Episode 110: Houthis seize Mocha. Brent breaks $100. What now?

Trade with Conviction · Sep 11, 2026 · 33m

James Noel-Beswick hosts Nikolas Plonski and Jorge Molinero as Iran-US escalation, Houthi attacks on Mokka and Russian refinery strikes push Brent through $100. They cover record US diesel margins, a widening TI-Brent, gasoline strength in Singapore, an LPG price spike, and a split CPP freight market.

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Chapters:

(00:42) Headlines: Iran, Hormuz and the road to $100 Brent Tanker strikes, Houthi advances and a widening danger zone push Brent through the century…