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Episode 91: Asia absorbed the initial shock. Now the US is running dry.
Felipe Elink-Schuurman, Neil Crosby, and Jorge Molinero on the crisis shifting West. Neil unpacks a 25-million-barrel US stock draw and trade ideas across Hogo, regrade, and diesel cracks. Jorge covers gasoline East-West flows and the US TAR opening.
Chapters:
(01:20) Big picture: Iran war and the physical reset US drew 25 million barrels in one week. Neil explains why physical isn't pricing max pain yet.
(07:38) East to West: how the crisis is shifting Asia absorbed the initial shock. The US is now the story, swinging from net importer to net exporter.
(15:43) Gasoline: East-West collapse…
The skinny
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