Latest Refiners Podcast Episodes
Kerosene powering ships
Global Oil Markets Podcast - October 01, 2020 15:40 - 9 minutes ★★★★★ - 10 ratingsThe COVID-19 pandemic continues to create interesting opportunities; one of the more surprising is seeing kerosene finding its way into marine fuel. Platts reporters Sarah-Jane Flaws and Gary Clark discuss with Joel Hanley how a once-premium product has mingled with shipping fuel.
Flexibility, adaptability and efficiency are keys in surviving fragile oil demand environment
Global Oil Markets Podcast - September 29, 2020 06:00 - 15 minutes ★★★★★ - 10 ratingsFresh from the recent Asia Pacific Petroleum Conference or Platts APPEC, Gawoon Phil Vahn and Surabhi Sahu join Mriganka Jaipuriyar to share key themes and insights discussed at the event, which brought together - virtually - the who's who in the oil industry. This episode takes a deep dive into...
US Gulf Coast naphtha sets sail to satisfy Asia's appetite
Global Oil Markets Podcast - September 17, 2020 16:00 - 12 minutes ★★★★★ - 10 ratingsUS Gulf Coast market players looking to get light naphtha barrels off their hands, a hungry Asian market and weakened freight is the perfect arbitrage recipe. But with shipowners reluctant to move their ships East, where the freight market is weak, the balance has been delicate. Sarah Raslan, US...
Prospects brighten for European floating diesel storage
Global Oil Markets Podcast - September 11, 2020 15:30 - 10 minutes ★★★★★ - 10 ratingsThere is rising supply for European diesel and while demand is recovering it is still short of last year’s levels, the pronounced contango this is prompting comes when many clean tankers are choosing to stay in the region, meaning the stars are aligning for floating storage. Middle...
Can Russia cope with its own bear market?
Global Oil Markets Podcast - September 03, 2020 15:30 - 13 minutes ★★★★★ - 10 ratingsRussia’s slashing of crude output is well documented, but how are its internal markets coping with the impact of COVID-19? Joel Hanley asks Russia experts Elza Turner and Thomas Washington what the energy superpower can do to stem volatility at home.
Asian HSFO markets endure IMO 2020, coronavirus challenges
Global Oil Markets Podcast - August 27, 2020 15:10 - 12 minutes ★★★★★ - 10 ratingsLight sulfur fuel oil has been the main marine fuel of choice worldwide, but high sulfur fuel oil has held its stead in Asia. S&P Global Platts senior oil experts Surabhi Sahu and Oceana Zhou join Platts Asia Head of News Mriganka Jaipuriyar in examining the demand for HSFO particularly in...
Jet fuel rises above coronavirus with a new, greener assessment
Global Oil Markets Podcast - August 20, 2020 15:00 - 12 minutes ★★★★★ - 10 ratingsCOVID-19 may have caused demand for jet fuel to plummet but S&P Global Platts and the wider industry are looking to the future with a newly launched European sustainable aviation fuel assessment, as public scrutiny keeps emissions targets in sight. Middles distillates specialists Gary Clark,...
Ethanol surges as other fuel blending components tank
Global Oil Markets Podcast - August 13, 2020 20:30 - 14 minutes ★★★★★ - 10 ratingsAs European road transport demand gradually recovers amid the coronavirus pandemic, the price of gasoline blending component ethanol has reached all-time highs on tight supply, rising road demand and strong industrial use. Unusually, the prices of other blending components are down in the doldrum...
Where next for oil prices as OPEC eases cuts?
Global Oil Markets Podcast - August 06, 2020 14:00 - 12 minutes ★★★★★ - 10 ratingsOPEC and its allies are loosening the reins around production cuts amid tentative signs of an oil demand recovery, which is likely to bring additional heavier sourer barrels back on to the market. Gillian Carr and Paul Hickin discuss with Joel Hanley how this could play out in the months ahead.
China under pressure to export more refined products after Q2 oil shopping spree
Global Oil Markets Podcast - July 30, 2020 20:20 - 9 minutes ★★★★★ - 10 ratingsWhile the rest of the world is still on a relatively slow recovery phase, China's crude imports and throughput levels are hitting record highs. Its GDP has flipped back to positive territory with a 3.2% growth the second quarter, from a 6.9% decline in the first quarter. S&P Global Platts...
Diesel and gasoil fortunes diverge as lockdowns ease
Global Oil Markets Podcast - July 23, 2020 17:40 - 15 minutes ★★★★★ - 10 ratingsAs Europe emerges from its COVID-19 lockdown, diesel demand is flickering back to life. But can the same be said for gasoil? S&P Global Platts reporters Virginie Malicier and Harry Morton discuss with Joel Hanley how European distillate markets have reacted to the Coronavirus pandemic, and the...
Refineries brace for further headwinds from COVID-19 as recovery looks patchy
Global Oil Markets Podcast - July 16, 2020 15:15 - 9 minutes ★★★★★ - 10 ratingsStorm clouds still lurk over the refining sector as a combination of firm heavy crude prices and limited upside to light product prices squeeze margins for simple and complex installations alike, even as a rapid demand recovery in some countries has taken markets by surprise. Refining expert Elza...
A new benchmark for American crude to move on from a negative experience
Global Oil Markets Podcast - July 10, 2020 17:30 - 17 minutes ★★★★★ - 10 ratingsThe American crude benchmark NYMEX WTI went negative in April, an event that sparked global questions of How and Why. Now, the US crude industry is looking to the future, with Platts American GulfCoast Select touted as an alternative yardstick against which crudes from Canada down to Argentina...
Shifting dynamics in store for Mediterranean LPG
Global Oil Markets Podcast - July 02, 2020 15:15 - 9 minutes ★★★★★ - 10 ratingsThe closure for maintenance of the salt caverns at Lavera on the French Mediterranean coast poses some questions for the region’s LPG market, especially that of butane. LPG reporter Kieran Hess discusses with Joel Hanley how the Mediterranean market is responding to the closure in the midst...
Asia's ample US crude imports in H1 unlikely to rattle OPEC producers
Global Oil Markets Podcast - June 26, 2020 16:40 - 11 minutes ★★★★★ - 10 ratingsAsia's high volume of US crude imports in the first half 2020 could prove a false alarm for OPEC+ producers fretting over their shrinking share of the Asian demand pie following the coronavirus pandemic. S&P Global Platts oil editors Surabhi Sahu and Gawoon Philip Vahn discuss Asia's crude...
Fuel oil challenges expectations
Global Oil Markets Podcast - June 19, 2020 15:45 - 16 minutes ★★★★★ - 10 ratingsTurbulence in oil markets and shifting regulation has led to some surprising dynamics at the bottom of the barrel. Following S&P Global Platts’ European Bunker Fuel Virtual Conference, fuel oil reporters Sarah-Jane Flaws, James Goldburn and Britt Russell-Webster discuss how expectations...
A cautious recovery for gasoline as drivers look beyond coronavirus
Global Oil Markets Podcast - June 11, 2020 16:00 - 11 minutes ★★★★★ - 10 ratingsRising driving demand has offered some support to the top of the barrel but, with expectations of higher demand also in evidence, higher inventories may take the shine off gasoline and naphtha recoveries, as arbitrage opportunities still look shaky. Light end reporters Joseph McDonnell and Evridi...
Libyan oil exports briefly pick up, NOC gears up for cautious return
Global Oil Markets Podcast - June 04, 2020 18:00 - 10 minutes ★★★★★ - 10 ratingsLibya exported some crude and condensate from its storage caverns at the Zawiya terminal this week, a first from this port in almost four months. But with the civil conflict still brewing in the volatile North African oil producing powerhouse, a full or sustained return of Libyan oil is...
Signs of China's oil demand recovery emerge
Global Oil Markets Podcast - May 29, 2020 15:40 - 6 minutes ★★★★★ - 10 ratingsFuel demand across Northeast Asia plunged at the height of the coronavirus outbreak in the region over February and March. But the tide has since turned for the good in recent months. Manufacturing, construction and transportation activities are picking up fast in China with signs of the pandemic...
Green shoots for jet fuel in sight at the IATA conference
Global Oil Markets Podcast - May 21, 2020 21:30 - 18 minutes ★★★★★ - 10 ratingsThere are some that say the aviation sector is on life-support but industry participants are already looking to signs of recovery, with no sign of ditching previously established environmental targets, jet fuel reporters Gary Clark and Ellie Valencia tell Francesco Di Salvo. Later in the program,...
Rising hygiene products demand and falling naphtha prices present opportunities for petchems
Global Oil Markets Podcast - May 14, 2020 22:00 - 15 minutes ★★★★★ - 10 ratingsFalling values for naphtha are stimulating margins for some petrochemical manufacturers, as COVID-19 sends people rushing to buy hand sanitizer and disposable plastics. Naphtha reporter Evridiki Dimitriadou and petrochemicals reporter Ora Lazic discuss the winners and losers at the top of the...
Oil Markets extra: How do benchmarks cope in times of market stress?
Global Oil Markets Podcast - May 13, 2020 16:00 - 31 minutes ★★★★★ - 10 ratingsIn this special bonus episode of S&P Global Platts Oil Markets podcast, Dave Ernsberger, head of pricing and market insight, discusses with Joel how commodity and energy benchmarks are faring amid the coronavirus outbreak, and Platts’ approach to dealing with recent market stress.
More turbulence ahead for jet fuel as forward structure gives a grim outlook
Global Oil Markets Podcast - May 07, 2020 17:00 - 11 minutes ★★★★★ - 10 ratingsThe malaise in jet fuel and air traffic is grounding airmail and the outlook seems bleak for airlines as the contango in jet fuel stretches out ever further. Jet fuel reporter Gary Clark and Middle Distillates editorial manager Eleni Pittalis tell Joel Hanley the latest.
When it comes to crude, Chinese buyers are spoilt for choice
Global Oil Markets Podcast - April 30, 2020 16:00 - 5 minutes ★★★★★ - 10 ratingsThere has been unprecedented demand destruction in Asia as a result of the coronavirus pandemic, causing many refiners to cut run rates. While COVID-19 initially wreaked havoc in Chinese markets, commodity trends in the country seem to be showing signs that it is getting back in business. Other...
A difficult road ahead for diesel
Global Oil Markets Podcast - April 23, 2020 16:00 - 17 minutes ★★★★★ - 10 ratingsThe European diesel markets are in turmoil: demand has crashed – taking prices with it – and storage is filling up fast. Could we see a repeat of negative oil prices as we have seen in the US crude markets? In this episode, S&P Global Platts editor Virginie Malicier tells Joel...
Oil products struggle as IEA slashes refinery throughput forecast
Global Oil Markets Podcast - April 17, 2020 15:00 - 13 minutes ★★★★★ - 10 ratingsOil products are succumbing to record breaking lows, with jet cracks entering record-breaking and negative territory, and refineries are presented with complex decisions as a result of COVID-19. Senior refining reporter Elza Turner and middle distillate specialist Gary Clark discuss with Joel...
Coronavirus hits North Sea crude production and prices
Global Oil Markets Podcast - April 09, 2020 16:45 - 19 minutes ★★★★★ - 10 ratingsCOVID-19 has crushed crude prices and is now closing North Sea oil fields. S&P Global Platts reporters Nick Coleman and Emma Kettley share their views with Joel Hanley, explaining the key logistical dependencies, and the differing impacts on Dated Brent and ICE Brent futures. In fuel oil, Britt...
Lockdowns and light ends: Asia gasoline, LPG demand slump as COVID-19 pandemic bites
Global Oil Markets Podcast - April 03, 2020 17:30 - 9 minutes ★★★★★ - 10 ratingsNationwide lockdowns imposed by governments in the race to contain the spread of COVID-19 have in turn dampened economies and triggered severe demand destruction on refined oil products. In the latest S&P Global Platts Oil Markets podcast, our team of refined product specialists Ramthan...
Crude oil markets and coronavirus face off
Global Oil Markets Podcast - March 26, 2020 19:45 - 12 minutes ★★★★★ - 10 ratingsWith the OPEC+ agreement in tatters and COVID-19 destroying demand, the crude oil markets are in turmoil. Prices have fallen over 70% since October but is there any upside in the short term, and where can the glut go? Platts reporters Emma Kettley and Nicholas Baldwin tell Joel Hanley the latest ...
Coronavirus forces jet market collapse
Global Oil Markets Podcast - March 23, 2020 16:00 - 11 minutes ★★★★★ - 10 ratingsCOVID-19 has crushed demand and prices of jet fuel around the world. What can be done with all that extra jet fuel, and what are the prospects for airlines as they struggle to stay viable? S&P Global Platts reporters Gary Clark and Francesco Di Salvo discuss this challenging market with Joel...
Related Refiners Topics