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Episode 36: Tariff fatigue, falling WTI prices & surging naphtha demand
This week on Sparta Market Outlook, we unpack the post-“Liberation Day” chaos: WTI is on sale, US shale producers are feeling the squeeze, and product cracks are painting a bullish picture—despite bearish forecasts. From Warsaw, Indiana (not Poland) to East Asia, we trace shifting trade flows, a naphtha comeback, and why margins might be lying to you. Is this the calm after the tariff storm—or just the eye of it?
Demand destruction vs. resilient margins
WTI’s pain zone explained
China’s crude buying blitz
LPG & naphtha in the spotlight
Gasoline’s slow seasonal grind
Plus: Why diesel might be…
The skinny
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