Podcast: No Iran deal yet. US stocks are draining. What breaks first?
Felipe Elink Schuurman, Neil Crosby, and James Noel-Beswick cover the stalling Iran deal, Karg Island’s loading disruption, US diesel and gasoline stocks nearing commercial minimums, growing export ban risk, collapsing Brent differentials, and why the market keeps surprising on timing.
Inside this episode:
- Iran stalls and Kharg Island goes quiet.
- US diesel and gasoline stocks nearing commercial minimums. Export ban risk is rising.
- The team debates East vs West product spreads.
- Brent diffs look too weak. Why the physical market is saying buy.
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