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 · Running for Cover · 1 Mar 2026 podcast

And another one to mention there as well is how important it is for fertiliser. matched

And so, you know, about a third of... matched

Key fertilizer shipping goes through there as well. matched

So, you know, oil is the most obvious one to watch in terms of those broader kind of, you know, supply shock implications. matched

But it is a bit broader than that as well. matched

Yeah, no, it will be interesting to see both what the initial reaction is and also how sustained it is, because as you say, this is kind of already a kind of a larger and broader spillovers in the region than what we've seen. matched

uh previously kind of if you look back to the the 12-day uh israel iran war in in june 2025 there we saw oil prices spike over eighty dollars but they were back around their pre-war level within within two weeks um but uh yeah the playbook here may may look very different given um given the uncertainty there um you mentioned that kind of you know matched

erstwhile supply backdrop is probably pointing towards something of a glut. matched

Maybe those expectations had been kind of falling a little bit with some disruptions to supply. matched

But we also had OPEC Plus on the weekends. matched

They were already scheduled to meet on Sunday. matched

Expectations there were that they would restart their matched

their process of increasing supply or removing the supplier curtailments that they've had in place. matched

They did deliver a slightly larger increase than what they had been doing month by month late last year before it paused through the first quarter. matched

But, you know, there were some expectations they might have gone for an even bigger increase after what's happened over the weekend as kind of, you know, a signal of intent to the market. matched

But as you say, kind of matched

It's not that fundamental supply backdrop. matched

It's about the actual disruptions in the physical market. matched

So there's matched

Well, I think it remains to be seen, but certainly there has been some concerns around the credit picture and the asset-backed lending picture of kind of building. matched

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