S&P Global Energy analysis of key oil price movements across the globe.
Latest episodes
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23 min
US midterms: How much could change for oil markets?
Could a shift in Congress reshape oil policy or just intensify the scrutiny? The US midterm elections are just around the corner, with all 435 House seats and 35 Senate seats on th…
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11 min
Russian diesel returns: Relief for tight European market?
The resumption of Russian diesel exports could bring some relief to a constrained European market, but uncertainty remains high. This episode unpacks how the lifting of Russia's di…
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28 min
Bonus episode: India's upstream reforms aim to unlock the next phase of deepwater exploration
India is entering a pivotal phase in the development of its upstream oil and gas sector, with the government seeking to unlock the potential of deepwater and ultra-deepwater resour…
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17 min
Atlantic Basin Rising: Venezuela, Brazil and the New Oil Growth Story
Latin America is becoming a critical engine of global oil supply growth. In this episode of the Platts Oil Markets Podcast, Jeff Mower is joined by Washington-based policy editor K…
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19 min
Middle East supply concerns strengthen market for Russian oil
Prices for Russian crude strengthened in September, amid lower domestic production and Middle East supply concerns while Russia's refining sector continues to face major challenges…
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24 min
Asia eyes energy supply flexibility, shipping alternatives
Asia's energy markets are navigating a period defined by heightened geopolitical risk, vulnerable maritime chokepoints, shifting trade flows, and growing uncertainty over supply se…
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14 min
Geopolitics rattle European distillate markets, send prices soaring
Distillate prices are rising as escalating tensions in the Middle East and Russia inject fresh uncertainty into global energy markets. Join S&P Global Energy's Gary Clark, associat…
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23 min
Global diesel shortages squeeze the Americas
Diesel markets are entering their most stressful stretch of the year as record prices, thin inventories and disrupted supply flows collide across the Americas. In this episode of t…
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14 min
Naphtha's post-Hormuz reality: tight supply, wide arbs and a bullish gasoline pull
Middle East export disruptions, soaring gasoline demand and shifting trade flows have reshaped global naphtha markets over the past six months. Join Gary Clark, associate director,…
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27 min
APPEC to focus on Asia's energy resilience, vulnerability in a fragmented market
Energy markets are once again being tested by geopolitics. With fragile shipping routes and shifting trade patterns, energy security has returned to the top of the agenda. As the i…
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15 min
Regional bottlenecks and strong product margins boost European gasoline prices
As summer driving reaches its seasonal peak, European gasoline production faces challenging chokepoints amid broader macro trends reshaping supply and demand fundamentals. In this…
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32 min
Oil earnings divide: Producers grow, refiners thrive
North American oil companies delivered a striking second-quarter earnings season. Upstream producers raised output guidance while maintaining capital discipline, arguing that effic…
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12 min
When the river runs dry: how low Rhine water levels are reshaping Europe's oil market
The Rhine River is one of Europe's most important trade arteries, carrying diesel, gasoil, and other refined products from the Amsterdam-Rotterdam-Antwerp hub to consumers across G…
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22 min
Diesel supply constraints impact flows to Brazil
Diesel prices have soared, driven by supply constraints through the Strait of Hormuz and by the ongoing war between Russia and Ukraine. Ukraine has been able to knock out a sizable…
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15 min
Asian refined products markets in focus as Strait of Hormuz uncertainty returns
Renewed tensions surrounding the Strait of Hormuz have refocused attention on supply security, freight costs and export flows across Asian refined products markets. While demand fo…
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18 min
How have plummeting Russian diesel exports affected cracks across the European middle distillates space?
The announcement of a Russian ban on diesel exports following supply shortages at gas stations across the country has spurred cracks to widen significantly in the European market a…
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30 min
US oil and gas M&A activity slows despite high prices and favorable regulatory regime
Aside from a handful of high-profile deals, merger and acquisition activity in the US oil and gas sector has been tepid in recent months even as war in the Middle East pushed oil p…
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13 min
How have European fuel oil markets responded to the Middle Eastern conflict?
The effective closure of the Strait of Hormuz following escalating tensions in the Middle East sent European fuel oil imports from the Gulf plummeting 95% in the first half of 2026…
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24 min
Chokepoint geopolitics: Implications for Asia's downstream and upstream sectors
Asia's energy security has always rested on a difficult bargain -- deep reliance on Middle Eastern crude in exchange for scale, proximity and established commercial relationships.…
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22 min
How is Europe dealing with its seasonal uptick in road fuel appetite?
As summer travel is getting into its stride, European supply chains for diesel and gasoline are geared to meet the seasonal uptick in road fuel demand. However, with production ope…