Rodrigo Catril

speaker

7,882 appearances 78 recordings 1 series first heard Sep 2024 last heard 3 Sep

Rodrigo Catril’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 — 35 in all, peaking in Jul 2026 with 5.

Appearances

newest first · ▶ plays the moment

NAB Morning Call · Back and buying · 6 Jul 2026 podcast

So it's been quite impressive in that regard.

Well, now that you mention it, um yeah, the the the the point three when it comes to all these dynamics is that um we also gotta remember that there's a lot of these reserves that have been drained, um particularly the US.

So um from a security or national security perspective, um we do have uh the US and China for that matter, that eventually they're gonna come back into the market to start buying and build those reserves again.

again.

And many countries, uh including Australia, you know, the the issue of n of energy security.

Um many are ca many countries are looking to build more of their own reserves.

So um there's another sort of big buyer if you like, uh maybe gradual buyer, maybe buyer on dips, uh, but certainly a significant buyer that will come into the market eventually.

So so that's why we we think that um

It's difficult to sort of see these this idea of prices he heading back towards fifty dollars.

Um um because of all these dynamics, but obviously we have to wait and see how it plays out.

Yeah.

Um and she also warned that, you know, energy prices have come down but um there's still more to to play in terms of um sort of secondary effects, pipeline and supply chain disruptions.

Um and and and we basically warned that we're not yet at pre war levels.

So um she's still a little bit more kind of on the on the wary side that inflation uh may take

uh a little bit longer to to ease and therefore the need for for uh tightening is still there.

Um but uh ECB Wonch uh was also speaking um and and he was a little bit more kind of relaxed uh and and maybe uh at least on on a wait and see mode.

Um but um I I think that the the story coming from the ECB that there's as usual a lot of uh different opinions.

Um but not so certainly not not the majority is not looking for hikes.

So that's why I think the market is sort of comfortable with the idea that for now, at least near term, nothing's happening.

Uh and a hike later in the year, uh it remains a question, it remains to be

Showing 701–720 of 7,882 · page 36 of 395