Episode 70: What does 2026 really look like for the oil market?
Автор: Sparta
Загружено: 2025-12-11
Просмотров: 42
In the latest episode of Trade with Conviction, the team breaks down the biggest questions shaping next year’s crude, margins, and demand outlook - and what traders should be preparing for now.
Key Takeaways:
＞ What is the outlook for Chinese crude imports?
＞ Can margins deflate or is spare capacity too tight?
＞ Can demand surprise to the upside?
＞ What do key producers do next year and how quickly can the long balance be cut down?
Chapters:
(01:35) Headlines: Tanker Seizure & Sanctions Reality Check
A breakdown of the Venezuela tanker seizure, the limited supply impact, and why the market keeps fading US sanctions risk.
(07:13) China in 2026: Imports, SPR Strategy & Demand Shift
A concise look at China’s crude demand trends, EV substitution, and whether stockbuilding could intensify if flat price falls.
(14:38) Gasoline & Fuel Oil: Seasonal Builds and Feedstock Signals
The team wraps product markets with U.S. winter gasoline builds, ARA balance, WAF flows, and fuel oil’s low-sulphur strength vs high-sulphur softness.
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