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Diesel released, barrels promised, and still nobody can move them cheaply
Washington and the IEA are moving strategic diesel and courting Russian barrels while Ukrainian drones keep hitting refineries and Iranian strikes keep degrading Gulf export hardware. The gap between what is announced and what is physically loaded is now the single most important spread in the energy complex — and for import-dependent West Africa, it is the mechanism that decides whether landed fuel costs fall at all.
The skinny
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