Podcast: The blockade is here. Now what?
Host Neil Crosby talks with June Goh and Michael Ryan about a week of conflicting signals on Iranian vessels, accelerating refinery run cuts across Asia, and the secondary unit squeeze nobody’s talking about. The team unpacks why a peace deal wouldn’t fix markets overnight, how freight rates could spike if tankers can’t reposition in time, and where the real pricing action is in diesel and gasoline.Inside this episode:
- What the blockade actually means for tanker movements and what owners are seeing
- Why Asian refiners are drawing down SPR and commercial stocks for now
- The second-order effects hitting secondary refinery units, from VGO to bitumen
- Where freight rates go if a peace deal lands, and how long it takes for tankers to reposition
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