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Episode 33: Tariffs, sanctions & energy security: The changing oil landscape
- 2025/03/27
- 再生時間： 50 分
- ポッドキャスト
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サマリー
あらすじ・解説
In the latest Sparta podcast episode, CEO Felipe Elink Schuurman and the team discuss energy security in today's multipolar world. They reflect on insights from the FT Global Commodity Summit, emphasizing shifts from sustainability to affordability and energy security. Topics include "peak trade" versus peak oil, Trump-era tariffs impacting Venezuelan oil, and their implications on crude oil, distillates, gasoline, naphtha, and physical crude markets.
Key takeaways:
🔷 Trump’s tariffs twist: Venezuelan oil faces a new hybrid sanction—what’s the fallout for China and global crude flows?
🔷 Distillate cracks heating up: Low stocks and refinery hiccups hint at upside—where’s the risk?
🔷 Gasoline’s mixed signals: ARBs shift east to west, but is the summer story still in play?
🔷 Sour crude buzz: From Venezuela to Exxon upgrades, something’s brewing—can you spot the trade?
🔷 WTI’s European flood: Asia’s loss could be Europe’s burden—what’s next for Brent spreads?
📚 Chapters