Oil Markets

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Oil Markets

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

  1. 49 MIN AGO

    Weak Northwest European gasoline and naphtha fundamentals challenge seasonal expectations

    The beginning of spring marks the start of gasoline's seasonal transition from winter into summer specification but the market fundamentals remain under pressure on the prompt. Gary Clark is joined by Dias Kazym and Matthew Tracey-Cook to discuss how weak gasoline fundamentals extended to the European naphtha market, which also faces challenging petrochemical environment despite short-term supply volatility. Links: Join us on Platts Connect European naphtha backwardation at two-months low on weaker fundamentals (Subscriber content)

    15 min

  2. 6 MAR

    Trump tariffs highlight US refiner dependence on Mexico and Canada

    New US tariffs on imports from Canada and Mexico are highlighting the dependence of US refiners and consumers on crude and refined products from both countries. Why is the US Atlantic Coast in particular exposed to the supply and price impacts of the tariffs? Who will eat the costs of tariffs on Canadian crude?  Jeff Mower speaks with senior refining editor Janet McGurty and crude price editor Jada Johnson to discuss what options US Gulf Coast refiners have in obtaining heavy crude barrels, considering the 25% tariff on Mexican oil and considering that imports from Venezuela are no longer stable. Links: Join us on Platts Connect Register for CERAWeek

    21 min

  3. 27 FEB

    India Energy Week shines spotlight on policies, diplomacy and supply strategy

    India Energy Week brought together thought leaders, industry pioneers and curious minds from around the globe to discuss the future of energy in India and beyond. From shifting spotlight of oil producers towards India to the optimism around clean energy, such as hydrogen and biofuels, the event witnessed discussions and debates around India's current and future energy landscape. And a key question that was in focus was -- how will India strike a balance between the need for traditional fuels while embracing a new energy roadmap? In this episode of Platts Oil Markets Podcast, Sambit Mohanty, Asia Energy Editor is joined by Dan Pratt, Head of Upstream Solutions, and Pulkit Agarwal, Head of India Content to discuss the key themes that dominated the event.

    18 min

  4. 20 FEB

    CPC pipeline damage and oil market implications amid ongoing Russia-Ukraine war

    In what was the first direct hit from drone attacks on the Caspian Pipeline Consortium route since the onset of Russia's invasion of Ukraine in 2022, close to 1.5 million b/d of crude output from oil giant Kazakhstan has been brought into the spotlight. The development comes with an uptick in broader energy infrastructure attacks and against a backdrop of US and Russian talks over the war’s near-term future. What impact does a damaged CPC pipeline have on crude oil markets in the Mediterranean and more frequent refinery attacks mean for products in the region? Joel Hanley is joined by Nick Coleman, Elza Turner, and Luke Stuart to discuss the latest in this episode of the Platts Oil Markets podcast. Links: CPC Blend CIF Augusta vs. BTC Dtd Strip - AAHPL00 Azeri Light CIF Augusta vs. BTC Dtd Strip - AAHPM00 Dated Brent - PCAAS00 Kazakhstan's CPC Blend pipeline throughput cut by drone strike - Read more (subscriber content) REFINERY NEWS: Russia's Syzran hit by drone strike, impact uncertain - Read more (subscriber content) Putin tells Kazakhstan's partners to help repair CPC pipeline after attack - Read more (subscriber content) Fujairah Bunkering & Fuel Oil Forum (FUJCON 2025) - More info

    15 min

  5. 13 FEB

    Deal or no deal: Trump, Iran, Venezuela, and a million barrels of oil

    Since his return to the US presidency, Donald Trump has launched a maximum-pressure campaign on Iran in pursuit of a nuclear deal, in sharp contrast with a more diplomatic approach towards Venezuela. How will these geopolitical strategies affect oil exports, spot markets, and the role of players like China on the global stage?  Jeff Mower, Kate Winston, Chris van Moessner, and Pat Harrington unpack the latest moves from the Trump administration regarding Iran and Venezuela and what they mean for oil prices and the market landscape.  Links: Register for CERAWeek

    15 min

  6. 7 FEB

    India Energy Week to seek answers on demand trajectory, oil diplomacy and upstream push

    India's rapidly growing energy demand, the shifting focus of oil producers towards the country, and the transition to cleaner energy sources are key themes at India Energy Week. Delegates will seek insights on how Indian energy companies and policymakers can balance the reliance on traditional fuels with a new energy roadmap. In a comprehensive discussion, Dave Ernsberger, Co-President at S&P Global Commodity Insights, Ranjit Rath, Chairman and Managing Director at Oil India Ltd, and Sambit Mohanty, Asia Energy Editor, will explore key market issues of interest to delegates. They will address India's evolving relationship with non-OPEC producers and outline the strategies India plans to implement in its upstream sector to attract global investors. This is a special bonus episode of Oil Markets, originally featured in the Commodities Focus series! Tune in!

    26 min

  7. 6 FEB

    Oil markets navigate Trump’s tough talk and tariffs

    A fast-paced beginning to the second Trump presidency has sent ripples across financial and commodities markets globally with tough talk on sanctions and tariffs, in particular. Joel Hanley is joined by Thomas Washington and Herman Wang to dissect the impact US policy is having on oil and shipping markets and what OPEC+ make of Trump 2.0.  Links: Register for London Energy Forum 2025 US tariffs on imports from Canada, Mexico delayed by one month OPEC+ stays the course with output cuts, pushes for improved compliance (subscriber content) Dated Brent PCAAS00 Dubai Mo01 PCAAT00

    14 min

  8. 31 JAN

    New sanctions on tankers and implications for China and India's oil imports

    The recent expansions of the US Office of Foreign Asset Control (OFAC) vessel sanction list have sent shockwaves throughout the tankers and crude oil markets, raising questions about potential shifts in crude import strategies for China and India. Market participants are closely monitoring the extent to which Iranian and Russian crude exports may be disrupted, how major importers like China and India are adapting, and how sanctions may evolve under the new US administration. In this episode, Benjamin Tang, liquid bulk team lead at S&P Global Commodities at Sea, is joined by Yen Ling Song, associate director for S&P Global Commodities at Sea, and Sameer Mohindru, senior editor for shipping and freight at S&P Global Commodity Insights to discuss the implications of the latest US sanctions targeting Russia’s oil tanker fleet and their far-reaching effects on global oil markets.

    26 min
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About

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

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  • Channel
    S&P Global
  • Creator
    S&P Global Commodity Insights
  • Years Active
    2016 - 2025
  • Episodes
    453
  • Rating
    Clean
  • Copyright
    © Copyright 2018 S&P Global Commodity Insights, a division of S&P Global. All rights reserved. https://www.spglobal.com/platts 172735
  • Show Website
    Oil Markets

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