Podcast: Hormuz stays shut: products, freight and the real market squeeze
In the latest Trade with Conviction episode, the team breaks down why this is no longer just a crude story, from refinery shutdown risk in Asia to tightening product balances and freight going off the charts.
Inside this episode:
- Why SPR releases may steady headlines but won’t solve the supply shock
- How Asia is taking the first hit as crude and product balances tighten
- Why jet, distillates and gasoline are becoming the real market focus
- Freight chaos: what soaring tanker rates are telling the market
- Naphtha vs gasoline: where demand destruction could show up first
Listen now on Spotify & all major platforms!
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Cracks set to rally in winter
Supply risk builds across the Atlantic Basin and Asia as blending and refining margins turn negative.
09 OCT 26 - 12:10
Naphtha breaks higher while gasoline corrects, and the gas-nap pays for it
Freight is the obstacle between Asian demand and Western barrels
09 OCT 26 - 10:10
Singapore regrade swings from floor to near 10-year highs in a fortnight on diesel weakness and Chin...
Singapore regrade swings from floor to near 10-year highs in a fortnight on diesel weakness and China quota confusion; bullish European regrade, bearish Singapore regrade post-Golden Week
08 OCT 26 - 15:09