Latest / Trade with Conviction
Episode 86: Headline chaos: price suppression, weak forward margins, West-East barrels flowing
Paper market has been calm… but physical still flashes risk.
In the latest episode of Trade with Conviction, we break down a market that doesn’t add up. Middle East escalation. Russian supply under threat. West-East flows rising.
Chapters:
(00:37) Headlines: Middle East escalation & price volatility
The team breaks down rising tensions between Iran, Israel, and the US, Hormuz risks, and why positioning in crude is becoming increasingly difficult.
(05:30) Russian flows under pressure: Ukraine strikes & supply risk
Attacks on key Russian export infrastructure and tankers raise major supply…
The skinny
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