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Trade with Conviction

Sparta
Gasoline
Crude Oil
China
Dangote Refinery
Distillates
U.S. Refinery Strength
Iran
Crude Oil Pricing
Libya
Europe
WTI
OPEC Plus
Oil Market
Asian Demand
Crude Trade Patterns
US Tariffs
Oil Imports
Refinery Margins
Q4 Trends
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.

PublishesWeeklyEpisodes70Foundeda year ago
Number of ListenersCategory
Business

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Artwork for Trade with Conviction

Latest Episodes

Neil, Phil, and James unpack a week where headline noise around a possible Ukraine peace deal clashes with still tight product markets and a supposedly long crude balance. They explore why prompt Brent spreads are so firm despite talk of a glut, dig ... more

In this week’s episode, Neil steps in as host as the team unpacks a chaotic stretch in the oil market - from Russian export disruptions and the uncertain trajectory of US sanctions to a diesel market that has gone ballistic on genuine physical tightn... more

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This episode breaks down a week of tightening global oil product markets - from Saudi Arabia’s surprising crude allocations and renewed sanctions turbulence to refinery capacity constraints dominating trader chatter. The team dissects what’s behind s... more

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In this episode of Trade with Conviction, Rachel, Neil, and June dissect the current crude oil landscape - from easing sanctions anxiety and shifting Chinese buying patterns to the tug-of-war between term and spot contracts. They dive into the changi... more

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In this week’s Trade with Conviction, Rachel, Phil, and James cut through another whirlwind week in oil markets. From Lukoil’s asset fire sale and CPC exemptions to OPEC’s pre-meeting suspense, the team unpacks how sanctions, refining margins, and gl... more

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In this episode of Trade with Conviction, hosts Rachel Williams, Philip Jones-Lux, and Neil discuss the seismic shifts in the oil market triggered by overnight news of U.S. sanctions on Rosneft and Lukoil, impacting Russian oil flows. They unpack the... more

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In this episode of Trade with Conviction, a Sparta podcast, the hosts examine how escalating geopolitical tensions between the US and China are shaping the oil markets. They explore how trade disruptions are influencing freight rates, the impact of r... more

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In this week's Sparta Market Outlook Podcast, Rachel Williams, Neil Crosby, and June dive into the oil market's most telegraphed glut, dissecting OPEC's recent 137 kbd production hike and its implications for global crude flows. They explore why Bren... more

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Key Facts

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Find out how many people listen to this podcast per episode and each month.

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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

Hosts

Rachel Williams
Host of Sparta Market Outlook, providing expert insights on oil market dynamics with a focus on geopolitical influences and trading strategies.
Felipe Elink Schuurman
Host and co-founder of Sparta, sharing in-depth analysis of oil market forces and economic conditions affecting pricing and supply.

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Talking Points

Recent interactions between the hosts and their guests.

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.
Episode 52: Anniversary special: How tariffs & recessions shape global oil
Q: What does a potential upcoming recession mean for the demand for oil?
It may lead to decreased consumption and impact corporate growth, reflected in the automotive sector's losses.
Episode 52: Anniversary special: How tariffs & recessions shape global oil
Q: How do you see the potential for a coming U.S. recession affecting oil prices?
There's obviously a slowdown in hiring, and the fear that the market could tumble due to the impact of tariffs is rising.
22nd November: Crude tariffs, freight spikes, and China's energy moves
Q: What are the implications of the recent VAT changes in China for crude imports?
The VAT reduction signals lower incentives for Chinese exports, which could impact crude imports into other markets and forecasts for China's economic growth.

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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?

This podcast offers thorough analysis and insights into the complexities of the oil market, focusing on both supply and demand dynamics impacting various sectors. The discussions frequently cover geopolitical events and their repercussions on oil pricing, trading strategies, and market trends. Noteworthy themes include the impact of tariffs, OPEC's production decisions, and shifting purchasing behaviors among countries, particularly in the context of ongoing global tensions. This analytical approach is enhanced by the hosts' expertise, making the content rich and valuable for professionals involved in oil trading, market analysis, and investment strategies in the energy sector.

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Which podcasts are similar to Trade with Conviction?

These podcasts share a similar audience with Trade with Conviction:

1. The HC Commodities Podcast
2. Flux News
3. The Markets
4. At Any Rate
5. Value Investing with Legends

How many episodes of Trade with Conviction are there?

Trade with Conviction launched a year ago and published 70 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. June Goh
2. Anoop Singh
3. Mads Frank Markussen
4. Michael Ryan

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