Market Outlook
Podcast

Iran goes on the offensive. ADNOC’s great milk run keeps flowing.

Cross BarrelCrudeDieselDistillateFreightFuel OilGasolineJetNaphtha
Analyst briefsChart packsDeep divesEventsOpinionsPodcastsPressWebinarsWhitepapers
Podcast: Iran goes on the offensive. ADNOC's great milk run keeps flowing.
Published13 AUG 26 - 12:53 Duration 24 mins 56 secs

June Goh hosts this week with guest Jay Maroo, as Iran hardens its military stance and Hormuz risk lingers. They cover IEA and OPEC’s diverging demand calls, ADNOC’s transponder-dark shuttle tankers beating the blockade, a stubbornly wide Brent-Dubai EFS, and a tightening Atlantic diesel market.

Key takeaways:

 

▸ The great milk run: how ADNOC beat the Hormuz blockade

▸ IEA vs OPEC: a 2.2 million barrel a day gap on demand

▸ Brent-Dubai EFS: why the spread refuses to narrow

▸ Atlantic diesel: the one arb still working

 

Listen now on Spotify & all major platforms!

Topics Cross Barrel
Author

Sparta

Rate this article

Average rating / 5. Vote count:

No votes so far! Be the first to rate this post.

subscribe_cta_image-1
Get forward-looking insights straight to your inbox Subscribe free

Continue reading

  • New
  • Analyst brief
  • Cross Barrel

G7 SPR release plus short-term crude pressure; buying opportunity on diesel cracks

G7 SPR release plus short-term crude pressure; buying opportunity on diesel cracks,

05 OCT 26 - 16:42

  • New
  • Chart pack
  • Cross Barrel

APAC Chart Pack October 2026

Freight chaos is crushing refining margins. Here's what traders should watch.

05 OCT 26 - 14:06

  • New
  • Press
  • Cross Barrel

Oil swings with focus on deep Saudi price cut and Yemen fighting

“Pipeline, refinery and loading infrastructure remain vulnerable to attacks by the Houthis,”...

05 OCT 26 - 09:47

  • New
  • Analyst brief
  • Distillate
  • Gasoline

Asia Middle Distillates & Gasoline – Pricing Analyst Update (25 Sep–2 Oct)

Asia Middle Distillates & Gasoline – Pricing Analyst Update (25 Sep–2 Oct).

05 OCT 26 - 09:28

subscribe_cta_image

Get forward-looking insights straight to your inbox

Subscribe