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Episode 76: Rising pressure on Russian oil flows
Oil markets were driven by geopolitics this week, with Iran-related headlines triggering sharp swings in price. In this episode of Trade with Conviction, the team unpacks what the latest moves mean for the oil risk premium, before turning to crude markets and India’s buying patterns, Russian supply, and Middle East replacement flows.
Chapters
(00:31) Geopolitics and the oil risk premium
Iran de-escalation headlines versus military incidents, India’s strategic role, and why crude remains headline-led into the weekend.
(09:57) Gasoline: contango, storage, and curve signals
US inventory builds…
The skinny
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