Billede af showet Vortexa Liquid Currents: Market and data insights across LPG, global oil, and freight movements

Vortexa Liquid Currents: Market and data insights across LPG, global oil, and freight movements

Podcast af Vortexa

engelsk

Business

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Læs mere Vortexa Liquid Currents: Market and data insights across LPG, global oil, and freight movements

Vortexa presents "Liquid Currents", your fresh monthly take across the barrel in the Americas markets from Samantha Hartke, our Head of Analysis in the Americas. Each monthly episode features unique market and data insights across LPG, global oil, and freight movements - fuelled by Vortexa platform datasets and in-house intelligence. Learn more about Vortexa: https://bit.ly/432Ctp0

Alle episoder

9 episoder

episode Barrels on the brink: Venezuela the new crude hotbed, mounting propane pressure and the evolving sanctions landscape cover

Barrels on the brink: Venezuela the new crude hotbed, mounting propane pressure and the evolving sanctions landscape

Season 2 of Liquid Currents opens with a deep dive into the energy market forces shaping early 2026, as sanctions, shifting trade flows, and freight dynamics collide across crude, LPG, and products markets. Host Samantha Hartke looks at mounting pressure on US propane exports and what it means for inventories and pricing against a backdrop of still-lower Middle East CP pricing, and then is joined by Rohit Rathod, Claire Jungman, Mick Strautmann, and Delia He to unpack rapidly evolving Venezuela crude and naphtha flows, before widening the discussion to impact of sanctioned flows and the dark fleet on freight market dynamics, oil on water and product flow disruptions. Whether you are tracking sanctions exposure, freight risk, or feedstock competition, this episode sets the tone for the season ahead.

16. jan. 2026 - 35 min
episode Supply shuffle, floating barrels, and port fees pain points: How LPG, crude, products and freight will navigate winter cover

Supply shuffle, floating barrels, and port fees pain points: How LPG, crude, products and freight will navigate winter

As winter approaches, global energy markets are in flux. In this episode of Liquid Currents, we unpack how shifting trade flows, swelling oil-on-water volumes, and rising port fees are shaping the outlook for LPG, crude, refined products, and freight. With the U.S. and Middle East vying for market share in Asia, price mechanisms are being rewritten as cargoes find new homes and trade routes adapt to regional demand patterns. Meanwhile, a surge in floating storage has raised alarms over potential oversupply — all while the market looks to China to absorb excess barrels. We’ll also examine how refinery restarts are keeping product markets buoyant, and what these developments mean for freight rates as the industry braces for a volatile Q4.

17. okt. 2025 - 26 min
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