Podcast: Kirishi’s hit, Hormuz is live again: diesel has nowhere left to hide
Felipe Elink Schuurman, Abhishek Kumar, Michael Ryan and Jay Maroo cover the Iran-US escalation and Kirishi refinery strike, then break down a diesel market pulling barrels from Singapore to Houston, a gasoline barge spike to $2.90, TC14 freight jumping 45 points, and three fresh crude trade ideas.
Key takeaways:
▸ Why a Korean MR cargo into Rotterdam suddenly makes sense.
▸ How TC14 jumped 45 points in a single day.
▸ The trade that flips Houston ahead of Singapore.
▸ Three fresh crude ideas for a market stuck in the 90s.
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