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Artwork for Oil Markets
China
India
Dangote Refinery
Gasoline
Diesel
Russia
Jet Fuel
OPEC
Venezuela
Oil Demand
Saudi Arabia
Strait Of Hormuz
West Africa
S&P Global Commodity Insights
Ukraine
Donald Trump
Crude Oil
US Crude Exports
Mexico
Electric Vehicles

S&P Global Energy analysis of key oil price movements across the globe.

PublishesWeeklyEpisodes525Founded10 years ago
Number of ListenersCategories
BusinessBusiness NewsNewsInvesting

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Artwork for Oil Markets

Latest Episodes

The effective closure of the Strait of Hormuz following escalating tensions in the Middle East sent European fuel oil imports from the Gulf plummeting 95% in the first half of 2026. Supply chains faced unprecedented disruption while risk premiums sky... more

Asia's energy security has always rested on a difficult bargain -- deep reliance on Middle Eastern crude in exchange for scale, proximity and established commercial relationships. The recent conflict tested that bargain in real time, forcing refiners... more

As summer travel is getting into its stride, European supply chains for diesel and gasoline are geared to meet the seasonal uptick in road fuel demand. However, with production operating near capacity, demand may outpace available supply, possibly al... more

With Strait of Hormuz constraints reshaping global supply routes, Latin America is stepping into the spotlight. In this episode, Jeff Mower, Kate Winston, Sheky Espejo and Charles Newbery unpack how producers across the region are positioned for upst... more

Key Facts

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Recent Guests

Calvin Lee
Head of Asia Content
S&P Global Energy
Episode: Chokepoint geopolitics: Implications for Asia's downstream and upstream sectors
Nick Sharma
Head of Global Upstream Insights
S&P Global Energy
Episode: Chokepoint geopolitics: Implications for Asia's downstream and upstream sectors
Kate Winston
Oil Policy Reporter in Washington DC
S&P Global Energy
Episode: Hormuz Headwinds an Opportunity for Latin American Oil Producers
Charles Newbery
Freelance Energy Reporter in Buenos Aires
Freelance
Episode: Hormuz Headwinds an Opportunity for Latin American Oil Producers
Barbara Fernandez-Pita
Senior price reporter focusing on LPG
S&P Global Energy/Platts
Episode: The global LPG divide: Why Europe and Asia are moving in opposite directions
Lucas Casas
Crude oil price reporter
S&P Global Energy
Episode: US exports hit record high as Middle East war blocks Persian Gulf supply
Gouri Shankar
Vice President for Product Strategy
National Stock Exchange of India
Episode: Bonus episode: Hedging through the storm - can India's Dated Brent contract reshape risk landscape?
Pulkit Agarwal
Head of India Content
S&P Global Energy
Episode: Bonus episode: Hedging through the storm - can India's Dated Brent contract reshape risk landscape?
John Morley
Global Head of Crude Oil Pricing
S&P Global
Episode: Bonus episode: Hedging through the storm - can India's Dated Brent contract reshape risk landscape?

Hosts

Jeff Mower
Host of the Oil Markets podcast
Sambit Mohanty
Host/Asia Energy Editor, S&P Global Energy
Ashok Dutta
Sierra Week oil reporting team member

Reviews

4.5 out of 5 stars from 109 ratings
  • Good but boring

    Amazing content. Quality and depth. But you will struggle to stay awake. MORE ENERGY GUYS!!!!

    Apple Podcasts
    4
    Efejot27
    United States9 months ago
  • Opinion

    Good interviews

    Apple Podcasts
    4
    gustavo106
    Brazil4 years ago
  • Please Improve Sound Quality

    Please please please fix and improve your sound quality. The information is extremely valuable but is very difficult to follow due to the sound quality.

    Apple Podcasts
    4
    JGauthier22
    United States6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Excellent interviews with market-focused guests and actionable insights.
Sound quality could be improved for easier listening, despite valuable information.
Listener feedback notes strong content and depth but suggest higher energy/pace in delivery.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#105
United Kingdom/Business/Investing
Apple Podcasts
#214
Canada/Business/Investing
Apple Podcasts
#112
Italy/Business/Investing
Apple Podcasts
#162
France/Business/Investing
Apple Podcasts
#5
Indonesia/Business/Investing
Apple Podcasts
#36
Indonesia/Business

Talking Points

Recent interactions between the hosts and their guests.

Hormuz Headwinds an Opportunity for Latin American Oil Producers
Q: What's going on with Colombia's energy policy and its impact on shale development?
Colombia's new progressive leadership is promising regulatory relief and energy exploration focus, with natural gas taking a center stage as hydropower can falter, potentially unlocking shale growth if policy stays favorable.
Hormuz Headwinds an Opportunity for Latin American Oil Producers
Q: On the shale front, you've written about Argentina's tax incentives, called RIGI. How is that working to draw in more investment?
RIGI offers a 10% tax cut on income taxes, currency repatriation freedom, and 30 years of stability to reduce political risk and attract long‑term investment.
Hormuz Headwinds an Opportunity for Latin American Oil Producers
Q: Welcome everyone. Charles, let's start with you. You've been covering some really interesting conferences in Argentina recently. It seems to be a real push, right?
There's a sustained investment push in Argentina, with growing interest in offshore expansion and shale, particularly around Vaca Muerta, and more discussion about offshore potential as a long‑term growth path.
Chokepoint geopolitics: Implications for Asia's downstream and upstream sectors
Q: What is the impact on upstream investment and what regulatory or fiscal reforms could attract more international participation in Asia's upstream?
Governments are accelerating licensing rounds and incentivising frontier basins, while many countries are reforming fiscal terms to attract investors; Malaysia serves as an example of investor-centric, tailored terms that attract a broad set of players, including majors and independents.
Chokepoint geopolitics: Implications for Asia's downstream and upstream sectors
Q: How will the shift in crude yield dynamics and cheaper feedstock options impact Asian refining margins and which refinery configurations stand to lose or gain the most?
Margins collapsed quickly after the peace deal, with a move toward lighter routes during the conflict and a likely return to higher residuals as sour crudes re-enter the mix; simple refineries without deep conversion units may see the worst post-crisis outlook, while those with deeper conversion capacities could fare better.

Audience Metrics

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Frequently Asked Questions About Oil Markets

What is Oil Markets about and what kind of topics does it cover?

The show focuses on global oil and refined products markets, with intensive coverage of geopolitics, trade flows, and benchmark dynamics that move prices worldwide. Recent episodes highlight Strait of Hormuz disruptions, Middle East risk, and their ripple effects on LPG, diesel, jet fuel, and crude differentials across regions like Asia, Europe, and the Americas. Hosts frequently pair market color with technical analysis of benchmarks, arbitrage opportunities, and shipping/freight considerations, often featuring practitioners who translate complex price signals into actionable insights for traders, refiners, and policymakers. A notable strength is its depth of regional context (Asia, Europe, West Africa, Americas) combined with benchmark cr... more

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Which podcasts are similar to Oil Markets?

These podcasts share a similar audience with Oil Markets:

1. Oil and Gas This Week
2. Oil Ground Up
3. The HC Commodities Podcast
4. At Any Rate
5. Columbia Energy Exchange

How many episodes of Oil Markets are there?

Oil Markets launched 10 years ago and published 525 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Oil Markets?

Recent guests on Oil Markets include:

1. Calvin Lee
2. Nick Sharma
3. Kate Winston
4. Charles Newbery
5. Barbara Fernandez-Pita
6. Lucas Casas
7. Gouri Shankar
8. Pulkit Agarwal

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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