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Episode 92: Iran talks spin. US diesel stocks are running out of runway.
Neil Crosby hosts with June Goh and Jorge Molinero. Iran deal uncertainty keeps markets trading headlines as US diesel stocks head for critical lows within weeks. June covers Saudi OSPs, record Japanese US crude purchases, and TMX. Jorge runs through the ARA-PAD1 gasoline arb and GASNAP strength.
Chapters:
(00:31) Iran deal uncertainty The market trades headlines as US policy shifts erratically and Iran's red lines stay unclear.
(04:09) US diesel stocks: weeks of runway left Commercial crude and diesel inventories are drawing at pace; a reckoning may be only weeks away.
(07:19) Physical…
The skinny
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