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 monthsRecordings per month over the last 12 months — 35 in all, peaking in Jul 2026 with 5.
Appearances
seen any attacks coming from the Americans whilst at the same time, as you mentioned, there there has been a um a a response from the Americans in terms of their own proposals.
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So we have to wait and see how where we land on this.
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But to your point, at least reportedly, there's no discussions yet on terms of what's going on with the um nuclear sort of agreement, or if any of any agreement, and at the moment they seem to be very, very far apart.
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um it's cautiously optimistic at at best.
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Yeah, I mean the the issue there is that there's the accusations from President Trump that the um the Europeans and have not uh remained compliant with the the the existing deal that they struck last year.
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Um whilst at the same time um you know reports coming from from Europe is that this could be a significant sort of lift in terms of terms of tariffs.
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The the the exports of European cars to to the US have declined.
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significantly and and this could exacerbate the situation.
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So it's not ideal and and it just kind of highlights the tensions that exist between Europe and the US, which expand beyond trade um to the military component um and and now the withdrawal of of of troops as well.
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Yeah, so so that's in terms of sort of news and and and reports uh since Friday, um when you listen to sort of all executives in the US, that they've been cautioning about this idea that one of the reasons why not only the US economy but overall the global economy has performed relatively well despite all this conflict, is because we have been using those buffers and stockpiles and and at the rate we go in and if you think
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is going to last for another two months or then those buffers are going to disappear.
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And that's when you're really going to feel the strain.
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And and particularly when you think about
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Asia that then it it expands to this idea that refined products, there's not a great deal of stock and reserves of it.
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You need the, you know, the crude to to make the the refineries and and that's where those buffers could probably even be
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um more exacerbated in a sense that if they're not there, then we we could feel the strain a little bit more here in Asia.
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So um it's an important distinction and even as as you did over the weekend, uh is something that um uh that you guys discussed and uh the the weekend uh uh call.
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So um so it's an it's an important dynamic.
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But to your point, at the moment, um the US market in particular, the equity market is is running on
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