Episode 70: What does 2026 really look like for the oil market? скачать в хорошем качестве

Episode 70: What does 2026 really look like for the oil market?

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.