Podcast: Headline chaos: price suppression, weak forward margins, West-East barrels flowing
Paper market has been calm… but physical still flashes risk.
In the latest episode of Trade with Conviction, we break down a market that doesn’t add up.
Middle East escalation. Russian supply under threat. West-East flows rising.
Inside this episode:
> What will the weekend bring?
> Ukraine strikes: even more supply risk?
> Why are gasoline and diesel selling off into tightness?
> Europe as the swing gasoline supplier — how long does it hold?
> New diesel flows: US barrels heading East
> WTI dislocations driving global crude flows
> Naphtha squeeze hitting blending economics
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