TheBitCast

From Economist’s Chair: Oil in Focus “Storm on the Water”

Podcast: Argus Media · Argus Media

Opublikowano: 2026-10-07

Crude futures are easing as Saudi supply returns, but tight physical barrels, Hormuz risks and diesel stress mean sentiment could turn fast In this week's episode, David notes the easing of prices since September highs as recovery in crude pipeline and tanker flows has been absorbed by the market. But attacks on vessels in the Strait of Hormuz are if anything increasing, physical prices are still signalling alarm and further draws in already-tight distillate stocks are on the agenda. As the Atlantic hurricane season progresses, attention is turning towards Gulf Coast diesel and LNG exports.</p...