Latest / Trade with Conviction
Episode 65: Peak fear and the return to normal: Crude markets find their footing
In this episode of Trade with Conviction, Rachel, Neil, and June dissect the current crude oil landscape - from easing sanctions anxiety and shifting Chinese buying patterns to the tug-of-war between term and spot contracts. They dive into the changing dynamics of Russian crude flows, China’s strategic reserve buildout, OPEC’s cautious moves, and a freight market on fire, painting a picture of a market that’s steadying after turbulence but far from dull.
Key Takeaways:
> Have we passed “peak fear” on sanctions?
> Why Chinese refiners should lock in more term barrels.
> Freight rates surge: is…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.