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...
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Oil Markets
S&P Global Commodity Insights analysis of key oil price movements across the globe.
Oil Markets Podcast Guide
Listen to Oil Markets, a Business podcast by S&P Global Commodity Insights. Stream 528 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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20 of 528 episodesHow 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...
From Hormuz to Asia: the ripple effects on oil trade, prices, and economies
The conflict in the Middle East has sent ripples across the global energy landscape, with the spotlight on the Strait of Hormuz -- the criti...
Atlantic physical crude dynamics following Dated Brent's all-time high
Dated Brent's record high assessment by Platts of $144.42/barrel stole the headlines on April 7, but physical market fundamentals in the Atl...
Hormuz chokepoint: Global scramble for diesel supply
As traffic inches back through the Strait of Hormuz, oil and product flows remain constrained, sending buyers scrambling to replace Middle E...
Nigeria's Dangote refinery takes spotlight amid Middle East conflict
As the conflict in the Middle East has raised the specter of global fuel shortages, Nigeria's new Dangote refinery has attracted growing att...
CERAWEEK 2026: With Hormuz shut, who fills the gap?
From CERAWEEK 2026 in Houston, host Jeff Mower , Director of Americas Oil News, is joined by Senior Upstream Editor Ashok Dutta , oil news e...
Strait of Hormuz uncertainty, Asia's LPG scramble as Middle East flows stall
Tensions between US-Israel and Iran are disrupting flows in the Strait of Hormuz, forcing Asia's LPG market to manage surging prices and shi...