Seasonal gasoline transition in US shapes refining strategies, blendstock trade
As the US transitions to higher-volatility gasoline grades, refiners are adjusting their strategies to balance supply and demand amid seasonal maintenance and export pressures, which also have implications for butane demand. In this episode, the team unpacks the mechanics of the RVP transition, the impact of refinery issues in Mexico, and the growing demand for LPG in Southeast Asia. Jeff Mower, director of Americas oil news, discusses these seasonal shifts with light ends pricing manager Sarah Hernandez, LPG price reporter Hunter Marrow, and senior oil news reporter Janet McGurty. Links: US gasoline RVP calendar Gasoline Unleaded 87 USGC Prompt Pipeline AANY105 Butane FOB ARA PMAAC00 ULSD USGC Prompt Pipeline AATGY00
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What is behind diverging LPG fundamentals over the summer period?
During the summer season, warmer temperatures and muted levels of demand should traditionally bring length to the LPG markets. This certainly appears to have materialized in the propane markets, but a tightness in the butane market seems to be painting a different picture. How has supply been affected over the summer months, and what can we expect from the LPG market in the short-term with re-emerging trends such as winter gasoline blending? Join host Gary Clark in a conversation with frontline reporters Geraint Moody and Matthew Tracey-Cook.
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APPEC to look at Asia's changing energy narrative amid tariffs and transition
APPEC to look at Asia's changing energy narrative amid tariffs and transition Navigating trade, technology and transition—that's the theme of this year's Asia Pacific Petroleum Conference, or APPEC 2025, by S&P Global Commodity Insights. It is scheduled to take place during September 8-11 in Singapore, where CEOs, government officials and market experts will share their insights on geopolitical influences on energy markets, technological innovation, and disruptions, redefined decarbonization strategies and price outlooks. Delegates will also seek answers on how Asia is navigating a multi-faceted energy future to ensure energy security at a time when many countries are faced with high trade tariffs and sanctions on energy producers are either limiting or diverting energy flows. In this episode of Platts Oil Markets Podcast ahead of APPEC, Asia energy editor Sambit Mohanty discusses with Vera Blei, head of Market Reporting and Trading Solutions, Calvin Lee, head of Asia Content, and Pulkit Agarwal, head of India Content, some of the key themes that will dominate discussions at APPEC. Related links: APPEC 2025 - Register your interest
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Drones hammer Russian, Ukrainian energy infrastructure amid push for peace deal
The world's attention has turned the US in recent days after back-to-back peace summits separately involving Russia's and Ukraine's presidents. But in the absence of a ceasefire deal, drone attacks have taken on a new intensity, continuing to claim civilian lives and knocking out critical infrastructure. In the past week alone, Russia has sustained damage to at least five major oil refineries, as well as its main crude pipeline link into Central Europe. Meanwhile, its own attacks risk straining fragile ties with neighbors like Azerbaijan. Join London oil news reporters Kelly Norways and Nick Coleman to unpack the impact of a new destructive chapter in the region's drone warfare, with insights from Platts refining expert Elza Turner. Links:Russia restores oil flows to Hungary and Slovakia after Druzhba pipeline damage Russia strikes Ukraine's damaged oil refinery again in major drone strike (subscriber content) Ukraine hits fifth Russian refinery in week ahead of Trump-Putin talks (subscriber content) Russia targets Ukrainian gas grid facility in latest drone attacks: ministry (subscriber content)
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What’s in store for US diesel and jet?
US diesel prices have rallied this summer as strong export demand has helped to tighten inventories, while jet fuel prices have remained stable. With diesel stocks remaining tight, export demand, refinery maintenance and hurricane season present upside risks to prices. In contrast, jet fuel is well supplied, keeping a lid on prices. The outlook for both diesel and jet fuel has been complicated by US trade negotiations, with tariffs putting demand into question. What do recent travel warnings mean for jet demand? Why is the Caribbean pulling more US diesel? How will refinery closures on the US West Coast change jet flows? And what are the implications of the One Big Beautiful Bill on diesel and jet? Tune in as Jeff Mower, director of Americas oil news, digs into these and other questions with senior distillates reporters Aaron Tucker and Benjamin Peyton. Links: Jet Fuel USGC Prompt Pipeline Differential to NYMEX ULSD (NextGen MOC) ADIAS00 Jet Kero Los Angeles CA Pipeline vs NYMEX NY ULSD Mo01 AANVY00 Renewable Volume Obligation Current Year RVOR002 ULSD USGC Prompt Pipeline AATGY00 ULSD New York Harbor Barge AATGX00 ULSD No2 CARB Diesel Los Angeles CA Pipeline POAAK00
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