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Cover for Adi Imsirovic on OPEC's Dilemma: Balancing Production, Demand and an Evolving US Tariff Policy

Adi Imsirovic on OPEC's Dilemma: Balancing Production, Demand and an Evolving US Tariff Policy

May 05, 2025
  • Oil & Gas
Oil Ground Up
By Oil Ground Up
Oil Ground Up

OGU's new host, Rory Johnston, welcomes in Adi Imsirovic to delve into the complexities of the oil trading industry, exploring Adi's extensive background in both academia and commercial trading. They discuss the current challenges faced by OPEC, the impact of tariffs on oil demand, and the shifting dynamics of the energy market, particularly in light of the growing influence of electric vehicles.

The conversation also touches on the supply-demand balance and long-term projections for oil demand, highlighting the uncertainties and volatility in the market. In this conversation, Adi discusses the future of oil demand, emphasizing that despite a predicted decline, the oil market will remain vibrant for the next two decades. He highlights the impact of geopolitical tensions, particularly between China and the US, on energy security and market dynamics. The discussion also delves into market structures, specifically the concepts of Contango and Backwardation, and their implications for traders. Adi expresses concerns about potential risks in the oil market, including the possibility of a price war initiated by Saudi Arabia. Finally, he shares insights on US production and rig counts, emphasizing the importance of efficiency in shale production.

Oil Ground Up
Oil Ground Up
Host Tony Greer navigates listeners through the financial market dynamics of the world's oil and gas sector. Get the latest fundamentals behind the price action and hear from industry experts from the field and from the corporate offices of the world's leading energy producers.
View all podcast by Oil Ground Up

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