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S&P Global Commodity Insights · Business

Oil Markets

S&P Global Energy analysis of key oil price movements across the globe.

Episodes

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US midterms: How much could change for oil markets?

23 Oct 2026
23m
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Russian diesel returns: Relief for tight European market?

15 Oct 2026
11m
AI processed

European diesel markets face extreme tightness driven by the effective closure of the Strait of Hormuz and Ukrainian drone strikes on Russian refining infrastructure, which have significantly curtailed global supply. To combat record-high prices—peaking at $1,664.75 per metric tonne in the Mediterranean—the U.S. admini...

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Bonus episode: India's upstream reforms aim to unlock the next phase of deepwater exploration

13 Oct 2026
27m
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Atlantic Basin Rising: Venezuela, Brazil and the New Oil Growth Story

08 Oct 2026
17m
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Middle East supply concerns strengthen market for Russian oil

01 Oct 2026
18m
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Asia eyes energy supply flexibility, shipping alternatives, and clear price signals amid rising risks

24 Sep 2026
24m
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Geopolitics rattle European distillate markets, send prices soaring

17 Sep 2026
13m
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Global diesel shortages squeeze the Americas

14 Sep 2026
23m
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Naphtha's post-Hormuz reality: tight supply, wide arbs and a bullish gasoline pull

03 Sep 2026
13m
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APPEC to focus on Asia's energy resilience, vulnerability in a fragmented market

27 Aug 2026
26m
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Regional bottlenecks and strong product margins boost European gasoline prices

20 Aug 2026
14m
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Oil earnings divide: Producers grow, refiners thrive

13 Aug 2026
31m
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When the river runs dry: how low Rhine water levels are reshaping Europe's oil market

06 Aug 2026
11m
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Diesel supply constraints impact flows to Brazil

30 Jul 2026
21m
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Asian refined products markets in focus as Strait of Hormuz uncertainty returns

23 Jul 2026
14m
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How have plummeting Russian diesel exports affected cracks across the European middle distillates space?

16 Jul 2026
18m
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US oil and gas M&A activity slows despite high prices and favorable regulatory regime

09 Jul 2026
29m
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How have European fuel oil markets responded to the Middle Eastern conflict?

02 Jul 2026
12m
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Chokepoint geopolitics: Implications for Asia's downstream and upstream sectors

25 Jun 2026
23m
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How is Europe dealing with its seasonal uptick in road fuel appetite?

18 Jun 2026
22m
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