# Driving Discussions: US Driving Season and European Gasoline, Naphtha Dynamics

Page: https://stenobird.com/podcast/argus-media-792465/driving-discussions-us-driving-season-and-european-gasoline-naphtha-dynamics
Text version: https://stenobird.com/podcast/argus-media-792465/driving-discussions-us-driving-season-and-european-gasoline-naphtha-dynamics.md
Podcast: [Argus Media](https://stenobird.com/podcast/argus-media-792465)
Published: 2026-06-05T14:21:41+00:00
Episode link: https://argusmedia.podbean.com/e/driving-discussions-us-driving-season-and-european-gasoline-naphtha-dynamics/
Audio file: https://mcdn.podbean.com/mf/web/z8nzftxtdvgipuim/Driving_Discussions_June_4_mixdown8jldu.mp3
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JSON: https://stenobird.com/v1/public/podcasts/argus-media-792465/episodes/driving-discussions-us-driving-season-and-european-gasoline-naphtha-dynamics
Duration seconds: 1761

## Resource

In this episode, George Maher-Bonnett (Deputy Editor — European Products Report) is joined by Atishya Nayak (Senior Gasoline Reporter - European Products Report) and Jide Tijani (Naphtha Reporter — European Products Report) to examine how the US driving season and the US–Iran conflict are influencing gasoline and naphtha markets in Europe — from exports and arbitrage shifts to blending economics and supply disruptions. Key themes Price swings: Gasoline–naphtha spread jumped to $270/t in May, a three‑year high European exports to US hit an 11‑month peak as freight costs collapsed Drivers of volatility: US–Iran conflict, summer‑grade transition and rebound in ARA blending Outlook risk: Tighter VGO supply, weak West African pull and narrowing US arb

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## Transcript

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