Media
Interviews, podcasts and market briefings from XAnalysts, free to watch. Includes Mukesh Sahdev on CNBC, BBC, Bloomberg and Ausbiz, and every episode of our podcast, Xploring the Energy Markets.
91 videos
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CNBC -Big oil market fixes reveal an even bigger problem: Analyst
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2027 oil paradox: Plenty of barrels, But not the right barrels
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Special edition -XA Podcast with Rachel Ziemba – From One Hormuz to many Hormuz moments?
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XA Podcast with David Wech, Chief Economist – Vortexa: The Oil Crisis is changing shape: From product panic to crude risks?
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News vs. Numbers – Bab el-Mandeb escalation. Why now?. It is no longer the same chokepoint. What next?
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Brent Crude Near $106/Bbl | Crude Oil Prices Above $100/Bbl Are Not Sustainable
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Special Edition : News vs. Numbers — US economic pressure on Iran: China is the constraint, not the sanctions toolkit?
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Iran sanctions may hide barrels rather than remove from the market?
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News vs. Numbers – Argentina’s crude story is moving from production growth to market displacement in Asia?
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Xploring the Energy Markets Podcast – Middle East energy crisis – what changed, what did not, and why Hormuz may not return to the old normal?
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China’s oil system is currently in ‘very good shape’ despite Middle East conflict: Analyst
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The risk premium is justified, but the upside is likely capped unless multiple chokepoints are simultaneously disrupted.
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News vs. Numbers – Hormuz flows: Why Dubai curve may be reading loading, not Hormuz exits? (Video Insight)
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Mukesh Sahdev on Hormuz, oil prices and Asia
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Oil supply glut narrative ‘premature’ due to overstated demand destruction: Analyst
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Why $60 Crude Is A Myth: Mukesh Sahdev On The Real Oil Risk
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XA Watch – The state of the Strait – vessel tracking disconnects?
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CNBC - Expect a ‘leakage’, not flood, of oil through the Strait of Hormuz
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Oil market: the “pause deal” is breaking down
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XAnalysts -Spot light on What’s financial market mispricing? Daniel Hynes on volatility, resilience and Australia’s next commodity advantage
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Hormuz is opening? Upstream crude production ‘spares’ vs. downstream crude refining ‘scares’ ahead?
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Refining Alert – Nigeria Dangote Refinery’s RFCC unit recovery in June or later – to ease regional gasoline markets or increase volatility?
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XAnalysts -Spot light on Oil supply recovery and resurgence ahead in the Americas with Ajith Murthy
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Excursion crisis for the US vs. Existential crisis for the Gulf – Podcast with Frank Kane
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Why Oil Won’t Go Back To $60: Inside The New Energy Fracture
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Energy Markets: The Exit – End-of-wars Xi-Trump & Rise of the new Middle East – Key Takeaways from XA podcast with Narendra Taneja, Global Energy expert and Chairman, Independent Energy Policy Institute-India
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Trump-Xi summit could produce ‘something substantial’ on the Strait of Hormuz closure.
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Diesel price rally->Diesel maximization->Gasoline and Jet shortages?
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Xploring the Gas markets in the Philippines – Donnabel K Cruz, CEO Prime Energy
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UAE exit signals cracks in OPEC as global oil alliances shift: CEO
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India’s energy tightrope: Balancing Russian oil, US pressure, and the Iran war
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Energy Markets Series: Half-Time Talk Weekly Feature Interview
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Energy Markets: Duration Risk Underpriced — Key Takeaways from XA podcast with Pamela Munger, Head of Europe Market Analysis, Vortexa
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Energy Markets: We are seeing an unusual inversion where WTI is trading above Brent.”, – Key Takeaways from XA podcast with Brian Pieri , Founder Energy Rouge
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Iran war trajectory answer lies not in what happens in Hormuz?
Also: Part 2
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Is the U.S. insulated or isolated from the war in the gulf?
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XAnalysts Podcast-Risk Management isn’t boring, it’s what keeps you alive – with Mark Quartermain
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Is the worst over for Asia’s oil shock? What is Dubai mispricing?
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Iran war turning point? Analyst says may be ‘best’ or ‘last’ chance to end the conflict
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Energy Markets: Energy Transition, Market Reality & Leadership – Key Takeaways from XA podcast on the Power Sector with Arnel Santos, Chief Operating Officer at Meralco PowerGEN, Philippines
Also: Part 2
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XAnalysts Xpert Insights – Why can’t the US and world just secure the Strait of Hormuz ?”
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Energy Markets: Oil Refining — The Holy Grail of Energy Market Analysis with Refinery Calc – Key Takeaways from XA podcast with Rommel Oates
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Oil Refining & Refinery Calc— The Holy Grail of Energy Market Analysis – Rommel Oates, CEO Refinery Calc
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Energy Markets: Freight and shipping is a fascinating part of the commodity markets -Key Takeaways from XA podcast with Zoe Upson
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China, US Strategy in Iran, and Implications for Energy & Markets – An alternative view from a China expert
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The Oil and gas market webinar – XA bias – US likely to strengthen leverage despite current fuzzy signals
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Podcast – The Oil Market VIRUS? What next for Iran?
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US Oil Watch – Marathon Catlettsburg refinery extended outage- a precursor of the summer sparks in the market?
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XA Watch- Key market takeaways – GI Daily Energy Market podcast.
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International Energy Week @ London -Top 10 key take aways
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Nigeria Oil Watch #01-Declining Upstream, reviving Downstream – Crude prices OSP lift?
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India Oil Watch #04- 1 mbd crude hole? Basrah Hvy bullish signal
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XA Oil price bias-2nd Feb- OPEC actions vs. announcements?
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Xploring the Energy Markets – Spotlight on THE HOT TOPICS -Mukesh with Sean
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XA Oil price bias-30th Jan- Sticky 60s to slippery 70s?
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Iraq Oil Watch #01 -US oil target remains China and India?
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Brent-Dubai Curve watch#01-What is market mispricing?
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CNBC with Dan Murphy -Did US oil sanctions expedite the signing of an EU-India trade deal?
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Canada Oil Watch #01- US-Canada-China oil triangle
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India Oil Watch#02 – Crude sourcing challenge in a glut year?
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Xploring the Energy Markets – Spotlight on Oil Markets -Macro and Geo-politics -Mukesh with Claudio
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21th Jan-XA Oil Price Watch- Tariff boomerang in 2026?
Also: Part 2
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Xploring the Energy Markets – Spotlight on Australia Oil and gas sector returns – Mukesh with Alex
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Iran Oil Watch#02-Fuel Oil links with UAE?
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Hormuz Oil Watch #01-growing risk for light ends, not just Crude?
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India Oil Watch #01 – Naphtha-Crude link to SG gasoline contango?
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XA in media on hot topics -Venezuela/Iran
Also: Part 2
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Australia Oil watch #01- The Diesel danger?
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Venezuela Oil Watch – US naphtha backs out Russian, others?
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Xploring the Energy Markets – Spotlight on global metals markets – Mukesh with Amanda
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Bloomberg -Discussed Venezuela's heavy crude, refinery compatibility & China's role in oil markets.
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Venezuela oil watch – market reaction on monday?
Also: Part 2
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Venezuela Oil Watch – Xpert Market Insights to build your own bias – Mukesh with Rachel
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US To Tap Into Venezuela’s Oil Reserves: What It Means For Crude
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Xploring the Energy Markets – Spotlight on global Gas/LNG markets – Mukesh, Shreya with Kaushal
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Xploring the Energy Markets – Spotlight on global OIL MARKETS – Mukesh with Harry Tchilinguirian
Also: Part 2
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Venezuela oil watch XAnalysts views on Ausbiz -17th Dec 25
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Venezuela oil watch -Oil chemistry challenge
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Xploring the Energy Markets – Spotlight on ‘Renewables’ – Mukesh & Shreya with Gero
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Venezuela oil watch -It’s a US-China story
Also: Part 2
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Xploring the Energy Markets – Spotlight on Global & Australia – Mukesh with Saul Kavonic
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Xploring the Energy Markets – Spotlight on ‘Biofuels’ – Mukesh with Michael Pope
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Xploring the Energy Markets – Mukesh in conversation with Peter McGuire, CEO Trading.com, Australia
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Wealth Tracker: What’s been fueling the uptick in oil prices? Can it last?
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Xploring the Energy Markets – Spotlight on Gas/LNG with Go Katayama, Kpler
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Webinar-Challenges and Opportunities in Energy market analysis -Spotlight on Oil
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Xploring the vision of “Petrochemicals” in India with Chief Refining & PetChem Analyst, Rajesh Chopra
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Views in 28th Energy Technology meet – Hyderabad -Mukesh Sahdev
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Xploring Training and Mentorship with Mideast Gulf Editor, Nader Cyrus Itayim
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Xploring compentencies in the Energy Markets with Founder of Ziemba Insights, Rachel Ziemba
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What CXOs don’t tell you, on camera – Amit Bhowmik explores
More interviews
Appearances we've written up, without a video.
- India's refining boom finds an opportunity in the global diesel crunch
- Why oil troubles could continue spilling?
- Big refined products hole to be filled?
- Today’s delay towards peace is tomorrow’s damage of the oil supply chain into pieces.
New videos go up first on our YouTube channel.