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Podcast: Tariff fatigue, falling WTI prices & surging naphtha demand

Cross BarrelCrudeDieselDistillateFreightFuel OilGasolineJetNaphtha
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Published14 MAY 25 - 13:06 Reading time  minutes

This week on Sparta Market Outlook, we unpack the post-“Liberation Day” chaos: WTI is on sale, US shale producers are feeling the squeeze, and product cracks are painting a bullish picture—despite bearish forecasts. From Warsaw, Indiana (not Poland) to East Asia, we trace shifting trade flows, a naphtha comeback, and why margins might be lying to you. Is this the calm after the tariff storm—or just the eye of it?

  • Demand destruction vs. resilient margins
  • WTI’s pain zone explained
  • China’s crude buying blitz
  • LPG & naphtha in the spotlight
  • Gasoline’s slow seasonal grind
  • Plus: Why diesel might be the real economic truth-teller

Listen now on Spotify & all major platforms!

Topics Cross Barrel
Author

Sparta

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