I Know What You Did Last Summer: The return of tariff confusion in divergent LPG, oil and products markets

Trump’s latest round of tariffs have caused confusion in energy markets, even as LPG and naphtha markets look well-supplied. The US-China ethane saga may be over – for now – but the tariff pause between the two countries ends in mid-August, as the market braces itself for what comes next. Diesel and gasoline markets are screaming higher as global flows skyrocket over seasonal norms, prompting the age-old question of a summer demand boost.In this timely new episode, Vortexa’s expert host Samantha Hartke, Head of Americas Analysis, is joined by Rohit Rathod, Senior Oil Market Analyst and Glenn Schwartz, Director of Energy Policy Service at Rapidan Energy. Together they discuss:Trump’s tariff strategy: Why unpredictability is keeping markets on edgeDiesel strength vs gasoline weakness: How fundamentals and flows divergeStockpiling signals: What Chinese buying tells us about crude resilienceOPEC+ dynamics and the outlook for Q4 market balanceWant to see real-time market moves as they happen? Request a personalised demo of the Vortexa platform: https://bit.ly/434EReP