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December 12th: Gasoline market trends: East-West shifts, E5 to E10, and rising volatility
- 2024/12/12
- 再生時間: 42 分
- ポッドキャスト
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サマリー
あらすじ・解説
In this episode of the Sparta Market Outlook Podcast, hosted by Sparta CEO Felipe Elink Schuurman along with analysts Neil, Phil, and James, key oil market trends were explored. Topics included OPEC+'s delayed supply increases, contrasting IEA and EIA forecasts, and skepticism surrounding China's vague stimulus announcements. Geopolitical risks, such as potential U.S. sanctions, were analysed for their impact on crude flows and pricing. The team highlighted improving distillate cracks with a bearish outlook for Q1 2025, an overpriced North Sea market, narrowing TI Brent spreads, and mixed East-West arbitrage dynamics. Gasoline insights pointed to bearish signals in Europe but structural bullishness in Asia.
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