The Crude Report podcast series

The Crude Report podcast series

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

05 мая 2021

The Crude Report: Biden’s first 100 days

In this episode of The Crude Report, senior reporter Chris Knight and associate editor Haik Gugarats discuss the outcomes of Biden’s energy, climate and foreign policy priorities in his first 100 days in office and what to expect in coming months.

Фильтр:

Нефть Нефтепродукты North America

28 апреля 2021

The Crude Report: Canada’s great escape

Much has been said about US president Joe Biden’s rejection of the Keystone XL project. The now-suspended project would have provided 830,000 b/d of pipeline capacity from Canada’s oil sands to the US midcontinent, but after years of delays, Canadian crude oil producers...

Фильтр:

Нефть Транспортировка North America English

21 апреля 2021

The Crude Report: WTI pricing at the USGC nears uniformity

The transparency of locational spreads between the various US Gulf coast terminals that make up Argus AGS has proven quite popular, as it helps to highlight each connection’s unique market fundamentals.

Фильтр:

Нефть North America English

14 апреля 2021

The Crude Report: Revisiting negative oil prices with the CFTC

It has been nearly one year since 20 April 2020, a turbulent day for oil markets when WTI crude prices fell to a settlement price of negative $37.63/bl, which left some producers in the unusual position of paying someone to take their oil.

Фильтр:

Нефть North America English

07 апреля 2021

The Crude Report: Opec+’s Spring surprise

Last week's Opec+ meeting surprised markets with an agreement to lift production quotas by over 1.1mn b/d between May and July, not including Saudi Arabia’s own pledge to unwind its own 1mn b/d of additional voluntary cuts over the same period.

Фильтр:

Нефть Global English Africa Биотопливо Europe FSU Latin America and Caribbean Middle East North America

29 марта 2021

The Crude Report: Dirty tanker rates to face “painful” recovery

We welcome a special guest from Gibson Shipbrokers in this next installment of The Crude Report podcast series.

Фильтр:

Нефть Транспортировка Global English Africa Asia-Pacific Europe FSU Latin America and Caribbean Middle East North America

24 марта 2021

The Crude Report: Counting down to Murban futures

The highly-anticipated IFAD Murban futures contract will be launching next week, on Monday, 29 March 2021.

Фильтр:

Нефть Global Africa Asia-Pacific Europe FSU Latin America and Caribbean Middle East North America English

17 марта 2021

The Crude Report: Dated's U-turn

A U-turn on plans to transform the Dated Brent benchmark has left its future more uncertain than ever.

Фильтр:

Нефть Global Africa Asia-Pacific English Europe FSU Latin America and Caribbean Middle East North America

09 марта 2021

The Crude Report: China cooling?

First in, first out. Although Chinese oil demand was first to be affected by Covid-19, it was also the first to recover, ending 2020 higher by 1.3mn b/d. Despite the recovery, there are now signs that Chinese crude buying is cooling.

Фильтр:

Нефть Asia-Pacific English

03 марта 2021

The Crude Report: Changing the Dated game

Last week’s expected announcement that Argus competitor Platts would add WTI into the Dated Brent basket starting July 2022 took a surprising turn when it was also revealed that the assessment will become a delivered-Rotterdam benchmark.

Фильтр:

Нефть Природный газ Global Europe English

24 февраля 2021

The Crude Report: Texas’ cold snap boosts US Aframax spot, futures prices

Aframax tonnage has been tight in the Atlantic basin thanks to heavy demand for fuel oil loadings in Europe, but demand grew even more this past week as charterers rushed to secure vessels for US loadings in response to Texas’ unusual winter weather.

Фильтр:

Нефть Транспортировка North America English

17 февраля 2021

The Crude Report: The rise of WCS Houston and ARV

The Ice ARV paper swap, which settles on Argus WCS Houston, has seen a rapid rise in open interest and trade volume over the past 6 months. What in the physical market is supporting this growth?

Фильтр:

Нефть North America English

10 февраля 2021

The Crude Report: The Biden administration

President Joe Biden’s executive actions on energy policy have won praise from environmentalists and progressive Democrats, while surprising some in the oil and gas sector who hoped Biden would moderate his ambitious campaign promises on climate after taking office.

Фильтр:

Нефть Нефтепродукты North America

03 февраля 2021

The Crude Report: Potential changes to benchmark prices

Crude oil price benchmarks are facing some degree of change across all regions, from the various forms of WTI in the US and Brent in Europe, to the incoming IFAD Murban contract in the Middle East.

Фильтр:

Global Нефть Africa Asia-Pacific Europe FSU Latin America and Caribbean Middle East North America English

27 января 2021

The Crude Report: Iraq exports new Basrah Medium stream

Iraq’s state-owned marketer Somo has split the exports of key Iraqi Basrah crude from two into three grades, now Basrah Light, Basrah Medium (the newest classification) and Basrah Heavy, and also made adjustments in the quality of Basrah Light and Basrah Heavy.

Фильтр:

Нефть Middle East Asia-Pacific English

20 января 2021

The Crude Report: Russia’s Far East Sokol and ESPO Blend

Russia’s Sokol and ESPO Blend crude oil grades, produced in the country’s Far East, have relatively easy access to the world’s largest crude oil buyer, China.

Фильтр:

Нефть Asia-Pacific FSU English

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.

Фильтр:

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.

Фильтр:

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.

Фильтр:

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.

Фильтр:

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.

Фильтр:

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.

Фильтр:

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.

Фильтр:

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.

Фильтр:

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.

Фильтр:

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.

Фильтр:

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 English

06 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 English

22 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:

Нефть North America English

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