Oil Markets
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Oil Markets
S&P Global Commodity Insights analysis of key oil price movements across the globe.
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489 epizód
High sulfur fuel oil prices get a boost from rising US crude exports
A jump in US crude exports has helped to boost prices for high sulfur fuel oil, supplies of which are currently tight. What is driving demand for US c...
EU sanctions package on Russian oil set to reshape European diesel and jet trade flows
With European imports of products refined from Russian crude oil set to be banned in the beginning of 2026, the spotlight is on exporters such as Indi...
Insights from APPEC 2025 on China's oil demand and global shipping
In the wake of APPEC 2025, China's evolving oil demand and the impact on global shipping markets are in the spotlight. With China’s oil consumption sl...
What impact is Dangote’s ramp-up having on the global fuel oil market?
Dangote’s RFCC outage has added additional length to the global fuel oil market, with Singapore blending significant volumes of feedstocks into their...
Seasonal gasoline transition in US shapes refining strategies, blendstock trade
As the US transitions to higher-volatility gasoline grades, refiners are adjusting their strategies to balance supply and demand amid seasonal mainten...
What is behind diverging LPG fundamentals over the summer period?
During the summer season, warmer temperatures and muted levels of demand should traditionally bring length to the LPG markets. This certainly appears...
APPEC to look at Asia's changing energy narrative amid tariffs and transition
APPEC to look at Asia's changing energy narrative amid tariffs and transition
Navigating trade, technology and transition—that's the the...
Drones hammer Russian, Ukrainian energy infrastructure amid push for peace deal
The world's attention has turned the US in recent days after back-to-back peace summits separately involving Russia's and Ukraine's presidents. But in...
What’s in store for US diesel and jet?
US diesel prices have rallied this summer as strong export demand has helped to tighten inventories, while jet fuel prices have remained stable. With...
Tainted crude: Europe responds to Azeri Light contamination
An outbreak of crude contamination impacting Azerbaijan’s Azeri Light supply has set Europe’s refiners on edge. As buyers seek to avoid being hit with...
Tightness in USGC heavy crude puts spotlight on Canadian access
Heavy crude supplies to the US Gulf Coast have tightened. Waterborne imports have dropped sharply, driven largely by declines from Mexico and Venezuel...
EU sanctions, ceasefire, and OPEC+ move—what are the implications for Asia
Oil is going through a period of uneasy calm. The higher-than-expected rise in OPEC+ production quotas for August, combined with a ceasefire b...
Second UK refinery collapse puts focus on survivors
With the UK at risk of losing its second oil refinery in less than six months, Europe's refining sector is showing growing signs of strain. In this ep...
LPG boom: Exports, tariffs, and summer demand support North American NGLs
In this episode, the Americas NGLs pricing team discusses Gulf Coast and Canada NGL market dynamics. Light ends manager Sarah Hernandez and LPG report...
A dive into distillates: The latest on Europe’s diesel and jet fuel markets
With European middle-distillate markets remaining well-supplied amid turbulence in the Middle East, the prospect of new legislation regarding the orig...
Airstrikes on Iran put oil war premiums in the spotlight
Oil prices rallied following Israeli attacks on Iranian nuclear and military targets, but just as quickly reversed after the US bombed three of Iran's...
Middle East flare-up and ramifications for European oil markets
A sudden ramp-up in tensions as Israel and Iran exchange blows has proved impactful for oil markets in the EMEA region. In this episode of the Platts...
Energy Asia to shine spotlight on transition, trade, and turbulence
Energy Asia will be held from June 16-18, 2025, in Kuala Lumpur, Malaysia. The role of national oil companies in securing a net-zero future, the chall...
Atlantic gasoline heats up amid refinery shifts and US demand
The Memorial Day weekend in the US is often considered the kickoff to the summer driving season, a period of heightened gasoline demand where families...
Mexico's gasoline crunch
Mexico is facing regional gasoline shortages as its refining system struggles to meet demand, deepening reliance on U.S. imports. With the Dos Bocas r...
Global shipping, oil industries prepare for roll out of USTR’s historic measures
The proposed 2025 Section 301 actions by the US Trade Representative (USTR) against China’s maritime, logistics, and shipbuilding sectors could reshap...
Two years of WTI Midland in Dated Brent
In this episode of the Oil Markets podcast, host Joel Hanley is joined by front-line North Sea reporters Natasha Tan and Joey Daly to mark the second...
Guyana shakes up oil markets as Yellowtail emerges
Guyana's latest crude stream is due to reach the market in the third quarter, adding 250,000 b/d to the South American country's production capacity....
How has the outlook shifted for LPG and naphtha as macroeconomic uncertainty looms?
When the US began announcing tariffs a month ago and China hit back with reciprocal tariffs, the whole oil market complex tumbled. Despite a relative...
From tariffs to OPEC+ output increase – how will Asia navigate through the changes?
The sweeping reciprocal tariffs announced by the United States in early April, followed by China's retaliatory levies on US imports, along with OPEC+'...
Two weeks after Trump’s ‘liberation day’ - how have the oil paper and physical markets responded?
Following the swathe of protectionist tariff measures announced by US President Donald Trump April 2nd, the crude oil complex was sent into a frenzy,...
More players bring competition to Brazil’s refined products markets
“O Petróleo é Nosso,” or “The Oil is Ours,” was a popular slogan central to the founding of Brazil’s state-owned oil company, Petrobras, in 1953. The...
Fuelling change: May 1st Mediterranean Emissions Control Area and marine fuels
With the May 1st deadline for Mediterranean Emissions Control Area fast approaching, marine fuel suppliers and shipowners are bracing for impact. In t...
Ceasefire, sanctions and tariffs: implications for Asian oil flows
Russia's temporary halt on attacks on Ukraine's energy infrastructure has raised hopes of the two countries eventually moving towards a peace deal, fo...
Gasoil in the Mediterranean: emissions control zones and emerging opportunities
The Mediterranean gasoil market is undergoing significant changes as new Emission Control Zones come into effect, drastically altering sulfur limits f...
Bonus episode: At CERAWeek, big tech and big energy cozy up
The tech industry came in hot at the CERAWeek by S&P Global conference in 2025, and the conversation shifted from decarbonization and energy security...
Weak Northwest European gasoline and naphtha fundamentals challenge seasonal expectations
The beginning of spring marks the start of gasoline's seasonal transition from winter into summer specification but the market fundamentals remain und...
Trump tariffs highlight US refiner dependence on Mexico and Canada
New US tariffs on imports from Canada and Mexico are highlighting the dependence of US refiners and consumers on crude and refined products from both...
India Energy Week shines spotlight on policies, diplomacy and supply strategy
India Energy Week brought together thought leaders, industry pioneers and curious minds from around the globe to discuss the future of energy in India...
CPC pipeline damage and oil market implications amid ongoing Russia-Ukraine war
In what was the first direct hit from drone attacks on the Caspian Pipeline Consortium route since the onset of Russia's invasion of Ukraine in 2022,...
Deal or no deal: Trump, Iran, Venezuela, and a million barrels of oil
Since his return to the US presidency, Donald Trump has launched a maximum-pressure campaign on Iran in pursuit of a nuclear deal, in sharp contrast w...
India Energy Week to seek answers on demand trajectory, oil diplomacy and upstream push
India's rapidly growing energy demand, the shifting focus of oil producers towards the country, and the transition to cleaner energy sources are key t...
Oil markets navigate Trump’s tough talk and tariffs
A fast-paced beginning to the second Trump presidency has sent ripples across financial and commodities markets globally with tough talk on sanctions...
New sanctions on tankers and implications for China and India's oil imports
The recent expansions of the US Office of Foreign Asset Control (OFAC) vessel sanction list have sent shockwaves throughout the tankers and crude oil...
Understanding the rise in Northwest European gasoline stocks
With European stockpiles of gasoline reaching uncharacteristically high levels in recent weeks, Joel Hanley is joined in this episode by Ernest Puey a...