LearnETRM - S1 E5 - Oil Markets Decoded- Geopolitics to Venezuela’s Reality - Arne Lohmann Rasmussen

Описание: New episode of Learn ETRM is live

In this episode, we had the privilege of hosting Arne Lohmann Rasmussen, Chief Analyst & Head of Research at Global Risk Management in conversation with Chirag Ahuja and Ranjan Bhat, for a deep and practical conversation on today’s oil markets.

From geopolitics and OPEC strategy to supply–demand dynamics, investor flows, contango vs backwardation, and the realities behind Venezuela, and heavy crude markets - Arne breaks down complex topics with rare clarity.

A few key takeaways:

Oil prices are still fundamentally about supply & demand — geopolitics amplifies, but doesn’t replace them
Oversupply limits the long-term impact of geopolitical shocks
Contango and backwardation tell powerful stories about market balance
Financial flows add short-term volatility, but rarely set long-term price direction
Energy transition is real — but oil (especially fuel oil & petrochemicals) isn’t disappearing anytime soon

A masterclass in separating signal from noise in an information-overloaded market.

Highly recommended for traders, analysts, risk managers, and anyone navigating the energy markets.

#LearnETRM #EnergyMarkets #OilMarkets #ETRM #RiskManagement #Commodities #Geopolitics #EnergyTransition #Trading #hedging


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