Podcast: US-China tensions re-ignite at a bad time for oil
15 October 2025
Time to read: minutes
In this episode of Trade with Conviction, A Sparta Podcast, the hosts discuss the significant impact of geopolitical tensions, particularly between the US and China, on the oil markets. They delve into the effects of trade disruptions on freight rates, the implications of recent sanctions on crude imports, and the current state of gasoline and refining margins in Asia. The conversation also highlights the dynamics of the crude market and provides quickfire updates on various market trends, emphasizing the importance of staying informed in a volatile environment.
Key Takeaways:
- How US-China trade tensions are reshaping oil flows
- Why sanctions are disrupting crude imports into Asia
- The impact of freight spikes on tanker markets
- Refining margins under pressure, where are the opportunities?
- Quickfire market updates from our analysts
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