• CERAWEEK 2025 | March 10-14, 2025
  • CERAWEEK
  • March 10 - 14, 2025

Colin Fenton

Veriten

Partner, Chief Intelligence Officer

Colin Fenton is a founding member and serves as Partner, Chief Intelligence Officer for Veriten. Previously, he was Chairman of Commodities in the Advisory practice for Tudor, Pickering, Holt & Co. Earlier, Colin served as Managing Director at J.P. Morgan Chase & Co., where he was Global Head of Commodities Research, Chief Commodities Strategist, and a member of the ten-person Management Committee for Research, which supervises the work of more than 1,000 analysts worldwide. On the buyside, Colin has held Managing Director and Portfolio Manager positions at hedge funds Ospraie Management and Duquesne Capital Management, following seven years at Goldman Sachs. Colin has more than 25 years of experience in investment strategy. He joined Veriten to promote global prosperity and help prevent capital allocation mistakes that would inflict suffering across the real world. Colin holds a Master of Science degree from Georgetown University’s Edmund A. Walsh School of Foreign Service. He is also a graduate of Princeton University, where he studied early modern history. His senior thesis was on pirates.

Sessions With Colin Fenton

Tuesday, 10 March

  • 11:30am - 12:30pm (CST) / -

    Oil Market Outlook: Will the cycle of surplus continue?
    Markets

    Since 2013 the global oil market has been in a cycle of supply surplus, with prices falling five out of the past seven years. The Vienna Alliance has entered a fourth year of production restraint just as a cast of non-OPEC countries is beginning a period of production growth, offsetting decelerating gains from the United States. And now the impact of the coronavirus is leading to the first quarterly decline in world oil demand since the 2008/09 financial crisis. What is the outlook for the oil market as China begins to recover?