Episode 115: Hormuz on edge, cautious signals beneath the surface.

Trade with Conviction · Oct 15, 2026 · 47m

Felipe Elink-Schuurman, Jay Maroo, Abhishek Kumar and Jorge Molinero unpack Iran's shift from blocking Hormuz to policing it, mounting strikes on Saudi and Russian energy infrastructure, a bearish TD3C freight call, Russian diesel exports returning, and tight Naphtha and LPG markets heading into winter.

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