Investec Focus Radio UK features conversations between leading minds and other experts on economics, investments, business and working culture and topical issues beyond wealth.
Latest episodes
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5 min
S05 Ep05 Energy Market Update: Rising gas prices add pressure to the UK energy outlook
Brent crude reached $117.50 a barrel last week as renewed attacks on shipping in the Strait of Hormuz heightened supply concerns. Physical market tightness, rather than speculative…
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4 min
S05 Ep04 Energy Market Update: Oil supply risks mount as Middle East tensions intensify
Trump’s efforts to lower diesel prices have had little lasting impact, with New York futures near $200 a barrel. Brent crude touched $110 as attacks on shipping in the Strait of Ho…
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5 min
S05 Ep03 Energy Market Update: Russian diesel deal offers limited relief to global markets
Trump’s announced deal to import Russian diesel offers limited relief, with the proposed 3.7 million barrels small relative to global demand and delivery uncertain amid damage to R…
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6 min
S05 Ep02 Energy Market Update: G7 reserve release offers temporary relief for UK diesel market
The G7’s 100 million barrel reserve release could ease diesel costs for UK businesses and motorists, following Trump’s confirmation that US diesel exports will continue. However, u…
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6 min
S05 Ep01 Energy Market Update: Oil markets caught between diplomacy and disruption
Brent’s sharp swings, from $97 to above $108 a barrel, reflecting the uncertainty over renewed US-Iran talks and the future of the Strait of Hormuz. Please note: this podcast is pr…
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5 min
S04 Ep50 Energy Market Update: Could Brent crude climb back above $120?
Brent crude has surged above $106 a barrel after touching $110 last week, as threats to Saudi exports deepen concerns over global supply. Disruption in the Red Sea, Houthi advances…
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17 min
The signals from oil, bonds and inflation
Oil, bond yields and inflation are sending a more cautious signal on the global outlook. Growth has held up better than expected. But energy markets remain tight, long-term borrowi…
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4 min
S04 Ep49 Energy Market Update: Oil prices climb as US-Iran tensions disrupt shipping
Brent crude has climbed above $97 a barrel, its highest level since mid-July, as renewed US-Iran tensions disrupt shipping and keep markets on edge. In this episode, we examine the…
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4 min
S04 Ep48 Energy Market Update: Strait tensions keep energy markets on edge
Brent crude is back above $90 a barrel after renewed US-Iran hostilities reversed last week’s slide towards $85. In this episode, we examine the fragile diplomacy around the Strait…
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3 min
S04 Ep47 Energy Market Update: Renewed US-Iran tensions could push Brent above $100
Brent crude approached $95 a barrel last week, its highest since mid-July, as markets reacted to Iran’s missile attack on the UAE and President Trump’s plan to isolate Iran economi…
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5 min
S04 Ep46 Energy Market Update: UK fuel costs face prolonged pressure from supply disruption
Brent crude remains in the high $80s as hopes fade for a US–Iran agreement and shipping through the Strait of Hormuz stays severely disrupted. Longer-dated crude prices suggest con…
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6 min
S04 Ep45 Energy Market Update: Oil markets await a breakthrough on the Strait of Hormuz
Hopes of a deal to reopen the Strait of Hormuz pushed Brent below $80/b last week, but progress has proved elusive. With talks dragging on and tensions across the region continuing…
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3 min
S04 Ep44 Energy Market Update: Hormuz negotiations offer hope, but major differences remain
Brent crude has slipped below $83 a barrel after Donald Trump announced another ceasefire, echoing last week’s brief market relief before fighting resumed. This episode examines th…
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5 min
S04 Ep43 Energy Market Update: Red Sea disruption keeps oil market on edge
Brent topped $100/b last week, driven by escalating US-Iran tensions and Houthi attacks threatening Saudi crude exports through the Red Sea. Prices have since retreated to around $…
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5 min
S04 Ep42 Energy Market Update: Brent climbs above $90 as Middle East tensions hit energy markets
Brent crude has risen above $90 a barrel as escalating US-Iran tensions revive fears of prolonged energy disruption. Attacks on military, energy and water infrastructure, alongside…
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4 min
S04 Ep41 Energy Market Update: Crude oil flows remain resilient despite Gulf risk
Brent traded near $70/b last week, reflecting confidence that oil will keep moving out of the Persian Gulf despite continuing risks around the Strait of Hormuz. Some operators are…
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6 min
S04 Ep40 Energy Market Update: Oil markets stay calm as US-Iran tensions flare again
Oil markets enter the week looking calm despite renewed US-Iran tensions. Brent fell near $71 a barrel last Friday as hopes of normal shipping through the Strait of Hormuz improved…
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6 min
S04 Ep39 Energy Market Update: Brent falls below $76/b after Initial U.S.–Iran agreement
Brent fell below $76/b last week after the U.S. and Iran reached an initial agreement, easing some of the war-related risk premium. However, uncertainty remains over the Strait of…
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3 min
S04 Ep38 Energy Market Update: Brent crude drops below $83 as US-Iran deal raises hopes for Gulf shipping reco…
Oil markets eased sharply after the US and Iran agreed the outline of an interim deal, although the agreement has not yet been formally signed and key details remain unpublished. P…
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4 min
S04 Ep37 Energy Market Update: Brent nears $98 as Iran-Israel tensions rekindle supply fears
Brent crude briefly approached $98/bbl after renewed military exchanges between Iran and Israel heightened concerns over Middle East supply risks. Iran launched rockets following I…