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

[TOP STORY] The shadow fleet quietly reshaping global oil supply chains

Loading player...

Casey Sprake, market strategist at AG Capital, explains why oil quality matters as much as volume, how heavy crude shortages are tightening markets, and how shadow fleets enable sanctioned oil to keep moving globally.

3 Feb 1AM English South Africa Business News · Business

Other recent episodes

Nvidia circular deals cloud exceptional results

Analysis of Nvidia’s latest results and what the numbers signal for the AI boom. We also look at how affordability and younger buyers are changing the choices South African motorists make.

27 Aug 1AM 19 min

[TOP STORY] Does economic data matter at all in the current market?

Jameel Ahmad from GTCFX notes: ‘This is the first year I’ve known where headlines have driven the market’.

26 Aug 2AM 5 min

Gold Fields has a Ghanaian headache

Analysis of improving business debt conditions in SA, and whether economic data still matters in today’s markets.

26 Aug 1AM 20 min

[TOP STORY] What really drives returns on the JSE?

‘I think genuine diversification really comes from holding different sources of return, not simply focusing on sector labels’ – Chetan Ramlall, portfolio manager, STANLIB Asset Management.

25 Aug 2AM 7 min

MTN: Is a R6bn share buyback the best use of cash?

Analysis of MTN’s results and R6bn share repurchase and what really drives returns on the JSE.

25 Aug 1AM 21 min

All episodes