Podcast: Decline in global diesel cracks, bearish signals in the crude market
Listen now: https://www.spartacommodities.com/insights/navigating-crude-markets-q4-predictions-and-a-return-to-fundamentals/
In this episode of the Sparta Market Outlook podca
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.
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Spotify: https://open.spotify.com/show/5kcdrcgO1uXQHL7FKLXGyz
Apple Podcasts: https://podcasts.apple.com/us/podcast/sparta-market-outlook/id1763066831
Amazon Music: https://music.amazon.com/podcasts/d8d293f0-9c00-457c-bb76-392ba185637e
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