HeyJaredOil Markets
S&P Global Commodity Insights analysis of key oil price movements across the globe.
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- 11
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- Sep 17, 2026
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Geopolitics rattle European distillate markets, send prices soaring (opens the original)
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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 Aung and Aruni Sunil, as they examine how geopolitical risks, supply disruptions, and a tightening physical market are underpinning a bullish outlook for distillates. They also explore the impact of constrained supply, low inventories, and shifting trade flows on
Global diesel shortages squeeze the Americas (opens the original)
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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 McGurty , Kauanna Navarro and Carlos Castillo about how constraints in Russia and the Middle East have pushed US Gulf Coast refiners into the role of global swing supplier, why Brazil is relying more heavily on US and Indian cargoes, and how limited refinery spare ca
Naphtha's post-Hormuz reality: tight supply, wide arbs and a bullish gasoline pull (opens the original)
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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 reporter, as they break down what prompted the multiyear highs in gasoline blending demand for naphtha, the widening East-West arbitrage, propane's growing advantage over naphtha at the steam crackers and the Rhine logistics issues disrupting Europe's petroch
APPEC to focus on Asia's energy resilience, vulnerability in a fragmented market (opens the original)
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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 Energy, the focus is no longer just on market access but on securing reliable, long-term energy supplies. Asia remains the center of gravity for global energy demand, yet the region's priorities are evolving. The industry's biggest questions are: Where will reliable
Regional bottlenecks and strong product margins boost European gasoline prices (opens the original)
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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 Friedrich Gutsche and Rebeka Foley to discuss how restrictive domestic flows have weighed on gasoline blending economics, adding pressure on the regional supply balance, amid historically low Rhine water levels. Tune in to find out how these trends will play out ah
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