Skye Masters

speaker

5,023 appearances 53 recordings 1 series first heard Sep 2024 last heard 2 Aug

Skye Masters’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 — 28 in all, peaking in Mar 2026 with 5.

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NAB Morning Call · Pickaxe Diplomacy · 21 Jul 2026 podcast

I think that's how you pronounce his name.

He was sort of talking about the risks, saying there is no room for complacency on oil security amid this escalation.

But he was also sort of...

The Financial Times sort of correctly notes, I think, that his comments may sort of raise or fuel expectations that the IA is examining or discussing further stock releases from its members.

So we know that the IA released 400 million barrels of emergency stock early on in the conflict.

Barol has said that about 290 million barrels of that has been already used.

But he also did note that members still hold quite a lot of reserves and there's over one billion barrels of government controlled stocks still out there.

that I think that's sort of, you know, amid all this escalation that that is happening.

sort of positive that, you know, maybe the IAEA could release some more barrels.

He didn't say they would, but I think just his comments sort of maybe suggestive that, you know, there is a chance that that could happen.

And if that does, then, you know, that will relieve some of the upward pressure

Yeah, so ahead of company reporting this week, it has been a positive session for equities.

I mean, I'm looking at it now, we've sort of got the NASDAQ, I think it's up around 1.4.

So the rally in stocks has been led by the NASDAQ, or it has outperformed equities.

You know, if you dig into the sectors, I think all sectors in the US market are higher ex-consumer stables, utilities and communication services.

As you said, you know, semiconductors have led the rally.

The affiliate, that index is up around 5.5%.

And, you know, I think there's been a couple of pieces of news that have sort of led that rally.

So NVIDIA has announced that its latest chip designs, I think it's called Verirubin,

is being delivered to major AI companies.

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