Investec Focus Radio UK

Epizódy

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  S04 Ep50 Energy Market Update: Could Brent crude climb back above $120? 14.09.2026 4min

  Brent crude has surged above $106 a barrel after touching $110 last week, as threats to Saudi exports deepen concerns over global supply. Disruption in the Red Sea, Houthi advances and an attack that shut a key Saudi pipeline have raised the risk of a wider regional conflict. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
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  The signals from oil, bonds and inflation 09.09.2026 16min

  Oil, bond yields and inflation are sending a more cautious signal on the global outlook. Growth has held up better than expected. But energy markets remain tight, long-term borrowing costs are rising, and central banks are weighing the risk of another inflation shock. In the latest No Ordinary Wednesday, Ellie Henderson and Callum Macpherson of Investec UK discuss what the oil market, sovereign bonds and economic data are telling us now. They also explore what this means for interest rates and corporate investment.
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  S04 Ep49 Energy Market Update: Oil prices climb as US-Iran tensions disrupt shipping 07.09.2026 3min

  Brent crude has climbed above $97 a barrel, its highest level since mid-July, as renewed US-Iran tensions disrupt shipping and keep markets on edge. In this episode, we examine the tit-for-tat attacks, emerging risks around the Strait of Hormuz and why intermittent calm may only encourage a stop-start cycle in oil flows. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
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  S04 Ep48 Energy Market Update: Strait tensions keep energy markets on edge 01.09.2026 4min

  Brent crude is back above $90 a barrel after renewed US-Iran hostilities reversed last week’s slide towards $85. In this episode, we examine the fragile diplomacy around the Strait of Hormuz, the latest exchange of fire and why geopolitical risk is keeping energy prices elevated. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
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  S04 Ep47 Energy Market Update: Renewed US-Iran tensions could push Brent above $100 24.08.2026 3min

  Brent crude approached $95 a barrel last week, its highest since mid-July, as markets reacted to Iran’s missile attack on the UAE and President Trump’s plan to isolate Iran economically. Investors fear prolonged disruption in the Strait of Hormuz or renewed attacks on Gulf infrastructure. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
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  S04 Ep46 Energy Market Update: UK fuel costs face prolonged pressure from supply disruption 17.08.2026 4min

  Brent crude remains in the high $80s as hopes fade for a US–Iran agreement and shipping through the Strait of Hormuz stays severely disrupted. Longer-dated crude prices suggest continued uncertainty, while gasoil futures point to sustained pressure on UK diesel and jet fuel costs. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
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  S04 Ep45 Energy Market Update: Oil markets await a breakthrough on the Strait of Hormuz 10.08.2026 5min

  Hopes of a deal to reopen the Strait of Hormuz pushed Brent below $80/b last week, but progress has proved elusive. With talks dragging on and tensions across the region continuing, confidence in a breakthrough is fading and Brent has climbed back to around $84/b. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
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  S04 Ep44 Energy Market Update: Hormuz negotiations offer hope, but major differences remain 03.08.2026 3min

  Brent crude has slipped below $83 a barrel after Donald Trump announced another ceasefire, echoing last week’s brief market relief before fighting resumed. This episode examines the binary outlook for oil: progress in talks or renewed hostilities. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
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  S04 Ep43 Energy Market Update: Red Sea disruption keeps oil market on edge 27.07.2026 4min

  Brent topped $100/b last week, driven by escalating US-Iran tensions and Houthi attacks threatening Saudi crude exports through the Red Sea. Prices have since retreated to around $90/b after the US paused action and Iran-Oman talks showed tentative progress. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
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  S04 Ep42 Energy Market Update: Brent climbs above $90 as Middle East tensions hit energy markets 20.07.2026 5min

  Brent crude has risen above $90 a barrel as escalating US-Iran tensions revive fears of prolonged energy disruption. Attacks on military, energy and water infrastructure, alongside the effective closure of the Strait of Hormuz, have pushed oil, diesel, jet fuel and gas prices higher. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
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  S04 Ep41 Energy Market Update: Crude oil flows remain resilient despite Gulf risk 06.07.2026 3min

  Brent traded near $70/b last week, reflecting confidence that oil will keep moving out of the Persian Gulf despite continuing risks around the Strait of Hormuz. Some operators are using shuttle runs to maintain crude flows. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
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  S04 Ep40 Energy Market Update: Oil markets stay calm as US-Iran tensions flare again 29.06.2026 5min

  Oil markets enter the week looking calm despite renewed US-Iran tensions. Brent fell near $71 a barrel last Friday as hopes of normal shipping through the Strait of Hormuz improved, before a drone strike on a container ship. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
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  S04 Ep39 Energy Market Update: Brent falls below $76/b after Initial U.S.–Iran agreement 22.06.2026 6min

  Brent fell below $76/b last week after the U.S. and Iran reached an initial agreement, easing some of the war-related risk premium. However, uncertainty remains over the Strait of Hormuz, the conflict in Lebanon, and whether energy flows can return to normal, leaving markets caught between short-term supply risks and a longer-term oversupply outlook. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
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  S04 Ep38 Energy Market Update: Brent crude drops below $83 as US-Iran deal raises hopes for Gulf shipping recovery 15.06.2026 3min

  Oil markets eased sharply after the US and Iran agreed the outline of an interim deal, although the agreement has not yet been formally signed and key details remain unpublished. President Trump announced the removal of the US naval blockade and the reopening of the Strait of Hormuz, while Pakistan confirmed a ceasefire between the parties. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
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  S04 Ep37 Energy Market Update: Brent nears $98 as Iran-Israel tensions rekindle supply fears 08.06.2026 3min

  Brent crude briefly approached $98/bbl after renewed military exchanges between Iran and Israel heightened concerns over Middle East supply risks. Iran launched rockets following Israeli strikes in Beirut, while Israel subsequently targeted Iranian military sites despite reported US efforts to restrain escalation. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
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  S04 Ep36 Energy Market Update: Oil rebounds as US-Iran ceasefire deal faces fresh hurdles 01.06.2026 4min

  Brent crude has recovered to around $93.50/bbl after falling below $90 last week on optimism that a US-Iran ceasefire agreement could ease tensions in the Gulf. However, reports of further negotiations, renewed military action around the Strait of Hormuz, and concerns over mine clearance have tempered expectations of a swift resolution. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
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  S04 Ep35 Energy Market Update: Brent volatile amid Iran talks and fresh Middle East strikes 26.05.2026 3min

  Brent crude fell sharply this week after reports suggested the US and Iran are close to agreeing a deal to reopen the Strait of Hormuz and potentially ease sanctions on Iranian oil exports. Prices dropped from around $105/bbl to $96/bbl before recovering towards $98/bbl following limited US and Israeli strikes near the Strait. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
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  S04 Ep34 Energy Market Update: US-Iran talks stall as Hormuz risks grow 18.05.2026 5min

  Brent crude climbed above $111 per barrel as renewed Middle East tensions rattled energy markets. Saudi Arabia and the UAE reported fresh drone strikes, with analysts suspecting Iranian-backed militias operating from Iraq or Yemen. At the same time, US-Iran negotiations remain stalled, while Tehran’s proposed control over Strait of Hormuz shipping routes is unlikely to satisfy Washington or Gulf allies. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
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  S04 Ep33 Energy Market Update: Oil prices climb as Iran deal is rejected 11.05.2026 3min

  Oil prices have risen after Donald Trump rejected Iran’s latest nuclear proposal, increasing geopolitical uncertainty in energy markets. Details of the offer remain unclear, though reports suggest Iran may have proposed limiting uranium enrichment without dismantling nuclear infrastructure. Trump called the deal “totally unacceptable,” raising fears of prolonged negotiations or renewed conflict. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
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  S04 Ep32 Energy Market Update: Strait of Hormuz standoff keeps oil markets on edge 05.05.2026 3min

  Tensions between the US and Iran have escalated again, with flashpoints centred on the Strait of Hormuz. Despite ongoing indirect negotiations, disagreements over the US naval blockade and Iran’s nuclear stance triggered renewed friction. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.