Episode 104: Brent whipsaws and USGC 3:2:1 margins explode. The diesel crisis behind it

Trade with Conviction · Jul 30, 2026 · 26m

June Goh hosts Abhishek Kumar and Jorge Molinero as Brent swings from $100 to $85 to $93 in a week. They cover Houthi attacks on Saudi infrastructure, Suez rerouting costs, a tightening diesel market, and diverging crude premiums across Hormuz and Red Sea choke points.

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Chapters:

(00:35) Oil's Wild Week: Houthi Attacks and the Yanbu Reroute Brent swung from $100 to $85 to $93 in days. Abhishek…