What podcasts say about Ole Hansen
Every statement, with the speaker, the exact quote and the moment it was said.
What Ole Hansen has said on podcasts
13 statements · 3 positive · 9 negative · 1 mixed
U.S. fuel constraints stem from refinery capacity, not crude inventories.
“U.S. crude stocks inventories are actually more or less in line with the five-year average if we look at the weekly data coming from the DOE. So it's not crude that the U.S. is missing right now. But just like everywhere else, it's the refinery capacity to produce all the fuel that is needed right now.”
Open the episode · Markets on tilt: when will we see a proper slide lower?Listen at 2:07
Iran is currently exporting no oil barrels.
“Iran sending no barrels out at all.”
Open the episode · Markets on tilt: when will we see a proper slide lower?Listen at 3:29
Full reopening of the Strait of Hormuz appears unlikely soon.
“the prospect for that looks pretty slim.”
Open the episode · Markets on tilt: when will we see a proper slide lower?Listen at 4:53
France’s diesel release covers only a few days of global supply shortfall.
“10 million barrels from a global perspective, when we are missing, what, 1.5, 1.6 million barrels on a daily basis, you can quickly add up how many or how few days of supply that actually is.”
Open the episode · Markets on tilt: when will we see a proper slide lower?Listen at 6:21
European natural gas prices could reach €100 per megawatt-hour this winter.
“There are risks that we could hit 100 into the winter.”
Open the episode · Markets on tilt: when will we see a proper slide lower?Listen at 6:50
European gas stockpiles cover only 25–30% of average winter demand.
“whatever's in stockpiles, in an average year, what's in stockpiles as we head into the winter really only accounts for around 25 to 30 percent of total. demand during the winter period.”
Open the episode · Markets on tilt: when will we see a proper slide lower?Listen at 7:01
A cold Asian winter would increase competition for LNG and raise costs.
“if we do get a cold winter in Asia, then we have to compete for these LNG ships and that will drive up costs.”
Open the episode · Markets on tilt: when will we see a proper slide lower?Listen at 7:26
European natural gas prices remain at risk of rising in coming months.
“the risk of higher prices is still a risk in the coming months.”
Open the episode · Markets on tilt: when will we see a proper slide lower?Listen at 7:36
U.S. LNG export capacity will likely be fully utilized this winter.
“whatever export capacity the U.S. has is probably going to be used fully utilized during the winter months just to capture these massive margins”
Open the episode · Markets on tilt: when will we see a proper slide lower?Listen at 8:18
A stronger Brazilian real can reduce sugar supply reaching the market.
“that could lead to some stockpiling or less supply coming to the market so that also helped drive up”
Open the episode · Markets on tilt: when will we see a proper slide lower?Listen at 9:28
Sugar may be the commodity most affected by an elevated El Niño.
“sugar is potentially the biggest commodity that could see the biggest impact from a very... elevated LDNU.”
Open the episode · Markets on tilt: when will we see a proper slide lower?Listen at 9:51
Gold is currently supported by safe-haven demand.
“this is a – a haven story that underpins gold.”
Open the episode · Markets on tilt: when will we see a proper slide lower?Listen at 12:11
Some investors are buying gold despite rising yields because they anticipate future risks.
“there are investors out there who are actually taking the rising yields as an opportunity to buy gold because they see it as a potential risk down the line.”
Open the episode · Markets on tilt: when will we see a proper slide lower?Listen at 12:26
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.