In-depth analysis of current trends and future expectations for different segments of the oil market, with a focus on understanding both the supply and demand dynamics at play.
All content for Trade with Conviction is the property of Sparta and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In-depth analysis of current trends and future expectations for different segments of the oil market, with a focus on understanding both the supply and demand dynamics at play.
Episode 55: U.S.-India tariffs and Ukraine strikes: What does this mean for oil prices?
Trade with Conviction
35 minutes 9 seconds
2 months ago
Episode 55: U.S.-India tariffs and Ukraine strikes: What does this mean for oil prices?
This week’s Sparta Market Outlook Podcast dives into a storm of oil market moves. Host Rachel Williams and the team break down U.S.-India tariff shocks, Ukraine’s strikes on Russian refineries, and looming Fed rate cuts — while tracking North Sea DFL lows, tight European stocks, and a possible rebound in 0.5% fuel oil. From Dubai’s steady strength to shifting distillate flows, the episode delivers actionable insights for traders navigating a deceptively calm yet volatile market.
Chapters:
(02:10) Geopolitical Headline Rundown
Neil breaks down the latest on U.S.-India tariff defiance, Ukraine’s refinery attacks, and their ripple effects on global oil markets.
(08:35) Dangote Drama and Fuel Oil Outlook
Hoa unpacks the chaotic signals from Dangote’s refinery and why 0.5% fuel oil might be shifting from bearish to neutral.
(15:15) North Sea DFL Collapse and Crude Signals
Neil and June analyze the North Sea’s weakening DFL, cheap Brent landings in Asia, and the persistent strength of Dubai.
(20:47) Platts Murban Methodology Shake-Up
June explains Platts’ upcoming changes to the Murban assessment and their potential to reshape sour crude dynamics.
(22:27) Distillate Dynamics: East-West Shifts
Neil highlights the widening East-West distillate spread and why Europe’s bull case is gaining traction.
(27:31) Quick-Fire Market Calls
The team shares high-conviction trades, from naphtha strength to distillate buys, while keeping an eye on APEC.
Trade with Conviction
In-depth analysis of current trends and future expectations for different segments of the oil market, with a focus on understanding both the supply and demand dynamics at play.
