Naphtha's post-Hormuz reality: tight supply, wide arbs and a bullish gasoline pull
Middle East export disruptions, soaring gasoline demand and shifting trade flows have reshaped global naphtha markets over the past six mont...
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Oil Markets
S&P Global Commodity Insights analysis of key oil price movements across the globe.
Episodes
20 of 534 episodesAPPEC to focus on Asia's energy resilience, vulnerability in a fragmented market
Energy markets are once again being tested by geopolitics. With fragile shipping routes and shifting trade patterns, energy security has ret...
Regional bottlenecks and strong product margins boost European gasoline prices
As summer driving reaches its seasonal peak, European gasoline production faces challenging chokepoints amid broader macro trends reshaping...
Oil earnings divide: Producers grow, refiners thrive
North American oil companies delivered a striking second-quarter earnings season. Upstream producers raised output guidance while maintainin...
When the river runs dry: how low Rhine water levels are reshaping Europe's oil market
The Rhine River is one of Europe's most important trade arteries, carrying diesel, gasoil, and other refined products from the Amsterdam-Rot...
Diesel supply constraints impact flows to Brazil
Diesel prices have soared, driven by supply constraints through the Strait of Hormuz and by the ongoing war between Russia and Ukraine. Ukra...
Asian refined products markets in focus as Strait of Hormuz uncertainty returns
Renewed tensions surrounding the Strait of Hormuz have refocused attention on supply security, freight costs and export flows across Asian r...
How have plummeting Russian diesel exports affected cracks across the European middle distillates space?
The announcement of a Russian ban on diesel exports following supply shortages at gas stations across the country has spurred cracks to wide...
US oil and gas M&A activity slows despite high prices and favorable regulatory regime
Aside from a handful of high-profile deals, merger and acquisition activity in the US oil and gas sector has been tepid in recent months eve...
How have European fuel oil markets responded to the Middle Eastern conflict?
The effective closure of the Strait of Hormuz following escalating tensions in the Middle East sent European fuel oil imports from the Gulf...
Chokepoint geopolitics: Implications for Asia's downstream and upstream sectors
Asia's energy security has always rested on a difficult bargain -- deep reliance on Middle Eastern crude in exchange for scale, proximity an...
How is Europe dealing with its seasonal uptick in road fuel appetite?
As summer travel is getting into its stride, European supply chains for diesel and gasoline are geared to meet the seasonal uptick in road f...
Hormuz Headwinds an Opportunity for Latin American Oil Producers
With Strait of Hormuz constraints reshaping global supply routes, Latin America is stepping into the spotlight. In this episode, Jeff Mower...
How European crude became oversupplied amid deep supply crisis
The global crude oil market continues to see disrupted exports from the Middle East. Yet, with soft Asian demand and the release of strategi...
Tighter routes: How Hormuz disruption is reshaping Asian jet fuel markets
The disruption to flows through the Strait of Hormuz is rapidly reshaping the Asian jet fuel market at a critical juncture, just as seasonal...
The global LPG divide: Why Europe and Asia are moving in opposite directions
European and Asian LPG fundamentals have sharply diverged following the disruption to flows through the Strait of Hormuz in late February an...
US exports hit record high as Middle East war blocks Persian Gulf supply
US crude exports have hit record high in April as buyers looked far afield to replace barrels that have been blocked by the Middle East war...
Bonus episode: Hedging through the storm - can India's Dated Brent contract reshape risk landscape?
India's crude imports are climbing, not just in volume, but in complexity. As the country widens its pool of suppliers, it is also exposing...
European middle distillate flows shift on Persian Gulf supply constraints
With more than two months having passed since the beginning of the war in the Middle East, a conflict that has tightened refined oil product...
Service company earnings: Infrastructure shifts, e-fleets, and Latin American growth
In this episode of the Oil Markets Podcast from S&P Global Energy , host Jeff Mower dives into first-quarter earnings from major oil and gas...