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Oil markets crashed on the emergence of the omicron variant of COVID-19, leaving market jitters and increased volatility. S&P Global Platts reporters Nick Baldwin and Virginie Malicier discuss with Joel Hanley the reaction and prospects in crude oil and jet fuel, two of the most pandemic-sensitive markets in the oil world.…
 
The Asian jet fuel market is finally witnessing renewed interest after COVID-19 unleashed an unprecedented crisis in the aviation industry. Heightened vaccination rates in many Asian countries, relaxation of zero-COVID tolerance policies by many countries, and the introduction of vaccinated travel lanes by various nations has boosted jet fuel prosp…
 
The strong backwardation in diesel and gasoline forward pricing is reflective of a tight fundamental picture for road fuels in Europe as demand steadily rises and refineries grapple with high crude feedstock and running costs as natural gas prices soar, curtailing supply. Amid this market tightness, inventories continue to draw as the opportunity c…
 
Demand to ship gasoline on Colonial Pipeline has outpaced available space since October, a first in 19 months. The Atlantic Coast has seen higher demand, and imports are low. The spread between offline gasoline prices at the end of Line 1 in Greensboro, North Carolina, and prices at the origin in Houston, Texas, have reached their widest seasonal l…
 
The continued strength in the Brent complex as a whole, demonstrated by the Dated Brent benchmark breaching the $85/b threshold in late October, masks the differing supply and demand dynamics for both sweet and sour grades in Europe, arguably low global stock levels, selective refinery demand and declining official selling prices or OSPs by Nationa…
 
In a shift of strategy to battle surging oil prices, Asia's leading oil consumers India and China have started selling crude oil from their strategic reserves for the first time ever, a sign that import-dependent countries in the region are opening up to the idea of using oil reserves not only at times of geopolitical uncertainty and supply risk, b…
 
High natural gas prices are leading to both a tighter European supply of middle distillates and greater global gasoil demand, while the diesel cargo market was supported by higher demand into Germany and an open arbitrage to the US. In the meantime, jet fuel demand is slowly recovering, the paper market is flying amid bullish market sentiment with …
 
Car tanks may be running empty in the UK after panic buying at the pumps amid a lack of lorry drivers to bring supply from refineries and oil terminals to the retail stations, but what impact if any does this have on the broader gasoline and diesel markets? And what are the consequences of the replacement of E5 gasoline pumps by E10 pumps in the co…
 
The dramatic revival of oil and gas prices, the future of fossil fuels in a changing energy landscape, and the role energy will play in the recovery path from the pandemic were some of the main themes at the 37th Asia Pacific Petroleum Conference -- or APPEC 2021 -- organized by S&P Global Platts. In a wide-ranging discussion with Asia Energy Edito…
 
Just as the summer finally comes to an end and mornings become chilly, we would be expecting demand for heating oil to ramp up in Europe, as no boom has been reported yet. Furthermore, new environmental regulation will be applied in many European countries in 2022, which could lead to some changes in buying patterns. In this episode of the Oil Mark…
 
The IEA may have revised down their oil demand estimates for the third quarter of this year, but looking further ahead both OPEC and IEA expect demand to bounce back despite fear of potential new lockdowns and new variants. As for Brent crude, the current pressure on prices could soon cease amid a strong improvement in refinery margins. In this epi…
 
Scrubber's uptick in the marine sector amid a favorable Hi-5 spread along with demand for high sulfur fuel oil for power consumption in Asia is helping HSFO retain its sheen. In Singapore, the world's largest bunkering port, January-July HSFO sales jumped 33.7% on the year, while many other ports in Asia such as India and Sri Lanka are seeing a mar…
 
It's been quite the week in energy markets, as Hurricane Ida hit the Louisiana coast, causing damage, power outages and destruction to the regular supply of oil and other projects in and around the region. The US Gulf Coast is built to deal with hurricanes like this, but each storm is unique, and what is impacted for how long disruptions persist fa…
 
Asia is witnessing signs of rising mobility, improving the demand outlook for transportation fuels. It has also raised hopes for a sustained oil products demand revival in the region after a long period of weak consumption growth. S&P Global Platts Senior Asia Energy Editor Sambit Mohanty, Global Director for Oil Products Richard Swann, Associate E…
 
All eyes are on supply in European diesel markets, where demand has remained relatively stable at almost back to pre-pandemic levels, but due to the spread of the Delta variant in Asia more cargoes are making their way to Europe and elsewhere. In both the diesel and gasoline Mediterranean markets, prices are strong due to good demand and some suppl…
 
An alphabet soup of changes have impacted US light end markets in the last year, including changes in environmental rules that have readjusted the entire RBOB market. S&P Global Platts editors Sarah Hernandez and Matt Kohlman look at the forces shaping the market.
 
On July 29, the oil product tanker Mercer Street was victim of a deadly drone attack, while a few days later another tanker, the Asphalt Princess, was reportedly hijacked. Both incidents are adding to heightened tensions in the Middle East, which remains a critical region for global oil supply. What impact are these incidents having on freight and …
 
China, Asia's biggest oil consumer, saw its January to June crude oil imports post negative growth for the first time in eight years, pulled down by sharp falls in May and June inflows. But there are expectations that the commissioning of new refining capacity would create incremental demand for cargoes. In a wide-ranging discussion with S&P Global…
 
Cash differentials for jet fuel barges trading in ARA reached 17-month highs mid-July. At the same time, the European Commission announced sweeping proposals to make flying greener, including a future tax on jet fuel. How far is the jet market from a complete recovery from the COVID-19 pandemic and what will the EC’s “Fit for 55” plan mean for the …
 
Against a backdrop of growing Coronavirus infections and OPEC+ discord, oil prices keep rising. How can long-haul crude cargoes stay competitive as backwardation in the forward curve widens and puts pressure on Asia-bound oil from West Africa and Europe? In this episode of the Oil Markets Podcast, S&P Global Platts reporters Emma Kettley and Nick B…
 
It's been a tumultuous stretch for Canadian crude as the coronavirus pandemic and infrastructure uncertainty have impacted the market. However, prices have risen to a level that supports higher production and increased takeaway capacity may provide differentials some uplift. S&P Global Platts editor Patrick Harrington discusses Canada's crude price…
 
Gasoline prices are rallying on underlying demand strength in Europe, West Africa and across the Atlantic, while diesel prices remain steady amid stagnant demand and an abundance of supply as jet fuel continues to be blended into the middle distillates pool, despite slowly rising flight demand. In this episode of the S&P Global Platts Oil Markets P…
 
In a fast-changing landscape where energy transition is the most popular catch phrase, the trading community is looking for answers on what’s in store for the oil market over the next decade. Ravinder Kumar Malhotra, Director General of the Federation of Indian Petroleum Industry, and Dave Ernsberger, Global Head of Pricing and Market Insight at S&…
 
While demand for tankers of clean and dirty oil products has yet to recover fully from the pandemic, prices of bunker fuels have been rising to 16-month highs, thus threatening the profitability of the shipping industry and making shipowners less willing to offer a certain number of loss-making routes. In this episode of the Oil Markets Podcast, S&…
 
Gasoline imports into the US Atlantic Coast have surged to record highs in recent months. Andrea Salazar and Anna Trier of S&P Global Platts look at what has been driving the flurry of imports -- from the recent Colonial Pipeline cyberattack to a winter storm that impacted the Gulf Coast -- and how long that is expected to last.…
 
While the pandemic is far from over and coronavirus cases are still rising in some Asian countries, the front-month Brent crude futures breached on June 1 the $70/barrel ceiling and extended the rise the next day. From OPEC’s optimistic demand forecasts to uncertainty over Iran’s production, caution seems to dominate the medium-term, and the longer…
 
China on May 14 announced that it will implement a consumption tax on mixed aromatics, light cycle oil and bitumen blend from June 12 in an effort to close a loophole in its tax system. This tax is expected to have repercussions not only in the domestic market, but also in the regional refined products market and crude markets. Mixed aromatics and …
 
While the May 7 outage of the Colonial Pipeline prompted fears of fuel shortages on the US Atlantic Coast, it also led to talk of extra gasoline and diesel moving from Europe. But with COVID restrictions easing on both sides of the Atlantic, there are longer-term drivers at play. In this episode of the Oil Markets Podcast, S&P Global Platts reporte…
 
Global crude prices have staged an impressive rally, recovering to pre-COVID levels. However, many US Gulf Coast crude differentials and regional spreads are yet to normalize, raising the question if the 2020 demand shock and ongoing infrastructure buildout will have a permanent impact on relative prices. S&P Global Platts Americas Crude Managing E…
 
While the European jet fuel market has yet to recover from the pandemic and continues to trade at low cash premiums, will demand for aviation fuel be boosted by the upcoming easing of travel restrictions within Europe and the potential resumption of non-essential trans-Atlantic flights? In this episode of the Oil Markets Podcast, S&P Global Platts …
 
The astronomical surge in India's COVID-19 cases to record highs has baffled policymakers and overwhelmed the country’s medical infrastructure. The current spread of infection has raised concerns that a crisis of unprecedented magnitude would take a toll on oil demand. S&P Global Platts Senior Asia Energy Editor Sambit Mohanty talks to Rajat Kapoor…
 
While the European gasoline market has been increasing strengthening versus its middle distillates counterpart, weighed down by COVID-19 restrictions in Europe, this has in turn led to a growing divergence between prices of low-sulfur and high-sulfur vacuum gasoil on the old continent. In this episode of the Oil Markets Podcast, S&P Global Platts r…
 
Soybean futures continue to support RVO prices as the US market awaits a Supreme Court decision to determine the future of small refinery exemptions. European exports continue to head toward the East Coast on improved gasoline cracks and market optimism, pressuring New York Harbor prices lower. Gulf Coast prices have spiked to three-year highs as r…
 
While the grounding of the Ever Given in the Suez Canal has created countless memes, it has also reminded the world on the fragility of supply chains. In this episode of the Oil Markets Podcast, S&P Global Platts reporters Charlotte Bucchioni and Britt Russell-Webster discuss with Joel Hanley the impact of the blockage on freight and fuel markets, …
 
Major airlines in Asia have identified sustainable aviation fuel as having a potential to make a significant contribution to the global goal of reducing carbon emissions from commercial aviation. But the industry faces many challenges to overcome before SAF's potential can be realized. The impact of the coronavirus pandemic on the travel industry i…
 
The market for low sulfur fuel oils – 0.1% S and 0.5% S – has tightened on the refinery response to COVID-19, while as a result of IMO 2020, lackluster demand for 3.5% S is encouraging shippers to fit scrubbers which could flip fundamentals between the grades in the future. Meanwhile, a recent cold weather spell in Asia drew fuel oil supplies away …
 
Rising prices and a failed trucker strike last month have rocked the Brazilian diesel market this year. Petrobras, Brazil’s state-owned oil company, has raised fuel prices several times this year after pressure from independent importers, angering consumers and trucking unions. Petrobras' CEO was recently ousted by Brazilian President Jair Bolsonar…
 
With oil prices reaching 13-month highs, surprising many market analysts, are these higher levels here to stay and how might they impact production levels of OPEC+ in the coming year? In this edition, S&P Global Platts Associate Editorial Director John Morley discusses the current crude fundamentals and expectations with Senior Editor Eklavya Gupte…
 
Middle Eastern crude producers are sending fewer cargoes to Asia, but refiners in the region are unfazed. S&P Global Platts Head of News for Asia Mriganka Jaipuriyar, Editor Mark Tan, and Adviser for Asia Oil Analytics JY Lim examine Asia's current refining landscape, the impact of the Myanmar coup on supply, and refiners' strategies to manage an u…
 
Bad weather on the US Gulf Coast and a rise in crude oil prices has added to volatility in the European naphtha paper market -- belying more balanced physical fundamentals -- while export demand for European gasoline has shot up. S&P Global Platts reporters Evridiki Dimitriadou and Joseph McDonnel discuss the market with Francesco Di Salvo.…
 
For fuel oil markets, 2020 was a strange year, as the global pandemic overshadowed implementation of the landmark IMO 2020 regulation. With global demand slowly returning, these grades are back in focus. S&P Global Platts editors Beth Brown and Patrick Burns talk with Matt Eversman, associate director of crude and fuel oil markets, about fuel oil m…
 
The price of aviation fuel dropped to record lows at the start of the coronavirus pandemic. In this podcast, Platts reporters Emma Thomas and Chris Ewen tell Joel Hanley of the fuel’s faltering steps back to a more normal market environment amid the ongoing threat of COVID-19.
 
The last few weeks saw temperatures in many parts of North Asia drop to record lows, and energy prices hit record highs. Platts JKM, the benchmark for Asian spot LNG prices, surged to $32.50/MMBtu, the highest since it was launched in early 2009. LNG freight rates hit unprecedented levels of nearly $300,000/day, trucked LNG in China rose to around …
 
As most refined products struggle to find demand through the pandemic’s destruction, naphtha has found itself riding on a three-year high crack spread, supported by petrochemical demand. S&P Global Platts Associate Editorial Director Francesco Di Salvo discusses the unusual strength in naphtha prices with pricing reporters Evridiki Dimitriadou and …
 
US NGLs have strengthened across the board early in 2021, with some of those gains tied to increases in West Texas Intermediate and others linked in robust demand from the petrochemical sector and other global markets. LPG editor MK Bower discusses what is driving pricing strength for propane and butane, how ethane is recovering from the demand des…
 
As the major road freight fuel for Europe and beyond, how has diesel coped with the global pandemic and what are its prospects heading into the new year? Platts reporters Virginie Malicier and Rowan Staden-Coats discuss the diesel markets with Joel Hanley.
 
As 2020 finally draws to a close, Oil Markets Podcast hosts from around the world – Mriganka Jaipuriyar, Joel Hanley and Richard Swann – gather to discuss the year in detail, and try to chart a path to recovery in 2021.
 
It has been a big year for the US flagship crude, West Texas Intermediate, and in particular the way that grade is priced. Following significant growth of US crude exports before the pandemic and then the April 20 price collapse of the NYMEX WTI contract, S&P Global Platts launched its AGS assessment for waterborne cargoes of WTI Midland loading on…
 
With so much US crude now coming to Europe, Platts has announced a proposal to include US WTI Midland into the North Sea benchmark of Dated Brent. Jonty Rushforth and Joel Hanley discuss how this might work and what it means for the world’s leading oil benchmark.
 
The pandemic has pummeled Japan's oil demand and led to some dramatic drops in its crude imports and refinery runs. The onset of winter and subsequent rise in demand for heating oil has offset some of that collapse, but the road ahead continues to look uncertain, S&P Global Platts Asia oil market experts Takeo Kumagai, Daisuke Shibata and Mriganka …
 
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