Podcast: Strait of Hormuz disruption: Freight shock, cracks surge, and what traders must watch next
In the latest episode of the Trade with Conviction podcast, the team reacts to the sudden escalation in the Middle East and breaks down what it actually means for oil markets right now.
> Strait of Hormuz: logistical bottleneck. supply shock, or both?> Freight spike: how war risk premiums and tonne miles could change in the weeks ahead.> Crude premiums: why ex-AG crude premiums will surge> Jet vs diesel: what strong regrades are really telling you> Naphtha: E/W blow-out may not even be enough> The “oil glut” question: does it matter anymore?
Listen now on Spotify & all major platforms!
Real time alerts, set to your specifications
Continue reading
The Med splits
Atlantic naphtha tightens on Russian outage and Brazilian ethanol shift, while deferred MOPJ spreads keep E/W afloat.
07 AUG 26 - 06:44
EBOB firms on Russian strikes, prompting Asian competition into South Africa.
Global gasoline spreads have rebounded on the day, led by EBOB in the Aug/Sep, with lesser gains...
07 AUG 26 - 06:14