The Crude Report podcast series examines the critical forces impacting global crude oil markets, including discussions on price trends, supply and demand shifts, trade flows, geopolitical and regulatory developments and regional matters that can ultimately alter the global landscape.
Like all Argus podcasts, The Crude Report podcast episodes are available on the Argus Blog, where each episode can be streamed and is provided with a full transcript, along with podcast platforms Apple Podcasts, Spotify and Stitcher. To stay updated with the latest crude oil content such as podcasts, news, blogs and digital events, subscribe to our free newsletter.
The Crude Report episodes
13 января 2021
The Crude Report: Asian heavy demand lures Canadian railcars, US exports
Transportation arbitrage economics from Canada to the US Gulf coast began improving in the back half of 2020 as international demand for Canadian heavy crude oil grades picked up.
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Нефть Asia-Pacific North America English
06 января 2021
The Crude Report: AGS locational spreads tighten
Locational WTI spreads are tightening across the US Gulf coast as new connectivity options boost total liquidity, ultimately paving the pathway for Argus AGS to succeed as a future benchmark for light sweet crude in global markets.
Фильтр:
Нефть North America English
30 декабря 2020
The Crude Report: Asian plant closures to weigh on light sweet grades
Covid-19 continues to wreak havoc, as three Asian refineries are on the brink of shuttering thanks to weakened refined product demand.
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Нефть Asia-Pacific Middle East English
23 декабря 2020
The Crude Report: The effects of Opec+, vaccines and piracy on WAF markets
Will a new year bring WAF markets old concerns?
Фильтр:
Нефть Africa Europe English
16 декабря 2020
The Crude Report: Alaskan oil demand surfaces in China
Alaskan North Slope (ANS) crude oil exports to China surfaced this year on an interim trade deal signed by Beijing and Washington and as US west coast refining slackens on Covid-19 demand destruction.
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Нефть North America Asia-Pacific English
09 декабря 2020
The Crude Report: CHOPS outage sends sour grades to Louisiana
The Cameron Highway Oil Pipeline System (CHOPS) has been offline since late August, when Hurricane Laura’s damage halted Texas Southern Green Canyon (SGC) deliveries and diverted medium sour flows to Louisiana.
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Нефть North America English
02 декабря 2020
The Crude Report: China’s year-end buying spree
In this episode of The Crude Report, we look at oil markets through the prism of China, where life seems to generally be back to normal, as even their energy consumption has come roaring back.
Фильтр:
Нефть Asia-Pacific English
25 ноября 2020
The Crude Report: Opec+ looks at 2021
Opec+ ministers will meet w/c 30 November to discuss next steps for their production agreement, the decisions of which will obviously have impacts on global crude oil trade flows.
Фильтр:
Нефть Global English Africa Asia-Pacific FSU Latin America and Caribbean Middle East North America
18 ноября 2020
The Crude Report: Freight loses some Covid-19 weight
After an unprecedented rise earlier this year thanks to a surge of floating storage demand, the weight of freight – freight's share of the delivered cost – has returned to the more typical 5pc - 10pc range for US-to-China shipments.
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Нефть Транспортировка North America Asia-Pacific English
11 ноября 2020
The Crude Report: Why penalize running the lights?
The six stand-alone splitters designed to refine ultra-light crude oil condensate at the US Gulf coast should have operating advantages in an environment where gasoline is king – but this theory hasn't quite panned out.
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Нефтепродукты Нефть North America English
04 ноября 2020
The Crude Report: Libyan production strikes back
After an eight-month slump in crude oil production, Libyan volumes are expected to strike back in full force.
Фильтр:
Africa Нефть Europe North America English
28 октября 2020
The Crude Report: WAF demand revival
West African crude is seeing a demand revival from its key market in China and also, to a lesser extent, from some more unexpected sources.
Фильтр:
Нефть Africa Asia-Pacific English
21 октября 2020
The Crude Report: Mind the (small) gap between light and heavy sour prices
The price spread of light to heavy sour crude has tightened in the last several months amid changes in market dynamics on the light crudes and also on the heavy sour crude side.
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Нефть Asia-Pacific Middle East Latin America and Caribbean North America English
14 октября 2020
The Crude Report: Dated volumes problem returns
With annual output of key grade Forties falling to a 44-year low, the grades making up the Dated benchmark are seeing continued production declines.
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Нефть Europe English
07 октября 2020
The Crude Report: From Canada to Asia, with a Texas layover
Record volumes of Canadian crude oil are arriving in Texas, and while some are staying onshore, a fair amount is being exported to markets such as China, India and South Korea.
Фильтр:
Нефть North America Asia-Pacific English
30 сентября 2020
The Crude Report: Brazil-China trade ebbs and flows
Chinese imports of Brazilian crude hit a record 1.2mn b/d in June, as grades such as Tupi (formerly known as Lula) continue to be popular with Shandong refiners. But like many others, Brazil is also susceptible to China’s recent demand lull.
Фильтр:
Нефть Нефтепродукты Asia-Pacific Latin America and Caribbean English
23 сентября 2020
The Crude Report - Opec: 60 years and counting
It’s been 60 years since Opec was formed by founding members Saudi Arabia, Iran, Iraq, Kuwait and Venezuela.
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Нефть Global English Asia-Pacific Europe Latin America and Caribbean Middle East North America
16 сентября 2020
The Crude Report: Sour price cuts provide sweet relief to refiners?
Saudi Aramco announced its official prices for October-loading crude exports last week, and this episode discusses the impact of these prices on the Asian market.
Фильтр:
Нефть Asia-Pacific
09 сентября 2020
The Crude Report: Covid-19 downturn not Canada's first rodeo
Covid-19 and its related demand destruction has challenged the Canadian oil sands sector with losses, but producers have been well-prepared for turbulence after overcoming previous challenges.
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Нефть North America English
02 сентября 2020
The Crude Report: Guyana sweet on Liza
Earlier in August, the third lift of Guyana’s Liza crude was loaded from the ExxonMobil-operated Stabroek block.
Фильтр:
Нефть English Latin America and Caribbean
26 августа 2020
The Crude Report: Nigeria losing European market share to US
In this episode of The Crude Report, a podcast series on global oil markets, we look at the drop in Nigerian crude demand to Europe and the role of China in relieving the pressure.
Фильтр:
Нефть English Europe North America
19 августа 2020
The Crude Report: Opec+ meets again
With Opec+ slated to meet this week to discuss the state of the global crude oil industry and adjust their plans as needed, this episode of The Crude Report podcast evaluates the situation thus far.
Фильтр:
Нефть Global Africa Asia-Pacific Europe FSU Latin America and Caribbean Middle East North America English
12 августа 2020
The Crude Report: Chevron gets a Noble deal
In this episode of The Crude Report, a podcast series on global oil markets, we discuss Chevron’s $13bn acquisition of Noble Energy and what we’ve heard from other US oil companies regarding future M&A.
Фильтр:
Нефть Africa Asia-Pacific Europe FSU Global Latin America and Caribbean Middle East North America English
05 августа 2020
The Crude Report: Understanding China’s weak third quarter
In this episode of The Crude Report, a podcast series on global oil markets, we discuss how China’s crude oil purchasing activity has changed alongside oil prices and politics.
Фильтр:
Asia-Pacific Нефть Middle East North America English
29 июля 2020
The Crude Report: Coastal lights orbit closer to Mars
Over the past few months, the discount of the sour grade Mars has narrowed considerably against sweet grade LLS.
Фильтр:
Нефть North America English
12 июня 2020
Chinese crude oil markets reawaken
The global oil market is looking toward China for tangible signs of a worldwide revival. Still the world’s largest oil demand center, China is seeing a healthy return of crude demand, particularly in Shandong, their main import hub.
Фильтр:
Asia-Pacific Нефть English Europe FSU Africa Global Latin America and Caribbean Middle East North America
27 мая 2020
A market view of US crude exports
Although the volume of US crude exports is falling, there is still international demand for US crude, most notably in Europe, which has overtaken Asia as the largest regional buyer.
Фильтр:
Нефть North America English
13 мая 2020
Narrow arb blocks Canadian crude from USGC
Production cuts have supported Canadian crude prices at Edmonton and Hardisty, with the consequence of closing the arbitrage to the US Gulf coast.
Фильтр:
Нефть North America English06 апреля 2020
Podcast: Oh Canada – and its crude
The Alberta government’s recent announcement to partner with TC Energy on the northern part of the Keystone XL pipeline sparks a wider conversation on the current state of Canadian crude oil markets.
Фильтр:
Нефть North America English22 марта 2020
Podcast – Upside down: New price relationships in the US Gulf coast crude markets
Podcast: Long-stable crude oil price relationships at the US Gulf coast have been upended by the global crude supply/demand imbalance.
Фильтр:
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