Episode 102: The ceasefire is dead. Why is crude still asleep?

Trade with Conviction · Jul 16, 2026 · 42m

Felipe Elink Schuurman, Neil Crosby and Jay Maroo on the collapsed Iran ceasefire, Brent's jump from 72 to 85, and the market fatigue no one's pricing. Diesel cracks and gasoline spreads hit records while crude stays quiet, with the Russian diesel ban now double the Hormuz problem.

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Chapters

(01:41) The ceasefire is dead, and the market is tired

MOU collapse, escalation back, Brent at 85, but fatigue means no one wants to price…