Podcast: Strait of Hormuz disruption: Freight shock, cracks surge, and what traders must watch next
2 March 2026
Time to read: minutes
In the latest episode of the Trade with Conviction podcast, the team reacts to the sudden escalation in the Middle East and breaks down what it actually means for oil markets right now.
> Strait of Hormuz: logistical bottleneck. supply shock, or both?> Freight spike: how war risk premiums and tonne miles could change in the weeks ahead.> Crude premiums: why ex-AG crude premiums will surge> Jet vs diesel: what strong regrades are really telling you> Naphtha: E/W blow-out may not even be enough> The “oil glut” question: does it matter anymore?
Listen now on Spotify & all major platforms! 🎧📊
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