Afleveringen
-
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.
-
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. -
Zijn er afleveringen die ontbreken?
-
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.
-
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. -
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.
-
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.
-
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.
-
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.
-
For more information about Sparta, visit us at spartacommodities.com
In this episode of the Sparta Market Outlook Podcast, Felipe, Neil, and Michael are joined by new guest John Coleman (Crude Commodity Owner for Sparta) as the team delves into the latest developments across the oil and freight markets.
The team dives into the latest energy market developments, including bullish trends in gasoil demand, China's export tax adjustments, and potential impacts of proposed U.S. crude import tariffs. Freight markets take center stage with insights on the Thanksgiving effect on Atlantic rates and Far East vessel dynamics. The team also evaluates recent trade predictions, discusses shifts in crude premiums, and highlights key winners and losers across markets for the coming week.
-
For more information about Sparta, visit our website at www.spartacommodities.com
In this episode of the Sparta Market Outlook podcast, the team discusses the current state of global oil markets, starting with OPEC+'s decision to delay a planned supply hike, signalling potential bearish implications despite appearing as a bullish move. The episode dives into the U.S. crude supply, revealing recent strong growth and the ongoing effects of global supply and demand imbalances.
-
For more information about Sparta, visit our website at www.spartacommodities.com
In this episode of the Sparta Market Outlook Podcast, host Felipe and his team, including new member June Goh, Senior Market Analyst, dive into recent developments in global oil markets, focusing on shifts in the crude and clean product sectors. They discuss the surprising strength in U.S. refinery runs, rising crude exports, and how the U.S. is leveraging a cost advantage to gain market share over European refineries, which could signal a trend of consolidation in the European refining sector.
-
For more information about Sparta, visit us at www.spartacommodities.com
In this episode of the Sparta Market Outlook, Felipe, Phil, James, and Jorge, break down key developments in the global oil market amid geopolitical tensions and shifting supply-demand fundamentals. The team examines the impact of Middle Eastern tensions on crude prices, Chinese diesel exports, European gasoline weakness, trends to watch for the week ahead, and more!
-
For more information about Sparta, visit us at www.spartacommodities.com
In this episode of the Sparta Market Outlook podcast, Rachel Williams, Chief Commodities Officer at Sparta steps in for Felipe and is joined by Sparta experts Neil Crosby, James Noel-Beswick, and Jorge Molinero. The team provides an in-depth analysis of the crude, gasoline, and distillate markets, addressing key questions as the markets transition into Q4.
-
For more information about Sparta, visit us at www.spartacommodities.com
In this episode of the Sparta Market Outlook podcast, Felipe is joined by Neil Crosby, Jorge Molinero, and Phil Jones Lux to discuss the latest trends in the crude oil and refined products markets. The team revisits their earlier predictions for Q4, evaluating how recent geopolitical events, especially concerning Iran, have influenced market dynamics.
The team explores why gasoline has been outperforming diesel cracks, diverging from earlier expectations. The role of supply and demand dynamics, and how trends in stocks, freight rates, and arbitrage flows have shifted the landscape. Despite bullish signals for gasoline, the team remains cautious, noting potential pressure from bearish crude and distillate markets.
-
For more information about Sparta, visit us at www.spartacommodities.com
In this episode of the Sparta Market Outlook podcast, Felipe, Neil, Jorge, and Phil explore the potential impact of escalating tensions in the Middle East, particularly between Israel and Iran, on global oil markets. The team discusses a range of scenarios, from potential supply disruptions to the implications of de-escalation, and what this means for crude oil, gasoline, and distillates.
The team analyse how current geopolitical events have affected flat prices, time spreads, and regional markets. They explore the contrasting realities in Europe, where gasoline is competitive into multiple regions, versus the bearish outlook for U.S. exports. Freight markets, especially T/C 14, are also examined, highlighting unexpected price movements and potential market corrections.
-
For more information about Sparta, visit us at www.spartacommodities.com
This week, Felipe and Neil welcome Michael Ryan, Sparta’s Commodity Owner for Freight, to discuss the launch of Sparta’s brand new freight tool. Michael shares insights into the tool's unique approach to analysing demand and forecasting prices for shipping routes, focusing on Atlantic Basin routes and the shifting dynamics between the US Gulf Coast and Northwest Europe.
The team also talk crude, where Neil explores the impact of Libya's return to the market and the broader implications of refining margins in a bearish crude environment. The team also delve into gasoline spreads and refining margins, touching on the potential shifts in supply and demand across regions, especially in Europe and the Arabian Gulf.
-
For more information about Sparta, visit us at www.spartacommodities.com
With Felipe away this week, hosting duties are placed in the capable hands of Rachel Williams, Chief Commodities Officer at Sparta. In this episode, Rachel and Sparta's expert team, including Neil Crosby (AVP Oil Analytics), James Noel-Beswick (Commodity Owner - Distillate), and Phil Jones-Lux (Senior Analyst), analyse recent oil data, market dynamics, and discuss product outlooks for Q4. From exploring gasoline and distillate cracks to diving into run cuts, Chinese export quotas, and US refinery runs, the team provides traders with actionable intelligence to stay ahead in the market.
-
For more information about Sparta, visit us at www.spartacommodities.com
In this episode, the team recaps the major discussions from APPEC, and analyses current trends in crude oil, gasoline, and naphtha markets, highlighting bearish market sentiment due to refinery run cuts, rising inventories, and weak demand. They explore the potential for further drops in crude prices, driven by Cushing stocks, while also noting tight competition in the gasoline market between Europe and the U.S. Naphtha, though currently strong, is expected to see a correction soon as petrochemical demand weakens.
-
For more information about Sparta, visit www.spartacommodities.com
Oil prices have dropped below $70—what’s behind this bearish market? This week’s Sparta Market Outlook unpacks the volatility, from nervous traders reacting to minor news to the growing impact of new refineries threatening to flood the market with supply. Discover how electric vehicles in China are reshaping gasoline demand, why diesel continues to struggle, and what OPEC’s delayed actions really mean for the future. Plus, get insights into potential refinery closures in Europe, hidden opportunities in petrochemical markets, and a preview of next week’s deep dive into freight market strategies.
Stay ahead of the curve—don’t miss it!
-
For more information about Sparta, visit www.spartacommodities.com
In the second episode of Sparta Market Outlook, Sparta CEO Felipe Elink Schuurman is joined by Samantha Hartke (Head of Clean Products) and Neil Crosby (AVP for Oil Analytics) for an in-depth, cross-barrel analysis of current trends and future expectations for the oil market, with a focus on understanding both the supply and demand dynamics at play. In this episode:Geopolitical overview and impact: Discussion on significant geopolitical events, including the Israeli conflict, developments in Libya, and OPEC's recent announcementsLibya's situation: Detailed examination of Libya's internal challenges, such as the potential impact on oil exports and changes in central bank leadership, and their implications for the oil marketEconomic data from China: Insights into the negative economic data from China and its potential effects on global crude demandRefinery margins: Discussion on the deteriorating refinery margins and their possible impact on crude demand and product supply during the turnaround season - Laat meer zien
