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Episode 89: The blockade is here. Now what?
Host Neil Crosby talks with June Goh and Michael Ryan about a week of conflicting signals on Iranian vessels, accelerating refinery run cuts across Asia, and the secondary unit squeeze nobody's talking about. The team unpacks why a peace deal wouldn't fix markets overnight, how freight rates could spike if tankers can't reposition in time, and where the real pricing action is in diesel and gasoline.
Chapters:
(00:46) The blockade is here, but what does it actually mean?
Neil opens with the state of play after the failed peace talks, the conflicting signals on which ships are getting through…
The skinny
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