Episode 112: A diesel ban looms. HOGO reacts. Freight markets in limbo.

Trade with Conviction · Sep 24, 2026 · 35m

Felipe Elink-Schuurman, June Goh and Michael Ryan unpack the potential US diesel export ban, the Saudi pipeline attack and Russian refinery strikes reshaping crude flows. June covers the diesel, gasoline and crude fallout if the ban lands, while Michael maps the freight rush already underway on TC14 and VLCCs.

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Chapters:

(00:31) Trump's diesel ban threat: the backdrop: Trump backs a full or partial US diesel export ban; midterms, low stocks and Hormuz…