global markets
also referred to as: global market
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Mar 31, 2022 by Jesse Jenkins · across every show →
Everything said about global markets, oldest first
Mar 31, 2022 neutral
Jenkins: Corporate self-sanctioning stranded 1.5M barrels daily of Russian crude exports
“Already we're starting to see, I think the estimates are about a million and a half barrels of oil a day, which is, I think on the order of one or two percent of the global market of what normally would have been Russian crude being exported not finding a buye…”
Apr 6, 2026 positive
Bayes: Renewables hedge geopolitical disruption while fossil fuels hedge grid reliability
“Fossil fuels or conventional fuels are a hedge on reliability, ultimately, that they provide reliability benefits to a system that has become more reliant on, ah, intermittent sources of electricity, but clean energy systems or renewables are a hedge on geopol…”