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Trade with Conviction

Sparta
OPEC
Oil Market
China
Russia
Gasoline
Iran
Tariffs
Crude Oil
Diesel
Venezuela
Ukraine
Sanctions
Freight Rates
Freight Market
Nafta
Distillates
Middle East
Geopolitics
India
Europe

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.

PublishesWeeklyEpisodes100Founded2 years ago
Number of ListenersCategory
Business

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Artwork for Trade with Conviction

Latest Episodes

Neil Crosby, June Goh and Abhishek Kumar unpack Brent's shock flip into contango as Hormuz reopens and AG crude floods back. Dubai swaps at minus one, the "Asian crude buffet," a potential Russian diesel ban, and why jet looks weaker than diesel into... more

Felipe Elink Schuurman, Neil Crosby and James Noel-Beswick dig into the signed Iran-US MOU and a market pricing rapid de-escalation. Crude under $80, Dubai swaps in contango, an oversold barrel. They weigh whether Hormuz reopens cleanly or shipping d... more

Neil Crosby hosts with Michael Ryan and June Goh. Growing Hormuz transits, a record 262 VLCC orders, Atlantic tonnage oversupply, softening Dubai premiums, and why Singapore VLSFO blend margins are building a bullish case into Q3.

Chapters:

(00:48)... more

YouTube

Felipe Elink Schuurman hosts Neil Crosby and first-time guest Jay Maroo. The episode covers the stalled US-Iran peace process, Hormuz transit at 10% of pre-crisis levels, Indian and Chinese product exports collapsing, Cushing approaching its 20 milli... more

YouTube

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Recent Guests

Jay Maroo
First appearance guest
Episode: Episode 96: Peace deal merry-go-round continues
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

Hosts

Felipe Elling Sherman
Host with broad involvement in show, frequently guiding market discussions.
Neil Crosby
Host contributing expert commentary and data-driven context.

Reviews

5.0 out of 5 stars from 46 ratings
  • Candor & Differing Views

    This pod seems a bit less scripted than many others. You’ll hear individual views and occasionally live debates over different angles on trades - really good stuff.

    Apple Podcasts
    5
    nee slang
    United Statesa month ago

Top Business Podcasts

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.

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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?

Trade with Conviction delivers in-depth, data-driven analysis of oil markets, with a strong emphasis on supply and demand dynamics across crude and refined products. Episodes consistently explore geopolitics, sanctions, SPR activity, regional demand shifts, and arbitrage flows, often framing trading strategies and risk management for practitioners in energy trading, refinery planning, and market research. A standout characteristic is the panel format that blends real-time headlines with quantitative context from regular analysts, making complex market moves feel actionable for professionals, portfolio managers, and corporate strategists navigating global energy markets.

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Which podcasts are similar to Trade with Conviction?

These podcasts share a similar audience with Trade with Conviction:

1. Oil Ground Up
2. Oil Markets
3. Monetary Matters with Jack Farley
4. The HC Commodities Podcast
5. Odd Lots

How many episodes of Trade with Conviction are there?

Trade with Conviction launched 2 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Trade with Conviction?

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What guests have appeared on Trade with Conviction?

Recent guests on Trade with Conviction include:

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

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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