Podcast: Diesel’s unfolding crisis: Demand destruction is the only fix
In this episode of Trade with Conviction, Felipe, Phil, and James break down the supply crisis rattling every product market, and where traders can find edge right now.
- The Hormuz endgame: why “how” it ends matters more than “when”
- Asian demand destruction: work-from-home mandates, fuel rationing, spec waivers: is it enough?
- Gasoline: choppy now, but is a June/Q3 crack the safer call?
- Diesel in meltdown: Singapore spreads at $70/bbl, gasoil East-West at $400/tonne overnight
- Europe’s diesel crisis: where does resupply actually come from?
- Freight: why ship owners are the quiet winners
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Distillates strength pulls further ahead after a short breather, as tightness looms ahead; jet looks...
Diesel arbs into Europe are mostly closed despite the recent upturn in pricing. Meanwhile Jet arbs East-West are much more favourable. Further weakness in SG10 E/W and in NWE Jet CIF diffs likely.
14 AUG 26 - 08:08
Atlantic Basin looks to hold naphtha, giving support to MOPJ premiums
Marginal Med arbs and a shut Rotterdam–Chiba keep naphtha in the Atlantic Basin, with Brazil the stronger outlet and MOPJ risk building into Q4.
14 AUG 26 - 07:22