Roadblocks and Resilience: Americas Asphalt Outlook

Global supply disruptions, shifting refinery economics and evolving trade flows are reshaping the Americas asphalt market in 2026. In this podcast, Oliver Thompson (Global Lead for Asphalt Quarterly Analytics), James Fernandes (Lead Analyst for North America) and Swasti Dharmadhikari (Lead Analyst for Latin America) examine the impact of higher oil and diesel prices on asphalt market fundamentals, explore regional supply and demand dynamics across North and Latin America, and discuss the outlook for refinery operations, trade flows, infrastructure-led demand and key supply risks through 2030. Key topics covered: Impact of global supply disruptions on asphalt markets North and Latin American supply-demand outlooks Venezuela's recovery and regional supply uncertainty Brazil's infrastructure-driven demand outlook The role of imports and regional trade flows Refinery economics and key market risks through 2030