Week 17 Pricing Analyst Update – Nadia Riaz – AG – Cross Barrel
15 MAY 26 - 07:51
Market Outlook
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E/W leads but physical lags, naphtha’s July setup is shaping up bullish
Commentary summary: This week’s rebound in cracks and timespreads supports the thesis that April’s correction was a mid-crisis pause rather than a structural reversal. The key contrast
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Deep Dives
E/W leads but physical lags, naphtha’s July setup is shaping up bullish
E/W leads but physical lags, naphtha's July setup is shaping up bullish.
15 MAY 26 - 09:22
RBOB spreads bullish as Houston re-establishes market share in LATAM on a narrowing TA arb, while prompt E/W spreads rally
Low US inventories, Houston's Latin American Re-engagement, and prompt Chinese supply absence set the stage for a bullish summer.
14 MAY 26 - 13:48
Bullish on the diesel paper arbs, more confidently on the HOGO than the GO E/W
Very very low US diesel stocks paint a fairly unambiguous picture.
14 MAY 26 - 10:17
Opinion
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Whitepapers
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Webinars
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Sparta Insights Webinar: 2026 outlook for the oil market
Catch our first webinar of the year where Sparta experts Neil Crosby, Michael Ryan, June Goh and James Noel-Beswick dove into the key trends shaping the oil markets in 2026, with more OPEC, Atlantic Basin and Venezuelan barrels reshaping diffs and supporting complex refining margins amid limited new capacity and US West Coast tightening.
29 APR 26 - 13:43
Sparta Insights Webinar: 11 trades to watch on the Iran conflict
Sparta Insights Webinar: 11 trades to watch on the Iran conflict Neil Crosby, Jorge Molinero and...
29 JAN 26 - 11:55
Press
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Sparta's @JuneGoh_Sparta joined @ChannelNewsAsia to break down the oil supply shock and what it means for prices.
Key points:
> 10-11m bpd of crude shut in (10% of global demand), key Middle East refineries damaged
> Refined product prices stay high even if the war ends
>