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Container Bytes #51: Middle East Crude Rebounds, Premier Alliance's Red Sea Return, and Golden Week Shifts
Welcome back to Container Bytes! 📍 Julia Frohwein returns from vacation to join Judah Levine, analyzing the latest trade developments as Golden Week draws to a close.
In this episode, we unpack new estimates showing Middle East crude oil exports returning close to pre-war baselines, aided by naval escorts, dark transits through the Strait of Hormuz, and Saudi pipeline diversions. We explain why refined fuels—including marine bunker and jet fuel—are taking longer to adjust due to refining lags and ongoing coastal security threats in Yemen.
We also examine a major milestone in container…
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