January 30th: Lunar New Year & Global Oil Markets: Trump, Geopolitics, The 'dark Fleet,' And A Possible Suez Reopening Sparta Market Outlook podcast

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Consider Molly Sims and her best friend Emese Gormley your new girlfriends on speed dial for all your pressing beauty and wellness needs. Is Botox a good idea? Should you try that new diet you saw on the Today Show? Molly and Emese have your back. With guests ranging from top health and beauty experts to their industry friends, you’ll get the scoop on the latest trends, which products and procedures to try, and which to run from-- and they just might be doing it all with a drink in hand. Prepare to be obsessed.

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January 30th: Lunar New Year & global oil markets: Trump, geopolitics, the 'dark fleet,' and a possible Suez reopening

about a year ago 52:20

साझा करें

MP3•एपिसोड होम

Sparta द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Sparta या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

This episode of the Sparta Market Outlook Podcast features host Felipe Elink Schuurman and analysts Jorge, James, Michael, and Neil, exploring the effects of recent OFAC sanctions on Russian oil, geopolitical influences like potential Trump policies. They discuss crude oil spreads, the possible reopening of the Suez route, and regional product market trends, including the impact of the Dangote refinery on Nigerian imports. Stay tuned for insights on how these factors are shaping the oil market.

… continue reading

28 एपिसोडस

#Business #Sparta

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January 30th: Lunar New Year & global oil markets: Trump, geopolitics, the 'dark fleet,' and a possible Suez reopening

Sparta Market Outlook

published about a year ago

साझा करें

MP3•एपिसोड होम

Sparta द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Sparta या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

This episode of the Sparta Market Outlook Podcast features host Felipe Elink Schuurman and analysts Jorge, James, Michael, and Neil, exploring the effects of recent OFAC sanctions on Russian oil, geopolitical influences like potential Trump policies. They discuss crude oil spreads, the possible reopening of the Suez route, and regional product market trends, including the impact of the Dangote refinery on Nigerian imports. Stay tuned for insights on how these factors are shaping the oil market.

… continue reading

28 एपिसोडस

#Business #Sparta

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February 27th: Live From IE Week 45:38

3 days ago45:38

बाद में चलाएं

बाद में चलाएं

सूचियाँ

45:38

View the video of this podcast at www.spartacommodities.com Ahead of our IE Week bash at Bentley, the Sparta Market Outlook team went live from our London office for this special episode! Felipe, Neil, Jorge, and James break down key market trends during IE Week, discussing how the new Trump administration is shifting global trade dynamics and oil price sentiment from bullish to bearish. They analyse the sharp drop in gasoline naphtha spreads, the recovery in the light sweet crude market driven by North Sea exports, and the tightening diesel market with rising margins. Plus, they explore the weakening East-West gasoline arbitrage and whether the market is nearing a bottom. Tune in for expert insights into this week’s oil market moves!…

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February 27th: Live from IE Week 45:38

3 days ago45:38

बाद में चलाएं

बाद में चलाएं

सूचियाँ

45:38

Ahead of our IE Week bash at Bentley, the Sparta Market Outlook team went live from our London office for this special episode! Felipe, Neil, Jorge, and James break down key market trends during IE Week, discussing how the new Trump administration is shifting global trade dynamics and oil price sentiment from bullish to bearish. They analyse the sharp drop in gasoline naphtha spreads, the recovery in the light sweet crude market driven by North Sea exports, and the tightening diesel market with rising margins. Plus, they explore the weakening East-West gasoline arbitrage and whether the market is nearing a bottom. Tune in for expert insights into this week’s oil market moves!…

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February 21st: Julien Mathonnière, Energy Intelligence – The macro outlook for global oil demand in 2025 and beyond 47:06

9 days ago47:06

बाद में चलाएं

बाद में चलाएं

सूचियाँ

47:06

In this special bonus episode of Sparta Market Outlook Podcast, host @Rachel welcomes guest @Julien Mathonnière, Oil Market Economist at @Energy Intelligence, along with Sparta’s @Neil and @Phil, to discuss key macroeconomic indicators, the energy transition, and long-term oil demand trends through 2025 and beyond. Topics include the peaking of diesel demand, China’s rapid transition (e.g., LNG trucks, EV adoption), and India’s growing demand amid policy and sanction risks. (03:00) Fundamentals of Tracking Oil Demand (05:00) IEA vs. OPEC: Polarised Demand Forecasts (08:51) Discrepancies Between IEA and OPEC (11:50) Demand Forecasting (16:25) Short-Term vs. Long-Term Demand Forecasts (24:30) State of the Gasoil Market (27:55) Regional Focus: India, China & Unexpected Trends (31:30) China (35:00) The Role of Renewables & EVs (40:55) Wrap-Up & Key Takeaways…

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February 19th: Live from Singapore: East of Suez Special – Insights into crude and fuel oil markets 35:13

11 days ago35:13

बाद में चलाएं

बाद में चलाएं

सूचियाँ

35:13

In this episode of the Sparta Market Outlook Podcast, recorded live in Singapore, our team of experts - Felipe, Hoa, June, and Neil - delve into the latest trends and developments in the oil market with an East of Suez focus. We discuss critical data releases such as JODI, the potential impact of KRG crude returning to international markets, and shifting geopolitical sands. The podcast also covers Chinese teapots, biofuels in Asia, and a likely bearish turn for the fuel oil market. (08:55) East of Suez Crude Developments. (12:05) Teapots. (13:45) India, Korea Crude Buying. (14:50) Chinese Petchem Demand. (17:21) Low Sulphur Fuel Oil. (21:10) Singapore LS Blending. (22:46) High Sulphur Fuel Oil.…

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February 13th: The resid market tightens up - for how long? 39:09

17 days ago39:09

बाद में चलाएं

बाद में चलाएं

सूचियाँ

39:09

In this episode of the Sparta Market Outlook Podcast, host Rachel Williams, joined by analysts Neil and Phil, analyse natural gas prices, cold weather and the potential impact of geopolitical events, such as Trump-Putin talks. We delve into strong refinery margins, healthy gasoil cracks, seemingly very tight residue markets, a glut in light crude in the Atlantic Basin. We set out our trades for the physical market going forward.…

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February 6th: Crude moves: How tariffs and trade wars are shaping the markets 37:11

24 days ago37:11

बाद में चलाएं

बाद में चलाएं

सूचियाँ

37:11

The latest episode of the Sparta Market Outlook podcast the team looks at the impact of U.S. trade policies and geopolitical tensions. The team discuss the recent tariff developments involving China, Canada, and Mexico, emphasising their limited immediate effect on crude flows but highlighting potential long-term disruptions, particularly with the EU. They also analyse the evolving crude market, noting shifts in price spreads and arbitrage opportunities, particularly between WTI, Brent, and Dubai. Discussions extend to refined products, where European gas oil is identified as potentially overvalued, and gasoline markets show volatility due to changing trade flows and high shipping costs. The episode concludes with insights into weather patterns affecting fuel demand and refining margins, reinforcing the theme of market uncertainty in an era of geopolitical shifts. For more information about Sparta, visit our website at www.spartacommodities.com…

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Freight Special with Mads Frank Markussen, Head of Freight Research & FFA at CM Navigator 59:38

26 days ago59:38

बाद में चलाएं

बाद में चलाएं

सूचियाँ

59:38

In this special bonus episode of Sparta Market Outlook Felipe, Neil and Michael welcome guest Mads Frank Markussen, Head of Freight Research & FFA at CM Navigator, to discuss all things freight. Mads and the Sparta team explore the impact of Trump’s tariffs, sanctions, and market inefficiencies on oil and freight trading, how tariffs on Mexico, Canada, and China could shift trade flows, potential US-Europe tariff conflicts, and the limited impact of Russian sanctions on dry bulk. The differences between tanker and dry bulk markets are discussed, as are the effects of emissions regulations on voyage costs across the industry. To learn more about Sparta for Freight, visit https://www.spartacommodities.com/freight/…

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January 30th: Lunar New Year & global oil markets: Trump, geopolitics, the 'dark fleet,' and a possible Suez reopening 52:20

4 weeks ago52:20

बाद में चलाएं

बाद में चलाएं

सूचियाँ

52:20

This episode of the Sparta Market Outlook Podcast features host Felipe Elink Schuurman and analysts Jorge, James, Michael, and Neil, exploring the effects of recent OFAC sanctions on Russian oil, geopolitical influences like potential Trump policies. They discuss crude oil spreads, the possible reopening of the Suez route, and regional product market trends, including the impact of the Dangote refinery on Nigerian imports. Stay tuned for insights on how these factors are shaping the oil market.…

Artwork

1
January 23rd: Sanctions excitement eases as product markets diverge East and West 50:50

5 weeks ago50:50

बाद में चलाएं

बाद में चलाएं

सूचियाँ

50:50

In the latest Sparta Market Outlook Podcast episode, CEO Felipe Elink Schuurman and the team discuss the delayed tariffs on Canadian and Mexican oil, how shipping sanctions affect dirty freight and crude markets, and the diverging fortunes of refining in Asia vs Europe. They highlight trading opportunities in West African crude due to favourable pricing, note the pressure on European gas stocks from cold weather, and offer a bullish view on distillates. A surprising downturn in Singapore's gasoline market is analysed, alongside adjustments in crude pricing due to missing qualities in the market.…

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January 17th: Sanctions, supply shifts, and the changing oil landscape 37:11

6 weeks ago37:11

बाद में चलाएं

बाद में चलाएं

सूचियाँ

37:11

In this episode of the Sparta Market Outlook Podcast, Rachel Williams is joined by analysts Phil and John, along with first-time guest Hoa, to discuss key developments in the oil market for early 2025. Hoa brings extensive experience, having led fuel oil analysis at Trafigura and worked across crude, diesel, and APAC power markets. With a background in global fixed income trading and equity research, Hoa now leads the development of Sparta’s forward-looking tools for fuel oil and feedstocks. The panel examines the impact of Russian sanctions, Middle Eastern supply dynamics, U.S. crude inventory pressures, and how Chinese tax changes are disrupting refining margins and global fuel oil pricing.…

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January 9th: 2025 kickoff: Natgas rallies, crude vs products diverge 40:22

7 weeks ago40:22

बाद में चलाएं

बाद में चलाएं

सूचियाँ

40:22

In this episode of the Sparta Market Outlook Podcast, CEO Felipe Elink Schuurman and his team delve into the global oil market for the first time in 2025. They discuss the rally in natgas and its impact on oil, plus short-term outlooks for crude and products, with crude bullish and products mixed.

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December 18th: 2025 oil market: Bullish outlook amid sanctions and supply dynamics 46:37

11 weeks ago46:37

बाद में चलाएं

बाद में चलाएं

सूचियाँ

46:37

In this special Christmas edition of the Sparta Market Outlook Podcast, Felipe Elink Schuurman and analysts Neil, June, and Jorge discuss the 2025 oil market. They analyse Brent flat price scenarios, highlighting potential U.S. sanctions, OPEC+ strategies, and differing supply forecasts. The podcast explores East-West spreads for naphtha and gasoline, noting a bullish outlook for naphtha due to European weakness and Asian demand, but a bearish one for gasoline due to competitive European exports and new refining capacities. Macroeconomic factors like U.S. inflation and Chinese stimulus are considered, urging a balanced approach to trading amidst global uncertainties.…

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December 12th: OPEC, 2025 balances, and sanctions 42:25

11 weeks ago42:25

बाद में चलाएं

बाद में चलाएं

सूचियाँ

42:25

In this episode of the Sparta Market Outlook Podcast, hosted by Sparta CEO Felipe Elink Schuurman along with analysts Neil, Phil, and James, key oil market trends were explored. Topics included OPEC+'s delayed supply increases, contrasting IEA and EIA forecasts, and skepticism surrounding China's vague stimulus announcements. Geopolitical risks, such as potential U.S. sanctions, were analysed for their impact on crude flows and pricing. The team highlighted improving distillate cracks with a bearish outlook for Q1 2025, an overpriced North Sea market, narrowing TI Brent spreads, and mixed East-West arbitrage dynamics.…

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December 4th: China’s crude shift, U.S. sanctions, and global oil trends 39:50

13 weeks ago39:50

बाद में चलाएं

बाद में चलाएं

सूचियाँ

39:50

In this episode of the Sparta Market Outlook Podcast, CEO Felipe Elink Schuurman joins analysts June, Neil, and Phil to explore global oil market dynamics, focusing on China's shifting crude import strategies. They discuss reduced Iranian crude imports due to U.S. sanctions, increased demand for alternative medium-sour crudes from West Africa and the Middle East, and the broader implications of OPEC+ decisions and geopolitical moves on crude grades. The discussion also covers regional product markets, including naphtha, gasoline, and fuel oil. In the East, reduced Chinese gasoline exports are strengthening markets, though physical tightness remains uncertain. In the Atlantic Basin, the team analyses pad-level inventories and ARB movements, highlighting challenges and opportunities for European and U.S. exports. This episode offers actionable insights for navigating supply-demand dynamics and geopolitical uncertainty.…

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28th November: Crude conundrums and refining resurgence: Insights for Q1 2025 39:37

13 weeks ago39:37

बाद में चलाएं

बाद में चलाएं

सूचियाँ

39:37

In this episode of the Sparta Market Outlook Podcast, Rachel, Neil, Phil, and James explore the latest oil market trends, focusing on OPEC+ strategies, rising refining margins in Europe and Asia, and tightening product markets due to reduced Chinese exports and Middle Eastern supply constraints. They also examine price divergences between sweet and medium crude grades and their implications for refining. Geopolitics take center stage as the team discusses U.S.-Iran relations and potential shifts under new U.S. leadership. The episode concludes with insights on regional stock levels, refinery outages, and export trends, highlighting key factors like OPEC’s decisions, geopolitical risks, and supply-demand dynamics shaping Q1 2025.…

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