Trade with Conviction
By Sparta
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Category: Business
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Subscribers: 3
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Episodes: 94
Description
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 | Date |
|---|---|
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Episode 92: Iran talks spin. US diesel stocks are running out of runway.
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May 07, 2026 |
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Episode 91: Asia absorbed the initial shock. Now the US is running dry.
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Apr 30, 2026 |
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Episode 90: The market is exhausted. The crisis is not.
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Apr 24, 2026 |
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Episode 89: The blockade is here. Now what?
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Apr 16, 2026 |
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Episode 88: The ceasefire that changed nothing. Where does oil go from here?
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Apr 09, 2026 |
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Episode 87: Diesel's unfolding crisis: Demand destruction is the only fix
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Apr 02, 2026 |
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Episode 86: Headline chaos: price suppression, weak forward margins, West-East barrels flowing
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Mar 26, 2026 |
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Episode 85: Trump blinks on Iran. The trade is in the spreads, not the headline
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Mar 24, 2026 |
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Episode 84: South Pars hit. Escalation was fast. What happens to oil from here?
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Mar 19, 2026 |
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Episode 83: SPR releases vs supply outages: Can governments stop the oil shock?
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Mar 12, 2026 |
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Episode 82: Hormuz stays shut: products, freight and the real market squeeze
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Mar 09, 2026 |
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Episode 81: Oil at War: Sparta live podcast
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Mar 04, 2026 |
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Episode 80: Strait of Hormuz disruption: Freight shock, cracks surge, and what traders must watch next
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Mar 02, 2026 |
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Episode 79: Iran brinkmanship, freight shock and margins under pressure
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Feb 26, 2026 |
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Episode 78: Iran stretches paper markets to breaking point
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Feb 19, 2026 |
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Episode 77: Live from IE Week: The battle for fundamental fair value in an age of geopolitical disruption
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Feb 12, 2026 |
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Episode 76: Rising pressure on Russian oil flows
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Feb 05, 2026 |
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Episode 75: Iran risk premium, glut reality
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Jan 29, 2026 |
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Episode 74: Geopolitics first, balances second: What is really driving oil markets
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Jan 22, 2026 |
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Episode 73: Iran, Venezuela, Russia; the oil triple-threat
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Jan 16, 2026 |
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Episode 72: Venezuela shocks the market: heavy sour pressure and the global crude reshuffle
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Jan 08, 2026 |
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Episode 71: Crude tidings: Oil market wrap-up & 2026 forecast
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Dec 18, 2025 |
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Episode 70: What does 2026 really look like for the oil market?
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Dec 11, 2025 |
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Episode 69: Fog of war thickens
|
Dec 05, 2025 |
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Episode 68: Ukraine headlines, tight gasoline, and the missing crude glut
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Nov 27, 2025 |
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Episode 67: Russian threats squeeze oil markets and push product prices higher
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Nov 20, 2025 |
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Episode 66: Inside the refining crunch: Saudi supply shifts & sanctions fallout
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Nov 12, 2025 |
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Episode 65: Peak fear and the return to normal: Crude markets find their footing
|
Nov 06, 2025 |
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Episode 64: Sanctions, spreads & suspense: Oil markets brace for OPEC’s weekend mood
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Oct 29, 2025 |
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Episode 63: Sanctions rally! But the devil is in the detail
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Oct 23, 2025 |
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Episode 62: US-China tensions re-ignite at a bad time for oil
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Oct 15, 2025 |
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Episode 61: Oil defying contango...for now
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Oct 09, 2025 |
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Episode 60: Writing on the Wall: The crude glut is here, with global exports booming, and structure crumbling
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Oct 02, 2025 |
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Episode 59: Russia reels, diesel dips: Ukraine’s drone chaos sparks Q4 squeeze
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Sep 26, 2025 |
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Episode 58: China’s crude buying spree and Russia’s refinery crunch: Crude flows in crisis
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Sep 18, 2025 |
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Episode 57: APPEC postmortem: Why the oil glut hype ignores tight products & Trump sanctions
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Sep 12, 2025 |
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Episode 56: Geopolitics, tight products & trade setups ahead of APPEC
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Sep 04, 2025 |
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Episode 55: U.S.-India tariffs and Ukraine strikes: What does this mean for oil prices?
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Aug 28, 2025 |
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Episode 54: Trump’s tariff gambit: Will Dubai’s strength and WTI’s Asian push survive?
|
Aug 20, 2025 |
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Episode 53: Crude shifts & geopolitical gambits: Trump, India, and the Ukraine Deal
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Aug 13, 2025 |
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Episode 52: Anniversary special: How tariffs & recessions shape global oil
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Aug 06, 2025 |
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Episode 51: Crude surge & tariff tensions: Decoding oil’s next moves
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Jul 30, 2025 |
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Episode 50: Sanctions, Dubai’s resilience, and diesel: What’s next for oil markets
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Jul 23, 2025 |
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Episode 49: Tariffs, outages & refinery chaos: What’s tightening global crude?
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Jul 17, 2025 |
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Episode 48: OPEC’s bold bet: Will diesel surges and tariff threats reshape crude flows?
|
Jul 10, 2025 |
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Episode 47: Fueling futures: Decoding crude trends & refinery strategies
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Jul 02, 2025 |
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Episode 46: Crude reality
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Jun 26, 2025 |
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Episode: 45: The Iran podcast - Where do we go from here?
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Jun 19, 2025 |
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Episode 44: OPEC games, gasoline ripples, and fuel oil realities
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Jun 12, 2025 |
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Episode 43: Oil market pressures: Libyan risks, Canadian disruptions, and supply uncertainties
|
Jun 04, 2025 |
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Episode 42: Gasoline shifts, jet fuel demand & Trump’s tariff blow
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May 29, 2025 |
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Episode 41: Geopolitical 'choppy waters': Inventory and freight shifts in global oil markets
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May 22, 2025 |
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Episode 40: Tariff relief & summer ramp-up; where does oil go from here?
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May 14, 2025 |
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Episode 39: OPEC hikes, refining rises, and fuel oil surprises
|
May 08, 2025 |
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Episode 38: Oil market insights: Unraveling the $5 price drop and sanctions speculation
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Apr 30, 2025 |
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Episode 37: Barrel breakdown: From brent bulls to Iran bets
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Apr 24, 2025 |
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Episode 36: Tariff fatigue, falling WTI prices & surging naphtha demand
|
Apr 17, 2025 |
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Episode 35: The waiting game: Flat price plummets, physical oil mostly holds firm
|
Apr 09, 2025 |
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Episode 34: Oil on edge: Liberation or correction?
|
Apr 02, 2025 |
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Episode 33: Tariffs, sanctions & energy security: The changing oil landscape
|
Mar 27, 2025 |
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Episode 32: Beyond Refinitiv and Bloomberg: The Next Evolution in Trading Intelligence
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Mar 24, 2025 |
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Episode 31: Oil market outlook: Bullish winds amid geopolitical storms and crude shifts
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Mar 21, 2025 |
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Episode 30: At the crossroads of oil and freight
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Mar 18, 2025 |
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Episode 30: At the crossroads of oil and freight
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Mar 18, 2025 |
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Episode 29: Recession panic reigns; but physical oil is tight
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Mar 14, 2025 |
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Episode 28: Tariffs, Tariffs, Tariffs
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Mar 06, 2025 |
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February 27th: Live From IE Week
|
Feb 27, 2025 |
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February 27th: Live from IE Week
|
Feb 27, 2025 |
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February 21st: Julien Mathonnière, Energy Intelligence – The macro outlook for global oil demand in 2025 and beyond
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Feb 21, 2025 |
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February 19th: Live from Singapore: East of Suez Special – Insights into crude and fuel oil markets
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Feb 19, 2025 |
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February 13th: The resid market tightens up - for how long?
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Feb 13, 2025 |
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February 6th: Crude moves: How tariffs and trade wars are shaping the markets
|
Feb 06, 2025 |
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Freight Special with Mads Frank Markussen, Head of Freight Research & FFA at CM Navigator
|
Feb 04, 2025 |
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January 30th: Lunar New Year & global oil markets: Trump, geopolitics, the 'dark fleet,' and a possible Suez reopening
|
Jan 30, 2025 |
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January 23rd: Sanctions excitement eases as product markets diverge East and West
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Jan 23, 2025 |
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January 17th: Sanctions, supply shifts, and the changing oil landscape
|
Jan 17, 2025 |
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January 9th: 2025 kickoff: Natgas rallies, crude vs products diverge
|
Jan 09, 2025 |
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December 18th: 2025 oil market: Bullish outlook amid sanctions and supply dynamics
|
Dec 18, 2024 |
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December 12th: OPEC, 2025 balances, and sanctions
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Dec 12, 2024 |
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December 4th: China’s crude shift, U.S. sanctions, and global oil trends
|
Dec 04, 2024 |
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28th November: Crude conundrums and refining resurgence: Insights for Q1 2025
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Nov 28, 2024 |
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22nd November: Crude tariffs, freight spikes, and China's energy moves
|
Nov 22, 2024 |
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7th November: OPEC delays, distillate demand, and crude imbalances
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Nov 15, 2024 |
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14th November: U.S. refinery strength, Asian demand surge, and Dangote's impact
|
Nov 14, 2024 |
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31st October: Geopolitical tensions and shifting supply-demand fundamentals
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Oct 31, 2024 |
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24th October: Assessing the market pulse: Key insights on crude, gasoline, and distillates for Q4
|
Oct 24, 2024 |
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17th October: Navigating crude markets: Q4 predictions and a return to fundamentals
|
Oct 17, 2024 |
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10th October: Escalating tensions in the Middle East
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Oct 10, 2024 |
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3rd October: A new era for freight, Libya, shifts in gasoline supply and demand
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Oct 03, 2024 |
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26th September: Navigating Q4 oil market trends
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Sep 26, 2024 |
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18th September: APPEC post-mortem, crude challenges, gasoline competition, and naphtha's future
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Sep 18, 2024 |
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12th September 2024: Crude realities: Navigating bearish trends, refinery shifts, and market volatility
|
Sep 12, 2024 |
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4th September 2024: Geopolitical tensions and market dynamics: Impact on oil prices, OPEC moves, and global risks
|
Sep 04, 2024 |
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15 August 2024: Decline in global diesel cracks, bearish signals in the crude market
|
Aug 15, 2024 |