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.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 35 in all, peaking in Jul 2026 with 5.

Appearances

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NAB Morning Call · D-day for Hormuz · 22 Mar 2026 podcast

Um Morningfield, yeah. voice-verified

I I would add that there's there was a bit of a sort of rude awakening, if you like, and realisation that the the prospect of uh the conflict becoming a protected affair uh became a little bit more likely. voice-verified

Um and we will go through sort of the facts of if you like, or the news over the weekend and I think there's nothing there. voice-verified

That suggests that this is gonna end any time soon. voice-verified

If anything, th there's more signs of escalation. voice-verified

Yes. voice-verified

So so in terms of the order of play, I think that it's quite important to highlight that, you know, just on Friday Netanyahu said that they will no longer target energy infrastructure. voice-verified

And as you say now that's off the table with President Trump making the threat of tack attacking uh the water infrastructure in particular. voice-verified

Um so it just tells you how um you know things are moving uh and the lack of consistency as well. voice-verified

Um similarly it's also important voice-verified

And that they will continue to attack US US and Israeli um infrastructure in the region. voice-verified

So um and and then to add further to that, uh we also had comments coming from the IEA uh noting that uh the greatest global energy security threat in this is the greatest voice-verified

uh energy security threat in history. voice-verified

Um and even that p we need to realize that um it will take six months or longer to bring oil and gas fields back um that have been shut down already or damaged by uh what has been done so far. voice-verified

So we've seen that already kind of in the price action in the in the oil market. voice-verified

Um which in a sense is don't focus so much on the spot but actually focus on how that that curve is pricing up. voice-verified

Elevator prices, uh energy prices and for how long? voice-verified

Because at the moment that keeps on getting extended and extended, reflecting the risk that um the consequences for the global economy will be much longer than originally expected. voice-verified

Yes. voice-verified

So the the repricing in terms of central bank expectations that started on Thursday really accelerated on Friday, with the US in a sense playing a bit of catch up and as you say, now toying with the idea that there could be a a rate hike rather than a rate cut this year. voice-verified

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