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The only oil futures market specific podcast is back. Join Onyx Capital Group CEO, Greg Newman, and a plethora of industry guests as they dig down each week into the issues that affect the market. Are you paying attention?
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These podcasts series will deliver to you the main ideas discussed in the book Regulation and Supervision of the OTC Derivatives Market written by Dr. Ligia Catherine Arias-Barrera, published by Routledge in 2018, and ranked third within the best new banking law books to read in 2018 and 2019 by BookAuthority. In 2024 this podcast explores the key discussions of the book The Law of ESG Derivatives: Risk, Uncertainty and Sustainable Finance by Dr. Ligia Catherine Arias-Barrera. (Routledge, 2024)
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show series
 
Crude flat price has been remarkably neutral in the past week, sitting around $82/bbl (slightly down from $83/bbl). However, the market has found a genuine equilibrium - a price level where everyone seems happy. Looking to the refinery margin, Naphtha showed significant strength with the MOPJ crack for April exceeding -$5/bbl, while Mar/Apr in the …
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This episode is a second sneak peek into the upcoming book: The Law of ESG Derivatives: risk, uncertainty and sustainable finance (Routledge, 2024). It examines the impact of ESG derivatives on sustainability goals. It explores how these financial instruments can align investment strategies with ESG principles to drive positive environmental and so…
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Oil markets are all of a sudden kicking into gear, and it seems we are now on that highway to the danger zone. With every market indicator of the underlying physical market strong, and forward derivative prices indicating that this will last for some time, the only thing left to truly perform is the outright price. Will this carry through? And will…
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It's been another rangebound, albeit less bullish week in Brent futures. Crude prices came off from around $84/bbl. down to the low 80s, where it found some support on Monday. As for the refinery margin change, Dated Brent is significantly weaker. There were some significant moves in gasoline and gasoil. The latter saw a real weakness in prices ami…
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In a special episode of our Onyx Leadership podcast series, Group CEO Greg Newman sits down with Jorge Montepeque, the new Managing Director - Benchmarking. Jorge, an industry legend, pioneered oil pricing by introducing benchmarks, revolutionising communication across different sites worldwide. When Greg first started trading, most traders relied …
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It's been a bullish week for crude flat price this week and has been supported above $80 levels, reaching a peak of $85.50, which is seemingly finding resistance at current levels. However, overall market sentiment has been quite bullish from both hedge funds and speculators alike. As for refinery margins; there's been a week-on-week decline of nea…
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Last week, Brent crude flat price rallied, pushing up over $80/bbl and staying there since then. The rejected ceasefire deal on Feb 06 supported this bullish momentum. We've seen strength across refinery margins - particularly in Europe - with a notable rally in product prices, including strong bidding in the physical market. Greg, Martha, and Jame…
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Brent futures softened from over $80 last week, to stabalise around $78/bbl on Feb 6. Geopolitically, tensions persist in the Middle East with ongoing conflicts and ceasefire talks proving elusive. Despite positive economic indicators, market enthusiasm appears lacking, reflected in WTI spreads in contango and a rangebound regime across the crude c…
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First sneak peak of the upcoming book: ‘ The Law of ESG Derivatives: Risk, Uncertainty and Sustainable Finance’ to be published by Routledge during the first semester of 2024. This book weaves together a comprehensive legal analysis of sustainable finance regimes governing Environment, Social and Governance (ESG) derivatives, with insightful sociol…
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Brent futures spent most of the week with prices typically above $80 per barrel, recording a second week of gains. Geopolitical risk premiums strengthened, and positive economic news from the US, along with promising developments in China, contributed to the positive sentiment. As for refinery margins, it's been a positive week, with products drivi…
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Brent futures saw sub $77/bbl levels on 17 Jan after poor economic data from China saw the GDP rise by 5.2% in Q4 compared to the forecast of 5.3%. CFTC data for the week to Jan 16, (in Brent futures) saw a continuation of a more bullish sentiment, with bullish speculators adding almost 15mbbls (+5%) of length, whilst their bearish counterparts dec…
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Onyx Director Jonah Van Bourg discusses his extremely eventful career thus far with CEO Greg Newman. From how his experience working at Goldman Sachs and Vitol, to working on the floor on Lehman Brother's floor, in the midst of the biggest bankruptcy in American history. Jonah discusses his experience in crypto trading and sheds light on how crypto…
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Supply and demand modelling is no longer enough to accurately determine market value. The recent market has been a perfect illustration of this in key differentials in the oil market, which have been driven by stop outs, pushing market prices against the fundamental consensus. Example discussed are the North Sea differential rally in prompt DFLs, B…
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World of Oil Derivatives is back for 2024! With a new year, traders, market analysts and market observers are looking for a consensus. Research houses are making their claims, and banks their forecasts, and it will still be 1-2 months before we hear from trade houses and majors about their outlook for the year. So could the global economy surprise …
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In another episode of our Onyx Leadership series, Onyx Capital Group CEO is joined by Onyx Partner and Head of Desk for NGL, Luke Mcdermott. Luke discusses his years of experience in the industry and the minutia of NGL’s. Most importantly Luke discusses the current situation of the Panama Canal and what that means for Traders and the economy. Chapt…
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The resolution of the OPEC drama has brought contentment to market players as they embrace a stable oil price in the low 70s. Despite this relief, demand concerns persist as Brent spreads remain in contango until April/May'24, indicating a prevailing weak physical sentiment in the market. Complicating matters, a geopolitical risk premium hangs over…
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In the latest developments in the global oil market, bearish sentiment has taken hold as OPEC cuts clash with the surge in non-OPEC production (notably from the United States and Guyana). The market is treading cautiously, adopting a risk-off stance as it awaits crucial macroeconomic headlines. Investors are on edge in anticipation of the CPI repor…
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Industry Legend and Director of Levmet, Kurt Chapman, joins Onyx CEO Greg Newman to discuss the evolution of the Dated Brent market. Kurt discusses his plethora of experience in the physical and financial markets. He graduated from Harvard University with a BA in Economics and went on to serve as an Infantry Officer in the US Marine Corps. He expla…
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Onyx Research Associate Martha Downing joins CEO Greg Newman with a market update and the pair discuss how the markets were affected pre and post OPEC meeting. Martha informs us how the refinery margin changed. Crude and the products are still weak and gasoil is weighing down the margins in both regions. The end of last month saw players holding th…
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In this episode of our Onyx Leadership podcast series, Chief Technology Officer Ishaan Hemnani joins Onyx CEO Greg Newman to discuss the vital role of technology in the oil derivatives industry. Ishaan is an extremely unique and rare person within the industry, having experience as Fuel Trader, before pivoting into technology and creating Bunker X,…
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A volatile market influenced by OPEC headlines is still leaving oil markets sitting anxiously in “wait and see” mode. With the anticipation surrounding the upcoming OPEC meeting, Brent crude has been oscillating around $80. The market is expecting OPEC to deepen existing cuts, with fundamentals largely skewed to the downside. Refinery margins have …
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Oil market participants are anxiously in “wait and see” mode ahead of the OPEC meeting and Greg shares his presentation summarizing market sentiment over recent months. Greg discusses the current state of oil markets, highlighting a recent sell-off in Brent crude below $90 per barrel at the beginning of Q4. The impact of the Israel-Hamas conflict a…
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In this special episode of our Onyx Leadership podcast series, hosted by Onyx Capital Group's CEO Greg Newman, we sit down with Chief Revenue Officer Miles Hempsall to discuss Miles' journey within the world of oil derivatives. Miles shares his ethos on building commercial success, the challenges and opportunities of creating value in research and …
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Onyx Research Analyst Martha Dowding joins Onyx Capital Group CEO Greg Newman for a market update, a discussion on the growth of oil demand growth (noting an increase to 4 million barrels per day despite challenges), and Martha recommends her Trade Idea of the week is to long the Q1 regrade due to shifting weather forecasts in Asia. Greg expresses …
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The team discusses the current Brent flat price (around $83/bbl), with prices down due to concerns about China's economic situation and traders now discounting geopolitical risk. Greg, Vincent, and Martha mention a decline in managed money positions in recent weeks, contributing to an overall bearish outlook in the oil market. Vincent predicts the …
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Onyx Researchers Martha and Vincent join CEO Greg to discuss the main stories of the week, including the impact of the Israil / Gaza conflict on the market - Crude oil remains below $90/bbl and has fallen to $85/bbl week-on-week as Israel’s ground operations in Gaza remained limited, easing concerns of escalation into the wider region. The impact o…
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As another episode of our Onyx Leadership series, today we’ll hear from some of the women on the Onyx Team in Leadership roles. This episode is hosted by Alexandra Carlon, Head of Media & Marketing. She interviews Manny Sandhu, Head of Crude, Maria Boixados, Head of Direct Trading and Polly Cooper, Senior Associate Commercial Manager about the real…
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Onyx Researchers Martha and Vincent join CEO Greg to discuss the main stories of the week, including the large oil and gas merges and acquisitions. ExxonMobil acquired Pioneer and this is pretty much doubling down in shale oil, which is only strengthening the U.S. economy and energy security. Greg discusses the significant impact of the derivative …
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The ongoing Israel-Hamas conflict, and the potential for further escalations has led the crude oil market to experience a significant price increase in Brent and WTI, posting a near 6% gain on Friday (the highest daily percentage gain since April). Greg, Vincent and Martha ask (and answer) the question: Is $100 Oil back on the menu? Make sure to vi…
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CEO and Onyx Founder Greg Neman joins Research Associate Vincent Wu to discuss the Geopolitical Risk Premium and how the attacks on Israel have caused a bullish reaction. But the question is, what will happen to prices based on Iran’s role in the tensions in the Middle East? Vincent gives an update for what happened in the market last week. There w…
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With the interest rate worries continuing, the strong US dollar and products weak it begs the question as to “how are we not rallying?” The Research team discusses the complete weakness in RBBR right now. Although it’s very weak in the futures, the end user isn't seeing the good effects of this. Greg dives into a deep discussion into over-thinking …
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Will an oil price rally mean higher airfares? As people are looking to purchase flights home for Christmas, we of course notice that prices are drastically higher. Although this is a classic case of dynamic pricing, we also need to consider the role Brent plays in all of this, as there’s a clear sensitivity around $100 per barrel and $120 on the pr…
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Hiring the right people is key to any business's success. In this special episode, Greg is joined by John Beckwith, the Chief People Officer of Onyx Capital Group, to discuss the importance of proper recruitment, building strong business foundations, and what makes a great leader. John and Greg explain the harsh realities that CEOs are met with, wh…
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The Onyx Research team: Audrey, Martha and Vincent join CEO Greg Newman for a market update. Vincent discusses his first attendance to APPEC and the headlines that have since come out about trade houses and majors signalling bullish again after a lull this year. Which leaves us asking the question; what does Q4 hold? The LNG plant strikes in Austra…
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This week Greg is joined by Audrey as they discuss Onyx's futures report, building momentum in the crude market, and how the media narrative could play in to this anticipated rally. Greg Newman https://www.linkedin.com/in/oilderivatives/ Audrey Byrne https://www.linkedin.com/in/audrey-byrne-a32009183/…
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In this special episode, Greg speaks to English and New Zealand national boxing champion, Amy Andrew, about her life and career. Find Amy on instagram here https://www.instagram.com/amyandrewboxing/ Greg Newman https://www.linkedin.com/in/oilderivatives/על ידי Greg Newman
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Greg and the research team discuss the past week in LNG, share two trade ideas and provide some insight into Japan's energy markets. Greg Newman https://www.linkedin.com/in/oilderivatives/ Ehsan Massah https://www.linkedin.com/in/oilanalyst/ Vincent Wu https://www.linkedin.com/in/vincent-wu/ Audrey Byrne https://www.linkedin.com/in/audrey-byrne-a32…
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Director of Brokerage, Harry, and podcast regular Ehsan join Greg this week. They discuss strength in Naphtha, how oil swaps contracts are interconnected and the media narrative around the latest oil rally. Watch on YouTube here to follow along with referenced visuals. https://youtu.be/7SYkggRDSys Greg Newman https://www.linkedin.com/in/oilderivati…
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Joining Greg once again are Ehsan, Audrey and Vincent. The team review the Q2 financial reports for the big 6. And - a technical breakdown of how ETF flows interact with the oil market. Watch on YouTube here to follow along with visuals. Greg Newman https://www.linkedin.com/in/oilderivatives/ Ehsan Massah https://www.linkedin.com/in/oilanalyst/ Vin…
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This week Greg is joined by Ehsan, Vincent & Audrey. What are the market mechanisms behind the recent rally in gasoline? And - what impact will the issuing of 100 new North Sea contracts have on production? Watch on YouTube here to follow along with referenced visuals. https://youtu.be/qA-1HOGjQ_Q Greg Newman https://www.linkedin.com/in/oilderivati…
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Joining Greg this week are Mackenzie and Alec, senior brokers at Onyx Capital Group, as they share insights into their unique roles. Discover how the brokerage model is adapting to meet the needs of a new generation of traders and explore the value of information and expertise in a rapidly changing market. A must listen if you're curious about the …
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Greg is joined by Martha, Vincent & Audrey for this episode. What does the future look like for OPEC+? And - what will the impact of China's diversification strategy mean for global oil trade? Greg Newman https://www.linkedin.com/in/oilderivatives/ Martha Dowding https://www.linkedin.com/in/martha-dowding-ab84801a6/ Vincent Wu https://www.linkedin.…
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Onyx was co-founded in 2016 by Omar Kayaam and Greg Newman. After their success building and trading their own market-making desks at Mandara Capital, they left to start their own company with a view to capitalise on the rapidly evolving oil derivatives market. Seven years later - Onyx is the largest liquidity provider in oil derivatives, trading o…
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Ehsan, Vincent & Audrey join Greg for this episode. On the agenda is the bullish momentum in Brent and Saudi Arabia’s decision to extend its voluntary cuts. Greg Newman https://www.linkedin.com/in/oilderivatives/ Ehsan Massah https://www.linkedin.com/in/oilanalyst/ Vincent Wu https://www.linkedin.com/in/vincent-wu/ Audrey Byrne https://www.linkedin…
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The definitive book on financial oil markets is here! Greg speaks to performance expert and old friend James King about the release of his new book 'World of Oil Derivatives'. Greg talks about why he wrote the book and why now is the perfect time for a resource like this in the market. Greg Newman https://www.linkedin.com/in/oilderivatives/ James K…
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Ehsan & Vincent join Greg for this episode. The team touch on market influencers, value investing and why the oil derivatives market is going to present great opportunities for retail traders. Greg Newman https://www.linkedin.com/in/oilderivatives/ Ehsan Massah https://www.linkedin.com/in/oilanalyst/ Vincent Wu https://www.linkedin.com/in/vincent-w…
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This week, Greg is joined by Audrey & Vincent. Audrey asks whether markets are ready to handle AI-generated images and why humans are so bad at spotting them. Vincent looks at what the bloc can do to 'Make OPEC great again' and the team discuss S&P 500 and Nasdaq closing at highest levels since April '22. Greg Newman https://www.linkedin.com/in/oil…
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In this episode the Onyx Research team react to the outcome of the latest OPEC+ meeting and the Saudi output pledge. Ehsan Massah https://www.linkedin.com/in/oilanalyst/ Vincent Wu: https://www.linkedin.com/in/vincent-wu-099816125/ Martha Dowding https://www.linkedin.com/in/martha-dowding-ab84801a6/על ידי Greg Newman
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In this episode Greg Newman and Vincent Wu discuss the market dynamics surrounding another potenital OPEC+ cut. Plus - insight into the genesis and growth of #WuFridays Greg Newman https://www.linkedin.com/in/oilderivatives/ Vincent Wu https://www.linkedin.com/in/vincent-wu-099816125/על ידי Greg Newman
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Greg Newman speaks to the Onyx Data team. Discover how the integration of data-driven strategies is revolutionising decision-making processes, enhancing operational efficiency, and fuelling innovation within the oil swaps landscape. Greg Newman https://www.linkedin.com/in/oilderivatives/ Adam Butler https://www.linkedin.com/in/adam-butler-57629966/…
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