Podcasts about Naphtha

Our latest show, the Flux News podcast is here. Hosted by Greg Newman, Group CEO, Harry Campion-Evans from Onyx Markets and Martha Dowding from Onyx Research, the show offers a comprehensive overview and discussion of the current oil market dynamics and trading strategies from the perspective of experienced industry professionals. The show is broken down into multiple segments, so please feel free to skip to the segment you like. Temperature Check: Your Pulse on the MarketRight now, the market is warming up, with a sharp reversal of speculative short positions in Brent & WTI as CTAs hit their limits. Bullish momentum is building in crude and gasoline contracts, driving a steady market advance. Don't miss out—tap in for real-time insights, expert takes, and the hottest trends shaping the market!Herd Mentality: What's Driving the Market?Right now, traders are locked in on Middle Eastern crude and the latest OPEC headlines—that's where the herd is moving…While sanctions and geopolitical tensions, like the Israel-Gaza conflict, are in the mix, it's the OPEC narrative and supply dynamics that are truly shaping market sentiment. Stay ahead of the pack with our deep dives into what's really moving traders!Gold Rush: Where Traders Struck Big! The biggest money-maker in the oil markets? Brent vs. Dubai differential! A sharp, predictable downward move—driven by OPEC headlines and Iran/Venezuela sanctions—set up a prime opportunity for trade houses and speculators to cash in. While Naphtha shorts in the MOPJ Crack also paid off, Brent-Dubai was the real jackpot. Stay locked in for the next big setup! Widow Maker: The Market's Biggest TrapThe 380 fuel oil crack caught traders off guard with a violent, unexpected rally that surged deep into positive territory. What seemed like a clear short turned into a painful squeeze, leaving many in the red. This shock move blindsided the market and proved once again why risk management is everything. Stay sharp—don't get caught in the next Widow Maker.Deep Dive: Inside the Data That MattersMartha broke down the intricacies of Onyx's proprietary data, offering a closer look at Naphtha's setup going forward. From technical patterns and positioning to the pricing window backdrop, she mapped out the key signals traders need to watch. If you're looking for an edge in the market, this is where you'll find it. Crystal Ball: Trade Ideas & Forward-Looking AnalysisThis segment focuses on where the market is heading next, using a mix of fundamental insights and proprietary research to generate trade ideas. It's broken down into three key sub-segments:Onyx Beta – The Broad Market OutlookThis is where the hosts lay out their big-picture views on key oil market benchmarks, looking at:Brent crude – directional bias and price action expectations.Front Brent timespread – analyzing the structure of the curve and potential moves in backwardation or contango.EBOB Crack – assessing the gasoline crack spread in Europe and its implications.Low Sulfur Fuel Crack in Asia – examining refining margins and demand signals for LSFO in the Asian market.Harry & Greg's Trade of the WeekTo wrap up, Harry and Greg selected their favorite trade idea based on the discussion throughout the show. This time, they landed on the DFL (Dated Brent vs. Brent differential) as the best way to position for spot physical crude strength, reflecting tightness in the physical oil market versus the futures market.     

The beginning of spring marks the start of gasoline's seasonal transition from winter into summer specification but the market fundamentals remain under pressure on the prompt. Gary Clark is joined by Dias Kazym and Matthew Tracey-Cook to discuss how weak gasoline fundamentals extended to the European naphtha market, which also faces challenging petrochemical environment despite short-term supply volatility. Links: Join us on Platts Connect European naphtha backwardation at two-months low on weaker fundamentals (Subscriber content)

Send us a textTHAT METAL INTERVIEW presents Hale Naphtha of COBRA SPELL & SEARCHING OUT SOLUTIONS (recorded January 2025). Drummer/vocalist Hale Naphtha telld how she got the COBRA SPELL gig & reveals her favorite song to play live. Hale shares her story on how she became the vocalist for S.O.S. That Metal Interview Podcast is FREE and ON DEMAND, stream now on Apple Podcasts, iHeart Radio, Spotify, Anchor, Google Podcasts, Pandora, Amazon Music, TuneIn, Deezer, Bandcamp.Listen to #ThatMetalInterviewPodcast​​​​​: https://lnk.to/uj7sH3k4Follow us on Twitter: https://twitter.com/ThatMetalInterv Follow us on Instagram: https://www.instagram.com/thatmetalinterview/Like us on Facebook: https://www.facebook.com/ThatMetalInterviewSubscribe on YouTube: http://youtube.com/JrocksMetalZoneSupport the show(9) Facebook(6) That Metal Interview Podcast (@ThatMetalInterv) / X (twitter.com)That Metal Interview Podcast (@thatmetalinterview) • Instagram photos and videos(2297) That Metal Interview Podcast - YouTube

In this episode of Oil Insights, host Harry Tchilinguirian, Group Head of Research at Onyx Capital Group, is joined by Onyx Research Associates Vincent Wu and Martha Dowding to discuss how recent geopolitical developments have influenced the oil market. Following the October 1 missile attacks on Israel by Iran, the market is closely monitoring Israel's potential response, with Brent prices fluctuating between $73 and $80 per barrel.The discussion also covers the latest positioning data, highlighting how money managers are taking cautious positions on Brent. A significant impact was felt when a Washington Post article reported that Israel may target military sites in Iran, not its oil or nuclear infrastructure, suggesting geopolitical uncertainty could keep oil prices volatile. In addition, the team explore the macroeconomic headwinds from China's economic situation and stimulus measures, shedding light on how they may affect oil prices and demand. Harry, Martha and Vincent revisit their previous prediction about Brent's trading range, noting that it remains consistent within the $70s but could shift depending on developments in the Middle East and China.The team delve into product markets, focusing on Naphtha trends and regional differences in pricing, particularly between Asia and Europe, as they analyse the implications of gasoline demand and petrochemical sector activity.Chapters for this episode are: 0:00 Welcome | This week in the oil markets5:11 Brent Futures12:47 "Crystal ball moment" - Where will Brent be trading by the end of the year?20:46 Product of the week: Naphtha28:00 What we'll be watching this week | Concluding remarks

For a special episode of Oil Insights, Harry Tchilinguirian, Group Head of Research, is joined by Dr Michal Meidan, Head of China Energy Research at the Oxford Institute for Energy Studies, for a special edition of our podcast today focused on China. In this episode, Harry and Michal explore China's oil demand outlook as institutional forecasters, including the IEA and OPEC, alongside prominent Wall Street banks, downgrade their views. They discuss how weak macroeconomic data, coupled with challenges in government policy stimulus, cast doubts on China's ability to achieve its targets and deliver on oil demand growth.Harry and Michal review oil product demand in China, particularly how the shift towards electric vehicles affects gasoline demand. Naphtha and propane demand from the petrochemical sector are also discussed in the context of weakening margins. Finally, substitution toward natural gas is also examined to see how it affects the diesel outlook. Join Harry as he delves into these pressing issues with Dr Michal Meidan, as China's oil demand performance will have important implications for the global oil balance at a time when the OPEC+ group is pondering adding more oil to the market.

In this episode Magi and Jo team up to cover a recent CSB final report. In this incident breakdown, they cover the 2022 accidental release of naphtha that resulted in a fire, two worker fatalities, and significant property damage at the BP-Husky refinery in Oregon, Ohio, including what happened leading up to the event, contributing factors, recommendations the CSB made in their final report, and what companies can learn from this incident. Find the CSB's final report for this incident here. If you haven't listened to our episodes where we interviewed the CSB, please check out Episode 101 and Episode 102. --- Send in a voice message: https://podcasters.spotify.com/pod/show/amplifyyourprocesssafety/message

SINGAPORE (ICIS)--Propane in northeast Asia is losing its advantage over naphtha as a cracking feedstock, but the spread is expected to widen again in August-September due to higher naphtha forecast prices.  Propane price spread over naphtha below $50/tonne for the first time since end-January NE Asia propane firm on year-to-date high China PDH plants run rates Crackers using imported propane require about two months to evaluate feedstock economics  In this podcast, ICIS LPG analysts Yan Wang and Shihao Zhou discuss the current market dynamics and outlook.

Nigeria's Dangote refinery, built at a cost of $20 billion and is Africa's largest, has started exporting naphtha to North Asian markets at a time when the clean tanker market is witnessing prolonged firmness. The naphtha flow from Dangote is adding to the ton-mile demand in the clean tanker sector and this could be boosting the clean tanker market in the short- to medium term.   Associate editorial director for Asia Freight, Pradeep Rajan, discusses about West African naphtha flow and its impact on the clean tanker market with Sameer Mohindru, senior editor, Asia clean tanker market, and associate editor Zoey Ng, who covers Asia naphtha market.

Nigeria's Dangote refinery, built at a cost of $20 billion and is Africa's largest, has started exporting naphtha to North Asian markets at a time when the clean tanker market is witnessing prolonged firmness. The naphtha flow from Dangote is adding to the ton-mile demand in the clean tanker sector and this could be boosting the clean tanker market in the short- to medium term.   Associate editorial director for Asia Freight, Pradeep Rajan, discusses about West African naphtha flow and its impact on the clean tanker market with Sameer Mohindru, senior editor, Asia clean tanker market, and associate editor Zoey Ng, who covers Asia naphtha market.

In this special edition of Hydrocarbon Processing's podcast series, recorded live at the AFPM annual meeting, host Mike Rhodes and Honeywell UOP's Keith Couch explore developments in the hydrogen and petrochemical sectors. They discuss the potential of Liquid Organic Hydrogen Carriers (LOHC) and the economic and technical benefits driving their adoption, particularly in Japan. The episode also touches on UOP's new Naphtha to Ethane and Propane (NEP) process, highlighting the strategic shift towards more efficient and sustainable petrochemical production, offering invaluable insights for industry professionals navigating the energy transition.

In another episode of our Onyx Leadership series, Group CEO Greg Newman is joined by Co-Head of Light Ends, Jasper Bird.Jasper and Greg shed light on the realities of being a Trader, how egos can play a part in trading, and uncover the inner workings of a trader's mentality.They delve into the highs and lows of trading and the challenges of maintaining social and entertainment balance as you age in the industry.With over 6 years of experience at Onyx Capital Group, Jasper opens up about his journey into trading, his evolution within the company, and the resilient mindset necessary not only to survive but to thrive in the fast-paced world of trading and beyond.#oott #oil #oilandgas #markets #trading #finance #derivatives #investing #advice #careers #leadership Chapters for this episode are: 0:00 Welcome and introduction1:09 Jasper's career & getting into trading3:25 Naphtha market13:28 The mind of a trader 19:30 Ego and trading25:46 Trading culture and burnout30:37 Looking to the future

Crude flat price has been remarkably neutral in the past week, sitting around $82/bbl (slightly down from $83/bbl). However, the market has found a genuine equilibrium - a price level where everyone seems happy.Looking to the refinery margin, Naphtha showed significant strength with the MOPJ crack for April exceeding -$5/bbl, while Mar/Apr in the NWE region remained robust at $20/mt. Gasnaphs saw a rise from $185 to $195/mt for April, which drew bids at the relatively cheaper levels. EBOB experienced a $2/bbl rally this week, returning to strength.The key global macro movers this week are gold and the S&P 500, which continue to make all-time highs. We should also be watching for a stronger US dollar - as European and UK data continue to weaken, while the U.S. economy remains resilient.In our "Googling Oil" segment, Greg, James and Vincent discuss further Ukraine attacks on Russian oil infrastructure ahead of Russia's presidential election this weekend. The other key headline this week is the OPEC and IEA being at their most divided in their oil demand forecast since at least 2008.Vincent's trade idea this week is Long Apr/May Brent/Dubai box.If you'd like to see Finlay Gordan's trade idea for this week, click here: https://youtu.be/we45Tv-hIWwIf you would like to connect with any of our hosts on LinkedIn, please click on the hyperlinks below:Greg Newman:   https://www.linkedin.com/in/oilderivatives/Vincent Wu:     https://www.linkedin.com/in/vincent-wu-099816125/James Brodie:   https://www.linkedin.com/in/jamesbrodiecmt/Chapters for this episode are: 0:00 Welcome 0:57 This Week in Trading 6:21 Brent/Dubai9:28 Macro Market News 16:47 "Googling Oil:" World Oil News 25:11 Trade Idea of the Week 29:06 Poll Results and Outro

During the last Spooky Szn episode of October 2023, Christine talks about a haunted tunnel in Massachusetts and the story of Eunice Cole, a woman in New Hampshire who was accused of (and tried for) being a witch 3 TIMES throughout her life. Sources:1) https://en.wikipedia.org/wiki/Hoosac_Tunnel  2) https://en.wikipedia.org/wiki/Florida,_Massachusetts  3) https://en.wikipedia.org/wiki/Naphtha 4) https://hoosactunnel.net/hauntings/ 5) https://newenglandhistoricalsociety.com/eunice-cole-the-witch-of-hampton-who-could-not-be-stopped/ 6) https://en.wikipedia.org/wiki/Eunice_Cole 7) http://www.hamptonhistoricalsociety.org/gcole.htm Support the show

Americas refined products markets are adjusting to altered trade flows more than a year after Russia's invasion of Ukraine. Refined products that were once supplied to Brazil from the US Gulf Coast have now been replaced by Russian barrels, while other markets in Latin America are still being wary of touching Russian product out of fear of repercussions from the US. Oversupply has caused naphtha in particular to deal with volatility and low export demand.  S&P Global Commodity Insights' Maria Jimenez Moya, Latin America refined products price reporter, sits down with Sarah Hernandez, managing editor for Americas light ends pricing, to discuss the changes arising in North and Latin American markets of naphtha and refined products as a result of Russian inflows. Related prices: NEW: AULDA00 - ULSD DAP South Brazil (All-Origin) $/bbl AGSUA00 - Gasoline CFR Suape Cargo Differential USC/Gal

Director of Brokerage, Harry, and podcast regular Ehsan join Greg this week. They discuss strength in Naphtha, how oil swaps contracts are interconnected and the media narrative around the latest oil rally. Watch on YouTube here to follow along with referenced visuals.  https://youtu.be/7SYkggRDSys  Greg Newmanhttps://www.linkedin.com/in/oilderivatives/ Ehsan Massahhttps://www.linkedin.com/in/oilanalyst/ Harry Campionhttps://www.linkedin.com/in/harrycampionuk/  

Brians Questions: Hi guys, I'm a hobbyist woodworker on the gold coast Australia. I have slowly acquired all the tools I feel are necessary to build those pieces that my children will one day inherit/sell in a yard sale

Summer travel season is upon us, so what's the outlook for fuel demand in the Americas for the coming months? Naphtha, a key component in gasoline, was recently in short supply but now appears to be in ample supply, and recent S&P Global analyst reports show an anticipated rebound in diesel demand in the second half of 2023. S&P Global Commodity Insights' Sarah Hernandez, Americas light ends pricing manager, discusses recent trends in gasoline, aromatics and distillates with petrochemicals editor Wendy Dulaney and Americas distillates manager Jordan Daniel. We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

What will replace Russian diesel and naphtha flows to Europe after EU sanctions take effect on 5 February? Where will Russian supply go instead? In this episode of the Platts Oil Markets Podcast, S&P Global Commodity Insights editors Rowan Staden-Coats and Vinicius Maffei join Joel Hanley to discuss the expected impact of the upcoming sanctions, what uncertainties remain about replacement supply and whether Russian production will have to be cut after 5 February, and what impact this could have on global supply and prices. Related price symbols: CIF ARA 10ppm ULSD cargoes #AAVBG00 CIF NEW naphtha cargoes #PAAAL00

The ban on Russian refined products such as naphtha from February 2023 will be more disruptive to European chemical markets than this week's EU restrictions on oil. -          EU ban on Russian refined products from 5 February -          Includes 600bbl/day gasoil, 200bbl/day naphtha imports Russia to Europe-          Not easy to replace this material or for Russia to find new markets  -          Naphtha may stay long as European refineries run hard for gasoil-          More than 2m bbl/day of delayed refinery capacity starting up, including 1m bbl/day in Middle East-          More refineries may close in Europe, driven by energy transition, rising costs-          Oil markets may return to real price discovery as paper market declines-          China relaxes zero-Covid policy, but economy may not benefit-          INEOS places another big bet on China with new Sinopec joint venture  

SINGAPORE (ICIS)—Asian olefin markets have seen weak demand weigh on discussions amid ongoing lockdowns in China. However, will these markets see some support in the road ahead from upstream naphtha?  In this episode of the ICIS Podcast, Markets Editor for the Asia-Pacific Propylene report, Julia Tan speaks with Melanie Wee, Senior Editor for the Asia-Pacific Naphtha report, to discuss current market conditions in the naphtha and propylene markets, and whether crude oil volatility arising from the Russia-Ukraine war will continue to affect the Q2 outlooks for these markets. 

From the maximization of middle distillates yields by refiners to the impact of Chinese lockdowns on the Asia petrochemical sector, our editors explore the implication for European gasoline's blending margins. In this episode of the Oil Markets podcast, EMEA refined products associate editorial director Francesco Di Salvo speaks with gasoline editor Lucy Brown and naphtha editor Vinicius Maffei about the reasons for the record spread between gasoline and naphtha in Northwest Europe, a key measure of blending economics. This Oil Markets podcast was produced by Jennifer Pedrick in Houston.

The invasion of Ukraine means that naphtha buyers in Europe will have to pay premiums as they seek alternatives to Russian supplies. -          In 2021 Russia supplied 44% of Europe's naphtha imports, 20% of consumption-          Europe naphtha buyers face paying premiums for alternative supplies-          European refiners will have to invest to reduce reliance on Russian crude-          New zero agenda should cut demand for oil, so will make Russian phase out easier-          Pre-Ukraine conflict Russia exported 4.5-5m bbl/day globally, 2.5m bbl/day to Europe-          Russian oil exports cut by 1.6m bbl/day since Ukraine-          Price fell after EU declined to ban Russian oil imports-          China Covid lockdowns push it down further-          New ICIS forecast for $110/bbl in second quarter-          Forecast third quarter 10% increase-          Lower demand will see fourth quarter decline-          China's economy faces multiple challenges-          Deep operating rate cuts in China polypropylene (PP)

Substantiv

The story of how this podcast came to be, plus a weird boat engine designed to exploit a loophole in safety regulations (starting around 43 minutes)Drop us a line:carsandcomrades@gmail.comFollow us on social media:https://www.instagram.com/cars_and_comrades_podcast/https://twitter.com/CarsAndComradeshttps://www.facebook.com/Cars-Comrades-Podcast-101908671824034All music from the free album Polygondwanaland by King Gizzard & the Lizard Wizard:https://kinggizzardandthelizardwizard.com/polygondwanalandSpoilers:https://en.wikipedia.org/wiki/Naphtha_launchhttps://www.nytimes.com/1904/07/26/archives/naphtha-launch-ablaze-menaces-yachts-at-the-rendezvous-of-the-new.html

In this episode of the Fret Files Podcast, Eric and Nat talk about what's new in Eric's repair shop, and why Nat's guitars never seem to get done. Then come the questions regarding headstock repairs, touching up dings, fingerboard extension shims when resetting a neck, refretting a modern Fender neck that has a poly finish on it, and how to get Naphtha when it is banned in your area.

Flows of naphtha from the US Gulf Coast to Asia have reached record highs in May and June, drawn by fresh demand from Asia's steam crackers returning from seasonal maintenance and new units coming online over the second half of June. Though higher refining rates and dampened demand for gasoline in the US have opened wide this normally delicate naphtha arbitrage, tanker owners operating in the Americas have shown resistance to making the trans-Pacific voyage, citing low daily earnings and weak freight levels in both the Americas and Asia Medium Range tanker markets as deterrents for repositioning their fleets. Marieke Alsguth, S&P Global Platts clean tanker editor, sits down with Houston naphtha editor MK Bower and Singapore naphtha editor Wanda Wang to discuss the factors that opened the floodgates for naphtha barrels to move from the USGC to Asia, and how the resurgence of petroleum product demand as countries emerge from pandemic-related lockdowns could affect activity on the trans-Pacific trade flow.

Petrochemical producers will come under increasing feedstock pressure as older refineries close and a new wave of mega-refineries in the Middle East and Asia open. - With demand fairly flat, more older/smaller refineries will close - Europe, US chemicals will face fierce competition from Asia, Middle East mega-refineries - Mega-refineries will add 4-5m bbl/day of capacity - Refinery closures will pressure naphtha supply - Poor jet fuel demand holding back refinery sector recovery - Around 500,000bbl/day of permanent closures in Europe in the last year - At least five more refineries still idled - Forecast recovery to only 90% of 2019 levels, may never fully recover - Naphtha is tight due to strong petrochemical and gasoline demand - Very strong driving season forecast in US and Europe thanks to “staycations” - OPEC+ production cuts have helped push oil price up - Now in reverse with 650,000bbl/day extra production from OPEC+ in June - Strong bounce back in demand as economies recover - OPEC+ is fragile, ICIS forecasts $68/bbl average for 2021 - US shale production capped at 11m bbl/day, damaged by pandemic losses - US no longer the world’s swing producer, starved of investment - Logistics, supply chain crisis likely to persist until developing world vaccinated - Unprecedented price differentials between regions

Support us on Patreon: https://www.patreon.com/woodshoplife   Sean 1) Second question: This question is for Sean, mostly. I'm getting ready to make a blanket chest with frame-and-panel front, sides, and back, out of cherry and walnut, but the recipient wants the wood from a single source. So for the first time I'll be making the internal panels out of resawn cherry rather than plywood. I remember that you said you had a problem with trapped hardwood panels in a set of end tables (I think?) you made for your parents a while back. I can't quite find the episode, but I was wondering what how you would go about doing hardwood panels for a frame-and-panel cabinet now -- what would you do differently to keep the wood movement under control? Any tips for making thinner, 1/2 inch panels in general? Thank you all -- I love supporting such a great conversation. Adam 2) Hi guys! Another quick question - I'm making a small table and the base will be ash, ebonized with India ink. What would be a good choice for topcoat over the India ink? I was thinking of using a water-based poly, but it seems to "reactivate" the ink. Maybe shellac would be fine? Thanks!! Dan   Huy 1)I was recently setting up to rip 60 facets to create a hexagonal column that is 1.5 inches across the flats. I have a right tilting arbor on my table saw. With my rip fence on the right side of the blade the blade tilts toward the fence. This would mean the top facet would be cut with that geometry and the the work piece would be pinched against the fence. I could move the fence to the other side which would allow me to cut the bottom facet and the work piece would not be pinched against the fence. I have never ripped on the left side of my blade. I ultimately decided to do this on the bandsaw which worked fine.   This brought up the question as to which is the preferred tilt direction for the table saw? Do we need one of each or is one direction more useful than the other. I would like to know your thoughts about this.   Thanks,   Dave Pollatta Ontario, New York 2) I rarely hear mention of woods like Cumaru and Ipe for exterior use in articles, podcast or see it used by woodworkers I follow on social media, is there a reason? Weight and hardness Im sure factor into the decision as they can be difficult to work, but are they still worth a mention?   Guy 1) Question: I prefer 3/16” solid wood edge banding over the veneer, have to ask your opinion? Harder to install, but better I think. Glenn 2) Hey guys! First off, I have to say, glad to have fellow metalheads in the woodworking community! I wanted to follow up on something good ole' Guy said a while back about how he makes his own Danish Oil. Poly, BLO, and.... Naphtha? The Naphtha threw me for a loop seeing as how every YouTube video says to use Mineral Spirits. Well, I gave it a side-by-side test and yep, I liked Naphtha better! Good call! So, my question is, what other chemical tricks do you guys have up your sleeve? Anything out of the ordinary novice woodworkers may not know? I pretty much have one of each and only a little used from each. So I'm looking for inspiration! And lastly, we all hear the combustible chemicals need to be stored in a metal cabinet. Why? It'd have to cram in next to all my other wooden shop cabinets anyway. Keep up the great work! Paul  

In this latest episode, Argus LPG Editor Peter Wilton and reporter Aidan Lea sit down with Alan Hayes, VP of Business Development to discuss seasonal dips in the value of both grades of LPG versus competing petrochemical feedstock with a focus on the recent freight market developments. Related Links Argus International LPG - https://www.argusmedia.com/lpg-ngl/argus-international-lpg Argus LPG Outlook - https://www.argusmedia.com/lpg-ngl/argus-lpg-outlook  

thewarroomnewsletter.comBay Area Cities Go to War Over Gas Stoves in Homes and Restaurants https://www.usnews.com/news/cities/articles/2021-02-10/bay-area-cities-go-to-war-over-gas-stoves-in-homes-and-restaurants- when the power goes out, gas powered stoves, fireplaces, etc. can be very helpful for cooking, etc. when electricity is out.- people who think gas is bad refuse to hear any other perspectiveAfter Texas Crisis, Biden’s Climate Plan Hangs on Fragile Power Gridhttps://news.yahoo.com/texas-crisis-biden-climate-plan-100003694.html- Of all the people/things to blame for Texas power crisis, Biden certainly isn’t.- Is wind power to blame? Should Texas have paid to winterize its wind turbines? - What’s the responsibility of the power company to provide power to residents? Or is it a disaster preparedness issue?- More nuclear needed?Discussion of API Monthly Statistical Report- demand, despite fuel switching is very close to where it was pre-Covid- How do we balance inflation with oil prices?- Global demand is exceeding supply, inventories drawing down, investment isn’t at what it needs to be to even replace what is being used.- Question of when not if supply is short. Investment pace will impact prices- Every is typically 6.5% of a household’s expenses. Over last decade energy went down, but now its going up. Biden proposals could raise energy cost and could also raise housing and vehicle costs, especially for lower-income households.- What are we using all of the petrochemicals for? Naphtha, gas oil, propane —> winter and single use plastics. 33.1% of total US petroleum demand. Also exports. Potentially a permanent shift.- Demand in first half of February was up a lot, up 5.5% year on year in US for first half of February. But second half of February will look different because of disruptions. - Home prices are up, used vehicle prices are rising too.- Production trends continue to “defy gravity.” + or minus 11 million barrels of oil a day which is huge considering how much drilling is down. Decreases in global drilling as well. How fast do you eat through OPEC + Russia’s ability to put barrels back on the market? Between 8 and 9 barrels, but that’s demand growth alone over the next two years.- Gasoline prices? Chance of upward pressure and if you overlay Biden admin official policies on top of that we could see national average of gasoline price going up to $3/gallon.- 4Q capex spending for oil companies is only marginally more than it was in Q3. Notion that continued output growth will continue without investment is just not going happen.

The story of how this podcast came to be, plus a weird boat engine designed to exploit a loophole in safety regulations (starting around 43 minutes)Drop us a line:carsandcomrades@gmail.comFollow us on social media:https://www.instagram.com/cars_and_comrades_podcast/https://twitter.com/CarsAndComradeshttps://www.facebook.com/Cars-Comrades-Podcast-101908671824034All music from the free album Polygondwanaland by King Gizzard & the Lizard Wizard:https://kinggizzardandthelizardwizard.com/polygondwanalandSpoilers:https://en.wikipedia.org/wiki/Naphtha_launchhttps://www.nytimes.com/1904/07/26/archives/naphtha-launch-ablaze-menaces-yachts-at-the-rendezvous-of-the-new.html

As most refined products struggle to find demand through the pandemic’s destruction, naphtha has found itself riding on a three-year high crack spread, supported by petrochemical demand. S&P Global Platts Associate Editorial Director Francesco Di Salvo discusses the unusual strength in naphtha prices with pricing reporters Evridiki Dimitriadou and Joe Mcdonnell, as well as the limitations for the feedstock following pressure from gasoline blending.

This year has been a roller-coaster ride for the Asian light ends market, as the coronavirus pandemic gripped the world, slashed demand for refined oil products and forced the closure of several refineries across the region in its wake. The future of the light ends market will hinge largely on how fast the world progresses in its fight against the pandemic and its economic impact. In this podcast, S&P Global Platts light ends experts Wendy Cheong, Mark Tan, Wanda Wang, and Ramthan Hussain look ahead and explore the potential paths of the Asian gasoline, naphtha and LPG markets in 2021. Related content China rolls out new oil export quotas in bid to cut stocks at home Europe's Dec naphtha arbitrage limited by shipowner interest; Asia firm for Jan arrivals US LPG arrivals to Asia in Dec to be around 2.7 million mt: traders

US Gulf Coast market players looking to get light naphtha barrels off their hands, a hungry Asian market and weakened freight is the perfect arbitrage recipe. But with shipowners reluctant to move their ships East, where the freight market is weak, the balance has been delicate. Sarah Raslan, US naphtha editor, and Marieke Alsguth, US clean tankers editor, chat with Americas Oil Markets Editorial Director Director Richard Swann to dissect the ingredients that have set the table for this arbitrage opportunity.

Welcome to the next episode in Driving Discussions. This week we join host Elliot Radley, Editor, European Products as he explores how Covid-19 has impacted the relationship between Naphtha and Gasoline in the European market. Elliot is joined by Thomas Warner, European Naphtha Market Reporter, and George King Cassell, Senior Market Reporter.

Falling values for naphtha are stimulating margins for some petrochemical manufacturers, as COVID-19 sends people rushing to buy hand sanitizer and disposable plastics. Naphtha reporter Evridiki Dimitriadou and petrochemicals reporter Ora Lazic discuss the winners and losers at the top of the barrel and beyond with Joel Hanley.

S&P Global Platts refined products experts Wendy Cheong and Wanda Wang focus on the impact of lockdown policies in parts of China on petrochemical deliveries, the buildup in stocks, and the effect on the Asian naptha market.

Price rises in the European naphtha market and growing tightness in propane are putting pressure on petrochemicals producers, who face trouble downstream from US producers sending product to Europe instead of China, as the US-China trade war remains unresolved. Platts reporters Salome Germain and Ora Lazic tell Francesco di Salvo the latest.

What's in store for 2020? As 2019's heavy turnaround season at all main European petrochemical cracker units came to an end, ethylene supplies returned to a progressively weakening derivatives market. Styrene monomer in particular has been significantly affected and set to remain bearish for the foreseeable future. On the opposite side, upstream naphtha has kept strong and has recently pushed European cracker margins to the floor. How did this situation develop and what is to expect in H1 2020? Ora Lazic, European ethylene editor, and Olu Shaw, editor for the European styrenics chain, discuss on today's Commodities Focus podcast.

Iran discovers new oil field with over 50 billion barrelshttps://apnews.com/a6adb7b30adb4449985a41b1b5aca4332- lack of new discoveries recently, but can this 53 billion barrel discovery be verified?- How much of this is actually recoverable?- Interesting timingAramco IPOThe World’s Most Profitable Company Pays Surprisingly Littlehttps://www.bloomberg.com/news/articles/2019-11-01/the-world-s-most-profitable-company-pays-surprisingly-littleWhat to Know Before Buying Shares in Saudi Arabia’s Oil Companyhttps://www.nytimes.com/2019/11/06/opinion/saudi-aramco-public-offering-.htmlAramco IPO Local Push May Test Saudi ‘Vision’https://www.bloomberg.com/opinion/articles/2019-10-29/aramco-ipo-s-local-sales-push-may-dim-saudi-vision- Wild West in terms of financial regulations in Saudi ARabia- Concern over limitations for outside investment - impact on distribution of income in Saudi Arabia. Outside money isn’t necessarily going to be invested.Frackers Prepare to Pull Back, Exacerbating a Slowdown in U.S. Oil Growthhttps://www.wsj.com/articles/frackers-prepare-to-pull-back-exacerbating-a-slowdown-in-u-s-oil-growth-11573478550- With U.S. production at 12.6 million bpd, how far is fracking really going to fall off?- DUCs are coming online and will be used up, rig count declining so unless there’s an economic collapse, won’t oil prices rise?- Is someone going to scoop up the assets? ExxonMobil?- What’s going to happen? There are too many variables to know.- Break down Chesapeake assets. Where are they? (Below a dollar on Monday) could be delisted in 26 days. How much has Chesapeake drilled? Who might be interested in buying Chesapeake’s assets?API Monthly Statistical Report- New crude oil production record for the United States — 12.6 million bpd of production!- This was a surprising, not just the number but also the jump - twice as much as previous increases.- Pipelines are increasing Permian deliverability.- Too much pipelines? Or will these pipelines get filled up sooner than we thought? The $4-$5 per barrel differential between WTI and Brent is still significant. If the clouds on trade could be cleared, the differential between WTI and Brent could decrease.- More pipeline startups this Q will bring more barrels of pipeline capacity. Improved pipeline capacity coming out of the Permian should make it so crude coming out of places like Midland will be able to go directly to refiners and the coast will improve transportation costs.- Why are Brent crude oil prices what they are? Brent benchmark is a blend of different Crudes. 40s component of this benchmark is setting the price. China is bidding up the light crude that its having trouble getting from Saudi Arabia.- IMO 2020 - is there a stockpile of residual fuel oil that can’t find a home? So far, not yet. Need for heavier oil from Canada, Gulf of Mexico, Venezuela is still desirable.- Fears of global recession not necessarily as bad as feared? Where is API’s economic indicator? Federal reserve rate cut is trying to stave this off. Some economies are technically in recession in right now. Flatlining.- Import/Exports vs. inventory: what conclusions should we draw from this:petroleum exports are above 8.1 million bpd (products+crude).- Maya oil vs. Canadian heavy oil vs. Venezuelan heavy oil - starting to see some of the differences in value go towards their tail. Potential structural changes in the market. Also where refiners are drawing from.- Refinery utilization - 85.5% This is a short-term exception. In Sept utilization rates were at the highest levels at 2019. Oct range is abysmally low for the 5 year range. Pipeline outages. Should come back online quickly.- Oct jet fuel demand was up! Ellen and Ryan did their part to support the energy complex.- Highest ever petroleum demand for the month of October! But we’re worried about recession? Naphtha, gas oil quietly continued to grow this year. From the US perspective shows underlying strength.- We should remember that exporting US oil doesn’t make oil prices rise. We are exporting more than ever and oil prices are still low.Statistical report here: https://www.api.org/products-and-services/statistics/api-monthly-statistical-reportLibertarian Purity Testhttp://www.bcaplan.com/cgi-bin/purity.cgihttps://www.npr.org/2019/10/29/774507027/saudi-arabia-moving-forward-with-plans-to-sell-shares-of-aramcohttps://www.npr.org/2019/11/03/775878235/saudi-aramco-worlds-most-profitable-company-will-make-first-public-offeringVox Podcasthttps://art19.com/shows/today-explained/episodes/9ef9d5c4-b83e-41f7-ab2a-c28c126efc3f86 Questions about the Aramco IPO that Investors need to know: http://www.transversalconsulting.com/document-request/(Refresh your browser if document doesn’t immediately appear)

Iran discovers new oil field with over 50 billion barrelshttps://apnews.com/a6adb7b30adb4449985a41b1b5aca4332- lack of new discoveries recently, but can this 53 billion barrel discovery be verified?- How much of this is actually recoverable?- Interesting timingAramco IPOThe World’s Most Profitable Company Pays Surprisingly Littlehttps://www.bloomberg.com/news/articles/2019-11-01/the-world-s-most-profitable-company-pays-surprisingly-littleWhat to Know Before Buying Shares in Saudi Arabia’s Oil Companyhttps://www.nytimes.com/2019/11/06/opinion/saudi-aramco-public-offering-.htmlAramco IPO Local Push May Test Saudi ‘Vision’https://www.bloomberg.com/opinion/articles/2019-10-29/aramco-ipo-s-local-sales-push-may-dim-saudi-vision- Wild West in terms of financial regulations in Saudi ARabia- Concern over limitations for outside investment - impact on distribution of income in Saudi Arabia. Outside money isn’t necessarily going to be invested.Frackers Prepare to Pull Back, Exacerbating a Slowdown in U.S. Oil Growthhttps://www.wsj.com/articles/frackers-prepare-to-pull-back-exacerbating-a-slowdown-in-u-s-oil-growth-11573478550- With U.S. production at 12.6 million bpd, how far is fracking really going to fall off?- DUCs are coming online and will be used up, rig count declining so unless there’s an economic collapse, won’t oil prices rise?- Is someone going to scoop up the assets? ExxonMobil?- What’s going to happen? There are too many variables to know.- Break down Chesapeake assets. Where are they? (Below a dollar on Monday) could be delisted in 26 days. How much has Chesapeake drilled? Who might be interested in buying Chesapeake’s assets?API Monthly Statistical Report- New crude oil production record for the United States — 12.6 million bpd of production!- This was a surprising, not just the number but also the jump - twice as much as previous increases.- Pipelines are increasing Permian deliverability.- Too much pipelines? Or will these pipelines get filled up sooner than we thought? The $4-$5 per barrel differential between WTI and Brent is still significant. If the clouds on trade could be cleared, the differential between WTI and Brent could decrease.- More pipeline startups this Q will bring more barrels of pipeline capacity. Improved pipeline capacity coming out of the Permian should make it so crude coming out of places like Midland will be able to go directly to refiners and the coast will improve transportation costs.- Why are Brent crude oil prices what they are? Brent benchmark is a blend of different Crudes. 40s component of this benchmark is setting the price. China is bidding up the light crude that its having trouble getting from Saudi Arabia.- IMO 2020 - is there a stockpile of residual fuel oil that can’t find a home? So far, not yet. Need for heavier oil from Canada, Gulf of Mexico, Venezuela is still desirable.- Fears of global recession not necessarily as bad as feared? Where is API’s economic indicator? Federal reserve rate cut is trying to stave this off. Some economies are technically in recession in right now. Flatlining.- Import/Exports vs. inventory: what conclusions should we draw from this:petroleum exports are above 8.1 million bpd (products+crude).- Maya oil vs. Canadian heavy oil vs. Venezuelan heavy oil - starting to see some of the differences in value go towards their tail. Potential structural changes in the market. Also where refiners are drawing from.- Refinery utilization - 85.5% This is a short-term exception. In Sept utilization rates were at the highest levels at 2019. Oct range is abysmally low for the 5 year range. Pipeline outages. Should come back online quickly.- Oct jet fuel demand was up! Ellen and Ryan did their part to support the energy complex.- Highest ever petroleum demand for the month of October! But we’re worried about recession? Naphtha, gas oil quietly continued to grow this year. From the US perspective shows underlying strength.- We should remember that exporting US oil doesn’t make oil prices rise. We are exporting more than ever and oil prices are still low.Statistical report here: https://www.api.org/products-and-services/statistics/api-monthly-statistical-reportLibertarian Purity Testhttp://www.bcaplan.com/cgi-bin/purity.cgihttps://www.npr.org/2019/10/29/774507027/saudi-arabia-moving-forward-with-plans-to-sell-shares-of-aramcohttps://www.npr.org/2019/11/03/775878235/saudi-aramco-worlds-most-profitable-company-will-make-first-public-offeringVox Podcasthttps://art19.com/shows/today-explained/episodes/9ef9d5c4-b83e-41f7-ab2a-c28c126efc3f86 Questions about the Aramco IPO that Investors need to know: http://www.transversalconsulting.com/document-request/(Refresh your browser if document doesn’t immediately appear)

Caitlin, Anya, and Alan kick off The Golden Compass by talking about its “real” name of The Northern Lights, the scruffiness of shoes in academia, and the danger of Gargamel’s pussy(cat).Paradise Lost by John Milton is the source of His Dark Materials and Golden Compasses.Read more about What’s Up With The Title of the first book and the HDM series itself.Satan as the protagonist of Paradise Lost is hotly debated (if anything about the criticism of English religious epic-poetry can be “hot”) and Alan is just giving his opinion. Here is another opinion that agrees with Caitlin by John M. Steadman titled “The Idea of Satan as the Hero of Paradise Lost” written for the American Philosophical Society Journal and compiled by jstor.org.The allusions to Narnia are from The Lion, the Witch, and the Wardrobe.What is Turkish Delight?Chocolatl is the Romanized spelling of the Nahuatl word for “food made from cacao seeds”.Listen to Desire Made Real hosted by Caitlin and Mandi and that featured Anya.How long does it take wine to go bad?The use of alternate words like Anberic and Naphtha help to show that history has been different in Lyra’s world.The Protestant Reformation led to the separation of church and state in Europe and gave rise to secular nationalism during the Enlightenment.Who is Calvin? Was he the Pope for real?(spoilers: no- the opposite)The doctrine of Predestination centered reformed Christian theology on God rather than on humans.A list of all the PopesListen to the “Crazy for God” episode of HGSCAzrael the Cat is not the inspiration for Lord Asriel’s name, but the Islamic angel of death Azrael is.The Smurfette PrincipleCarl Jung and the Animus/ Anima.Teleology has nothing to do with bananas or phones.What is a dystopia?Jewish boys in Czarist Russia were drafted into the army in order to kill/ socially deprogram them.America is separating families and detaining children.What’s a Mary Sue?“Dollar” was used by Shakespeare to refer to money, and the dollar-coin was the most common form of money in Europe- but was rejected by England as it rose into the largest empire in world history.Read Chapters 5-9 for the next episode!!Our theme song is Clockwork Conundrum by NathanGunnFollow us on Twitter: Anya @StrangelyLiterl Cailtlin @inferiorcaitlin The Podcast @MoTPodPlease email us contact@hallowedgroundmedia.com

Today we go to the library as we cover one story: The Book Of Giants! A book too weird for the Bible that tells an insane story from before the Flood! Patreon https://www.patreon.com/user?u=18482113 MERCH STORE!!! https://www.redbubble.com/people/deadrabbitradio/works/35749420-dead-rabbit-radio?asc=u   Help Promote Dead Rabbit! Dual Flyer https://i.imgur.com/OhuoI2v.jpg "As Above" Flyer  https://i.imgur.com/yobMtUp.jpg   Gay Aliens - The Great Deception https://www.amazon.com/Gay-Aliens-Deception-Marcos-Christodonte/dp/1387091603   The Book of Giants https://en.wikipedia.org/wiki/The_Book_of_Giants   The Book of Giants http://www.gnosis.org/library/dss/dss_book_of_giants.htm   Azazel https://en.wikipedia.org/wiki/Azazel   Jewish magical papyri https://en.wikipedia.org/wiki/Jewish_magical_papyri   Watcher (angel) https://en.wikipedia.org/wiki/Watcher_(angel)   Enoch (ancestor of Noah) https://en.wikipedia.org/wiki/Enoch_(ancestor_of_Noah)#Enoch_in_Book_of_Giants   Naphtha https://en.wikipedia.org/wiki/Naphtha   WAR DRUMS SOUND EFFECTS | HQ https://www.youtube.com/watch?v=B2qfCy_UTZo   "Enoch" "Walkout" Instrumental By The Brothers Records   Listen to the daily podcast anywhere you listen to podcasts! ------------------------------------------------ Logo Art By Ash Black   "As Above" Art By Grant Scott   Dead Rabbit Skull By John from the SCAR Group   Opening Song: "Atlantis Attacks" Closing Song: "Bella Royale" Music By Dr. Huxxxtable Rabbitron 3000 created by Eerbud Thanks to Chris K, Founder Of The Golden Rabbit Brigade   http://www.DeadRabbit.com Email: DeadRabbitRadio@gmail.com Twitter: @DeadRabbitRadio Facebook: www.Facebook.com/DeadRabbitRadio   Paranormal, Conspiracy, and True Crime news as it happens! Jason Carpenter breaks the stories they'll be talking about tomorrow, assuming the world doesn't end today.   All Contents Of This Podcast Copyright Jason Carpenter 2018 - 2019

Refineries worldwide have been consuming more light sweet crude oil, resulting in an oversupply of light distillates products market. In the second quarter, naphtha was the worst performer across the barrel in Asia. The Asian naphtha crack against ICE Brent crude fell close to an 11-year low to...

S&P Global Platts editors Tamara Sleiman, Philip Reeder and Eklavya Gupte tell Joel Hanley how the inversion in fuel oil and naphtha cracks speaks of structural shortages in heavy ends and very challenging market conditions for the top of the barrel.

Noteworthy weakness in the European gasoline complex has weighed on light ends fundamentals in recent weeks. A culmination of heavy supply, combined with closed export arbitrage outlets, has lengthened the region and subsequently spilled over into the naphtha market where participants are already...

S&P Global Platts light ends reporter Philip Reeder tells Joel Hanley why prices for versatile feedstock naphtha have remained strong while other refined oil products have not sustained the pace.We welcome any feedback or suggestions for topics. Contact us at webeditor@platts.com.

An Iranian tanker carrying condensate bound for South Korea was involved in a fiery accident in the East China Sea. In this podcast, Shipping associate editor Wanda Wang and Oil analyst Alexander Yap examine the incident's impact on tanker, condensate and naphtha markets.Related content:Iran NITC...

Joel Hanley, S&P Global Platts senior director EMEA oil, and Iain Stevenson, managing editor EMEA light ends, discuss this summer's firm propane fundamentals during a time when prices would traditionally drop. Is the alternative steam cracker feedstock about to face an unconventional winter...

Ahead of a possible United Nations Security Council vote Monday on an oil embargo to North Korea, Capitol Crude sits down with William Brown, an adjunct professor at Georgetown’s School of Foreign Service and an expert on North Korea.Senior oil editors Brian Scheid and Meghan Gordon talk with...

S&P Global Platts refined products editors David Elward, Katherine Dunn and James Colquhoun discuss how after prolonged weakness the Northwest European naphtha complex has strengthened on stronger demand from petrochemical end users and for gasoline blending, in part switching away from rising...

Platts editors Joel Hanley and Virginie Malicier discuss the naphtha market’s strong start to 2017. As the year unfolds, what has turned the market from bearish to bullish in the short term?We welcome any feedback or suggestions for topics. Contact us at webeditor@platts.com.

Sophie Byron, managing editor for European and African light ends, discusses with editor Virginie Malicier, the gasoline seasonality switch from winter to summer specification and blending demand; and analyze Where US gasoline strength after strike action, refinery issues and maintenance has...

Sophie Byron, managing editor of EMEA light ends and Virginie Malicier, editor for EMEA naphtha discuss the recent weakness in the European naphtha market with oversupply in Europe and low demand in Asia. Also examined is the ongoing competition from LPG for petrochemical cracking in Europe as...

Sophie Byron, managing editor for EMEA light ends and Virginie Malicier, editor for EMEA naphtha, discuss the recent weakness in the European naphtha market, where cheaper propane remains in the petrochemical cracking pool and good availability of naphtha creates an overhang in the market. In...

Mediterranean-Japan freight rates have shot up over $3 million, the highest in over a year. Wanda Wang, Platts Asia shipping editor, explores how the West of Suez market and Aframaxes have pushed the rates up and shares market sentiments on the sustainability of the rates. This is the latest in a...

ICIS European polyolefins editor Linda Naylor looks at PE and PP markets in January and considers drivers affecting pricing in the coming weeks.

ICIS European polyolefins editor Linda Naylor talks about the market in Europe following the K 2013 plastics show in Dusseldorf.

ICIS European polymers editor Linda Naylor looks at the impact of higher ethylene and propylene contracts on the polyolefins market in August

ICIS European polyolefins editor Linda Naylor talks about the current state of the European industry and asks whether July demand can support higher prices sought by producers.

ICIS European polymer editor Linda Naylor talks about the impact lower crude oil and naphtha pricing is having on polyethylene sentiment in Europe.

ICIS polyethylene and polypropylene editor for Europe, Linda Naylor, talking about drivers for the European polyolefins in October.