Episode 36: Tariff fatigue, falling WTI prices & surging naphtha demand
Sparta Market Outlook

Episode 36: Tariff fatigue, falling WTI prices & surging naphtha demand

2025-04-17
This week on Sparta Market Outlook, we unpack the post-“Liberation Day” chaos: WTI is on sale, US shale producers are feeling the squeeze, and product cracks are painting a bullish picture—despite bearish forecasts. From Warsaw, Indiana (not Poland) to East Asia, we trace shifting trade flows, a naphtha comeback, and why margins might be lying to you. Is this the calm after the tariff storm—or just the eye of it? Demand destruction vs. resilient margins WTI’s pain zone explained China’s crude buyin...
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