This episode of Oil Insights was recorded on 12th November, 2024 at 12pm GMT.

Onyx Research Associates Mita Chaturvedi, Martha Dowding, and Vincent Wu join Group Head of Research Harry Tchilinguirian to discuss the direction of oil prices in the wake of President Donald Trump's election. The team reviews the potential outcomes of a second Trump presidency in relation to his policy proposals and aims to express their implications through trading ideas.

A second Trump presidency can have strong demand or supply repercussions. Vincent will examine the potential for more US crude oil supply and exports and their incidence on the relative pricing of WTI, Brent, and Dubai. Martha will look at how the potential for lighter regulation, particularly regarding renewable fuel mandates, will impact the US gasoline market. Finally, Mita delves into how future US trade policy, with heavy tariffs to be applied to China, can affect naphtha in Asia.

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Oil insights with Harry Tchilinguirian | Trading Trump | S1 E13

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Oil insights with Harry Tchilinguirian | Trading Trump | S1 E13