Episode 42: Gasoline shifts, jet fuel demand & Trump’s tariff blow

Trade with Conviction · May 29, 2025 · 37m

In episode 42 of the Sparta Market Outlook Podcast, host Felipe Elink Sherman and his global team dive into the latest oil market dynamics, discussing key takeaways from the MPGC conference in Bahrain, OPEC+ production decisions, and the impact of a U.S. court ruling blocking Trump’s global tariffs. They explore rising jet fuel demand in Europe, tight WTI-Brent spreads, and an unexpected fuel oil crack surge, while highlighting structural shifts like Dangote’s influence on gasoline markets.

Key Takeaways:

OPEC+ Output Strategy: Will the anticipated production increase flood the market, or is…