Podcast: Iran stretches paper markets to breaking point
In this episode of the Trade with Conviction podcast, the Sparta team breaks down what’s moving oil markets, not just in Iran, but Russian crude switching, gasoline contango and beyond
> Iran tensions boil while Europe doubles down on navigating with the new world order.
> Gasoline spreads swing on Dangote news, heavy selling in the Sing 92 window.
> Russian refinery attacks could be the start of a diesel resurgence just as swing arbs are closed into Europe.
> Spot AG crude diffs likely hit a ceiling on arb econs, unless Iran tail risk is realised.
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