Podcast: 2025 oil market: Bullish outlook amid sanctions and supply dynamics

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Published18 DEC 24 - 13:51 Reading time minutes

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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Topics Cross Barrel

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Sparta

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