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

the w we will see a differentiation. voice-verified

So um the US at the moment is appearing to be way more resilient. voice-verified

Uh we've seen now a gap or a widening gap between WTI and Brent Oil, for instance. voice-verified

So that's a sign where the market is seeing the US is better placed to cope with this this shock than uh the rest of the world. voice-verified

Um so yeah, those dynamics will be important in terms of data releases over week. voice-verified

NAB Morning Call · Oil trapped by Strait’s jacket · 11 Mar 2026 podcast

Morning Phil.

Yeah, if anything, that that is the takeaway.

You know, you compare prices uh although they've been quite volatile, but uh Brent is up effectively five percent.

Um and you know, and we've had this news that the the release of of oil supply is actually gonna be larger than what had been early reported earlier.

So from the Wall Street Journal had an article suggesting one hundred and eighty two uh million barrels on

Now we we're talking in four hundred.

Uh and yet prices still gone up.

So I think that that's the sort of the read that we should take on in terms of what's going on here.

Uh the market remains very concerned uh in terms of what's going on in the Strait of Hamoose and and uh you know basically information that we're getting over the last twenty four hours uh is not uh good reading.

Uh it it sort of reemphasizes the the view that we should

be worried about this um and that the risks that all process um you know are going up or heading higher from here.

Well, I would you know, I s I suppose the the market is quite divided in terms of how to to read all this news.

Um our sense is that uh at the moment the market is probably underestimating the risk that, you know, oil prices remain elevated for longer and that obviously is is not good for inflation and and the global growth outlook.

Uh but but to your point, um, you know

The the key to us is is is not whether President Trump decides to end the war.

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