From the Economist's Chair blog and podcast series

From the Economist's Chair blog and podcast series

Argus Chief Economist David Fyfe explores the global events impacting commodity markets. Through podcasts and blog posts, this series looks at the micro issues affecting one or more markets, and places them in a macro context. Listen or read to be kept informed of the latest developments.

Argus podcast episodes are available on a variety of podcast platforms as well as the Argus Blog, where each episode can be streamed and is provided with a full transcript and related links.

Listen and subscribe to Argus podcasts on Apple Podcasts, Spotify or Stitcher.

From the Economist's Chair, featuring David Fyfe

06 julio 2021

From the Economist’s Chair: A Fork in the Road

Opec+ Ministers failed to agree a route forward for crude production on 5 July, leaving a market that arguably needs more barrels short-term, but then seeks tighter restraint once again from 2022.

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Crudo Global English Asia-Pacific Europe Latin America and Caribbean Middle East North America

16 junio 2021

From The Economist's Chair: The spectre at the feast

Supply chain bottlenecks, rising commodity prices and uneven progress in re-opening characterise today’s global markets, as vaccine success prompts hopes for more widespread economic recovery. But the spectre of a renewed inflationary spiral is clouding the outlook. Alt...

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Agriculture Crudo Fertilizantes Gas natural/GNL Productos refinados Petroquímicos Flete y Transporte Global Asia-Pacific Europe Latin America and Caribbean North America

05 mayo 2021

From the Economist's Chair - Covid-19: Anatomy of a crisis and identifying the new normal

In this edition of From the Economist's Chair, David Fyfe is joined by Conor Browne, an independent consultant specialising in biosecurity, to examine the Covid-19 pandemic's progress to date, and how policymakers might prepare for similar episodes in the future.

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Global Africa Asia-Pacific Europe Latin America and Caribbean Middle East North America Agriculture Bioenergía Carbón Crudo Emisiones Fertilizantes GLP/LGN Metales Gas natural/GNL Productos refinados Petroquímicos Energía eléctrica Flete y Transporte English

08 abril 2021

From the Economist’s Chair: Multi-speed recovery

Borrowing the nautical maxim that convoys sail at the speed of their slowest ships, a complete oil and commodity demand recovery requires more than just ongoing economic rebound in the US & China.

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Crudo Global English Asia-Pacific Europe North America

18 marzo 2021

From the Economist's Chair: Iranian supply ticks higher, despite political roadblocks

Four months after the US election, and despite expectations that an incoming Biden Administration would prioritise an early breakthrough, resuscitation of the Joint Comprehensive Plan of Action (JCPOA) on Iran’s nuclear programme more realistically looks like a late-202...

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Crudo Global Asia-Pacific Middle East North America English

03 marzo 2021

From the Economist's Chair: A Fourth Bridge for Opec+

The Forth Bridge in Scotland was opened on the 4th of March 1890. Opec+ Ministers will hope their meeting on the same date 131 years later provides a bridge to both stronger oil demand and sustainably higher prices.

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Crudo Global English Africa FSU Latin America and Caribbean Middle East North America

23 febrero 2021

From the Economist's Chair: The pros and cons of super-cycling

Commodity prices have moved sharply higher since November amid disrupted supply, healthy Chinese import demand and vaccine successes, with imminent demand recovery and broader inflation concerns now stoking expectations of a commodity super-cycle. However, persistent ec...

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Crudo Metales Gas natural/GNL Global English Asia-Pacific Europe Middle East Latin America and Caribbean North America

17 diciembre 2020

From the Economist's Chair: Shifting policy priorities will drive China’s 2021 commodity demand

China’s imports of key commodities, totalling 2 billion tons and covering energy, agricultural products and metals, were up by a robust 7% year-on-year (y-o-y) during January-November 2020, with iron ore, soy, meat products and crude oil the strongest performers.

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Asia-Pacific English Agriculture Carbón Crudo Fertilizantes GLP/LGN Metales Gas natural/GNL Petroquímicos

10 diciembre 2020

From the Economist's Chair: Back towards the sweet spot?

Sentiment may be shifting to the upside for a US shale sector that recently took a standing count, but is it premature to herald fledgling recovery for a sector battered by collapsing demand, slumping prices, capital starvation, bankruptcies and an incoming Biden Admini...

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Crudo Global North America English

17 noviembre 2020

From the Economist’s Chair: Irrational Exuberance

Events since early November have boosted equities, strengthened crude oil prices, placed a floor under the USD index and moderated some of the recent safe-haven demand for gold.

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Crudo Productos refinados Global English Africa Europe Latin America and Caribbean Middle East North America

02 noviembre 2020

From the Economist's Chair: US election fog could intensify crude’s roller coaster

Intra-day crude volatility has doubled since early-September, on renewed uncertainty over Opec+ intentions, recovering Libyan production, weakening oil demand amid resurgent Covid-19 and, not least, a fractious US Presidential and Senate election campaign, which may see...

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Crudo North America English

26 octubre 2020

From the Economist’s Chair: Energy outlooks offer divergent paths for oil demand

The annual autumn glut of energy outlooks shows disparate potential global oil demand levels by 2040, with Covid-19’s aftermath now augmenting energy transition pathways as a source of uncertainty.

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Crudo Global English Petroquímicos Flete y Transporte Africa Asia-Pacific Europe Latin America and Caribbean North America

30 julio 2020

From the Economist’s Chair: Dog Days

The Covid-19 caseload is rising again and commodity markets have lost some of their earlier optimism, so a steady hand will be required to implement policies that help avoid another phase of blanket lock-down.

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Crudo Metales Global English Africa Asia-Pacific Europe Latin America and Caribbean Middle East North America Fertilizantes Gas natural/GNL

22 junio 2020

From the Economist’s Chair: Paint It Bleak

As summer arrives and the world emerges from lock-down, hopes are high for gradual economic and oil demand recovery. Alongside reasonable levels of Opec+ discipline, this could help place a floor under crude prices. But whisper it quietly, a bleaker scenario also exists...

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Crudo Global English Africa Asia-Pacific Europe Latin America and Caribbean Middle East North America

22 mayo 2020

From the Economist’s Chair: US shale – this time is different

US shale’s decline and recovery trajectory from 2014-2017 is unlikely to be replicated this time around. A different market backdrop, financial pressures and sector consolidation all point towards a “hockey stick” path, with a steep decline and shallower recovery likely...

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Crudo North America English

13 abril 2020

Podcast – From the Economist's Chair: Forget 2020, save 2021

Argus Media Chief Economist David Fyfe reviews last week's Opec+ and G20 meetings and the resulting, highly-anticipated crude oil production cut agreement.

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Crudo Global Africa Asia-Pacific Europe FSU Latin America and Caribbean Middle East North America English

06 abril 2020

From the Economist's Chair: Opec+ isn’t over until it’s over...

British Labour Prime Minister Harold Wilson said during the 1960s that “a week is a long time in politics”. If so, a month seems like an eternity for an oil market buffeted by coronavirus and the Opec+ fracturing that took place on 6 March in Vienna.

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Crudo Productos refinados Global English Asia-Pacific Europe Latin America and Caribbean Middle East North America

24 marzo 2020

Podcast - From the Economist’s Chair: How might coronavirus alter markets?

Argus Chief Economist David Fyfe considers more broadly the changes this cruel coronavirus episode might force upon international commerce, global relations and the commodity markets.

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Crudo Productos refinados Global English Africa Asia-Pacific Europe FSU Latin America and Caribbean Middle East North America Carbón Fertilizantes GLP/LGN Metales Gas natural/GNL Petroquímicos Flete y Transporte

12 marzo 2020

From the Economist's Chair: Counting the cost of fractured discipline

Riyadh may have decided the strategy of pursuing price, rather than market share, which served it well in the past, is now just too big a stretch.

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Crudo Global English

04 marzo 2020

From the Economist's Chair

Nailing jelly to the wall…continuously: Uncertain times call for exceptional measures. That’s what confronts Opec+ producers as they meet on 5 and 6 March in Vienna.

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Crudo Global English

21 febrero 2020

From the Economist's Chair: Oil in transition

As the petroleum industry gathers in London for its annual IP Week jamboree, it seems assailed on several fronts along its planning horizon: economic downturn and coronavirus in the short-term; consolidation and slower supply growth from US shale in the medium-term; and...

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Crudo Productos refinados Global English

27 noviembre 2019

Viennese waltz: OPEC+ dancing between a rock and a hard place

Early indications suggest that Opec+ may simply extend their existing output deal beyond March 2020 when they meet on 5-6 December in Vienna. Broader commodity markets have shifted higher amid signs of an imminent stage-one US-China trade deal, and the IMO 2020 bunker r...

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Crudo Global English Africa Middle East Latin America and Caribbean Europe

07 agosto 2019

From the Economist's Chair: The geopolitics of crude

From the Economist's Chair: The geopolitics of crude - Trade disputes, sanctions and changing trade flows. Geopolitics remain pivotal in influencing crude prices and investor sentiment – to both the upside and downside.

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Crudo Global English Productos refinados Africa Asia-Pacific Europe Latin America and Caribbean Middle East North America

12 julio 2019

From the Economist's Chair: State and Future of Global Energy 2019

Welcome to the first in our blog post series from David Fyfe, Chief Economist at Argus Media. In this episode, Dr. Rouben Indjikian, lecturer in energy and commodities at Webster University Geneva speaks to David about the state and future of global energy.

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Global Crudo Productos refinados English Asia-Pacific Europe Middle East North America

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