Episode 111: Saudi's pipeline is down. Every barrel funnels back through Hormuz.

Trade with Conviction · Sep 17, 2026 · 52m

Felipe Elink-Schuurman, Jay Maroo, Aaron Kildow and James Noel-Beswick break down the Petroline pipeline strike forcing Saudi crude back through Hormuz, freight rates hitting record highs, and diesel cracks near $100/bbl. The real constraint now is products, not crude, with no clear sign of demand destruction.

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Chapters:

(01:40) Petroline strike and the Hormuz squeeze: Saudi's Yanbu pipeline takes a direct hit, Houthis seize Mocha, and barrels are forced…