As traffic inches back through the Strait of Hormuz, oil and product flows remain constrained, sending buyers scrambling to replace Middle East barrels and lock in reliable diesel supply. With nearly 6 million b/d of Middle East refining capacity at stake, and roughly 4 million b/d of refined products flows, diesel prices have soared, opening export opportunities. Where are buyers turning for diesel, and what policy tools are governments using to soften price shocks? Jeff Mower, Americas Oil News Director, unpacks these issues with Brazil Refined Products Manager Renato Rostas, Americas Middle Distillates Managing Editor Aaron Tucker, and Mexico Energy Editor Sheky Espejo.

As the conflict in the Middle East has raised the specter of global fuel shortages, Nigeria's new Dangote refinery has attracted growing attention as an alternative supplier. After starting up in 2024, the refinery reached its initial 650,000 b/d capacity for the first time earlier in 2026 and has seen a growing demand for its products from markets further afield.

In this podcast, Gary Clark, associate director, EMEA clean refined products at S&P Global Energy, is joined by Matthew Tracey-Cook, senior price reporter on West African refined products, and Kelly Norways, a journalist on the oil news team, to discuss the capacity of Africa's first megarefinery, regional supply risks, and where its product could end up.

From CERAWEEK 2026 in Houston, host Jeff Mower, Director of Americas Oil News, is joined by Senior Upstream Editor Ashok Dutta, oil news editor Binish Azhar, and oil policy reporter Eamonn Brennan to break down the conference's energy security focus. With the Strait of Hormuz largely closed and the Trump administration negotiating with Tehran while signaling it wants to cap oil price spikes, policymakers and executives clash over how fast supply can respond. The crew explores non-Middle East supply opportunities, including rising US Gulf Coast crude fixtures, constrained by pipeline and completion capacity, and a new wave of Canadian barrels pushing toward Asia via the Pacific. A high-stakes reform pitch for Venezuela meets some skepticism.