Home
Categories
EXPLORE
True Crime
Comedy
Society & Culture
Business
Sports
Technology
Health & Fitness
About Us
Contact Us
Copyright
© 2024 PodJoint
Podjoint Logo
US
00:00 / 00:00
Sign in

or

Don't have an account?
Sign up
Forgot password
https://is1-ssl.mzstatic.com/image/thumb/Podcasts123/v4/3e/91/94/3e919494-26f0-3c0e-4ffc-9b01821b9802/mza_11480314432757459578.jpg/600x600bb.jpg
Macro Crude: Understanding Finance and The Global Economy (Oil, Stocks, Commodities, Currencies)
Macro Crude
37 episodes
5 days ago
The intention of macro crude is to give you a very simple view on key movers of the macro economy, the world of oil, politics. The intersection of what moves currency markets, key themes for stocks, bonds. And really understanding the world of finance - one day at a time - and in punchy audio sessions which are less than five minutes. We will publish charts on our twitter account that cover interesting themes across major markets - whether its a chart on oil inventories in China - or a chart on the unemployment rate in the US, vote counts and we will distill it into a fact based view - while connecting the dots for you in the world of finance. With the hope that this will be both a learning opportunity, invite a discussion and more importantly be a platform that sparks ideas and debate around key macro crude topics that impact our lives.
Show more...
Investing
Business
RSS
All content for Macro Crude: Understanding Finance and The Global Economy (Oil, Stocks, Commodities, Currencies) is the property of Macro Crude and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The intention of macro crude is to give you a very simple view on key movers of the macro economy, the world of oil, politics. The intersection of what moves currency markets, key themes for stocks, bonds. And really understanding the world of finance - one day at a time - and in punchy audio sessions which are less than five minutes. We will publish charts on our twitter account that cover interesting themes across major markets - whether its a chart on oil inventories in China - or a chart on the unemployment rate in the US, vote counts and we will distill it into a fact based view - while connecting the dots for you in the world of finance. With the hope that this will be both a learning opportunity, invite a discussion and more importantly be a platform that sparks ideas and debate around key macro crude topics that impact our lives.
Show more...
Investing
Business
https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded/6251373/6251373-1591878266651-d6c550f9e3017.jpg
Impact of COVID on peak oil demand analysis: We test some of the bedrock efficiency assumptions of long term oil demand.
Macro Crude: Understanding Finance and The Global Economy (Oil, Stocks, Commodities, Currencies)
19 minutes 8 seconds
5 years ago
Impact of COVID on peak oil demand analysis: We test some of the bedrock efficiency assumptions of long term oil demand.

Energy demand is 4% lower than it would have been without efficiency gains. Between 2015-2018 energy efficiency improvements helped reduce 3.5 Gt of Co2 – roughly equivalent to the energy-related emissions of Japan over the same period. 

Why has energy efficiency fallen:

  • Consumers      preferring larger cars – vehicle occupancy rates have fallen
  • Residential      buildings – increased device ownership and use, growth in per capita      residential floor area in all economies.
  • China      and the US increased their share of industrial production - pushing up demand for primary energy      fuels
  • Coal      power generation increased in 2017 (3%) and 2018 (2.5%)

But with COVID-19 oil intensity is likely to go higher - although overall consumption faces a cyclical headwind due to the economy. The per user oil intensity is likely to be higher. Especially with demand for PPE , Face Masks and more protection for packaging food.

Macro Crude: Understanding Finance and The Global Economy (Oil, Stocks, Commodities, Currencies)
The intention of macro crude is to give you a very simple view on key movers of the macro economy, the world of oil, politics. The intersection of what moves currency markets, key themes for stocks, bonds. And really understanding the world of finance - one day at a time - and in punchy audio sessions which are less than five minutes. We will publish charts on our twitter account that cover interesting themes across major markets - whether its a chart on oil inventories in China - or a chart on the unemployment rate in the US, vote counts and we will distill it into a fact based view - while connecting the dots for you in the world of finance. With the hope that this will be both a learning opportunity, invite a discussion and more importantly be a platform that sparks ideas and debate around key macro crude topics that impact our lives.