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Podcast: Asia absorbed the initial shock. Now the US is running dry

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Asia absorbed the initial shock. Now the US is running dry.
Published30 APR 26 - 11:02

Felipe Elink-Schuurman, Neil Crosby, and Jorge Molinero on the crisis shifting West. Neil unpacks a 25-million-barrel US stock draw and trade ideas across Hogo, regrade, and diesel cracks. Jorge covers gasoline East-West flows and the US TAR opening.

Inside this episode:

  • Why the US swung from 1mb/d net importer to 3mb/d core oil net-exporter in weeks
  • Felipe and Jorge’s East-West gasoline debate
  • Three distillates trade ideas: Hogo, regrade, and deferred diesel cracks

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Topics Cross Barrel
Author

Sparta

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