The Shipbrokers Podcast
The Shipbrokers Podcast
Podcast Description
The Shipbrokers Podcast, brought to you by Gibson Shipbrokers, brings you broker driven analysis and expert-led conversations from the ever-changing world of shipping and trade. Produced in-house at our headquarters in London, this podcast delivers timely analysis of the events shaping freight markets. From shifting geopolitics to market swings, if it’s moving the market, we’re talking about it.
Podcast Insights
Content Themes
The podcast focuses on critical topics impacting the shipping and trade sectors, with episodes covering geopolitics, market fluctuations, and compliance challenges. An example episode includes an in-depth discussion on the evolving sanctions landscape titled 'Crude Complexity: Sanctions and the Dark Fleet', where experts dissect U.S. sanctions on Iran and pressures on Russia, and their repercussions within the shipping industry.
The Shipbrokers Podcast, brought to you by Gibson Shipbrokers, brings you broker driven analysis and expert-led conversations from the ever-changing world of shipping and trade. Produced in-house at our headquarters in London, this podcast delivers timely analysis of the events shaping freight markets.
From shifting geopolitics to market swings, if it’s moving the market, we’re talking about it.
In this episode of the Shipbrokers Podcast, hosted by Richard Matthews, head of research at Gibson Ship Brokers, Neil Atkinson, an independent energy analyst, discusses the complexities of oil demand forecasts.
They explore why predictions for the oil market vary significantly among institutions like the IEA and OPEC..
Atkinson emphasises the resilience of oil demand due to ongoing developments in regions like Africa and Southeast Asia, where economic growth and rising populations drive energy needs that renewables alone cannot meet.
They also delve into the impact of geopolitical factors, sanctions, and industry regulations on the global oil market. The episode concludes with a discussion on long-term oil demand outlooks and the importance of balancing ambitious climate policies with economic realities.
00:00 Introduction to the Shipbrokers Podcast
00:27 Neil Atkinson's Career Journey
01:29 Diverging Oil Demand Forecasts
05:08 Short-Term Oil Supply and Demand
10:18 Impact of Sanctions on Oil Markets
16:36 Long-Term Oil Demand and Peak Oil
27:52 Challenges in Energy Transition
34:03 Conclusion and Final Thoughts
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