Episode 109: Kirishi's hit, Hormuz is live again: diesel has nowhere left to hide

Trade with Conviction · Sep 3, 2026 · 39m

Felipe Elink Schuurman, Abhishek Kumar, Michael Ryan and Jay Maroo cover the Iran-US escalation and Kirishi refinery strike, then break down a diesel market pulling barrels from Singapore to Houston, a gasoline barge spike to $2.90, TC14 freight jumping 45 points, and three fresh crude trade ideas.

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Chapters:

(00:39) Geopolitics: Iran strikes back, Russia's refineries burn US hits Iran, Iran strikes…