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Episode 29: Recession panic reigns; but physical oil is tight
Join host Rachel Williams and the Sparta analyst team as they dissect this week's global oil and energy markets. They cover tariff uncertainties, macro bearishness (the "Trump slump"), and the flat price sell-off. Highlights include a mildly bullish outlook on distillates, a cautious watch on gasoline flows, and naphtha’s short-term tightness. 📌 Chapters:
(01:45) Tariff Turmoil and the Trump Slump
Overview of tariff uncertainty, Trump’s shifting tone, and immediate market reactions with Neil.
(08:00) Crude Market: Oversold or Overreacting?
Neil dives into crude flat price drops, time spreads…
The skinny
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