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Episode 87: Diesel's unfolding crisis: Demand destruction is the only fix
In this episode of Trade with Conviction, Felipe, Phil, and James break down the supply crisis rattling every product market, and where traders can find edge right now.
Chapters
(00:17) Geopolitics: The Hormuz Standoff
Felipe and Phil debate whether anything has really changed, Trump's contradictory messaging to markets, Israel, GCC and Iran simultaneously, the UAE's UN letter invoking Article 7 to reopen Hormuz, and why the how of ending this conflict matters far more than the when.
(10:12) Supply Reality Check: 10mb/d Gone, Plan Bs Burning Fast
Phil runs the brutal arithmetic: 10mb/d lost…
The skinny
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