Podcast: Live from IE Week: The battle for fundamental fair value in an age of geopolitical disruption
In the latest episode of Trade with Conviction – live from IE Week in London – the team unpacks the growing disconnect in global energy markets: clear signs of a crude glut, yet spreads remain stubbornly backwardated as geopolitics and sanctions keep traders on edge.
Key Takeaways:
> Is the oil glut real – evidence for physical length even with high headline risk?
> Do fundamentals matter in age of geopolitical disruption?
> How are Sparta arbs changing in the face of new market dynamics
> Our key short and medium term trade recommendations
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