Episode 106: Iran goes on the offensive. ADNOC's great milk run keeps flowing.

Trade with Conviction · Aug 13, 2026 · 24m

June Goh hosts this week with guest Jay Maroo, as Iran hardens its military stance and Hormuz risk lingers. They cover IEA and OPEC's diverging demand calls, ADNOC's transponder-dark shuttle tankers beating the blockade, a stubbornly wide Brent-Dubai EFS, and a tightening Atlantic diesel market.

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Chapters:

(00:42) Hormuz and Russia: sanctions escalate

Two vessel attacks near Hormuz, Iran's military…