Podcast: Diesel’s unfolding crisis: Demand destruction is the only fix
2 April 2026
Time to read: minutes
In this episode of Trade with Conviction, Felipe, Phil, and James break down the supply crisis rattling every product market, and where traders can find edge right now.
Inside this episode:
- The Hormuz endgame: why “how” it ends matters more than “when”
- Asian demand destruction: work-from-home mandates, fuel rationing, spec waivers: is it enough?
- Gasoline: choppy now, but is a June/Q3 crack the safer call?
- Diesel in meltdown: Singapore spreads at $70/bbl, gasoil East-West at $400/tonne overnight
- Europe’s diesel crisis: where does resupply actually come from?
- Freight: why ship owners are the quiet winners
Listen now on Spotify & all major platforms! 🎧📊
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