PODCAST

Oil Markets

S&P Global Commodity Insights

S&P Global Commodity Insights analysis of key oil price movements across the globe.

business investing

All Episodes

16:27

Market-moving Libya back in the spotlight

Oil Markets ·

2024/09/05

Since the politically motivated suspension of crude oil production in Libya on August 26, the oil markets have experienced a heightened level of volatility, with price fluctuations depending on almost every new headline. In this episode of the Platts Oil Markets Podcast, Joel Hanley is joined by reporters Charlie Mitchell and Luke Stuart to delve into the country's long history of production woes and discuss the impact of this latest crisis on local and macro oil markets. Links: Libyan factions

26:07

APPEC to shine spotlight on how Asia is navigating a...

Oil Markets ·

2024/08/29

Emerging trends in Asian oil consumption centers, enhancing energy security and the decarbonization strategies Asian countries are pursuing will be some of the themes in focus at the Asia Pacific Petroleum Conference or APPEC 2024, by S&P Global Commodity Insights, which is scheduled to take place from September 9-12 in Singapore. In a wide-ranging discussion with Asian Energy Editor Sambit Mohanty, three senior market experts, Dave Ernsberger, head of market reporting and trading

17:46

China's slowing economy spells a downturn for US...

Oil Markets ·

2024/08/22

Economic growth has slowed in China, cutting into US crude exports and softening spot price differentials for US Gulf Mars crude. The expected supply surplus stemming from reduced Chinese buying has also helped to cushion the bullish impacts of the ongoing war between Israel and Hamas, keeping oil futures in a well-worn range. Jeff Mower speaks with US crude reporter Laura Huchzermeyer, crude analyst Ian Stewart and oil futures editor Chris van Moessner about the current arbitrage economics for

20:51

Can OPEC+ hold its nerve on supply as demand stutters?

Oil Markets ·

2024/08/15

OPEC’s latest and eagerly watched monthly oil market report, which presented a softer near-term demand outlook compared to its July forecasts, has coincided with a dip in oil prices at a time when the group has made clear its intention to gradually reintroduce supply to the market. Can OPEC and its allies remain calm in the face of a sluggish demand picture? In this episode of the Oil Markets podcast, Joel Hanley is joined by S&P Global Commodity Insights’ Nick Coleman and Payam Hashempour to

11:38

Venezuela’s oil future is up for grabs in election...

Oil Markets ·

2024/08/08

The future of Venezuela's oil industry is in the crosshairs of a political battle. Current president Nicolás Maduro is fighting to maintain power following a contested July 28 election, and protests have caused gasoline shortages in the country, where supply is already limited by low refinery run rates. While crude production has held up, Venezuela's exports have fallen, and it is possible the US will impose tougher sanctions on the country if Maduro clings to power, reducing the likelihood of

14:00

Shifting flows: US diesel displaces Middle Eastern...

Oil Markets ·

2024/08/01

In July, US diesel exports to Europe surged to multi-year highs, displacing Middle Eastern flows due to inverted arbitrage economics and a bearish near-term outlook for the commodity in Europe. In this episode of the Platts Oil Markets Podcast, host Joel Hanley is joined by Robert Perkins, Nadia Bliznikova, and Rebeka Foley to explore the latest developments in diesel flows, crack spreads, and the macroeconomic environment influencing supply and demand balances in the Atlantic basin. Links: Cairo

18:10

Middle Eastern vs Russian crude - the tug-of-war to...

Oil Markets ·

2024/07/25

Never before India's oil import basket has changed so dramatically as it has changed in the past three years. The sharp rise in the share of Russian barrels have displaced big volumes of Middle Eastern crude. And now, as Indian refiners start to explore the possibility of signing term deals for Russian crude, market players are looking for answers on how this might further change trade flows as well as influence the production strategy of OPEC and its allies. In a wide-ranging discussion with Sambit

15:40

How is Dangote's crude supply diversification...

Oil Markets ·

2024/07/18

The Dangote refinery in Nigeria is poised to disrupt refined product flows in the Atlantic Basin just months after its long-awaited commissioning in early 2024. As the mega-refinery intensifies its search for crude sources beyond Nigeria's borders, significant changes are expected in the market. In this week's episode of the Oil Markets podcast, host Joel Hanley is joined by reporters Charlie Mitchell, Matthew Tracey-Cook, and Tommy Petrou. Together, they delve into Dangote's quest for alternative

11:52

A jet-setting summer crowns a new king of the barrel

Oil Markets ·

2024/07/11

Summer flying season has taken over for summer driving season. Jet fuel prices and demand have surged to record levels in June and July, and US officials report record-high numbers of airline passengers. Gasoline and diesel demand have largely been in line with seasonal norms, but US West Coast prices and demand have been dinged by increased adoption of biofuels and electric cars. Richard Swann, global director for clean refined products, discusses summer demand and more with clean products

11:40

Navigating Russian oil flows amid tightening sanctions

Oil Markets ·

2024/07/04

The European Union’s decision on 24 June to target Russian shipping company Sovcomflot in its latest round of sanctions comes as ship tracking data shows a 5% monthly increase in seaborne crude oil exports through June. With changes to Russian crude and oil product exports in firm view for market participants, S&P Global Commodity Insights’ Francesco Di Salvo is joined by editors Robert Perkins, Elza Turner and Luke Stuart to discuss the latest flows and refinery news, as well as price sentiment for

12:29

Is Asian jet fuel demand stalling as aviation...

Oil Markets ·

2024/06/27

The aviation sector post-pandemic recovery was seen as a bright spot for regional oil demand this year. However, with uneven recovery within the industry and underwhelming performance in key markets such as China, the growth in demand is expected to ease in the coming months. This demand slowdown could potentially send the jet fuel market into turbulent skies ahead. S&P Global Commodity Insights’ Asia oil news editor Neo Rong Wei discusses Asia's aviation recovery and its impact on jet fuel demand

14:52

Road fuel availability dampens price sentiment ahead...

Oil Markets ·

2024/06/20

The Northern Hemisphere summer's regular star of the oil barrel, gasoline, has entered its traditional season of price strength with the market structure in contango and cracks far softer than usual for this time of year. With strong refinery production, rising inventories and a modest demand picture, Joel Hanley and frontline reporters Matthew Tracey-Cook and Kelly Norways examine the key variables currently affecting gasoline markets and discuss the impact of returning refinery utilization on the

15:04

Atlantic Canada’s offshore oil potential

Oil Markets ·

2024/06/13

Canada’s Newfoundland and Labrador province is sitting on an estimated 124 billion barrels in offshore crude reserves with access to global export markets, but needs investors to bolster output. Pulling in investors will likely be difficult considering other offshore opportunities in the Americas, including Guyana and Brazil. Will Equinor Canada take an FID on its delayed Bay du Nord project? What is the potential of ExxonMobil’s Persephone prospect? Americas oil news director Jeff Mower and

21:30

Decoding the OPEC+ meeting: crude output increases in...

Oil Markets ·

2024/06/06

Oil prices slumped after OPEC+ announced deals to ease voluntary crude output cuts in the last quarter of 2024 and extend group-wide production quotas into 2025. Market watchers are now closely monitoring quota compliance, global oil demand forecasts and non-OPEC+ supply growth. In this episode of the Oil Markets podcast, S&P Global Commodity Insights’ Rosemary Griffin, Payam Hashempour and Charlie Mitchell join Herman Wang to run through the key points of the group’s latest deals and the market

19:53

Mexico’s energy future hinges on election outcome

Oil Markets ·

2024/05/30

Mexico's presidential election on 2 June comes at a time of declining crude and natural gas production and uncertainty over the country's transition to cleaner fuels and more reliable power generation. If Claudia Sheinbaum wins, as is widely expected, will she continue Lopez Obrador's policy of restricting private sector involvement in Mexico's energy industry? Why has Mexico's crude oil production fallen to its lowest level in 40 years? Will Mexico continue to push to reduce its dependence on

16:54

Naphtha flow from Africa's Dangote refinery boosting...

Oil Markets ·

2024/05/24

Nigeria's Dangote refinery, built at a cost of $20 billion and is Africa's largest, has started exporting naphtha to North Asian markets at a time when the clean tanker market is witnessing prolonged firmness. The naphtha flow from Dangote is adding to the ton-mile demand in the clean tanker sector and this could be boosting the clean tanker market in the short- to medium term. Associate editorial director for Asia Freight, Pradeep Rajan, discusses about West African naphtha flow and its impact

13:19

How are crude prices reacting to a lengthening...

Oil Markets ·

2024/05/16

As European refineries return from seasonal maintenance, ample prompt supply in the North Sea, Mediterranean and West African crude markets suggests that the demand side of the equation remains firmly in the red. Joel Hanley is joined by crude editors Sam Angell, George Delaney and Joey Daly to discuss the implications of a crude-saturated Atlantic basin for prices in the major oil markets west of Suez. Links: Dated Brent PCAAS00 WTI Midland CIF Rotterdam vs Fwd Dated Brent $/bbl WMCRB00 Bonny

16:15

Diesel flows shift as Brazil fuels up

Oil Markets ·

2024/05/09

Diesel imports into Brazil have risen in recent months, but remains below a recent peak seen in January as the South American country deals with new payment terms for Russian barrels. Not only that, but Russian diesel supplies have tightened following drone attacks on Russian refineries by Ukraine. Will USGC refiners return to the #1 spot in supplying Brazilian diesel imports? What impact has this shift had on US diesel exports? Jeff Mower, director of Americas oil news, discusses these topics and

14:03

WTI Midland’s inclusion into Dated Brent, one year on

Oil Markets ·

2024/05/02

In May 2023, the world's most important oil price benchmark, Platts Dated Brent, which is used to underpin the price of significant volumes of traded crude oil, saw the addition of the first non-North Sea crude stream into its deliverable basket of grades: WTI Midland. Since then, the benchmark has seen liquidity skyrocket, the addition of new faces into the Brent complex’s long list of established market participants and, most importantly, the further strengthening of Dated Brent as a price

22:47

Battling high prices, oil diplomacy and upstream...

Oil Markets ·

2024/04/25

The spotlight on India's oil sector has never been stronger. India's role in global oil markets is set to expand at a fast pace until the end of the decade, making it the biggest center for demand growth, according to the IEA. Refining expansion remains a key priority, but with a tilt towards petrochemicals, and the country’s upstream strategy aims to realize the hydrocarbon potential of offshore regions. While rising Russian oil flows and its impact on purchases from the Middle East is

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