Episode 105: Hormuz flips again and gasoline cracks get smashed

Trade with Conviction · Aug 6, 2026 · 35m

June Goh hosts Neil Crosby and Abhishek Kumar as Hormuz talks flip on and off again, smashing gasoline cracks. They cover Iranian tanker pileups, China's bigger export quotas, Russian diesel exemptions, Murban futures' wind-down, and a bullish fuel oil case into September.

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Chapters:

(00:43) Hormuz headlines: the on-off deal traders can't trade

Iranian tankers pile up, Houthis strike again, and the…