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Podcast: Gasoline shifts, jet fuel demand & Trump’s tariff blow

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Published29 MAY 25 - 15:03 Reading time  minutes

In episode 42 of the Sparta Market Outlook Podcast, host Felipe Elink Schuurman and his global team dive into the latest oil market dynamics, discussing key takeaways from the MPGC conference in Bahrain, OPEC+ production decisions, and the impact of a U.S. court ruling blocking Trump’s global tariffs. They explore rising jet fuel demand in Europe, tight WTI-Brent spreads, and an unexpected fuel oil crack surge, while highlighting structural shifts like Dangote’s influence on gasoline markets. The episode emphasizes actionable insights for traders amidst geopolitical noise and evolving supply-demand fundamentals.

Key Takeaways:

  • OPEC+ Output Strategy: Will the anticipated production increase flood the market, or is it already priced in?
  • Trump’s Tariff Setback: How will the U.S. court’s ruling on tariffs reshape global trade flows?
  • Fuel Oil’s Mysterious Rally: What’s driving the unprecedented strength in fuel oil cracks?
  • WTI’s Tightening Market: Could wildfires and low Cushing inventories ignite WTI time spreads this summer?

• Gasoline Market Shifts: Why are reformate prices lagging despite bullish summer expectations?

Listen now on Spotify & all major platforms!

Topics Cross Barrel
Author

Sparta

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