Paper Oil vs Physical Flow: The Real Crude Market Story
This episode breaks down the widening gap between paper crude prices and physical market reality, from Brent’s fear-driven spike to discounted Iraqi cargoes and U.S. inventory logjams. It also explores key North American bottlenecks in Canada, the Rockies, and the Bakken, showing how pipelines, storage, and rail constraints shape real-world crude flows and netbacks.
The skinny
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