Podcast

Podcast: The market is exhausted. The crisis is not.

Published09 APR 25 - 13:18

 

Felipe Elink-Schuurman and June Goh cover the FT Commodities conference, where major trading house CEOs signalled no short-term resolution to Hormuz. June runs through crude premium collapse, EU sanctions, and a bullish fuel oil case into Q3.

> Felipe shares the view from FT Commodities Summit.>

> Forties premiums down $11 and what it means for crude flows

> Airlines cutting 20,000 flights: the demand destruction arriving now

> Why June thinks Q3 fuel oil cracks are a buy

> Naphtha East-West at its lowest since the war began

Listen now on Spotify & all major platforms!

Topics Cross Barrel
Author

Sparta

Rate this article

Average rating / 5. Vote count:

No votes so far! Be the first to rate this post.

Continue reading

  • New
  • Deep dive
  • Naphtha

E/W leads but physical lags, naphtha’s July setup is shaping up bullish

E/W leads but physical lags, naphtha's July setup is shaping up bullish.

15 MAY 26 - 09:22

  • New
  • Analyst brief
  • Cross Barrel

Week 17 Pricing Analyst Update – Nadia Riaz – AG – Cross Barrel

Oil prices steadied after a strong rally as expectations for a swift resolution to the Iran...

15 MAY 26 - 07:51

  • New
  • Press

How the world has avoided an oil catastrophe so far

Expert: Neil Crosby (Head of Research, Sparta) Publication: The Economist Market Focus: Crude Oil,...

14 MAY 26 - 14:10

  • New
  • Deep dive
  • Gasoline

RBOB spreads bullish as Houston re-establishes market share in LATAM on a narrowing TA arb, while prompt E/W spreads rally

Low US inventories, Houston's Latin American Re-engagement, and prompt Chinese supply absence set the stage for a bullish summer.

14 MAY 26 - 13:48

subscribe_cta_image

Real time alerts, set to your specifications