Rephonic
Artwork for Oil Markets
China
Diesel
India
Russia
Dangote Refinery
Gasoline
Jet Fuel
OPEC
Strait Of Hormuz
Venezuela
Oil Demand
Saudi Arabia
United States
West Africa
Donald Trump
Ukraine
S&P Global Commodity Insights
Naphtha
Europe
Crude Oil

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

PublishesWeeklyEpisodes543Founded10 years ago
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Artwork for Oil Markets

Latest Episodes

Asian middle distillate markets are entering the remainder of the fourth quarter with competing forces pulling the supply balance in different directions. Additional Chinese refined product export quotas could increase gasoil and jet fuel availabilit... more

Could a shift in Congress reshape oil policy or just intensify the scrutiny? The US midterm elections are just around the corner, with all 435 House seats and 35 Senate seats on the ballot Nov. 3. At stake is whether Republicans retain control of Con... more

The resumption of Russian diesel exports could bring some relief to a constrained European market, but uncertainty remains high. This episode unpacks how the lifting of Russia's diesel export ban and the return of supply could reshape market balances... more

India is entering a pivotal phase in the development of its upstream oil and gas sector, with the government seeking to unlock the potential of deepwater and ultra-deepwater resources amid rising energy demand. Recent reforms have focused on improvin... more

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Recent Guests

Kate Winston
Policy editor at S&P Global
S&P Global
Episode: US midterms: How much could change for oil markets?
Eamonn Brennan
Policy editor at S&P Global
S&P Global
Episode: US midterms: How much could change for oil markets?
Atul Arya
Chief Energy Strategist at S&P Global Energy
S&P Global Energy
Episode: Bonus episode: India's upstream reforms aim to unlock the next phase of deepwater exploration
Dr. Neeraj Mittal
India's Petroleum Secretary
Government of India
Episode: Bonus episode: India's upstream reforms aim to unlock the next phase of deepwater exploration
Sheky Espejo
Mexico Editor
Mexico City
Episode: Atlantic Basin Rising: Venezuela, Brazil and the New Oil Growth Story
Bao Ying Ng
Global Director for Strategic Engagement
S&P Global Energy
Episode: Asia eyes energy supply flexibility, shipping alternatives
Benjamin Tang
Head of Liquid Bulk
S&P Global Commodities at Sea
Episode: Asia eyes energy supply flexibility, shipping alternatives
Jonathan Nonis
Associate Editorial Director for Asian Oil Products Markets
S&P Global
Episode: Asia eyes energy supply flexibility, shipping alternatives
Kauanna Navarro
Latin American Refined Products Editor
S&P Global Energy
Episode: Global diesel shortages squeeze the Americas

Host

Gary Clark
Host of the Platts Oil Markets podcast; S&P Global Energy.

Reviews

4.5 out of 5 stars from 111 ratings
  • Can be better

    Hosts and panellists are reading. The interactions should be a bit more organic

    Apple Podcasts
    3
    HKA2018
    United Kingdom5 months ago
  • Good but boring

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

    Apple Podcasts
    4
    Efejot27
    United Statesa year 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.

Some guests feel the delivery is a bit formal and could be more conversational.
Sound quality needs improvement for easier listening.
Valuable content with depth, but energy level could be higher.
Strong interviews; good coverage of market dynamics.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

US midterms: How much could change for oil markets?
Q: What could a Democrat-controlled Congress do about oversight of domestic energy policy?
It could use hearings, subpoenas and letters to investigate oil companies' engagement with the administration, leasing and exploration activity in Alaska, and related decisions. The speakers say this would likely create scrutiny rather than immediately change the leasing schedule or executive-branch regulations.
US midterms: How much could change for oil markets?
Q: What options would Congress have to challenge the decision to waive sanctions on Russian oil purchases?
The sanctions legislation gave the White House authority to waive tariffs and sanctions in the national interest. Because the measure was popular with both parties and some Republicans criticized the waiver, Congress could potentially pursue legislation to force the sanctions, though Democrats would not have a veto-proof majority.
Bonus episode: India's upstream reforms aim to unlock the next phase of deepwater exploration
Q: How have the fiscal and contractual terms changed for deep water basins, and what role does Samudra Manthan play?
The government offers royalty holidays, concessional provisions, and early monetization incentives to improve project economics, while Samudra Manthan complements these by funding early-stage data collection and processing, reducing basin risk, and supporting frontier exploration before commercial success is known.
Bonus episode: India's upstream reforms aim to unlock the next phase of deepwater exploration
Q: What has changed for an investor who is considering a long-term exploration and production commitment in India?
Investors now operate in a framework where access to a much larger share of previously no-go areas is available, combined with unified lease terms, stable conditions, and clear dispute resolution. The policy environment is designed to be transparent and dependable, with fiscal incentives and data access that reduce upfront risk while preserving potential returns.
Asia eyes energy supply flexibility, shipping alternatives
Q: How are market participants balancing term contracts with spot purchases in this uncertain environment?
Jonathan Nonis outlines that while term contracts remain important for security, there is a growing emphasis on flexibility and spot signals, with many buyers pursuing shorter-duration arrangements and blended strategies to retain optionality.

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 series centers on global oil price movements, with deep dives into regional flows, geopolitical disruptions, and refinery dynamics that shape short- and medium-term pricing. Recent episodes highlight how chokepoints like the Rhine, Hormuz, and global sanctions impact Europe, Asia, and the Americas, including inland diesel premiums, shifts in jet and diesel cracks, and the evolving role of hedging tools and policy levers. A standout feature is its data-driven panel format, bringing together S&P Global Energy analysts and regional reporters to connect supply, demand, and transport constraints to price signals. The show frequently emphasizes logistics, arbitrage, and policy responses as key drivers of market behavior, making it especially ... 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 543 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. Kate Winston
2. Eamonn Brennan
3. Atul Arya
4. Dr. Neeraj Mittal
5. Sheky Espejo
6. Bao Ying Ng
7. Benjamin Tang
8. Jonathan Nonis

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