Diesel prices have soared, driven by supply constraints through the Strait of Hormuz and by the ongoing war between Russia and Ukraine. Ukraine has been able to knock out a sizable percentage of Russia's refining capacity, shrinking global supplies. Where does that leave Brazil, which has been dependent on diesel imports from Russia? How do Brazil's price subsidies impact diesel supplies? What role could India play in supplying diesel fuel? What policy options, if any, does the Trump administration have to solve the supply problem? Join Jeff Mower, S&P Global Energy's director of Americas oil news, as he dissects these topics with Aaron Tucker, managing editor of Americas middle distillates, and Renato Rostas, Brazil oil price manager.
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.
Listen to This Episode
More from Oil Markets
Asian refined products markets in focus as Strait of Hormuz uncertainty returns
How have plummeting Russian diesel exports affected cracks across the European middle distillates space?
US oil and gas M&A activity slows despite high prices and favorable regulatory regime
How have European fuel oil markets responded to the Middle Eastern conflict?
Get summaries like this every morning.
Free AI-powered recaps of Oil Markets and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.