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.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 36 in all, peaking in Nov 2025 with 5.

Appearances

newest first · ▶ plays the moment

NAB Morning Call · Ratcheting Up · 6 Apr 2026 podcast

Um that's still well below what it was before the war. matched

It was about a hundred and thirty five a day uh be before the war, but it you know, it does look like some more ships are are moving through with um you know, with kind of you know, Iran's permission if if you like, and still fairly opaque details about what that looks like in terms of payment and other things. matched

Yeah, matched

Yeah, I think when you you know, that's certainly been the the case for a while that the further out you look in the um in the futures curve, the the smaller the reaction to in prices has been relative to where we were uh prior to the conflict. matched

Um, you know, it's still still the case that that that that pricing is is there. matched

And so, you know, I guess there's a a few paths forward that could see some supply uh more meaningful supply resume through uh the Strait of Hamoose, but um, you know it's matched

certainly is the case that those kind of you know expectations built into prices that there would be some term um short shortish term res resolution have been kind of repeatedly disappointed so far. matched

So um you know I guess we'll have to to see how that plays out. matched

I think in terms of the shape of the curve as well, you mentioned six months out, but I think it is also worth mentioning that um you know while we're still focused on that um front month Brent is kind of that that key um oil barometer and that is certain matched

not not plumbing new new highs from from where we've been recently in that hundred and ten dollars it's kind of middle of the range that we've seen over the last sort of while uh dated Brent. matched

So Brent's, you know, even even sooner than that, something app approximating a a spot market oil with a, you know, specific uh date for for delivery. matched

Um that's continued to move higher and, you know, up around a hundred and forty dollars a a barrel and and, you know, um around its its highs um since um matched

um you know, continued to increase a around its rate um around its highs since the war. matched

So that scarcity in the physical market is certainly a feature. matched

Yeah, that's that's right. matched

So payrolls the the key data on Friday. matched

We would have obviously led the podcast with that under under more nor normal circumstances. matched

Um but yeah, so the key headlines there, you know, much stronger than than expected, up a hundred and seventy five K in March. matched

That was sharply outpacing the consensus for for plus sixty five K. matched

Um we also s but we also saw a downward revision to to February, that's now um minus a hundred and thirty three K. matched

Showing 1441–1460 of 7,962 · page 73 of 399