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Episode 117: Hormuz attacks, a Democratic Congress and a market nobody can call
James Noel-Beswick hosts Aaron Kildow, Michael Ryan and Jay Maroo as Brent falls about 20% in a week on Iran strikes and talks. They cover what the US midterms mean for the war, freight, fuel oil, diesel arbs and WTI's stranded position.
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Chapters:
(01:00) Iran, Hormuz and Russia: Brent swung 8% on talks hopes and strikes. October was the most violent month of the war.
(05:52) US midterms and the lame duck window: Democrats take Congress January 3. The December 11 funding bill and affordability act will reveal their energy stance.
(15:25) Freight: dirty rates crash and Gulf…
The skinny
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