in oil flows. 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 buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec