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

27:33

Sanctions, tariffs and shifting trade flows: a look...

Oil Markets ·

2025/12/12

Sweeping changes to crude and product flows following sanctions and tariffs, shipping disruptions and questions surrounding China's demand outlook—oil markets have seen it all in 2025. The year was also a mixed bag for oil investments across the globe amid accelerated push towards clean energy and rising EV usage, while some regions also unveiled concrete plans on refinery expansions. In this special episode of Platts Oil Markets Podcast, Sambit Mohanty, Asia energy editor, John Morley, global

14:58

Uncertainty around WAF government policy and expected...

Oil Markets ·

2025/12/04

In the winter months, demand for gasoline in Europe softens, and stocks in the Amsterdam-Rotterdam-Antwerp hub begin to thicken. But recent developments in West African government policy and intermittent maintenance at Nigeria's Dangote refinery have resulted in an unconventionally robust gasoline market, shadowed by an existing tightness in supply. Where have the gasoline markets diverged, and what unusual patterns have we seen in blending economics? In this episode, host Gary Clark is joined by

21:36

The roadmap for the energy sector as it embraces AI

Oil Markets ·

2025/11/27

The adoption of AI among energy and shipping companies is growing steadily. While it's helping to cut operational costs, boost productivity, and reduce emissions, a shortage of skills, data integration complexity, and trust are posing some challenges. In exploration, AI is helping to analyze complex sub-surface data and improve success rates. In midstream logistics, it is helping to optimize complex route planning and lastly; by deploying AI across refinery operations, oil companies are achieving

13:29

Crude markets react to firm freight rates and...

Oil Markets ·

2025/11/20

Physical differentials in the North Sea crude market and wider Atlantic basin have reached multiyear lows amid high freight rates and market length in the region. While high freight rates are often expected in the last quarter of the year, oversupply and market structure have also come into play. In this podcast, Emma Kettley, S&P Global Energy's associate director, price reporting, is joined by senior crude oil reporters Natasha Tan and George Delaney to dig into how these fundamentals are

19:34

Fleet constraints, rising rates

Oil Markets ·

2025/11/13

Global tanker markets are riding high as shipowners post strong third-quarter earnings amid bullish forecasts. What's driving the surge in day rates? Why are newbuilds still lagging even as fleet capacity tightens? How have sanctions reshaped both dirty and clean tanker markets? And could US shipyards stage a comeback in the global shipbuilding race? Join host Jeff Mower as he discusses these and other related issues with Catherine Kellogg and Binish Azhar.

18:51

The final countdown: Europe readies for full Russian...

Oil Markets ·

2025/11/06

Europe's 19th sanctions package has promised to shut the door on the last remaining flows of Russian energy still trading into the region, including butane and isobutane that was previously exempted from import bans. From Jan 2026, the new LPG embargo will force lead buyer Poland to find alternatives to Russian supplies, adding support to an already tight European market. Associate Director, Pricing, for EMEA Clean Refined Products Gary Clark joins LPG Pricing Specialist Barbara Fernandez-Pita and

28:28

Low prices, high stakes in the Caribbean

Oil Markets ·

2025/10/30

The US has ramped up its naval presence in the Caribbean, following several strikes against suspected drug smuggling vessels off the coast of major oil producer Venezuela. Yet oil prices have barely budged as Latin American production continues to ramp up. What is the role of Guyana and Argentina's emerging crudes, and how do flows to destinations like India fit into Trump's strategy? How are Permian operators responding to sustained low prices? Jeff Mower unpacks how low oil prices play into the

12:37

With winter approaching, Asian diesel and jet fuel...

Oil Markets ·

2025/10/23

In this Oil Markets podcast, we discuss the outlook for diesel and jet fuel/kerosene demand in Asia in the fourth quarter of 2025. This period is always critical, but as we approach the end of the year, a complex interplay of seasonal patterns, supply constraints, geopolitical developments, and economic factors is shaping the landscape. S&P Global Commodity Insights' market reporters, Ng Mei Huey and Pek Michele join Jonathan Nonis, associate director for clean refined products in APAC to discuss

08:28

Kirkuk crude resurgence: Navigating new trade dynamics

Oil Markets ·

2025/10/16

Following the resumption of Kirkuk crude exports on September 27, 2025, the oil markets are poised for significant shifts. This development marks a crucial turning point for the Mediterranean oil landscape, as the Iraqi grade reenters the market amid ongoing geopolitical dynamics and supply chain adjustments. In this episode, John Morley is joined by crude oil reporters Luke Stuart and Ernest Puey to explore the potential implications of this reintroduction. They will discuss how the return of

22:07

High sulfur fuel oil prices get a boost from rising...

Oil Markets ·

2025/10/09

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 crude to South Korea and India? What is the connection between low US imports of heavy crudes and HSFO supply tightness? What is the short-term outlook for HSFO? And why is the Trump administration pushing back on international net-zero shipping fuels standards? Jeff Mower, director of Americas oil news, digs into these questions and more with oil news

14:43

EU sanctions package on Russian oil set to reshape...

Oil Markets ·

2025/10/02

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 India and Turkey, and how flows of diesel and jet fuel in the EMEA region are anticipated to change in the coming months. Gary Clark is joined by middle-distillate reporters Nadia Bliznikova and Aruni Sunil to delve into the shifting trade patterns of oil products and the latest market reaction to the soon-to-be imposed EU sanctions. Related stories

26:23

Insights from APPEC 2025 on China's oil demand and...

Oil Markets ·

2025/09/25

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 slowing and India’s robust demand outlook, the intricate balance of these factors has major implications for global energy supply chains. Asia energy editor Sambit Mohanty sits down with head of China content Alice Niu and head of Asia shipping and freight pricing Pradeep Rajan. The team discusses how geopolitical tensions and strategic stockpiling are

14:26

What impact is Dangote’s ramp-up having on the global...

Oil Markets ·

2025/09/18

Dangote’s RFCC outage has added additional length to the global fuel oil market, with Singapore blending significant volumes of feedstocks into their very low sulfur fuel oil bunkering pool. Host Gary Clark is joined by Charlie Wright, Joseph Jaffe and Kelly Norways to explore the impact of the outage on the fuel oil market in the EMEA and Asia regions.

26:09

Seasonal gasoline transition in US shapes refining...

Oil Markets ·

2025/09/11

As the US transitions to higher-volatility gasoline grades, refiners are adjusting their strategies to balance supply and demand amid seasonal maintenance and export pressures, which also have implications for butane demand. In this episode, the team unpacks the mechanics of the RVP transition, the impact of refinery issues in Mexico, and the growing demand for LPG in Southeast Asia. Jeff Mower, director of Americas oil news, discusses these seasonal shifts with light ends pricing manager Sarah

15:05

What is behind diverging LPG fundamentals over the...

Oil Markets ·

2025/09/04

During the summer season, warmer temperatures and muted levels of demand should traditionally bring length to the LPG markets. This certainly appears to have materialized in the propane markets, but a tightness in the butane market seems to be painting a different picture. How has supply been affected over the summer months, and what can we expect from the LPG market in the short-term with re-emerging trends such as winter gasoline blending? Join host Gary Clark in a conversation with frontline

25:25

APPEC to look at Asia's changing energy narrative...

Oil Markets ·

2025/08/28

APPEC to look at Asia's changing energy narrative amid tariffs and transition Navigating trade, technology and transition—that's the theme of this year's Asia Pacific Petroleum Conference, or APPEC 2025, by S&P Global Commodity Insights. It is scheduled to take place during September 8-11 in Singapore, where CEOs, government officials and market experts will share their insights on geopolitical influences on energy markets, technological innovation, and disruptions, redefined decarbonization

23:42

Drones hammer Russian, Ukrainian energy...

Oil Markets ·

2025/08/21

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 the absence of a ceasefire deal, drone attacks have taken on a new intensity, continuing to claim civilian lives and knocking out critical infrastructure. In the past week alone, Russia has sustained damage to at least five major oil refineries, as well as its main crude pipeline link into Central Europe. Meanwhile, its own attacks risk straining

22:45

What’s in store for US diesel and jet?

Oil Markets ·

2025/08/14

US diesel prices have rallied this summer as strong export demand has helped to tighten inventories, while jet fuel prices have remained stable. With diesel stocks remaining tight, export demand, refinery maintenance and hurricane season present upside risks to prices. In contrast, jet fuel is well supplied, keeping a lid on prices. The outlook for both diesel and jet fuel has been complicated by US trade negotiations, with tariffs putting demand into question. What do recent travel warnings mean

20:39

Tainted crude: Europe responds to Azeri Light...

Oil Markets ·

2025/08/07

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 corrosive organic chlorides, prices for the premium crude grade have tumbled, and some refiners have been forced to draw on emergency oil reserves. Kelly Norways, a downstream oil news reporter, is joined by senior news team editor Nick Coleman, Sam Angell, manager of Platts EMEA crude oil pricing and light ends reporter Dias Kazym to discuss the

25:35

Tightness in USGC heavy crude puts spotlight on...

Oil Markets ·

2025/07/31

Heavy crude supplies to the US Gulf Coast have tightened. Waterborne imports have dropped sharply, driven largely by declines from Mexico and Venezuela. Canadian wildfires have further limited access to heavy barrels, and refiners like Valero are starting to feel the squeeze. Why are Mexican and Venezuelan crude imports collapsing, and can they recover? Why aren’t USGC refiners just turning to Canada via pipeline to replace lost barrels? What Canadian pipeline expansion plans are in the works to

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