What’s driving record diesel prices and unexpectedly tight gasoline markets in Europe? Join George Maher-Bonnett (Deputy Editor, Argus European Products), Josh Michalowski (Diesel Reporter) and Atishya Nayak (Senior Gasoline Reporter) as they examine the supply disruptions, shifting trade flows and changing demand patterns reshaping Europe’s road fuels markets.

In this episode, our experts discuss how geopolitical tensions, low inventories, refinery maintenance and seasonal demand trends are keeping diesel and gasoline markets unusually tight, and what market participants should watch as Europe heads into winter.

Listen to discover:

• Why diesel and gasoline markets remain under pressure
• The key supply and demand drivers behind recent price strength
• How changing trade flows are impacting fuel availability across Europe

What the outlook is for road fuels markets in the months ahead

In this episode, Guo Harn Hong (Argus Global Lead for Base Oils) is joined by Chu Ren Tan (Senior Base Oils Analyst), Li Li Chng (Associate Editor, Base Oils), Tara Tang (Associate Editor, Base Oils & Waxes) and Victor Hu (Senior Analyst) to discuss how geopolitical tensions, logistical disruptions and shifting trade flows continue to reshape Asia-Pacific base oils markets. While new capacity additions across the region have eased some supply pressures, the lubricant supply chain remains under strain as refiners optimise output streams and downstream blending economics evolve.

The discussion explores the impact of changing crude and base oil trade flows, refinery strategies affecting product availability, and the opportunities emerging for market participants amid ongoing disruption.

Key themes:

• Geopolitical tensions and logistical challenges reshaping crude and base oil trade flows
• New Asia-Pacific capacity easing supply constraints, but not fully resolving market disruption
• Refinery optimisation and its impact on base oil production and lubricant supply chains
• Emerging trade opportunities amid shifting regional market dynamics

In this week's Strait Talk, Argus experts examine a series of developments that could reshape energy markets, from reported peace talks between US representatives and Iran to signs that Saudi Arabia may soon restart crude shipments through its critical East-West pipeline.