Oil insights with Harry Tchilinguirian | The Watchers: Trump Week 2 | S2 E4

World of Oil Derivatives

Welcome to a special edition of The Watchers on Oil Insights! Head of Research, Harry Tchilinguirian is joined by Jorge Montepeque, Head of Benchmarks & Reporting, to analyse the market impact of President Trump’s early days in office.

At the time of recording (11.00am GMT), Brent futures were trading at $77.50/bbl, following a sharp decline amid US equity turbulence and China’s AI advancements. Harry and Jorge break down the effects of Trump’s executive orders, trade policies, and market positioning shifts.
 
Key topics include:
The role of tariffs in Trump’s economic strategy
How oil markets react to US policy execution
OPEC’s upcoming decisions and potential responses
The evolving US-China dynamic and its impact on commodities

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