Tariff Talk: Yen Intervention, Diesel Risk and Pressure on Global Oil Flows
OPIS TALKS COAL, METALS & MINING:
In this Tariff Talk episode of OPIS Talks, James Stevenson and Charles Dayton discuss how U.S. support for the Japanese yen, persistent disruption to crude flows through Hormuz and Bab el-Mandeb, and tightening diesel availability are reshaping energy and commodity markets right now. The conversation connects currency intervention, shipping chokepoints, refinery constraints and China's import behavior to the risks facing mining companies and other fuel-intensive industries. James and Charles unpack what these developments could mean for diesel costs, supply…
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