This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

S04 Ep02 Energy Market Update: Geopolitical developments impacting energy markets

Loading player...

Recent geopolitical events, including the Israeli attack on Doha and Russian drones entering Polish airspace, have influenced energy markets. On the other hand, the International Energy Agency's (IEA) latest report suggest a potential surplus.

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.

15 Sep 2025 English South Africa Business

Other recent episodes

S01 E011 What next? Leadership conversations for a better future: Changing minds, changing markets

Michael Liebreich and Rory Sutherland lift the lid on how to shift behaviour at scale to achieve the energy transition. Marc Khan and Lidnsey Hooper interview the pair on the sociopolitical backlash we have seen in some sectors with regard to climate action. The views in this podcast are those…

13 Jan 45 min

S04 Ep16 Energy Market Update: Geopolitics Back in focus ahead of 2026 hedging discussion

Before turning to our 2026 Hedging Considerations note circulated on Friday, markets are digesting developments in Iran over the weekend. Rising tensions and the risk of broader regional instability have added a fresh geopolitical premium to oil prices, with Brent firming as investors assess the potential implications for supply and…

12 Jan 5 min

S04 Ep15 Energy Market Update: Where do things stand after the US action?

Political uncertainty in Venezuela has resurfaced as a risk factor for oil markets, with US intervention and mixed signals around a leadership transition driving short-term price volatility. Despite this, Venezuela’s constrained and sanctioned production limits its immediate impact on global supply. Please note: this podcast is provided for information purposes…

5 Jan 4 min

S01 E010 What next? Leadership conversations for a better future: How philanthropy can fuel economic transformation

We sit down with two leaders reshaping philanthropy, Peter Bennett and Leslie Johnson. Philanthropy funds much of the world’s high-risk innovation, early-stage ideas and new economic thinking - often long before markets or governments are able to act. So what role can it play in driving systemic change? The views…

18 Dec 2025 40 min

S01 E09 What next? Leadership conversations for a better future: Rewiring finance for a better future

In this episode, we sit with guests, former Group Chairman of Standard Chartered, José Viñals, Sarah Kemmitt, former lead of the UN Net Zero Banking Alliance, and Dr. Nina Seeger, Director, CISL Centre for Sustainable Finance, to explore how finance can accelerate sustainable development more effectively. From addressing the mispricing…

16 Dec 2025 48 min

All episodes