Latest / Trade with Conviction
Episode 63: Sanctions rally! But the devil is in the detail
In this episode of Trade with Conviction, hosts Rachel Williams, Philip Jones-Lux, and Neil discuss the seismic shifts in the oil market triggered by overnight news of U.S. sanctions on Rosneft and Lukoil, impacting Russian oil flows. They unpack the potential ramifications for global crude supply, particularly for India and China, while highlighting the uncertainty of President Trump's flip-flopping policies and their effect on market sentiment. The episode also touches on JODI data revealing surprising OECD stock builds, European refinery dynamics, and the strength in clean product cracks…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.