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Trade with Conviction

Sparta
Gasoline
Crude Oil
Dangote Refinery
China
Distillates
U.S. Refinery Strength
Crude Oil Pricing
Libya
Europe
Iran
WTI
OPEC Plus
Oil Market
Crude Trade Patterns
Asian Demand
US Tariffs
Oil Imports
OPEC
Refinery Margins
Asia

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.

PublishesWeeklyEpisodes88Founded2 years ago
Number of ListenersCategory
Business

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Artwork for Trade with Conviction

Latest Episodes

Paper market has been calm… but physical still flashes risk.

In the latest episode of Trade with Conviction, we break down a market that doesn’t add up. Middle East escalation. Russian supply under threat. West-East flows rising.

Chapters:

(00:37)... more

In this emergency episode of the Trade with Conviction podcast, host Felipe is joined by analysts June and Neil to break down one of the most volatile weeks in recent oil market history. Trump's 48-hour ultimatum to Iran, Monday's shock de-escalation... more

YouTube

The war in the Middle East escalated again. Israel struck South Pars. Iran responded with attacks on Ras Laffan and Saudi refineries. And as this episode was recorded, Reuters confirmed Yambu had stopped loading oil.

Flat price pushed above $115. WT... more

This episode focused on how the escalating conflict is moving beyond headline risk and into a full physical market disruption, with tanker attacks, port damage, refinery outages and force majeure declarations reshaping crude and product flows across ... more

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Recent Guests

June Goh
Analyst based in Singapore specializing in crude trends and refinery strategies.
Episode: Episode 47: Fueling futures: Decoding crude trends & refinery strategies
Anoop Singh
Global Head of Research at Oil Brokerage
Oil Brokerage
Episode: Episode 30: At the crossroads of oil and freight
Mads Frank Markussen
Head of Freight Research & FFA at CM Navigator
CM Navigator, Navy Merchant
Episode: Freight Special with Mads Frank Markussen, Head of Freight Research & FFA at CM Navigator
Michael Ryan
Head of freight architecture and freight products at Sparta
Sparta Commodities
Episode: 3rd October: A new era for freight, Libya, shifts in gasoline supply and demand

Host

Neil Crosby
Host and frequent co-host on trades-focused discussions about oil markets and geopolitical risk.

Chart Rankings

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

Apple Podcasts
#163
Singapore/Top Podcasts
Apple Podcasts
#55
Singapore/Business
Apple Podcasts
#145
Colombia/Business
Apple Podcasts
#160
Switzerland/Business
Apple Podcasts
#163
Norway/Business
Apple Podcasts
#248
Hong Kong/Business

Talking Points

Recent interactions between the hosts and their guests.

Episode 78: Iran stretches paper markets to breaking point
Q: What can you tell us about what's going on in the gasoline market?
Gasoline prices have seen volatility due to geopolitical tensions, particularly surrounding conflicts in the Middle East and adverse weather conditions affecting exports to North-West Europe.
Episode 77: Live from IE Week: The battle for fundamental fair value in an age of geopolitical disruption
Q: What does it mean in terms of trade opportunities?
The discussion leads to insights on trading strategies, especially focusing on medium-term opportunities related to crude spreads.
Episode 68: Ukraine headlines, tight gasoline, and the missing crude glut
Q: What are your predictions regarding the status of ARBs and how that might impact the Q1 diesel market?
We expect that ARBs are closed for January and February arrival into Europe during the peak demand period, suggesting we are not building enough stocks which might lead to bullishness in Q1.
Episode 66: Inside the refining crunch: Saudi supply shifts & sanctions fallout
Q: So why don't you give us a round up, particularly from a pricing perspective?
James discusses how geopolitical reasons have impacted pricing with significant increases in spreads, particularly highlighting strong trends in middle distillate markets.
Episode 52: Anniversary special: How tariffs & recessions shape global oil
Q: What's the implication of the U.S. leaving the door open for buying Russian oil again?
The U.S. might be willing to engage in trade with Russia if a negotiated settlement is achieved.

Audience Metrics

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Frequently Asked Questions About Trade with Conviction

What is Trade with Conviction about and what kind of topics does it cover?

A focused deep-dive into global oil markets, geopolitics, and the logistics that shape pricing and flows. Episodes revolve around key risk factors like the Hormuz Strait, sanctions, shipping insurance, and refinery runs, with real-time analysis of how disruptions ripple through crude and product markets, freight dynamics, and regional arbitrage. The show tends to produce actionable insights for traders, refiners, and fleet operators, offering scenario planning and tactical guidance for navigating volatility, policy shifts, and supply/demand surprises. A noteworthy edge is its blend of fast-paced, scenario-driven commentary with long-form geopolitical context, making it especially useful for professionals who need to anticipate market moves ... more

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These podcasts share a similar audience with Trade with Conviction:

1. Gulf Intelligence Podcasts
2. The HC Commodities Podcast
3. Oil Markets
4. Global Security Briefing
5. The Intelligence from The Economist

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Trade with Conviction launched 2 years ago and published 88 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 Trade with Conviction?

Recent guests on Trade with Conviction include:

1. June Goh
2. Anoop Singh
3. Mads Frank Markussen
4. Michael Ryan

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