Podcast: A diesel ban looms. HOGO reacts. Freight markets in limbo.
Felipe Elink-Schuurman, June Goh and Michael Ryan unpack the potential US diesel export ban, the Saudi pipeline attack and Russian refinery strikes reshaping crude flows. June covers the diesel, gasoline and crude fallout if the ban lands, while Michael maps the freight rush already underway on TC14 and VLCCs.
Key takeaways:
▸ Why South America, Europe and Australia have to pay up for replacement barrels.
▸ Why TC14 rates could spike before any ban even lands and CPP vs DPP trade opportunities.
▸ What a 90-day export ban does to WTI, Brent and product cracks.
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