From Economist’s Chair: Oil in Focus “Storm on the Water”

From Economist’s Chair: Oil in Focus “Storm on the Water”

Crude futures are easing as Saudi supply returns, but tight physical barrels, Hormuz risks and diesel stress mean sentiment could turn fast

In this week's episode, David notes the easing of prices since September highs as recovery in crude pipeline and tanker flows has been absorbed by the market. But attacks on vessels in the Strait of Hormuz are if anything increasing, physical prices are still signalling alarm and further draws in already-tight distillate stocks are on the agenda. As the Atlantic hurricane season progresses, attention is turning towards Gulf Coast diesel and LNG exports.

  • Futures ease, physical stays tight: Crude futures have pulled back since the Saudi East-West pipeline restarted, but physical North Sea Dated still trades at a steep premium to Brent futures.
  • Hormuz flows are recovering despite attacks: Record tanker freight rates are tempting shippers to run the gauntlet, and crude shipments through the Strait are climbing back towards pre-crisis levels.
  • Diesel and gas are the next worry: A G7 emergency stock release has eased pressure, but diesel margins remain extreme and a tropical storm is heading for US Gulf Coast refineries and LNG facilities, so sentiment could turn quickly.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(1000)

SAF Insights: Scaling SAF in the Business Aviation Sector

SAF Insights: Scaling SAF in the Business Aviation Sector

Business aviation is moving SAF from early adoption to everyday airport operations, bringing new demands around fuel quality, logistics and customer confidence. In this episode of SAF Insights, Louise...

5 Loka 13min

Trade Flows: The Changing Economics of Renewable Diesel

Trade Flows: The Changing Economics of Renewable Diesel

The renewable diesel market is being reshaped by changing trade flows, evolving policy incentives, and shifting demand patterns on both sides of the Atlantic. In this episode, Argus experts Giulia Squ...

2 Loka 20min

Chemical Conversations: Methanol Market - Conference Recap, China Trade & Atlantic Outlook

Chemical Conversations: Methanol Market - Conference Recap, China Trade & Atlantic Outlook

Welcome to Episode 24 of the Methanol Market Puts-and-Takes podcast, part of the Chemical Conversations series. In this episode, Senior Analyst Cassidy Staggers talks with Dave McCaskill, Argus VP of ...

30 Syys 24min

Power Dispatch: Managing Weather Risk - The Rise of Weather Derivatives

Power Dispatch: Managing Weather Risk - The Rise of Weather Derivatives

As renewable generation continues to expand and extreme weather phenomena become more frequent, managing weather risk is becoming increasingly important for energy companies. Conventional hedging stra...

30 Syys 32min

Strait Talk: Thin diesel

Strait Talk: Thin diesel

In this week's Strait Talk: Thin Diesel, Argus experts examine how the market has changed following the Houthi maritime ban on Saudi-linked shipping and attacks on key refining infrastructure. Product...

30 Syys 28min

Biomass Beat: Similar Isn't the Same - Classifying Biocarbon for Shipping

Biomass Beat: Similar Isn't the Same - Classifying Biocarbon for Shipping

As biocarbon production scales up and international trade expands, transport regulations are emerging as one of the industry's biggest challenges. In this episode of Biomass Beat, Hannah Adler, Deputy...

30 Syys 17min

Global LPG Conversations: China’s LPG Storage Boom - Growth and Security

Global LPG Conversations: China’s LPG Storage Boom - Growth and Security

Geopolitical conflict and Middle Eastern supply disruption are increasing the value of larger, more flexible LPG and ethane inventories in China. In this episode of Global LPG Conversations, Matt Scot...

30 Syys 8min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
vallattomat
mimmit-sijoittaa
rss-rahapodi
rss-oivalluksia-rahasta-elamasta
psykopodiaa-podcast
ostan-asuntoja-podcast
oppimisen-psykologia
rss-rahamania
rss-kaupan-tila
rss-hereilla
rss-startup-ministerio
rss-inderes
rss-paasipodi
rahapuhetta
rss-sami-miettinen-neuvottelija
asuntoasiaa-paivakirjat
sijoitusovi-podcast
rss-karon-grilli
rss-bisnesta-bebeja