All Episodes
Trade with Conviction — 95 episodes
Episode 93: No Iran deal yet. US stocks are draining. What breaks first?
Episode 92: Iran talks spin. US diesel stocks are running out of runway.
Episode 91: Asia absorbed the initial shock. Now the US is running dry.
Episode 90: The market is exhausted. The crisis is not.
Episode 89: The blockade is here. Now what?
Episode 88: The ceasefire that changed nothing. Where does oil go from here?
Episode 87: Diesel's unfolding crisis: Demand destruction is the only fix
Episode 86: Headline chaos: price suppression, weak forward margins, West-East barrels flowing
Episode 85: Trump blinks on Iran. The trade is in the spreads, not the headline
Episode 84: South Pars hit. Escalation was fast. What happens to oil from here?
Episode 83: SPR releases vs supply outages: Can governments stop the oil shock?
Episode 82: Hormuz stays shut: products, freight and the real market squeeze
Episode 81: Oil at War: Sparta live podcast
Episode 80: Strait of Hormuz disruption: Freight shock, cracks surge, and what traders must watch next
Episode 79: Iran brinkmanship, freight shock and margins under pressure
Episode 78: Iran stretches paper markets to breaking point
Episode 77: Live from IE Week: The battle for fundamental fair value in an age of geopolitical disruption
Episode 76: Rising pressure on Russian oil flows
Episode 75: Iran risk premium, glut reality
Episode 74: Geopolitics first, balances second: What is really driving oil markets
Episode 73: Iran, Venezuela, Russia; the oil triple-threat
Episode 72: Venezuela shocks the market: heavy sour pressure and the global crude reshuffle
Episode 71: Crude tidings: Oil market wrap-up & 2026 forecast
Episode 70: What does 2026 really look like for the oil market?
Episode 69: Fog of war thickens
Episode 68: Ukraine headlines, tight gasoline, and the missing crude glut
Episode 67: Russian threats squeeze oil markets and push product prices higher
Episode 66: Inside the refining crunch: Saudi supply shifts & sanctions fallout
Episode 65: Peak fear and the return to normal: Crude markets find their footing
Episode 64: Sanctions, spreads & suspense: Oil markets brace for OPEC’s weekend mood
Episode 63: Sanctions rally! But the devil is in the detail
Episode 62: US-China tensions re-ignite at a bad time for oil
Episode 61: Oil defying contango...for now
Episode 60: Writing on the Wall: The crude glut is here, with global exports booming, and structure crumbling
Episode 59: Russia reels, diesel dips: Ukraine’s drone chaos sparks Q4 squeeze
Episode 58: China’s crude buying spree and Russia’s refinery crunch: Crude flows in crisis
Episode 57: APPEC postmortem: Why the oil glut hype ignores tight products & Trump sanctions
Episode 56: Geopolitics, tight products & trade setups ahead of APPEC
Episode 55: U.S.-India tariffs and Ukraine strikes: What does this mean for oil prices?
Episode 54: Trump’s tariff gambit: Will Dubai’s strength and WTI’s Asian push survive?
Episode 53: Crude shifts & geopolitical gambits: Trump, India, and the Ukraine Deal
Episode 52: Anniversary special: How tariffs & recessions shape global oil
Episode 51: Crude surge & tariff tensions: Decoding oil’s next moves
Episode 50: Sanctions, Dubai’s resilience, and diesel: What’s next for oil markets
Episode 49: Tariffs, outages & refinery chaos: What’s tightening global crude?
Episode 48: OPEC’s bold bet: Will diesel surges and tariff threats reshape crude flows?
Episode 47: Fueling futures: Decoding crude trends & refinery strategies
Episode 46: Crude reality
Episode: 45: The Iran podcast - Where do we go from here?
Episode 44: OPEC games, gasoline ripples, and fuel oil realities
Episode 43: Oil market pressures: Libyan risks, Canadian disruptions, and supply uncertainties
Episode 42: Gasoline shifts, jet fuel demand & Trump’s tariff blow
Episode 41: Geopolitical 'choppy waters': Inventory and freight shifts in global oil markets
Episode 40: Tariff relief & summer ramp-up; where does oil go from here?
Episode 39: OPEC hikes, refining rises, and fuel oil surprises
Episode 38: Oil market insights: Unraveling the $5 price drop and sanctions speculation
Episode 37: Barrel breakdown: From brent bulls to Iran bets
Episode 36: Tariff fatigue, falling WTI prices & surging naphtha demand
Episode 35: The waiting game: Flat price plummets, physical oil mostly holds firm
Episode 34: Oil on edge: Liberation or correction?
Episode 33: Tariffs, sanctions & energy security: The changing oil landscape
Episode 32: Beyond Refinitiv and Bloomberg: The Next Evolution in Trading Intelligence
Episode 31: Oil market outlook: Bullish winds amid geopolitical storms and crude shifts
Episode 30: At the crossroads of oil and freight
Episode 30: At the crossroads of oil and freight
Episode 29: Recession panic reigns; but physical oil is tight
Episode 28: Tariffs, Tariffs, Tariffs
February 27th: Live From IE Week
February 27th: Live from IE Week
February 21st: Julien Mathonnière, Energy Intelligence – The macro outlook for global oil demand in 2025 and beyond
February 19th: Live from Singapore: East of Suez Special – Insights into crude and fuel oil markets
February 13th: The resid market tightens up - for how long?
February 6th: Crude moves: How tariffs and trade wars are shaping the markets
Freight Special with Mads Frank Markussen, Head of Freight Research & FFA at CM Navigator
January 30th: Lunar New Year & global oil markets: Trump, geopolitics, the 'dark fleet,' and a possible Suez reopening
January 23rd: Sanctions excitement eases as product markets diverge East and West
January 17th: Sanctions, supply shifts, and the changing oil landscape
January 9th: 2025 kickoff: Natgas rallies, crude vs products diverge
December 18th: 2025 oil market: Bullish outlook amid sanctions and supply dynamics
December 12th: OPEC, 2025 balances, and sanctions
December 4th: China’s crude shift, U.S. sanctions, and global oil trends
28th November: Crude conundrums and refining resurgence: Insights for Q1 2025
22nd November: Crude tariffs, freight spikes, and China's energy moves
7th November: OPEC delays, distillate demand, and crude imbalances
14th November: U.S. refinery strength, Asian demand surge, and Dangote's impact
31st October: Geopolitical tensions and shifting supply-demand fundamentals
24th October: Assessing the market pulse: Key insights on crude, gasoline, and distillates for Q4
17th October: Navigating crude markets: Q4 predictions and a return to fundamentals
10th October: Escalating tensions in the Middle East
3rd October: A new era for freight, Libya, shifts in gasoline supply and demand
26th September: Navigating Q4 oil market trends
18th September: APPEC post-mortem, crude challenges, gasoline competition, and naphtha's future
12th September 2024: Crude realities: Navigating bearish trends, refinery shifts, and market volatility
4th September 2024: Geopolitical tensions and market dynamics: Impact on oil prices, OPEC moves, and global risks
15 August 2024: Decline in global diesel cracks, bearish signals in the crude market