Podcast: Iran talks spin. US diesel stocks are running out of runway.
Neil Crosby hosts with June Goh and Jorge Molinero. Iran deal uncertainty keeps markets trading headlines as US diesel stocks head for critical lows within weeks. June covers Saudi OSPs, record Japanese US crude purchases, and TMX. Jorge runs through the ARA-PAD1 gasoline arb and GASNAP strength.
Inside this episode:
- Iran talks – why the market is stuck in a merry-go-round
- US diesel stocks – weeks away from a critical crunch
- Refinery turnarounds and the crude quality conundrum
- ARA-PADD-1 gasoline arb opens up on low US stocks
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