What podcasts say about Martijn Rats
Every statement, with the speaker, the exact quote and the moment it was said.
What Martijn Rats has said on podcasts
15 statements · 6 positive · 8 negative · 1 mixed
The oil market is currently shaped by crude, shipping, and refining disruptions.
“the best way to think about the oil market right now is as three combined major disruptions”
Open the episode · Euro and Oil Contagion RisksListen at 13:06
Current oil-chain disruptions are mainly reflected in refined-product prices.
“The disruptions across that entire value chain are only really reflected in the price of the refined products.”
Open the episode · Euro and Oil Contagion RisksListen at 13:26
Diesel is at an all-time high near $200 per barrel, where demand likely slows.
“Diesel is $200 per barrel. It's all time high. It is the price where demand probably slows down.”
Open the episode · Euro and Oil Contagion RisksListen at 14:33
High prices will eventually stimulate additional oil-market capacity.
“So we'll probably see that again at some point.”
Open the episode · Euro and Oil Contagion RisksListen at 14:53
Demand for diesel is limited above current high prices.
“the market has taught us there isn't much demand above this level”
Open the episode · Euro and Oil Contagion RisksListen at 15:29
Diesel prices may ultimately rise further after pausing.
“ultimately go higher still”
Open the episode · Euro and Oil Contagion RisksListen at 15:57
High diesel prices may persist for several quarters.
“our fear is that we have to live with these high diesel prices for a good couple of quarters to come”
Open the episode · Euro and Oil Contagion RisksListen at 17:41
German household heating-oil inventories are exceptionally low.
“they are exceptionally low, and they are effectively a bet on the warm winter”
Open the episode · Euro and Oil Contagion RisksListen at 19:02
Strategic inventory releases are available as a policy response.
“there can be releases, say, from strategic inventories”
Open the episode · Euro and Oil Contagion RisksListen at 19:32
Airbus leads narrow-body aircraft, while Boeing leads wide-body aircraft 60–40.
“I would say Airbus wins from a narrow body perspective. It's 60-40 on a wide body that's inverse.”
Open the episode · Euro and Oil Contagion RisksListen at 22:44
American Airlines’ margins are approximately half those of Delta and United.
“Americans margins are about half of Delta's and United's.”
Open the episode · Euro and Oil Contagion RisksListen at 24:24
General Dynamics is the preferred upside opportunity among defense contractors.
“the upside driver for me is General Dynamics”
Open the episode · Euro and Oil Contagion RisksListen at 27:46
General Dynamics will have net cash by the end of next year.
“They'll be in a net cash position at the end of next year.”
Open the episode · Euro and Oil Contagion RisksListen at 27:49
General Dynamics has operating leverage, with EBIT growing 20% faster than revenue.
“they finally have operating leverage in the business. EBIT is growing 20% above where revenues are”
Open the episode · Euro and Oil Contagion RisksListen at 28:00
Homebuilders now generate cash through the cycle rather than speculating on land.
“they've changed dramatically in the way they run their businesses If you went back historically, there were land speculators that would buy every piece of dirt, develop it, entitle it, and then throw a home on it at the end of the day to monetize it. Now they're really generating cash through a cycle.”
Open the episode · Euro and Oil Contagion RisksListen at 36:29
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.