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Oil Markets

by S&P Global Commodity Insights

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Latest episodes

Russian diesel returns: Relief for tight European market?

October 15, 2026 · 11 min

The resumption of Russian diesel exports could bring some relief to a constrained European market, but uncertainty remains high. This episode unpacks how the lifting of Russia's diesel export ban and the return of supply could reshape…
Bonus episode: India's upstream reforms aim to unlock the next phase of deepwater exploration

October 13, 2026 · 28 min

India is entering a pivotal phase in the development of its upstream oil and gas sector, with the government seeking to unlock the potential of deepwater and ultra-deepwater resources amid rising energy demand. Recent reforms have focused…
Atlantic Basin Rising: Venezuela, Brazil and the New Oil Growth Story

October 8, 2026 · 17 min

Latin America is becoming a critical engine of global oil supply growth. In this episode of the Platts Oil Markets Podcast, Jeff Mower is joined by Washington-based policy editor Kate Winston and Mexico editor Sheky Espejo to examine…
Middle East supply concerns strengthen market for Russian oil

October 1, 2026 · 19 min

Prices for Russian crude strengthened in September, amid lower domestic production and Middle East supply concerns while Russia's refining sector continues to face major challenges as a result of Ukrainian attacks. Russia has extended its…
Asia eyes energy supply flexibility, shipping alternatives

September 24, 2026 · 24 min

Asia's energy markets are navigating a period defined by heightened geopolitical risk, vulnerable maritime chokepoints, shifting trade flows, and growing uncertainty over supply security. With APPEC 2026 concluding earlier in September…

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Geopolitics rattle European distillate markets, send prices soaring

September 17, 2026 · 14 min

Distillate prices are rising as escalating tensions in the Middle East and Russia inject fresh uncertainty into global energy markets. Join S&P Global Energy's Gary Clark, associate director, price reporting, alongside reporters Sophia…
Global diesel shortages squeeze the Americas

September 14, 2026 · 23 min

Diesel markets are entering their most stressful stretch of the year as record prices, thin inventories and disrupted supply flows collide across the Americas. In this episode of the Oil Markets Podcast, Jeff Mower speaks with Janet…
Naphtha's post-Hormuz reality: tight supply, wide arbs and a bullish gasoline pull

September 3, 2026 · 14 min

Middle East export disruptions, soaring gasoline demand and shifting trade flows have reshaped global naphtha markets over the past six months. Join Gary Clark, associate director, price reporting, and Barbara Fernandez-Pita, senior price…
APPEC to focus on Asia's energy resilience, vulnerability in a fragmented market

August 27, 2026 · 27 min

Energy markets are once again being tested by geopolitics. With fragile shipping routes and shifting trade patterns, energy security has returned to the top of the agenda. As the industry prepares for APPEC 2026, hosted by S&P Global…
Regional bottlenecks and strong product margins boost European gasoline prices

August 20, 2026 · 15 min

As summer driving reaches its seasonal peak, European gasoline production faces challenging chokepoints amid broader macro trends reshaping supply and demand fundamentals. In this episode, S&P Global Energy's Emma Kettley is joined by…
Oil earnings divide: Producers grow, refiners thrive

August 13, 2026 · 32 min

North American oil companies delivered a striking second-quarter earnings season. Upstream producers raised output guidance while maintaining capital discipline, arguing that efficiency gains, not higher spending, are driving growth…
When the river runs dry: how low Rhine water levels are reshaping Europe's oil market

August 6, 2026 · 12 min

The Rhine River is one of Europe's most important trade arteries, carrying diesel, gasoil, and other refined products from the Amsterdam-Rotterdam-Antwerp hub to consumers across Germany, Switzerland, and beyond. As water levels fall…