Episode 81: Oil at War: Sparta live podcast
Автор: Sparta
Загружено: 2026-03-04
Просмотров: 422
Описание:
In this emergency episode, the team unpacks the fast moving market impact of the Iran conflict, focusing on how disruptions are showing up first through shipping and insurance, then cascading into crude and refined products.
📚 Chapters
(00:50) Emergency episode: What happened, what matters, what to watchA rapid briefing on the Iran conflict, early market signals, and the key variables for traders.
(02:05) Hormuz, insurance, and the market’s day by day repricingWhy shipping slowed, how war risk insurance became a gating factor, and what changed into Tuesday.
(07:11) Freight market shock: paralysis in the AG and repositioning westWhat’s tradable versus theoretical in rates, and why long haul western flows suddenly make sense.
(12:04) Price action under the surface: spreads, diffs, and product stressHow inter regional and inter product pricing is responding, including crude quality impacts and cracks.
(16:17) Jet and diesel take the lead: run cuts, regrades, and the Asia squeezeWhy refiners cut runs early, why jet is structurally exposed, and how flows and arbs are flipping.
(23:14) Scenarios and tail risks: supply chain damage vs sudden reliefA framework for what comes next, and why even de escalation doesn’t instantly normalize balances.
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