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1 Ep. 51 - "Beyond Burnout: Rewriting Success in Events, Travel, and Hospitality with Mike Messeroff" 49:03
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Episode 51 – Beyond Burnout: Rewriting Success in Events, Travel, and Hospitality with Mike Messeroff The events, travel, and hospitality industries are built on curating joy for others—but what happens when the professionals behind the experiences run out of joy themselves? In this episode, we sit down with Mike Messeroff, a former JetBlue leader turned transformational coach, who has walked away from corporate perks and global adventures only to discover the real key to thriving: presence, clarity, and self-hospitality. From managing partnerships at JetBlue Vacations to pouring cocktails in Breckenridge, Mike’s career journey reveals the hidden cost of “selling fun” while quietly burning out. Today, he helps executives, event planners, and hospitality leaders rewrite the script by treating themselves like their most honored guests. We explore: Why burnout is baked into the “programming” of events and hospitality professionals How mindfulness and micro-moments of presence can transform leadership on high-stress event days The difference between chasing fun and finding freedom in your career Why self-hospitality isn’t fluff—it’s the foundation for long-term success If you’ve ever wondered why the perks of the job don’t always equal fulfillment, or how to recalibrate without walking away from the industry you love, this conversation offers a practical blueprint for change. Learn more about Mike's mission at www.self-hospitality.com 🎧 Listen now on www.tttpod.com , Apple, Spotify, or wherever you get your podcasts. Follow us @Tix2TravelPod on LinkedIn, Instagram, and Facebook for more insights at the intersection of travel, ticketing, and live experiences.…
Oil Markets
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S&P Global Commodity Insights and P Global Commodity Insights에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 S&P Global Commodity Insights and P Global Commodity Insights 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
S&P Global Commodity Insights analysis of key oil price movements across the globe.
…
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478 에피소드
모두 재생(하지 않음)으로 표시
Manage series 3021343
S&P Global Commodity Insights and P Global Commodity Insights에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 S&P Global Commodity Insights and P Global Commodity Insights 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
S&P Global Commodity Insights analysis of key oil price movements across the globe.
…
continue reading
478 에피소드
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Oil Markets

1 APPEC to look at Asia's changing energy narrative amid tariffs and transition 25:25
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APPEC to look at Asia's changing energy narrative amid tariffs and transition Navigating trade, technology and transition—that's the theme of this year's Asia Pacific Petroleum Conference, or APPEC 2025, by S&P Global Commodity Insights. It is scheduled to take place during September 8-11 in Singapore, where CEOs, government officials and market experts will share their insights on geopolitical influences on energy markets, technological innovation, and disruptions, redefined decarbonization strategies and price outlooks. Delegates will also seek answers on how Asia is navigating a multi-faceted energy future to ensure energy security at a time when many countries are faced with high trade tariffs and sanctions on energy producers are either limiting or diverting energy flows. In this episode of Platts Oil Markets Podcast ahead of APPEC, Asia energy editor Sambit Mohanty discusses with Vera Blei, head of Market Reporting and Trading Solutions, Calvin Lee, head of Asia Content, and Pulkit Agarwal, head of India Content, some of the key themes that will dominate discussions at APPEC. Related links: APPEC 2025 - Register your interest…
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Oil Markets

1 Drones hammer Russian, Ukrainian energy infrastructure amid push for peace deal 23:42
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The world's attention has turned the US in recent days after back-to-back peace summits separately involving Russia's and Ukraine's presidents. But in the absence of a ceasefire deal, drone attacks have taken on a new intensity, continuing to claim civilian lives and knocking out critical infrastructure. In the past week alone, Russia has sustained damage to at least five major oil refineries, as well as its main crude pipeline link into Central Europe. Meanwhile, its own attacks risk straining fragile ties with neighbors like Azerbaijan. Join London oil news reporters Kelly Norways and Nick Coleman to unpack the impact of a new destructive chapter in the region's drone warfare, with insights from Platts refining expert Elza Turner. Links: Russia restores oil flows to Hungary and Slovakia after Druzhba pipeline damage Russia strikes Ukraine's damaged oil refinery again in major drone strike (subscriber content) Ukraine hits fifth Russian refinery in week ahead of Trump-Putin talks (subscriber content) Russia targets Ukrainian gas grid facility in latest drone attacks: ministry (subscriber content)…
US diesel prices have rallied this summer as strong export demand has helped to tighten inventories, while jet fuel prices have remained stable. With diesel stocks remaining tight, export demand, refinery maintenance and hurricane season present upside risks to prices. In contrast, jet fuel is well supplied, keeping a lid on prices. The outlook for both diesel and jet fuel has been complicated by US trade negotiations, with tariffs putting demand into question. What do recent travel warnings mean for jet demand? Why is the Caribbean pulling more US diesel? How will refinery closures on the US West Coast change jet flows? And what are the implications of the One Big Beautiful Bill on diesel and jet? Tune in as Jeff Mower, director of Americas oil news, digs into these and other questions with senior distillates reporters Aaron Tucker and Benjamin Peyton. Links: Jet Fuel USGC Prompt Pipeline Differential to NYMEX ULSD (NextGen MOC) ADIAS00 Jet Kero Los Angeles CA Pipeline vs NYMEX NY ULSD Mo01 AANVY00 Renewable Volume Obligation Current Year RVOR002 ULSD USGC Prompt Pipeline AATGY00 ULSD New York Harbor Barge AATGX00 ULSD No2 CARB Diesel Los Angeles CA Pipeline POAAK00…
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Oil Markets

1 Tainted crude: Europe responds to Azeri Light contamination 20:39
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An outbreak of crude contamination impacting Azerbaijan’s Azeri Light supply has set Europe’s refiners on edge. As buyers seek to avoid being hit with corrosive organic chlorides, prices for the premium crude grade have tumbled, and some refiners have been forced to draw on emergency oil reserves. Kelly Norways, a downstream oil news reporter, is joined by senior news team editor Nick Coleman, Sam Angell, manager of Platts EMEA crude oil pricing and light ends reporter Dias Kazym to discuss the impact for crude and products in the impacted regions.…
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Oil Markets

1 Tightness in USGC heavy crude puts spotlight on Canadian access 25:35
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Heavy crude supplies to the US Gulf Coast have tightened. Waterborne imports have dropped sharply, driven largely by declines from Mexico and Venezuela. Canadian wildfires have further limited access to heavy barrels, and refiners like Valero are starting to feel the squeeze. Why are Mexican and Venezuelan crude imports collapsing, and can they recover? Why aren’t USGC refiners just turning to Canada via pipeline to replace lost barrels? What Canadian pipeline expansion plans are in the works to bring more crude to the USGC or overseas markets? Jeff Mower, director of Americas oil news, speaks with senior oil news editor Ashok Dutta and Canadian oil market reporter Alex Saucer to break down what’s driving the tightness and where new supply might come from. Links: Pacific Cold Lake vs ICE Brent ATMXC00 Pacific Dilbit vs ICE Brent ATMXG00 Western Canadian Select at Hardisty vs WTI CMA AAPPP00 Western Canadian Select at Cushing vs WTI CMA AAWTZ00…
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1 EU sanctions, ceasefire, and OPEC+ move—what are the implications for Asia 24:39
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Oil is going through a period of uneasy calm. The higher-than-expected rise in OPEC+ production quotas for August, combined with a ceasefire between Israel and Iran, has provided oil markets some breathing space and introduced a bearish sentiment to prices, but new EU sanctions on Russia and the possibility of additional secondary sanctions by Washington could alter the price and trade flow scenarios. In this episode of Platts Oil Markets Podcast, Asia Energy Editor Sambit Mohanty discusses with Rahul Kapoor, vice president and head of oil shipping analytics at S&P Global Commodity Insights, and Dan Colover, head of oil and chemicals market engagement, on the implications of some of these developments on Asia.…
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Oil Markets

With the UK at risk of losing its second oil refinery in less than six months, Europe's refining sector is showing growing signs of strain. In this episode of the Platts Oil Markets podcast, Gary Clark is joined by reporters Elza Turner and Kelly Norways to unpack why healthy margins are failing to prevent closures in a year that has already seen the most shutdowns since the coronavirus pandemic. Links: UK faces surge in imports amid new refinery closure risk (Subscriber content) UK's Lindsey refinery resumes fuel deliveries as government battles local shortages (Subscriber content) AAVBG00 - ULSD 10ppmS CIF NWE Cargo PJAAU00 - Jet CIF NWE Cargo…
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Oil Markets

1 LPG boom: Exports, tariffs, and summer demand support North American NGLs 26:59
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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 conditions with the current market context. They also analyze changes in export flows amid geopolitical tensions and discuss possible summer challenges for the supply-demand balance of Gulf Coast and Canadian LPG. Links:Propane FOB USGC AAXIN00 Propane Enterprise Mt Belvieu Mo01 PMAAY00 Isobutane Enterprise Mt Belvieu PMAAB00 Isobutane Sarnia Mo01 AEDMF00…
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Oil Markets

1 A dive into distillates: The latest on Europe’s diesel and jet fuel markets 14:04
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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…
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Oil Markets

1 Airstrikes on Iran put oil war premiums in the spotlight 23:53
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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 ceasefire. Jeff Mower, director of Americas oil news, speaks about the price swings, US crude production growth, global shipping rates, and nuclear deal hopes with oil futures editor Chris van Moessner, policy editor Kate Winston and head of Americas freight markets Kristen Hays. Links: US strikes may have dimmed the chance for an Iran nuclear deal, oil sanctions relief: experts (subscriber content)…
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Oil Markets

1 Middle East flare-up and ramifications for European oil markets 20:01
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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 volatility in the Middle East is shaping the European markets in crude oil, middle-distillates and light ends.…
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Oil Markets

1 Energy Asia to shine spotlight on transition, trade, and turbulence 27:40
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Energy Asia will be held from June 16-18, 2025, in Kuala Lumpur, Malaysia. The role of national oil companies in securing a net-zero future, the challenges in navigating energy security, the scope for fossil fuels growth, as well as the pressure Asian companies are facing to pursue sustainable growth will be some of the key themes that will be in focus. In this episode of Platts Oil Markets Podcast, Asia Energy Editor Sambit Mohanty discusses with Vartika Shukla, chairman and managing director at Engineers India Ltd, Atul Arya, chief energy strategist at S&P Global Commodity Insights, and Nick Sharma, executive director for upstream solutions, the challenges and opportunities ahead as new governments and policymakers bring about sweeping changes to energy, climate and trade policies at a time when geopolitical competition is creating a more difficult global environment and complicating energy markets.…
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Oil Markets

1 Atlantic gasoline heats up amid refinery shifts and US demand 12:22
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The Memorial Day weekend in the US is often considered the kickoff to the summer driving season, a period of heightened gasoline demand where families take vacations and refiners profit on healthier margins. But how is the European supply and demand balance coping with changes in the global refining picture, as some European refineries shut down while production ramps up in Africa and further afield? Senior crude specialist Joey Daly speaks with European gasoline and WAF products specialist Matthew Tracey-Cook to discuss the current market dynamics in the Atlantic Basin and how they are affecting the European gasoline market. The Refining Scenario Manager (RSM) allows for scenario modeling of any refinery globally, to optimize trading and operational decision-making. Links: Platts Premium 10ppm FOB Rotterdam barges PGABM00 Platts Premium 10ppm FOB Mediterranean cargoes AAWZA00 Platts Gasoline STS Lome ABNWG00 Gasoline exports to West Africa fall to 2-month low amid well supplied market (subscriber content)…
Mexico is facing regional gasoline shortages as its refining system struggles to meet demand, deepening reliance on U.S. imports. With the Dos Bocas refinery not expected to reach full capacity until 2026, questions loom over the role of private importers in supplying the country with gasoline. In this episode of the Oil Markets podcast by S&P Global Commodity Insights, host Jeff Mower is joined by Sarah Hernandez and Sheky Espejo to break down the numbers, the policy shifts, and what’s next for Mexico’s fuel supply.…
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1 Global shipping, oil industries prepare for roll out of USTR’s historic measures 21:32
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The proposed 2025 Section 301 actions by the US Trade Representative (USTR) against China’s maritime, logistics, and shipbuilding sectors could reshape merchant shipping trade. These historic measures include significant port fees and operational restrictions based on vessel ownership and cargo type. This unprecedented approach not only targets Chinese interests but also influences global shipping flows. Pradeep Rajan, associate editorial director for Asia freight markets at S&P Global Commodity Insights, discusses the implications of these proposals on the shipping sector and tanker rates with Sameer Mohindru, lead specialist for price reporting in Asia shipping & freight, and Fotios Katsoulas, director of tanker freight and alternative fuels.…
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Oil Markets

1 India Energy Week to seek answers on demand trajectory, oil diplomacy and upstream push 25:33
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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!…
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Oil Markets

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…
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Oil Markets

1 New sanctions on tankers and implications for China and India's oil imports 25:48
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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.…
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1 Understanding the rise in Northwest European gasoline stocks 10:56
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With European stockpiles of gasoline reaching uncharacteristically high levels in recent weeks, Joel Hanley is joined in this episode by Ernest Puey and Matthew Tracey-Cook. Together, they delve into the factors driving the incentive to store gasoline and explore the latest shifts in the product’s flows across the Atlantic Basin. Links: Platts 10ppm Premium AR barges - PGABM00 Platts Eurobob FOB ARA barges - AAQZV00 Platts Eurobob AR FOB barge derivative time spread - GAMBM01 London Energy Forum: https://commodityinsights.spglobal.com/LondonEnergy-Forum.html ARA gasoline stocks at multi-year high; naphtha stocks rise 8.1%: Insights Global European gasoline exports shift as Nigerian imports hit record low: CAS US President Trump to impose 25% tariffs on imports from Mexico, Canada starting Feb 1…
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US refiners have had a dramatic start to the new year, facing wintry blasts on the East Coast and devastating wildfires on the West Coast. Plummeting transportation fuel demand in Southern California, strong heating fuel demand in the Northeast, and cheap blending components in the Gulf Coast have created a balancing act for producers and shippers of gasoline and distillates -- and consumers pay the price. Jeff Mower discusses the weather events, seasonal supply and demand, price movements, and more with senior downstream editor Janet McGurty, Americas light ends manager Sarah Hernandez and Americas middle distillates manager Jordan Daniel.…
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Oil Markets

1 Exploring the dynamics of Midland crude supply and Asian demand in the Atlantic market 12:52
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High volumes of WTI Midland crude arrived in Europe in December, significantly impacting light sweet sentiment in both the North Sea and West African markets. As we enter the new year, a resurgence of demand from Asia is beginning to reshape the landscape. Joel Hanley is joined by Joey Daly and George Delaney to explore the effects of renewed Asian demand for Western barrels and reflect on a month of record-breaking activity in the Platts North Sea physical Market on Close assessment process. Links: Dated Brent - PCAAS00 Bonny Light FOB Nigeria London vs WAF Dtd Strip - AAGXL00 Girassol FOB Angola vs Angola Dtd Strip - AASJD00 WTI Midland CIF Rotterdam vs Fwd Dated Brent - WMCRB00 Boost in eastern demand supports North Sea, Angolan crude grade upticks (subscriber content) Midland volumes pressure European sweets in December (subscriber content) London Energy Forum: https://commodityinsights.spglobal.com/LondonEnergy-Forum.html…
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Oil Markets

It’s been quite the year for oil markets. In this special episode of the podcast, Joel Hanley, Jeff Mower, Sambit Mohanty and Richard Swann look back at 2024 and try to untangle the biggest themes, including slowing demand growth, the incoming Trump administration, and the formidable challenge for OPEC+ in its quest for market control. The panel also discusses trade flows, new crude supply, and how changes in China’s economic fortunes could have a major impact going into 2025. Links: Shadow fleets: The covert armada defying oil sanctions…
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Oil Markets

1 Returning Russian gasoline exports, implications for global product markets 14:17
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The Russian government's announcement of the partial resumption of gasoline exports by the country's refineries comes at a time when global oil product flows are constantly evolving. In this episode of the Platts Oil Markets podcast, Francesco Di Salvo is joined by Elza Turner, Robert Perkins and Matthew Tracey-Cook to discuss the reasons behind Russia's decision and what it means for product trading patterns along the length of the oil barrel and across global markets. Links: 10ppm Premium FOB AR gasoline barges - PGABM00 FOB MED Premium gasoline cargoes - AAWZA00 Eurobob FOB ARA barges - AAQZV00 Russia lifts gasoline export ban for refineries - Subscriber content Russian refineries runs likely to suffer on poor margins - Subscriber content…
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Oil Markets

1 Chinese exports’ tax rebate cuts: a precursor to another US-China trade war in 2025? 19:15
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China will slash its clean oil product export tax rebates from 13% to 9% starting December 1, which will likely dampen outflows from Asia’s third-largest oil product exporter. While this move may be seen as China laying the groundwork for potential trade talks with the US, other factors, such as capacity rationalization and mounting government debt, could also be at play. In light of a potential US-China trade war, Commodity Insights’ Asia oil news editor Neo Rong Wei, market specialist Oceana Zhou, and AltView’s Grace Lee discuss in the latest episode of the Oil Markets podcast how this could bode well for Chinese oil demand, while exploring the wider implications these developments may have on regional crude and oil product markets in the year ahead. Related content: AltView Short-Term Outlook Storyboard Trump election neutral for Chinese oil demand as Beijing looks inward China's VAT rebate reduction to discourage clean oil product exports in 2025…
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Oil Markets

1 The African refining revolution: challenges and opportunities 18:29
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After several false starts in developing domestic refining capacity, the African continent is now home to one of the world's largest refineries. But while Nigeria's Dangote refinery was expected to meet domestic fuel demand, distribution costs and affordability issues have driven it to export markets. With new projects soon to come on stream in Angola, Congo, Ghana and elsewhere, Francesco Di Salvo, Matthew Tracey-Cook and Kelly Norways discuss on the latest Oil Markets podcast episode the prospects for African refiners to meet the region's growing demand for oil, amid competitive start-ups in the Middle East and decarbonisation initiatives abroad. Links: Gasoline Prem Unleaded 10ppmS FOB AR Barge - PGABM00 Gasoline CIF West Africa Cargo $/mt - AGNWC00 Nigeria's Dangote refinery to export first gasoline as local market struggles (subscriber content) Africa's refining resurgence on course despite margin risk (subscriber content)…
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1 What will Trump’s second term mean for US refining and biofuels? 28:57
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Much has been said about Donald Trump's ambitions in upstream oil sector, specifically his promise to unleash US oil producers and boost output. Conventional oil refiners, many of which have invested in renewables, are hopeful that Trump will reduce support for electric vehicles, propping up demand for conventional fuels. Biofuels producers are looking for Trump to maintain the tax incentives that have incentivized investments in the industry under Joe Biden’s administration, and are hoping for an expansion of E15 blended gasoline. However, tariffs remain the wild card. Jeff Mower discusses these developments with senior downstream editor Janet McGurty, policy editor Eamonn Brennan, and US biofuels and feedstocks price editor Guadalupe Nunez.…
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Oil Markets

The election of Donald Trump for a second term as US president has brought significant attention to US energy policy. Meanwhile, OPEC+ announced on November 3 its decision to delay tapering production cuts of 2.2 million b/d from December to January, having previously postponed from October 2024. As markets absorb president-elect Trump’s victory, Payam Hashempour and Charlie Mitchell join Joel Hanley to analyze OPEC+ policy amid and beyond this political shake-up affecting the cartel’s major producer counterpart across the Atlantic. Related content: OPEC+ delays plan to ease crude oil output cuts by one month FIRST TAKE Whatsapp channel Track our US Elections coverage Price assesments: Dated Brent Dubai Mo01 (NextGen MOC)…
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Oil Markets

Crude production in the Permian Basin is growing, but pipeline capacity growth out of the West Texas/New Mexico play is lagging. With Permian crude output expected to reach roughly 7 million b/d by December 2025, some industry watchers are concerned that tight exit capacity could lead to wider crude price discounts for Midland WTI. Will the market see a repeat of August 2018, when the WTI Midland discount widened to $20/b because exit capacity fell short? Does US crude export growth present another potential bottleneck? And what does lower-than-expected US crude export demand mean for several planned terminal expansion on the US Gulf Coast? Jeff Mower, director of Americas oil news, discusses pipeline capacity, crude export demand, and more with senior upstream oil editor Starr Spencer and midstream oil editor Binish Azhar.…
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Oil Markets

1 Asia’s affinity for US crude: Can geopolitics, sanctions and elections affect trade flows? 24:31
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The footprint of US crude oil is rapidly expanding, intensifying competition with OPEC and non-OPEC supplies in key Asian markets. As geopolitical tensions in the Middle East escalate, how much US crude can fill potential supply gaps in Asia? Additionally, how could policies under a new US administration, whether led by Trump or Harris, impact oil outflows? In a wide-ranging discussion with Sambit Mohanty, Asia energy editor, Joel Hanley, global director for crude oil at S&P Global Commodity Insights and Benjamin Tang, head of liquid bulk at S&P Global Commodities at Sea, share their insights on some of the key themes that could potentially have implications for Asia’s appetite for crude oil from the non-OPEC supplier, which is heading for a sharp growth in domestic output.…
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Oil Markets

1 What is driving the counter-seasonal strength in European fuel oil markets? 12:02
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As high sulfur fuel oil cracks in Europe hover at year-to-date highs outside of their traditional summer peaks, reporters Tommy Petrou and Takis Gounaris join Joel Hanley to delve into the fundamentals that are providing a firm footing for fuel oil markets in Europe as heightened tensions in the Middle East stir up volatility across the commodities complex. Links: FIRST TAKE Whatsapp channel: https://whatsapp.com/channel/0029Vah2ZJPGJP8JnyPYbf46 3.5%S FOB Rdam Barge - PUABC00 3.5%S FOB Rdam Barge Brent Crack Mo01 - AATZT00 Rotterdam HSFO barges reach 3-month high amid tight supply (subscriber content)…
In this episode of the Oil Markets podcast, host Joel Hanley is joined by front-line North Sea reporters Natasha Tan and Joey Daly to mark the second anniversary of US crude WTI Midland's inclusion in the Dated Brent benchmark and the current dynamics underpinning the North Sea markets. How has the addition of WTI Midland improved the robustness of the benchmark amid shifting dynamics in the Atlantic basin, and what are the latest developments between the regional North Sea grades and their American counterpart?…
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Oil Markets

Guyana's latest crude stream is due to reach the market in the third quarter, adding 250,000 b/d to the South American country's production capacity. Output has climbed rapidly since Guyana's Liza grade made its debut in late 2019. This time, however, the new Yellowtail development will be bringing more light sweet crude to the market, which will compete with exports from Argentina and the US. How can Guyana compete at current oil prices, with WTI currently trading below $60/b? What does Yellowtail mean for the US production outlook? Who are the likely buyers for this Guyanese crude? Join Jeff Mower, director of Americas Oil News, as he discusses these issues and more with Platts crude price editor Jada Johnson and Felipe Perez, S&P Global Commodity Insights head of Latin America Fuels & Refining Research and Strategy. Related links: ALIZA00 AUNIA00 AYARA00…
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Oil Markets

1 How has the outlook shifted for LPG and naphtha as macroeconomic uncertainty looms? 13:13
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When the US began announcing tariffs a month ago and China hit back with reciprocal tariffs, the whole oil market complex tumbled. Despite a relative recovery in line with crude oil four weeks later, the lighter end products of the barrel are still feeling the sting from an uncertain macroeconomic environment, as outlook in the global petrochemical industry flounders. With recession fears looming, what will a world of lower demand and tighter margins mean for the consumption of the two main petrochemical feedstocks, naphtha and LPG? In this episode of the Oil Markets podcast, Joel Hanley leads a discussion with market experts Dias Kazym and Barbara Fernandez-Pita to explore the short and long-term outlook of these two products. Related: MPGC…
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Oil Markets

1 From tariffs to OPEC+ output increase – how will Asia navigate through the changes? 31:14
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The sweeping reciprocal tariffs announced by the United States in early April, followed by China's retaliatory levies on US imports, along with OPEC+'s decision to significantly increase output in May, have driven Platts Dated Brent to its lowest level since April 2021. As one of the largest oil-importing regions, Asia is poised to face substantial implications from these developments. In this episode of the Platts Oil Markets Podcast, Asia Energy Editor Sambit Mohanty discusses key themes that are likely to keep Asian oil markets on edge in the foreseeable future with Calvin Lee, head of Asia content, and Premasish Das, executive director at S&P Global Commodity Insights.…
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1 Two weeks after Trump’s ‘liberation day’ - how have the oil paper and physical markets responded? 18:39
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Following the swathe of protectionist tariff measures announced by US President Donald Trump April 2nd, the crude oil complex was sent into a frenzy, with market outlook rapidly souring. But interesting patterns in both the paper and physical markets have been materializing. In this episode of the Oil Markets podcast, Joey Daly leads an in-depth discussion with market experts David Neef and Joseph Jaffe to discuss the reaction of both the paper and physical markets in the middle distillates and fuel oil segments. While the crude oil market's negative reaction has captured immediate attention, what can these other segments reveal about the deeper impact of tariff conflicts?…
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Oil Markets

1 More players bring competition to Brazil’s refined products markets 31:45
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“O Petróleo é Nosso,” or “The Oil is Ours,” was a popular slogan central to the founding of Brazil’s state-owned oil company, Petrobras, in 1953. The slogan can also be interpreted more broadly, as Brazil’s refined products markets have opened to more participants, leading to a surge in spot market activity and price transparency. As a result, Platts has launched new price assessments for Brazilian gasoline and diesel. How did those spot markets evolve? Why is the Northeast so reliant on imports? How are renewable fuels playing out in gasoline and diesel? Jeff Mower discusses these topics and more with Renato Rostas, manager of the Platts Brazil refined products team, and Brazil gasoline and diesel price reporters Isabela Rocha and Kauanna Navarro. Links: Gasoline FCA Suape BRL/CBM GASCA00 Gasoline FCA Itaqui BRL/CBM GASCC00 ULSD S10 FCA Paulinia BRL/CBM ULFCI00 ULSD S10 FCA Araucaria BRL/CBM ULFCK00…
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Oil Markets

1 Fuelling change: May 1st Mediterranean Emissions Control Area and marine fuels 25:08
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With the May 1st deadline for Mediterranean Emissions Control Area fast approaching, marine fuel suppliers and shipowners are bracing for impact. In this episode of the Oil Markets podcast, Rowan Staden-Coats is joined by Jan Kedzior and Tommy Petrou to discuss the different fuel options vessels have to comply with the upcoming sulfur emission regulations. What opportunity does this pose for compliant fuels like DMA marine gasoil and 0.1% ULSFO, and how will the demand for conventional fuel oil grades be impacted? Related stories: VLSFO cracks tumble to multi-month lows amid Med ECA zone shakeup Mediterranean Hi-5 spreads narrow to near four-month lows on thin VLSFO demand Tight supply pushes high-sulfur gasoil above ULSD in NWE European 0.1%S gasoil tightens on Med demand, limited prompt NWE supply Assessments: 0.1% CIF Med gasoil - AAVJJ00 CIF Mediterranean Marine Fuel 0.5% Cargo - MFCMM00 FO 3.5%S CIF Med Cargo - PUAAY00…
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Oil Markets

1 Ceasefire, sanctions and tariffs: implications for Asian oil flows 30:50
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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.…
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Oil Markets

1 Gasoil in the Mediterranean: emissions control zones and emerging opportunities 14:52
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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…
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Oil Markets

1 Bonus episode: At CERAWeek, big tech and big energy cozy up 17:48
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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…
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Oil Markets

1 Weak Northwest European gasoline and naphtha fundamentals challenge seasonal expectations 15:17
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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)…
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1 Trump tariffs highlight US refiner dependence on Mexico and Canada 20:47
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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…
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Oil Markets

1 India Energy Week shines spotlight on policies, diplomacy and supply strategy 17:44
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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.…
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Oil Markets

1 CPC pipeline damage and oil market implications amid ongoing Russia-Ukraine war 15:18
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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…
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Oil Markets

1 Deal or no deal: Trump, Iran, Venezuela, and a million barrels of oil 15:09
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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…
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