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Episode 35: The waiting game: Flat price plummets, physical oil mostly holds firm
In this episode of Sparta Market Outlook, host Felipe Elink Schuurman and analysts Neil Crosby, June Goh, and Jorge Molinero analyse the oil market’s reaction to tariff announcements, including a $15 flat price drop and significant LPG disruptions. They explore how physical markets—crude, diesel, and gasoline—have held steady despite the noise, while naphtha and LPG face bearish pressures tied to China specifically and the petrochemical market. The team debates short-term trading opportunities, like locking in refining margins, and mid-term scenarios, from OPEC strategy to demand shocks…
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