February 21st: Julien Mathonnière, Energy Intelligence – The macro outlook for global oil demand in 2025 and beyond

In this special bonus episode of Sparta Market Outlook Podcast, host @Rachel welcomes guest @Julien Mathonnière, Oil Market Economist at @Energy Intelligence, along with Sparta’s @Neil and @Phil, to discuss key macroeconomic indicators, the energy transition, and long-term oil demand trends through 2025 and beyond. Topics include the peaking of diesel demand, China’s rapid transition (e.g., LNG trucks, EV adoption), and India’s growing demand amid policy and sanction risks.

(03:00) Fundamentals of Tracking Oil Demand
(05:00) IEA vs. OPEC: Polarised Demand Forecasts
(08:51) Discrepancies Between IEA and OPEC
(11:50) Demand Forecasting
(16:25) Short-Term vs. Long-Term Demand Forecasts
(24:30) State of the Gasoil Market
(27:55) Regional Focus: India, China & Unexpected Trends
(31:30) China
(35:00) The Role of Renewables & EVs
(40:55) Wrap-Up & Key Takeaways