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Fernando Valli

Managing Director of Energy at Hedgeye Risk Management, providing market analysis on oil varieties, benchmarks, and physical vs. futures pricing.

Top 5 podcasts with Fernando Valli

Ranked by the Snipd community
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Apr 15, 2026 • 7min

So many different flavors of oil

Kevin Book, managing director at Clearview Energy and policy advisor, outlines who uses energy and how shortages ripple through industry. Fernando Valli, managing director of energy at Hedgeye, breaks down crude varieties, benchmarks, and why spot and futures prices diverge. They discuss tanker, delivery and inventory quirks. Short, lively tour of oil types and market mechanics.
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Apr 15, 2026 • 7min

So many different flavors of oil

Kevin Book, energy markets expert and policy advisor, and Fernando Valli, oil-market analyst who tracks grades and pricing, explain why there are dozens of oil types and how benchmarks differ. They dive into regional crudes, what transits the Strait of Hormuz, why spot and futures prices can diverge, and how shortages and conservation shape consumption.
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Apr 15, 2026 • 7min

Tariff refunds are coming

Daniel Ackerman, business reporter who covered a floated merger between major airlines. Fernando Valli, energy managing director and market expert. They discuss automated tariff refunds and which claims are straightforward versus complex. They explore Strait of Hormuz disruptions, impacts on oil and natural gas, and limits on U.S. LNG exports and supply shifts.
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Apr 15, 2026 • 7min

Tariff refunds are coming

Daniel Ackerman, Marketplace reporter on airline competition; Fernando Valli, Hedgeye energy director and market expert; Nancy Marshall-Genzer, Marketplace trade and customs reporter. They explain the rollout of automated tariff refunds and which claims qualify. They discuss Strait of Hormuz disruptions, impacts on oil, U.S. LNG limits and regional gas price splits. They also explore a possible United-American merger and antitrust risks.
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Mar 2, 2026 • 7min

Iran's role in the global oil supply

Nancy Marshall-Gensher, a travel reporter covering airline disruptions, and Fernando Valli, an energy markets director, discuss Iran closing the Strait of Hormuz and its ripple effects. They cover tanker slowdowns, insurance and rerouting limits. They examine how cuts to Iranian flows affect China, world oil prices, U.S. pump costs, and airline cancellations and reroutes.

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