OPIS Talks is a podcast featuring interviews with experts in the energy, renewable fuels and chemicals space.

OPIS Talks
Claim This Podcastby OPIS, A Dow Jones Company
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Podcast Overview
OPIS Talks is a podcast featuring interviews with experts in the energy, renewable fuels and chemicals space.
Language
🇺🇲
Publishing Since
7/9/2024
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Recent Episodes

June 17, 2026
Tariff Talk: Why a Strait Reopening Won’t Be a Quick Fix
June 17, 2026 • OPIS TALKS COAL, METALS & MINING: In this Tariff Talk episode of OPIS Talks, James Stevenson and Charles Dayton examine the latest US-Iran memorandum of understanding and why any reopening of the Strait is unlikely to bring an immediate return to normal energy flows. They discuss why the market may be underestimating the time, cost and logistical hurdles involved in restoring crude, LNG and refined-product movement, even after a ceasefire. The conversation also looks at what tighter inventories and ongoing uncertainty could mean for diesel buyers and risk management, particularly for mining and industrial customers. The episode closes with a look at newly announced Section 301 tariffs and why tariff uncertainty may be on firmer legal footing rather than fading away. Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com. Please help us spread the word by sharing OPIS Talks. Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts.

June 4, 2026
Strait Constraints: Skyrocketing Freight Rates and the Global Energy Crisis
June 4, 2026 • OPIS TALKS REFINED FUEL: The global shipping and freight landscape has undergone a chaotic transformation as an ongoing conflict between the U.S. and Iran completely scrambles global product flows. In the episode of OPIS Talks, the first of a limited series on refined spot products, Reagan Pritchard, OPIS lead editor for the U.S. Gulf Coast Distillates Market, joins Tom Sosnowski, associate director of global marine fuels for OPIS, to analyze this sudden disruption. They discuss how a three-month shutdown of the Strait of Hormuz has trapped 1,600 vessels, forcing traffic around the Cape of Good Hope and sending freight rates to astronomical heights. They also evaluate logistical stopgaps, such as Saudi Arabia's Yanbu terminal, and detail how the Trump administration's Jones Act waivers enabled foreign-flagged ships to deliver critical fuel from the U.S. Gulf Coast to California. Finally, they examine the extensive 18-to-22-week timeline required to safely restore normal maritime transit. Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com.

May 14, 2026
Tariff Talk: Talking Iran, Diesel, Risk, and Indonesia
May 14, 2026 • OPIS TALKS COAL, METALS & MINING: In this latest Tariff Talk Charles and James focus — again — on Iran. We talk about how the situation might play out and why a deal is so hard to come by. We discuss risks stemming from the Iran situation, and particularly focus on diesel. We also talk about how some miners — notably those in Indonesia where James just visited — are reacting to the current situation. Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com.
46 total episodes available
Recent guests on OPIS Talks
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Ezequiel Tavernelli
Guest
Cornelia Schirber
Guest
Chuck Carr
Guest
Tzyy Lok
Guest
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Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
- What is OPIS Talks?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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