Podcast: The blockade is here. Now what?

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Published09 APR 26 - 11:37 Reading time minutes

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

Listen now on Spotify & all major platforms!

Spotify: https://lnkd.in/dzNTiPWk
Apple Podcasts: https://lnkd.in/dYscqbEa
Amazon Music: https://lnkd.in/dkk9WXW6
YouTube: https://lnkd.in/eitBJEuG

Topics Cross Barrel

Author

Sparta

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