Look Forward

Author: S&P Global

Welcome to The Look Forward Podcast from S&P Global. In today's rapidly shifting markets, success depends on anticipating what's next. The professionals who excel are those who can spot emerging trends before they fully materialize. The Look Forward Podcast delivers exactly thatinsights to help you prepare for tomorrow's opportunities and challenges. We bring you expert perspectives on macroeconomic trends, capital markets, energy transition, and global trade, with a sharp focus on what these developments mean for the decisions that will shape your tomorrow. This podcast connects you with S&P Global's Look Forward Council, bringing cutting-edge research on long-term trends and transformative market shifts. Together, we're committed to providing the forward-looking intelligence you need to navigate uncertainty with confidence.
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Language: en

Genres: Business, Business News, News

Contact email: Get it

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Oil's 2026 Crosscurrents
Thursday, 5 February, 2026

In this early-2026 market check-in, host Andy Critchlow (S&P Global Energy) sits down with Jim Burkhart (Head of Crude Oil Analytics and Research) to unpack a turbulent start to the year for oil prices—driven by geopolitics and real-world supply disruptions. They examine three major forces shaping markets: uncertainty around Iran, shifting expectations for Venezuelan heavy crude exports and potential production growth, and Black Sea loading issues affecting Kazakh flows. The conversation also digs into the "heavy crude" constraint (including the need for diluent), what it would take for international oil companies to reinvest in Venezuela, and why US onshore output is proving more resilient even in a lower-price environment. On the demand side, they explore how China's gasoline and diesel use has plateaued amid rapid EV adoption, what that means for global growth, and whether India (and potentially parts of Africa) can become the next big demand engine. For more Look Forward content, please visit the Look Forward homepage.