Energy trading - APAC Physical | Energy asset investment | Commodities PM | Polo & Racing anything that combusts
Shanghai / Singapore / London
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Toby retweeted
.@TobyCopson, Managing Partner, @DavenportEnergy shares why traders should remain cautious despite the recent drop in crude prices.
🎧 Watch the full interview here: piped.video/_QUnUlTrEt0
#OilMarkets #CrudeOil #MarketVolatility #Geopolitics #EnergySecurity #StraitOfHormuz #Iran #RussiaUkraine #GlobalEnergy
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Unpacked a lot here
Over the next few weeks, what key signals should markets watch to determine if this is real relief or just noise?
👉 CLICK HERE TO WATCH: piped.video/CVgJmVAxRiI
@TobyCopson #Geopolitics #EnergyCrisis #USIran #StraitOfHormuz #BrentCrude #EnergySecurity #GlobalMarkets #OilPrices #MiddleEast
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Toby retweeted
A surprise Iran-US ceasefire triggered sharp market selloffs, but Marc Ostwald warned uncertainty and structural disruptions persist. Anne-Sophie Corbeau highlighted limited LNG exposure yet affordability concerns and demand shifts. Clyde Russell stressed ongoing physical supply tightness in Asia. Toby Copson emphasized fragile sentiment, unchanged fundamentals, and continued volatility despite headline-driven price relief.
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@MOstwald1 @ClydeCommods @TobyCopson
#EnergyMarkets #Brent #Oil #Geopolitics #EnergyCrisis #GlobalMarkets #OilPrices #SupplyShock #AsiaEnergy #MarketVolatility #Commodities #OilandGas #USIran #StraitofHormuz
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Enjoyed the interview, thanks for having me @gulf_intel
piped.video/bZ-OsaHtcVY?si=TM3u…
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Very long heavy diff grades. Netbacks are obtuse. Freight is manageable. Will book more. @CRUDEOIL231 , @OilCfd , what say you?
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APAC physical markets & China particularly being my operational hunting grounds, I'm looking forward to this.
@Commodities_Ppl #oott @uniper_energy
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Looking forward to returning as Chair for Energy Trading Week for the third year of the apac conf. First panel looking like a good one @Commodities_Ppl
#com
#oott
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Obfuscate, capitalize on the discount/arb, manage relationships and sell the marginal.
How China circumvents US sanctions to buy blacklisted Russian LNG
🇨🇳🤝🇷🇺
The southern port of Beihai has accepted at least 20 shipments from sanctioned Russian LNG projects since Aug.
China is now building a shadow fleet to expand that trade. Thread 🧵
bloomberg.com/graphics/2025-…
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Good article from @JamisonCocklin at Natural Gas Intelligence on current #LNG demand in China which I shared my outlook on.
naturalgasintel.com/asian-ln…
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Giving a #Polo lesson to two amazing @GCT_events riders. Future ladies polo stars @LonginesEq @LonginesMasters
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Great having the dude back in town @pauloakenfold instagram.com/p/Bhi3PwcAUM0Q…