Podcast

Trade with Conviction

In-depth analysis of current trends and future expectations for different segments of the oil market, with a focus on understanding both the supply and demand dynamics at play.

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Latest episodes

  1. Episode 105: Hormuz flips again and gasoline cracks get smashed6 Aug 2026
  2. Episode 104: Brent whipsaws and USGC 3:2:1 margins explode. The diesel crisis behind it30 Jul 2026
  3. Episode 103: The Houthis hit Yanbu. Where does crude go now?23 Jul 2026
  4. Episode 102: The ceasefire is dead. Why is crude still asleep?16 Jul 2026
  5. Episode 101: Russia bans diesel, Hormuz reignites. What breaks first?9 Jul 2026
  6. Episode 100: The great divergence: crude collapses while products rally2 Jul 2026
  7. Episode 99: Brent flips to contango. Is the crude crisis over?25 Jun 2026
  8. Episode 98: Iran signs, crude breaks $80, but we're now oversold18 Jun 2026
  9. Episode 97: Hormuz transits accelerate but risk is high.10 Jun 2026
  10. Episode 96: Peace deal merry-go-round continues4 Jun 2026