logo
episode-header-image
Jul 3
14m 4s

A dive into distillates: The latest on E...

S&P Global Commodity Insights
About this episode

With European middle-distillate markets remaining well-supplied amid turbulence in the Middle East, the prospect of new legislation regarding the origin of European product imports provides fuel for thought for market participants. To discuss the latest developments in the middle-distillate markets, Gary Clark is joined by Virginie Malicier and Nadia Bliznikova with a sharp focus on diesel and jet fuel dynamics in the EMEA region.

https://plattsconnect.spglobal.com/#platts/insightsArticle?articleID=5a322417-d739-41cc-b246-3bc5aebeb28a&insightsType=Top%20News

https://plattsconnect.spglobal.com/#platts/insightsArticle?articleID=fb3a0446-6929-4832-a1c9-5329b050815c&insightsType=Top%20News

 Jet CIF NWE Cargo PJAAU00

ULSD 10ppmS FOB ARA Barge AAJUS00

ULSD 10ppmS CIF NWE Cargo AAVBG00

ULSD 10ppmS CIF Med Cargo AAWYZ00

Up next
Today
LPG boom: Exports, tariffs, and summer demand support North American NGLs
In this episode, the Americas NGLs pricing team discusses Gulf Coast and Canada NGL market dynamics. Light ends manager Sarah Hernandez and LPG reporters Hunter Marrow and Marcus Still review conditions from 2024 that led to record-high export premiums and compare those condition ... Show More
26m 59s
Jun 26
Airstrikes on Iran put oil war premiums in the spotlight
Oil prices rallied following Israeli attacks on Iranian nuclear and military targets, but just as quickly reversed after the US bombed three of Iran's nuclear enrichment facilities. War premiums were mostly erased after US President Donald Trump said Israel and Iran agreed to a c ... Show More
23m 53s
Jun 19
Middle East flare-up and ramifications for European oil markets
A sudden ramp-up in tensions as Israel and Iran exchange blows has proved impactful for oil markets in the EMEA region. In this episode of the Platts Oil Markets podcast, Gary Clark is joined by front-line reporters Joey Daly, Jan Kedzior and Dias Kazym to discuss how the volatil ... Show More
20m 1s
Recommended Episodes
Nov 2020
Tanker freight runs aground in Q4 amid demand destruction
Tanker freight for clean and dirty ships hit multiyear lows in October, subverting winter seasonality which typically brings year highs for freight for both sides of the market. Demand for crude and petroleum products remains low worldwide, and as Europe and the Americas face sec ... Show More
15m 18s
Mar 2023
Martijn Rats: Differing Prospects for Oil & Gas
While oil and gas prices generally move in similar directions, their current situation has deviated from market norms. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Martijn Rats, Morgan Stanley's Global Commodities Strategist. Along with my colleagues, bringing yo ... Show More
4m 24s
May 7
Oil and Gas This Week | May 7 2025 | Ep 377
Sponsored by Cognite – https://www.cognite.com/en/ogpodcast Indian Refiners Scoop Up Russian ESPO Crude as China Steps Back https://oilprice.com/Latest-Energy-News/World-News/Indian-Refiners-Scoop-Up-Russian-ESPO-Crude-As-China-Steps-Back.html Germany Slams Idea of Splitting Euro ... Show More
33m 11s
Jun 2024
The Biofuels Report: Asian UCO exports to US surge
With rising demand for sustainable aviation fuel and HVO or renewable diesel, the demand for feedstocks is surging. One feedstock is taking center stage, used cooking oil. Argus recently launched the EPA-compliant UCO fob China and EPA-compliant UCO fob Strait of Malacca price as ... Show More
6m 48s
Nov 2023
Big Oil’s big bet
In October two US oil and gas giants announced massive deals: Chevron bought Hess, and ExxonMobil acquired Pioneer Natural Resources. These deals expand each company’s operations and secure their access to more oil for decades to come. But recent forecasts say global demand for f ... Show More
15m 24s
May 2024
Driving Discussions: How is US refined oil products export market affected by USGC medium range tanker rates bouncing back?
Get a look at what’s happening now in the US refined oil products export market as medium range (MR) tanker rates in the US Gulf coast rebound from 2024 lows, in this podcast. US Products Associate Editor Jason Metko sits down with Americas Freight Deputy Editor Ross Griffith, to ... Show More
17m 52s
Jan 2024
Saudi Aramco scraps plan to boost oil production capacity
Saudi Aramco (ARMCO) shelves plan to boost oil production capacity after state order. (00:31) Northrop Grumman (NOC) enters $1B accelerated stock buyback agreement. (01:33) AMD Q4 earnings preview: AI tailwinds expected in 2024. (02:25) Episode transcripts seekingalpha.com/wsb. S ... Show More
7m 10s
May 2024
How shale rewrote the global oil order
For decades, countries in the Middle East have dominated the oil market, pumping large quantities of the world’s supply. Along with that has come a pattern: when there’s conflict in the region, oil prices rise. The pattern seems to be breaking though, mainly because of one thing: ... Show More
17m 41s
Apr 14
Goldman sees oil sliding into 2026
Oil prices to fall through 2026 on supply glut – Goldman Sachs. (00:20) Sony increases costs of PS5 in Europe, Australia, and New Zealand amid tariff risks. (01:46) Tech stocks rebound on Trump tariff exemptions. (02:17) Episode transcripts seekingalpha.com/wsb. Show links:  Bigg ... Show More
6m 17s
Nov 2023
Feels Like a Markets’ Summer Breeze with Helima Croft and Art delaCruz
On this episode of On The Tape, Guy, Dan, and Danny chat about their key takeaways from earnings season (2:00), the post-Fed rally (9:40), when the Fed could start cutting interest rates (11:45), housing (16:45), the IPO market (18:30), the government shutdown looming again (21:3 ... Show More
1h 33m