Oil Markets

S&P Global
  • 4.4 (25)
  • INVESTING
  • UPDATED WEEKLY
Oil Markets

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

  1. 2D AGO

    Ceasefire, sanctions and tariffs: implications for Asian oil flows

    Russia's temporary halt on attacks on Ukraine's energy infrastructure has raised hopes of the two countries eventually moving towards a peace deal, followed by the potential lifting of sanctions. This has also prompted a debate on whether any normalization of Russian oil flows could lead to an immediate reduction in flows from Russia to Asia—mainly India and China. O oil diplomacy will be at play and Russia will do all it can to ensure that it keeps its two top buyers on its side to ensure rock-steady outlets for its oil in the future? In this episode of Platts Oil Markets Podcast, Asia energy editor Sambit Mohanty discusses with Shrikant Madhav Vaidya, former chairman of Indian Oil Corp., and Kang Wu, head of global macro and oil demand research at S&P Global Commodity Insights some of the key market developments that could influence oil trade flows to Asia.

    31 min

  2. MAR 20

    Gasoil in the Mediterranean: emissions control zones and emerging opportunities

    The Mediterranean gasoil market is undergoing significant changes as new Emission Control Zones come into effect, drastically altering sulfur limits for marine fuels. In this episode of the Oil Markets podcast, our experts explore the evolving role of gasoil, an important middle distillate that is often overshadowed by diesel and jet fuel. Host Joel Hanley is joined by Virginie Malicier, manager of middle distillate pricing, and Jan Kedzior, gasoil price reporter, to discuss the impact of reduced Russian supply, the growing importance of North African countries in the market, and the competitive dynamics between gasoil and diesel. Links: 0.1% CIF Med gasoil - AAVJJ00 FOB West Africa 50ppm diesel/gasoil - AWFRA00 ULSD 10ppm CIF Med - AAWYZ00 FIRST TAKE WhatsApp Channel

    15 min

  3. MAR 14

    Bonus episode: At CERAWeek, big tech and big energy cozy up

    The tech industry came in hot at the CERAWeek by S&P Global conference in 2025, and the conversation shifted from decarbonization and energy security in previous years to boosting the energy industry as a key piece of the AI race.  In this bonus episode, Commodity Insights co-president Dave Ernsberger joins Americas oil news director Jeff Mower to recap the key themes and developments from the conference, including the Trump administration's energy and geopolitical strategies, industry's outlook on investment and production, and the prevalence of decarbonization efforts. Read more of SPGCI's CERAWeek coverage Platts Connect

    18 min

  4. MAR 13

    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

  5. MAR 6

    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

  6. FEB 27

    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

  7. FEB 20

    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

  8. FEB 13

    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
See All (456)

    Ratings & Reviews

    4.4
    out of 5
    25 Ratings

    About

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

    Information

    • Channel
      S&P Global
    • Creator
      S&P Global Commodity Insights
    • Years Active
      2016 - 2025
    • Episodes
      456
    • 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

    More From S&P Global

    You Might Also Like

    Content Restricted

    This episode can’t be played on the web in your country or region.

    To listen to explicit episodes, sign in.

    Stay up to date with this show

    Sign in or sign up to follow shows, save episodes, and get the latest updates.
    Select a country or region

    Africa, Middle East, and India

    Asia Pacific

    Europe

    Latin America and the Caribbean

    The United States and Canada