Podcast: Geopolitics, tight products & trade setups ahead of APPEC
’Twas the night before APPEC, when all through the desk
Not a trader was sleeping, before days without rest;
The charts were all plotted with meticulous care,
In hopes that new flows soon would be there.
When out in the market there rose such a clatter,
We sprang to our mics to dissect every matter.
With Rachel as host and our expert team cast,
You’ll find all the insights on the Sparta Podcast.
Merry APPEC Eve to all who celebrate! In episode 56 of Sparta Market Outlook, Rachel, Neil, Jorge and James dive into:
- India–China–Russia deepen energy ties
- OPEC supply chatter dents flat price
- Freight swings: TC14 shuts USG arbs, LR + ME→West open
Our trade views: North Sea a buy, diesel structure firm, HOGO & East-West longs, naphtha tighter, gasoline supported.
Heading to APPEC? We’d be delighted for listeners to join us at our APPEC Drinks Reception: Save your spot
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Cracks set to rally in winter
Supply risk builds across the Atlantic Basin and Asia as blending and refining margins turn negative.
09 OCT 26 - 12:10
Naphtha breaks higher while gasoline corrects, and the gas-nap pays for it
Freight is the obstacle between Asian demand and Western barrels
09 OCT 26 - 10:10
Singapore regrade swings from floor to near 10-year highs in a fortnight on diesel weakness and Chin...
Singapore regrade swings from floor to near 10-year highs in a fortnight on diesel weakness and China quota confusion; bullish European regrade, bearish Singapore regrade post-Golden Week
08 OCT 26 - 15:09