Matthieu Favas

speaker

128 appearances 1 recordings 1 series first heard Jul 2026 last heard 2 Jul

Matthieu Favas’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

newest first · ▶ plays the moment

The Intelligence from The Economist · Roaring trades: oil majors’ secret success story · 2 Jul 2026 podcast

And so you're starting to see that in the way you speak about it.

And also the national oil companies.

Which are the big state own oil producers which are in the big oil producing countries.

So in the Gulf, for example, Saudi Aramco.

Or Ad Nok, which is the Abu Dhabi National Oil Company.

They also want to do it.

So I spoke to one recruiter for this piece and he said

that's the Americans and the national oil companies, Exxon in particular and Adnoc.

are among the biggest recruiters at the moment of of traders worldwide.

So they're really quite keen to do it.

To do it properly this time, with the right number of people, right number of dollars to spend.

That's right.

But even if they do that, to your first point.

Closing the gap may still take quite a few years because it's it really is quite a a finely tuned machine, um a well oiled, you know, race car that you need to to put together to to make it work.

You know, you

You prepare the car, you do a race during a crisis, you look at the data when it comes back, you make a few tweaks and then you do another race.

But this could take many, many cycles before

You get very good at it.

That is to

I would say the European majors still have a few years of really lucrative trading.

Showing 101–120 of 128 · page 6 of 7