Podcast: ICE gasoil cracks remain over $85/bbl. China’s export ban cuts deep
Host June Goh welcomes Sparta colleagues James Noel-Beswick and Jorge Molinero to unpack the diesel crisis: why global stocks have hit 10-year lows, how geopolitics and refinery outages are compounding the squeeze, and where traders should look to position next.
Key takeaways:
▸ Red diesel and EU SPR as an export ban workaround.
▸ Middle East flows still can’t save the market.
▸ Gasoline octane values soars
▸ Which diesel trades are the buys.
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