OPIS Talks

OPIS, A Dow Jones Company
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OPIS Talks is a podcast featuring interviews with experts in the energy, renewable fuels and chemicals space.

  1. 1 天前

    Venezuelan Crude and U.S.-Mexico Fuel Dynamics

    OPIS TALKS REFINED FUELS: In this episode of OPIS Talks’ limited series on refined spot products, Reagan Pritchard speaks with OPIS Chief Oil Analyst Denton Cinquegrana and Senior Journalist, Mexico Fuels, Karla Omaña about how rising Venezuelan crude flows could reshape fuel dynamics between the U.S. Gulf Coast and Mexico. They discuss what still needs to happen before Venezuela can become a more substantial force in global oil markets, why U.S. Gulf Coast refiners remain well positioned to process Venezuelan crude, and how Mexico’s push for greater energy independence is affecting refining, imports and supply strategy. The conversation also examines Pemex’s dominant role in the Mexican fuels market, the significance of its agreement with Petrobras, the operational challenges at Dos Bocas, and how renewed conflict involving Iran could influence fuel prices across the Western Hemisphere. Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com. Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

    Venezuelan Crude and U.S.-Mexico Fuel Dynamics

  2. 7月9日

    Tariff Talk: Hormuz, the Red Sea and the Energy Market Disconnect

    OPIS TALKS COAL, METALS & MINING: In this Tariff Talk episode of OPIS Talks, James Stevenson and Charles Dayton discuss why crude markets may be understating real geopolitical risk, with a focus on flows through the Strait of Hormuz and the vulnerability of the Bab el-Mandeb as an alternate outlet for Middle Eastern supply. They also examine what a weaker Japanese yen could mean for global debt markets and why current Treasury signals suggest borrowing costs may stay higher for longer than many market participants expect. For energy, metals and mining audiences, the conversation zeroes in on the macro and shipping risks that could shape fuel, freight and broader commodity markets in the weeks ahead. Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com. Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

    Tariff Talk: Hormuz, the Red Sea and the Energy Market Disconnect

  3. 6月17日

    Tariff Talk: Why a Strait Reopening Won’t Be a Quick Fix

    OPIS TALKS COAL, METALS & MINING: In this Tariff Talk episode of OPIS Talks, James Stevenson and Charles Dayton examine the latest US-Iran memorandum of understanding and why any reopening of the Strait is unlikely to bring an immediate return to normal energy flows. They discuss why the market may be underestimating the time, cost and logistical hurdles involved in restoring crude, LNG and refined-product movement, even after a ceasefire. The conversation also looks at what tighter inventories and ongoing uncertainty could mean for diesel buyers and risk management, particularly for mining and industrial customers. The episode closes with a look at newly announced Section 301 tariffs and why tariff uncertainty may be on firmer legal footing rather than fading away. Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com. Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

    Tariff Talk: Why a Strait Reopening Won’t Be a Quick Fix

  4. 6月4日

    Strait Constraints: Skyrocketing Freight Rates and the Global Energy Crisis

    OPIS TALKS REFINED FUEL: The global shipping and freight landscape has undergone a chaotic transformation as an ongoing conflict between the U.S. and Iran completely scrambles global product flows. In the episode of OPIS Talks, the first of a limited series on refined spot products, Reagan Pritchard, OPIS lead editor for the U.S. Gulf Coast Distillates Market, joins Tom Sosnowski, associate director of global marine fuels for OPIS, to analyze this sudden disruption. They discuss how a three-month shutdown of the Strait of Hormuz has trapped 1,600 vessels, forcing traffic around the Cape of Good Hope and sending freight rates to astronomical heights. They also evaluate logistical stopgaps, such as Saudi Arabia's Yanbu terminal, and detail how the Trump administration's Jones Act waivers enabled foreign-flagged ships to deliver critical fuel from the U.S. Gulf Coast to California. Finally, they examine the extensive 18-to-22-week timeline required to safely restore normal maritime transit. Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com. Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

    Strait Constraints: Skyrocketing Freight Rates and the Global Energy Crisis

  5. 5月14日

    Tariff Talk: Talking Iran, Diesel, Risk, and Indonesia

    OPIS TALKS COAL, METALS & MINING: In this latest Tariff Talk Charles and James focus — again — on Iran. We talk about how the situation might play out and why a deal is so hard to come by. We discuss risks stemming from the Iran situation, and particularly focus on diesel. We also talk about how some miners — notably those in Indonesia where James just visited — are reacting to the current situation. Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com. Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

    Tariff Talk: Talking Iran, Diesel, Risk, and Indonesia

  6. 4月1日

    Tariff Talk: Talking Iran, LNG, Coal, and the Petrodollar

    OPIS TALKS COAL, METALS & MINING: Charles Dayton and James Stevenson discuss the ongoing war in the Middle East. They discuss likely timeframes for its duration, and what its commodity impacts are. We focus on impacts on LNG, and flow-through impacts on coal demand. And we close with some discussion of some of the larger Iranian strategies in the war, such as weakening the petrodollar. Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com. Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

    Tariff Talk: Talking Iran, LNG, Coal, and the Petrodollar

  7. 3月24日

    Up in the Air: Charting CORSIA's Complicated Carbon Path

    OPIS TALKS ENVIRONMENTAL COMMODITIES: Humberto J. Rocha sits down with senior markets editor Henry Kronk to unpack CORSIA — the UN-backed scheme pushing airlines to limit growth in emissions through sustainable aviation fuel and carbon credit retirements. Henry walks us through the tightening supply of CORSIA-eligible credits, the process and politics of credit authorization under the Paris Agreement, and what a potential U.S. exit could mean for prices, compliance risk and competition in global aviation. Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com. Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

    Up in the Air: Charting CORSIA's Complicated Carbon Path

  8. 3月17日

    Denominator: Building the Infrastructure Layer for Carbon Intelligence

    OPIS TALKS ENVIRONMENTAL COMMODITIES: Humberto J. Rocha sits down with Svenja Telle, CEO of Denominator, to explore the work involved in building the infrastructure behind credible carbon data. Svenja walks us through Denominator’s five-stage AI pipeline, how it's used in real-world deployments — from Middle East CCS to Latin American green ammonia — and why machine-verifiable carbon accounting is becoming essential for lenders, regulators and industrial producers. Tune in to learn more about Environmental Attribute Certificates (EACs), climate-tech financing barriers and why Svenja, who will be at CERA Week this month, sees Denominator as an infrastructure company first, and a climate tech company second. Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com. Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

    Denominator: Building the Infrastructure Layer for Carbon Intelligence
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簡介

OPIS Talks is a podcast featuring interviews with experts in the energy, renewable fuels and chemicals space.

資訊

  • 創作者
    OPIS, A Dow Jones Company
  • 活躍年代
    2024年 - 2026年
  • 集數
    47
  • 年齡分級
    兒少適宜
  • 版權
    © 2026 Oil Price Information Service, LLC. All rights reserved.
  • 節目網站
    OPIS Talks

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