Webinar on-demand: Fear vs fundamentals - how to navigate tariffs and OPEC+

Energy Aspects' leading analysts break down how to make sense of global markets and what our expectations are for markets.


After a tumultuous weekend following the announcement of unprecedented US tariffs and steeper-than-expected Saudi OSP cuts for May, the global oil and broader markets are in a state of flux.


To make sense of the markets, we hosted an Oil Webinar yesterday for our subscribers, which we are pleased to make available for you to watch on-demand.


Watch the Founder and Director of Market Intelligence  Dr Amrita Sen, Head of Geopolitics  Richard Bronze, Head of Oil Demand  Koen Wessels and Head of Analytics Dr Nicky Ferguson  discuss:


  • The escalating tariff war: The impact of Trump’s tariffs, how global markets are responding and adjusting.
  • OPEC+ and crude prices: With OPEC's decision to increase oil production, downward pressure on crude will remain, and crude falling below $50/bbl in the near term is a possibility.
  • The US and global economic implications: With Fed Chair Jay Powell acknowledging last week the risk of persistent price pressures from tariffs and suggesting the Fed could take its time before cutting rates added to growth worries.


Webinar recorded on 8 April 2025


The energy markets, post-US tariffs, are a fluid environment; insights provided were current at the time of publishing.

Watch the webinar

Please fill in your contact details to access

on-demand webinar.

Our expert analysts speaking in this webinar:

Dr Amrita Sen


Founder and Director of Market Intelligence

Button

Dr Nicky Ferguson


Head of Analytics

Richard Bronze


Head of Geopolitics

Koen Wessels


Head of Oil Demand

Recent insights

Podcast: John Normand and the US compression trade

December 16, 2025
Previously released for Energy Aspects subscribers, EA Founder and Director of Market Intelligence Dr Amrita Sen sits down with John Normand, Head of Investment Strategy at AustralianSuper. They discuss: John does not expect a US recession, rather he sees a compression story where RoR of investing in the US is more comparable to other countries. Fund continuing to diversify away from Australian assets, inherently exposed to China; John believes China is going through one of the world's most significant growth compressions in last 50 years. Without government intervention to actively buy the excess properties in the market, there is no case to be overweight China structurally. John still believes risk assets will outperform safe havens, but by less than previously as earnings growth will no longer be above trend. A ceiling on growth also constrains multiples. Energy transition a key topic in the fund; Amrita notes clear headwinds for Chinese growth, but another supercycle cannot be ruled out given weak upstream/downstream investment. Podcast recorded on 11 June 2025.
Form follows structure, Energy 360 market insight cover

Form follows structure

November 19, 2025
Explore our Energy 360 Market Insight analysing the drivers of global energy market volatility, oil, gas, and refined products outlook into 2026.

Webinar on-demand: Alternative Data

November 19, 2025
What was covered in the webinar: An introduction to Energy Aspects’ Alternative Data suite and the integration of data scientists with analysts to enhance market insights. An overview of LNG market developments , including the upcoming supply wave and the importance of tracking LNG trains individually for accurate market analysis. Explanation of proprietary construction monitor curves and their role in revising supply balances and identifying project delays, with examples of client demand for these as standalone products. Details on the construction monitor dataset , which tracks projects through to mechanical completion and provides both historical and under-construction asset data. Insights into the expansion of alternative data use cases, particularly for understanding gas demand and broader energy market trends. Webinar recorded on 18 November 2025.