How AI Is Changing Oil Markets Forever | HiLo Analytics
Show notes
How is artificial intelligence transforming oil market analysis, and will AI create an entirely new generation of commodity traders and analysts?On this episode of the Oil Ground Up Podcast, host Rory Johnston welcomes Keshav Lohiya and Neil Maheshwari, co-founders of HiLo Analytics (formerly Oilytics), for a deep dive into the evolution of oil market data, artificial intelligence, and the future of commodity market intelligence.The conversation explores how oil market analysis has evolved from manual Excel spreadsheets and traditional supply-demand balances to high-frequency data, satellite imagery, tanker tracking, and AI-powered analytical platforms.Keshav and Neil explain how AI agents are transforming the way traders and analysts access information, build oil market balances, conduct backtesting, evaluate trading strategies, and analyze geopolitical developments in real time.But does more data necessarily lead to better decisions? Rory challenges the idea that increasingly sophisticated analytical tools will create greater market consensus, exploring how confirmation bias, competing interpretations, and the changing composition of oil market participants could actually lead to greater disagreement.The discussion also examines the limitations of artificial intelligence, the importance of reliable data, and why human judgment remains essential to generating investment and trading alpha.In a particularly interesting segment, Rory puts HiLo Analytics' AI platform to the test with a live experiment examining potential outcomes of the U.S.-Iran conflict, geopolitical uncertainty, and the implications for global oil markets.Finally, the guests share their perspectives on how AI could fundamentally change the role of oil market analysts and traders over the next several years.