Market Outlook
Podcast: SPR releases vs supply outages: Can governments stop the oil shock?
Published12 MAR 26 - 13:14
Reading time
minutes
In the latest episode of the Trade with Conviction podcast, the team unpacks why government intervention, including SPR releases and possible demand controls, is only a partial fix, and why the deepest stress is showing up in products rather than crude.
Inside this episode:
- Tanker attacks and infrastructure damage across the Gulf, what it means for global supply
- Why the biggest SPR release in history still doesn’t plug the supply gap
- Diesel and jet markets hitting historic extremes
- Gasoline, naphtha and LPG spreads repricing fast across East-West flows
- Asian refiners and petrochemical plants facing feedstock shortages
- Freight dislocations and the strange behaviour of the physical crude market
- Why fuel oil may start competing for already scarce distillate molecules
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