Driving Discussions: US-Iran conflict reshapes the global naphtha market
Argus Media18 Mars

Driving Discussions: US-Iran conflict reshapes the global naphtha market

Listen to our experts (Toong Shien Lee - Deputy Editor, Erol Musov - Analyst and Jide Tijani - Reporter) analyse how the sudden escalation in US–Iran tensions and the effective closure of the Strait of Hormuz have upended the global naphtha market.

With tanker movements collapsing, export hubs damaged and loadings slowing sharply, Asia has absorbed the brunt of the shock, as nearly two‑thirds of its naphtha imports transit the strait. Meanwhile, Europe and the US Gulf Coast remain comparatively stable thanks to more diverse supply chains and stronger domestic production.

The podcast also explores how petrochemical producers across Asia are responding and how the tightness may cascade through ethylene, propylene and polymer markets. Medium‑term fundamentals are discussed: weak petrochemical margins, the impact of new cracking capacity in China and South Korea, and the growing role of gasoline blending in managing naphtha balances.

Find out what these shifts mean for naphtha balances in the months ahead, how long Asia’s supply shock could last, and the key market signals to watch as the industry navigates one of its most volatile periods in years.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(1000)

SAF Insights: Jet Fuel, SAF and the Middle Distillate Squeeze

SAF Insights: Jet Fuel, SAF and the Middle Distillate Squeeze

Argus experts unpack how conflict, depleted stocks and diesel competition are reshaping aviation fuel markets. Renewed Middle East conflict is putting aviation fuel markets back under pressure, just a...

17 Juli 15min

Falando de Mercado: químicos de pinus e petróleo

Falando de Mercado: químicos de pinus e petróleo

Os derivados de pinus estão ganhando espaço como alternativa ao petróleo em meio à volatilidade nos preços e nos fluxos de matéria-prima fóssil. Os compradores, especialmente chineses, buscam diversif...

17 Juli 8min

How ISO is shaping the future of pyrogenic biocarbon

How ISO is shaping the future of pyrogenic biocarbon

In the latest episode of the Argus Biomass Beat Podcast, host Hannah Adler, Deputy Editor on the Argus Biomass Desk, speaks with Chris Wiberg of Biomass Energy Lab about the key outcomes from the ISO/...

17 Juli 26min

Fertilizer Matters EP55: Market sentiment after IFA’s Annual conference

Fertilizer Matters EP55: Market sentiment after IFA’s Annual conference

Hear Argus’ essential analysis of the mood in the fertilizer industry following IFA’s Annual Conference. You’ll hear on the ground insight on market sentiment, our view of how the second half of the y...

16 Juli 37min

LPG Markets Under Middle East Conflict Pressure

LPG Markets Under Middle East Conflict Pressure

Enduring uncertainty about prospects for a recovery in strait of Hormuz gas carrier transits continue to cloud LPG market outlooks following a resumption of conflict in the Middle East.    This episod...

13 Juli 29min

Falando de Mercado: fertilizantes sustentáveis no Mercosul

Falando de Mercado: fertilizantes sustentáveis no Mercosul

O Mercosul vem tentando reduzir sua dependência de fertilizantes importados, ao mesmo tempo em que abre espaço para alternativas mais verdes. Para além da segurança do abastecimento, os países do bloc...

9 Juli 6min

Market Talks: Sustainable Fertilizers in Mercosur

Market Talks: Sustainable Fertilizers in Mercosur

Mercosur countries are trying to reduce their reliance on imported fertilizers while also paving the way for greener alternatives. Beyond supply security, countries in the bloc are moving toward low‑c...

9 Juli 6min

Strait talk: O(h)man — not again…

Strait talk: O(h)man — not again…

This week on Strait Talk, we’re taking a closer look at the intersection of geopolitics and oil flows. We’ll explore how tensions involving Israel and Lebanon are complicating the prospects of a US–Ir...

9 Juli 27min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
dynastin
rss-borsens-finest
uppgang-och-fall
avanzapodden
svd-tech-brief
rss-inga-dumma-fragor-om-pengar
fill-or-kill
tabberaset
rikatillsammans-om-privatekonomi-rikedom-i-livet
bathina-en-podcast
borslunch-2
rss-veckans-trade
rss-dagen-med-di
rss-borslunch
rss-dominoeffekten
rss-dr-bjorklund
rss-hos-psykologen