# EU sanctions reshape Europe's refined product flows Page: https://stenobird.com/podcast/oil-markets-856107/eu-sanctions-reshape-europe-s-refined-product-flows Text version: https://stenobird.com/podcast/oil-markets-856107/eu-sanctions-reshape-europe-s-refined-product-flows.md Podcast: [Oil Markets](https://stenobird.com/podcast/oil-markets-856107) Published: 2026-02-05T14:46:25+00:00 Episode link: https://globaloil.libsyn.com/eu-sanctions-reshape-europes-refined-product-flows Audio file: https://traffic.libsyn.com/secure/globaloil/050226-EU_sanctions_reshape_Europes_refined_product_flows.mp3?dest-id=1681175 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/oil-markets-856107/episodes/eu-sanctions-reshape-europe-s-refined-product-flows Duration seconds: 1017 ## Resource Europe's dependence on imported middle distillates is in sharper focus after the EU's 18th sanctions package halted imports of refined products processed from Russian crude from Jan. 21. Europe is leaning more heavily on replacement supply from the Middle East and the US—driving fresh volatility in diesel and jet fuel differentials even as underlying fundamentals remain mixed. Join Gary Clark, Aruni Sunil, Jan Kedzior, and Rebeka Foley as they unpack how trade flows are being reshuffled, why jet cracks have outperformed diesel, and how geopolitical risk and low buffer stocks are amplifying price swings across Europe's refined product markets. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/oil-markets-856107/episodes/eu-sanctions-reshape-europe-s-refined-product-flows/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/oil-markets-856107/eu-sanctions-reshape-europe-s-refined-product-flows.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.