Podcast: Iran and Oman talk peace. A tanker gets hit anyway.
Jay Maroo hosts Aaron Kildow and Nikolas Plonski as Hormuz de-escalation talk collides with a fresh tanker strike. Aaron unpacks the US SPR’s final barrels and a collapsing TI-Brent spread, while Nikolas breaks down gasoline RINs volatility and a blown-out diesel east-west spread.
Key takeaways:
▸ SPR barrels – why the US is releasing the wrong crude at the worst time
▸ TI-Brent squeeze – why Gulf Coast barrels can’t compete into Europe right now
▸ Diesel’s east-west blowout – the spread just hit minus $90 a ton
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