Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

Commodities

<ul><li>Observable crude inventories in key regions have steadily drawn down, reaching 40 million barrels below December levels.</li><li>Global onshore crude inventory is at a record low of 4.4 billion barrels, signaling increased demand.</li><li>Refinery runs and healthy refinery cracks and margins are drawing down on crude inventories, supported by strong gasoline cracks.</li></ul><p><em>This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.</em></p>

Observable crude inventories in key regions have steadily drawn down, reaching 40 million barrels below December levels.Global onshore crude inventory is at a record low of 4.4 billion barrels, signaling increased demand.Refinery runs and healthy refinery cracks and margins are drawing down on crude inventories, supported by strong gasoline cracks.This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Global Commodities: How to Gain $10 in Three Months

Energy Transition | AI | Shifting World Order, Mint Finance

Suhas Reddy

Energy Transition | AI | Shifting World Order

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

<ul>
<li>EIA forecasts oil prices to gain during the first half of 2024 due to the Red Sea conflict and inventory withdrawals.</li>
<li>Downward pressure from lukewarm oil demand and oversupply to keep prices low in 2025.</li>
<li>US commercial crude oil inventories grew by 1.3% on a weekly basis but are 4% below the five year average for this time of year.</li>
</ul>


EIA forecasts oil prices to gain during the first half of 2024 due to the Red Sea conflict and inventory withdrawals.
Downward pressure from lukewarm oil demand and oversupply to keep prices low in 2025.
US commercial crude oil inventories grew by 1.3% on a weekly basis but are 4% below the five year average for this time of year.


EIA Forecasts Crude Oil Prices to Fall in 2025 Due to Weak Demand Growth

<ul>
<li>Despite supply cuts by OPEC members the EIA expects supply to outpace demand for most of 2024 and 2025.</li>
<li>The agency forecasts the average spot price of WTI and Brent to decline in 2024 and 2025.</li>
<li>Concerns of tepid global demand and inventory build-up grow as short positions in the crude oil options market jump.</li>
</ul>


Despite supply cuts by OPEC members the EIA expects supply to outpace demand for most of 2024 and 2025.
The agency forecasts the average spot price of WTI and Brent to decline in 2024 and 2025.
Concerns of tepid global demand and inventory build-up grow as short positions in the crude oil options market jump.


Crude Oil Prices to Fall Forecasts EIA on Weak Demand Growth & Strong Inventory Buildup

Asia biased macro & technical analysis, Untying The Gordian Knot

Untying The Gordian Knot

Asia biased macro & technical analysis

A differentiated process with a primary focus on Asia. Technical Analysis as core and Macro drivers that could bring the view to fruition & changes that could make the idea fall apart. The objective is to be the best in class, hence corner shop.

<ul><li>The clouds of recession and economic slowdown loom over the horizon, casting a bearish shadow on commodity markets.</li><li>Yet, despite many reasons for pessimism, commodity prices have begun to show signs of resilience last week.</li><li>Even though a sustained long-term rally remains uncertain, the current environment seems ripe for a short-term bounce or mean reversion.</li></ul>

The clouds of recession and economic slowdown loom over the horizon, casting a bearish shadow on commodity markets.Yet, despite many reasons for pessimism, commodity prices have begun to show signs of resilience last week.Even though a sustained long-term rally remains uncertain, the current environment seems ripe for a short-term bounce or mean reversion.

Part Six: Commodities: Priced for a Downturn

Pranay Yadav

<ul>
<li>Oil prices surge as tensions in the Red Sea escalate with new and strong provocations from Iran.</li>
<li>Oil oversupply concerns and weak demand persist while ongoing geopolitical tensions support oil prices.</li>
<li>WTI current implied volatilities still well below elevated levels seen in October 2023.</li>
</ul>


Oil prices surge as tensions in the Red Sea escalate with new and strong provocations from Iran.
Oil oversupply concerns and weak demand persist while ongoing geopolitical tensions support oil prices.
WTI current implied volatilities still well below elevated levels seen in October 2023.


Oil Prices Surge As The Situation In The Red Sea Intensifies

United States

Crude oil is a naturally occurring, unrefined petroleum product composed of hydrocarbon deposits and other organic materials. Crude oil can be refined to produce usable products such as gasoline, diesel and various forms of petrochemicals. It is a nonrenewable resource, also known as a fossil fuel, which means that it can't be replaced naturally at the rate we consume it and is therefore a limited resource.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Crude Oil (CL1 COM COMDTY)

Global Commodities: How to Gain $10 in Three Months

The decrease in crude inventories, record low global onshore crude inventory, increasing oil demand, declining OPEC crude exports, and higher...

At Any Rate

EIA Forecasts Crude Oil Prices to Fall in 2025 Due to Weak Demand Growth

EIA sees oil prices rising in the short-term but keeps its bearish outlook for the long-term remains intact due to tepid growth in oil demand. US...

Mint Finance

Crude Oil Prices to Fall Forecasts EIA on Weak Demand Growth & Strong Inventory Buildup

EIA expects crude oil oversupply to continue despite OPEC cuts, Forecasts oil prices to decline in 2024 and 2025 due to slowing demand growth and...

Mint Finance

Part Six: Commodities: Priced for a Downturn

Even though a sustained long-term rally remains uncertain, the current environment seems ripe for a short-term bounce or mean reversion.

Untying The Gordian Knot

Oil Prices Surge As The Situation In The Red Sea Intensifies

Oil prices gaps up sharply starting in 2024 with supply fears stoked by geopolitical tensions, despite macroeconomic headwinds from oversupply...

Mint Finance

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Global Commodities: How to Gain $10 in Three Months

The decrease in crude inventories, record low global onshore crude inventory, increasing oil demand, declining OPEC crude exports, and higher...

At Any Rate

EIA Forecasts Crude Oil Prices to Fall in 2025 Due to Weak Demand Growth

​EIA sees oil prices rising in the short-term but keeps its bearish outlook for the long-term remains intact due to tepid growth in oil demand. US...

Mint Finance

Crude Oil Prices to Fall Forecasts EIA on Weak Demand Growth & Strong Inventory Buildup

EIA expects crude oil oversupply to continue despite OPEC cuts, Forecasts oil prices to decline in 2024 and 2025 due to slowing demand growth and...

Mint Finance

Part Six: Commodities: Priced for a Downturn

Even though a sustained long-term rally remains uncertain, the current environment seems ripe for a short-term bounce or mean reversion.

Untying The Gordian Knot

Oil Prices Surge As The Situation In The Red Sea Intensifies

Oil prices gaps up sharply starting in 2024 with supply fears stoked by geopolitical tensions, despite macroeconomic headwinds from oversupply...

Mint Finance

EIA sees oil prices rising in the short-term but keeps its bearish outlook for the long-term remains intact due to tepid growth in oil demand. US...