Episode 108: Iran and Oman talk peace. A tanker gets hit anyway.

Trade with Conviction · Aug 28, 2026 · 32m

Jay Maroo hosts Aaron Kildow and Nikolas Plonski as Hormuz de-escalation talk collides with a fresh tanker strike. Aaron unpacks the US SPR's final barrels and a collapsing TI-Brent spread, while Nikolas breaks down gasoline RINs volatility and a blown-out diesel east-west spread.

Get forward-looking insights straight to your inbox: https://spartacommodities.com/market-outlook-subscribe/?utm_source=spotify&utm_medium=podcast&utm_campaign=marketoutlook_hub&utm_content=podcast

Chapters:

(00:42) Geopolitics: Hormuz thaw meets sanctions and a tanker strike Oman-Iran deal signals de-escalation but…