Oil Markets

S&P Global

4.3 (30)
INVESTING
UPDATED WEEKLY

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

5D AGO

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 service companies, including SLB, Baker Hughes, and Halliburton. Joined by S&P Global editors Binish Azhar, Sheky Espejo, and J. Robinson, the panel explores the sector's strategic pivot toward energy infrastructure and generation amid geopolitical uncertainties. Why are US shale producers still focused on completions despite high oil prices? How are surging diesel prices and record-low natural gas prices at the Waha hub driving the industry shift from diesel-powered frack spreads to natural gas and electric fleets? How is next-generation fracking technology being deployed in Argentina's Vaca Muerta? Are Pemex payments stabilizing in Mexico? Is there reason for cautious optimism surrounding Venezuela's future production goals? Join us for a wide-ranging conversation on these topics and more.

22 min
APR 23

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 critical artery for Asia-Pacific's energy imports. Amid trade flow disruptions, the path to recovery, the resilience of physical oil markets, and the broader economic consequences are under intense scrutiny. While the return to normalcy, the evolving dynamics of oil storage, the transmission of supply shocks to Asian economies, and the policy responses shaping the region's future energy strategy are some of the key themes that are dominating the discussions, the market is also looking for answers on transparency in pricing, benchmark adjustments, and market adaptation during turbulent times. In this episode of Platts Oil Markets Podcast by S&P Global Energy, Asia Energy Editor Sambit Mohanty discusses some of the key themes with Atul Arya, chief energy strategist; Daniel Colover, global head of oil and chemicals market engagement; and Vishrut Rana, Asia-Pacific senior economist at S&P Global Ratings.

21 min
APR 16

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 Atlantic basin have similarly brought cash differentials for individual crude oil grades across the North Sea, West Africa and the Mediterranean upwards to levels that, in some cases, have never been seen before. In this episode, Associate Director Emma Kettley is joined by frontline reporters Ernest Puey and George Delaney to explore the impact the war in the Middle East is having on the physical crude oil markets in the European and African region.

15 min
APR 9

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 East barrels and lock in reliable diesel supply. With nearly 6 million b/d of Middle East refining capacity at stake, and roughly 4 million b/d of refined products flows, diesel prices have soared, opening export opportunities. Where are buyers turning for diesel, and what policy tools are governments using to soften price shocks? Jeff Mower, Americas Oil News Director, unpacks these issues with Brazil Refined Products Manager Renato Rostas, Americas Middle Distillates Managing Editor Aaron Tucker, and Mexico Energy Editor Sheky Espejo.

30 min
APR 2

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 attention as an alternative supplier. After starting up in 2024, the refinery reached its initial 650,000 b/d capacity for the first time earlier in 2026 and has seen a growing demand for its products from markets further afield. In this podcast, Gary Clark, associate director, EMEA clean refined products at S&P Global Energy, is joined by Matthew Tracey-Cook, senior price reporter on West African refined products, and Kelly Norways, a journalist on the oil news team, to discuss the capacity of Africa's first megarefinery, regional supply risks, and where its product could end up.

19 min
MAR 31

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 editor Binish Azhar, and oil policy reporter Eamonn Brennan to break down the conference's energy security focus. With the Strait of Hormuz largely closed and the Trump administration negotiating with Tehran while signaling it wants to cap oil price spikes, policymakers and executives clash over how fast supply can respond. The crew explores non-Middle East supply opportunities, including rising US Gulf Coast crude fixtures, constrained by pipeline and completion capacity, and a new wave of Canadian barrels pushing toward Asia via the Pacific. A high-stakes reform pitch for Venezuela meets some skepticism.

20 min
MAR 26

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 shifting optimization to urgent supply management. With Middle East shipments threatened, especially for India and China facing low inventories and weak PDH margins, buyers are scrambling for alternative supplies and shipping. The Platts Oil Markets Podcast covers the immediate impacts: stalled vessels, rising freight rates, record high premiums, and a rapid move toward US LPG diversification, despite export terminal disruptions. The episode also looks ahead at inventory strategies, diversification of supply sources, and whether this crisis will permanently reshape the global LPG trade. Regina Sher, manager of the Asia oil products pricing team, and Norazlina Jumaat and Jeff Ong, reporters for Asia oil products, discuss the impact of this supply disruption on the LPG market.

12 min
MAR 19

Europe's jet fuel prices rally to record highs on Persian Gulf shut-in

Benchmark jet fuel assessments by Platts have reached all-time highs on the back of war in the Middle East. With vital middle distillate supplies locked in the Persian Gulf owing to the effective closure of the Strait of Hormuz, the knock-on impact for both physical and financial refined products markets in Europe has been unprecedented. In this episode of the Platts Oil Markets podcast, Gary Clark, Associate Director for EMEA Clean Refined Products, is joined by frontline reporters Aruni Sunil and Patrick McAllister to discuss the latest dynamics in the European jet fuel market.

14 min

See All (510)

4.3

out of 5

30 Ratings

Good but boring

10/01/2025

Efejot27

Amazing content. Quality and depth. But you will struggle to stay awake. MORE ENERGY GUYS!!!!
Please Improve Sound Quality

10/08/2020

JGauthier22

Please please please fix and improve your sound quality. The information is extremely valuable but is very difficult to follow due to the sound quality.