Podcast: Houthis seize Mocha. Brent breaks $100. What now?

Cross Barrel Crude Diesel Distillate Freight Fuel Oil Gasoline Jet Naphtha

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Published11 SEP 26 - 09:55 Duration 33 mins 41 secs

James Noel-Beswick hosts Nikolas Plonski and Jorge Molinero as Iran-US escalation, Houthi attacks on Mokka and Russian refinery strikes push Brent through $100. They cover record US diesel margins, a widening TI-Brent, gasoline strength in Singapore, an LPG price spike, and a split CPP freight market.

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Key takeaways:

▸ Crude – why WAF and South America are winning the Hormuz squeeze.
▸ Diesel – the record margins we called on previous episodes have finally arrived.
▸ Gasoline – a record even after summer driving season ended.
▸ Naphtha – the East-West arb paying the most since July.
▸ Freight – why the CPP market has split east-west.

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