Taylor Nugent

speaker

7,962 appearances 80 recordings 1 series first heard Sep 2024 last heard 27 Aug

Taylor Nugent’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 — 36 in all, peaking in Nov 2025 with 5.

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NAB Morning Call · Markets cling to hope · 12 Jul 2026 podcast

Um and you've got them saying that the you know the strait is is closed at the moment.

So you know there are these sticking points here and there are those open questions about you know the

That fragility of of the grip on power from some of the pragmatists in the Iranian regime as well that keeps another question mark on this.

Yeah, I think that's right.

And I think, you know, we know what those dynamics are.

There was that kind of near term oversupply kind of um kind of uh you know um themes flow flowing through as we did get some resumption of flows through through the straits in in June.

Um that IAA report as well, they noted that, you know, nearly three quarters of the February levels of of uh crude oil flow was was um going through the straits in in June.

Um and so you know those predictions.

Projections further out are obviously highly conditioned on what happens with with um you know flows through through the strait.

And there's also those kind of underlying demands from kind of rebuild of of inventories and those sorts of themes that are are well known that should keep a bid under under oil as well.

I think the other thing that's interesting to call out here is that kind of, you know, the response from oil so far has been reasonably muted.

You know, we'll see um how what the response is as we um, you know, markets open this week.

But from an inflation perspective and from kind of central bankers thinking about this from the read through to inflation, I think it is worth calling out as well that refined spreads and for for diesel and and gasoline in particular uh have been widening recently as well.

And those flows of refined products and um and LPG out of the strait have been uh much uh much lower.

Um, you know, only around half of February levels in in June, um, suggesting that, you know, that uh Gulf uh

uh production is is still running well below uh normal levels.

Um and you've also got those dynamics in terms of kind of you know intensifying Ukrainian uh attacks on Russian refineries that have kind of further tightened those kind of diesel markets as well.

And so those refined spreads have widened as as well, with um even more so than the the um pickup in oil prices recently.

Yeah, that's right.

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