Podcast: Hormuz stays shut: products, freight and the real market squeeze
9 March 2026
Time to read: minutes
In the latest Trade with Conviction episode, the team breaks down why this is no longer just a crude story, from refinery shutdown risk in Asia to tightening product balances and freight going off the charts.
Inside this episode:
- Why SPR releases may steady headlines but won’t solve the supply shock
- How Asia is taking the first hit as crude and product balances tighten
- Why jet, distillates and gasoline are becoming the real market focus
- Freight chaos: what soaring tanker rates are telling the market
- Naphtha vs gasoline: where demand destruction could show up first
Listen now on Spotify & all major platforms! 🎧📊
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