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 七月 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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16 六月 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 原油 化肥 天然气/LNG 成品油 化工品 运输 全球市场 亚太地区 欧洲 拉丁美洲和加勒比地区 北美

05 五月 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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全球市场 非洲 亚太地区 欧洲 拉丁美洲和加勒比地区 中东 北美 Agriculture 生物能源 煤炭 原油 碳排放 化肥 液化石油气/NGL 金属 天然气/LNG 成品油 化工品 电力 运输 英语

08 四月 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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18 三月 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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03 三月 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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23 二月 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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原油 金属 天然气/LNG 全球市场 英语 亚太地区 欧洲 中东 拉丁美洲和加勒比地区 北美

17 十二月 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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亚太地区 英语 Agriculture 煤炭 原油 化肥 液化石油气/NGL 金属 天然气/LNG 化工品

10 十二月 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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17 十一月 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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02 十一月 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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26 十月 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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原油 全球市场 英语 化工品 运输 非洲 亚太地区 欧洲 拉丁美洲和加勒比地区 北美

30 七月 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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原油 金属 全球市场 英语 非洲 亚太地区 欧洲 拉丁美洲和加勒比地区 中东 北美 化肥 天然气/LNG

22 六月 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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22 五月 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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13 四月 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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06 四月 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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24 三月 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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原油 成品油 全球市场 英语 非洲 亚太地区 欧洲 FSU 拉丁美洲和加勒比地区 中东 北美 煤炭 化肥 液化石油气/NGL 金属 天然气/LNG 化工品 运输

12 三月 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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04 三月 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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21 二月 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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27 十一月 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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07 八月 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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12 七月 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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