The US has ramped up its naval presence in the Caribbean, following several strikes against suspected drug smuggling vessels off the coast of major oil producer Venezuela. Yet oil prices have barely budged as Latin American production continues to ramp up. What is the role of Guyana and Argentina's emerging crudes, and how do flows to destinations like India fit into Trump's strategy? How are Permian operators responding to sustained low prices? Jeff Mower unpacks how low oil prices play into the Trump administration's military push in the Caribbean, along with Latin America oil markets reporter Jada Johnson and senior news reporters Ashok Dutta and Eamonn Brennan. Links: Vasconia FOB Colombia PCAGI00 Castilla Blend FOB Colombia AAVEQ00 Golden Arrowhead FOB Guyana GOLAH00 Liza FOB Guyana ALIZA00
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With winter approaching, Asian diesel and jet fuel markets react
In this Oil Markets podcast, we discuss the outlook for diesel and jet fuel/kerosene demand in Asia in the fourth quarter of 2025. This period is always critical, but as we approach the end of the year, a complex interplay of seasonal patterns, supply constraints, geopolitical developments, and economic factors is shaping the landscape. S&P Global Commodity Insights' market reporters, Ng Mei Huey and Pek Michele join Jonathan Nonis, associate director for clean refined products in APAC to discuss these factors and their impact in this podcast.
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12:37
Kirkuk crude resurgence: Navigating new trade dynamics
Following the resumption of Kirkuk crude exports on September 27, 2025, the oil markets are poised for significant shifts. This development marks a crucial turning point for the Mediterranean oil landscape, as the Iraqi grade reenters the market amid ongoing geopolitical dynamics and supply chain adjustments. In this episode, John Morley is joined by crude oil reporters Luke Stuart and Ernest Puey to explore the potential implications of this reintroduction. They will discuss how the return of Kirkuk crude could affect pricing, regional supply dynamics, and the broader impact on Mediterranean trade flows. Links: Bearish sentiment grows across Med sweet crude complex in oversupplied market (subscriber content) Iraqi Kirkuk's return to Europe could further pressure sour differentials (subscriber content) Kirkuk FOB Ceyhan AAEJD00 CPC Blend CIF vs CPC Dated Brent Strip AAHPL00
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High sulfur fuel oil prices get a boost from rising US crude exports
A jump in US crude exports has helped to boost prices for high sulfur fuel oil, supplies of which are currently tight. What is driving demand for US crude to South Korea and India? What is the connection between low US imports of heavy crudes and HSFO supply tightness? What is the short-term outlook for HSFO? And why is the Trump administration pushing back on international net-zero shipping fuels standards? Jeff Mower, director of Americas oil news, digs into these questions and more with oil news editor Binish Azhar and oil price editor Iman Koutani. Links: Interactive: Global bunker fuel cost calculator Platts WTI MEH AAYRG00 USGC HSFO Waterborne PUAFZ00 USGC VLSFO Barge $/mt AUGMB00
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EU sanctions package on Russian oil set to reshape European diesel and jet trade flows
With European imports of products refined from Russian crude oil set to be banned in the beginning of 2026, the spotlight is on exporters such as India and Turkey, and how flows of diesel and jet fuel in the EMEA region are anticipated to change in the coming months. Gary Clark is joined by middle-distillate reporters Nadia Bliznikova and Aruni Sunil to delve into the shifting trade patterns of oil products and the latest market reaction to the soon-to-be imposed EU sanctions. Related stories (Subscriber content): European jet fuel regrade recovers with low refinery output, dipping imports ARA jet, kerosene stocks rise to 4-year high: Insights Global Global air passenger demand rises 4.6% on year in Aug: IATA AAVBG00 AAWYZ00 PJAAU00 PJABA00
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