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Episode 44: OPEC games, gasoline ripples, and fuel oil realities
In this episode, Felipe Elink Schuurman hosts a full analyst roundtable to unpack a market simmering with geopolitical tension, narrative shifts, and product-specific developments. The team breaks down the fragility of bullish crude sentiment amid Middle East risks, soft OPEC compliance, and US-China trade noise. Gasoline markets are shaped by East-West arbitrage reversals, Singapore’s inventory crunch, and Europe’s teetering strength. On the fuel oil front, stability returns, but with latent signals from power gen demand, high sulfur switching, and LPG trade revivals. The conversation wraps…
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