Listen "Trading Corner | Crude Chaos & Winter Signals"
Episode Synopsis
In this week’s episode of Trading Corner, the team breaks down one of the most dramatic weeks the physical crude market has seen in years. We explore the sharp sell-off in Dated Brent, the mechanics behind a major trade-house’s aggressive positioning, and how just a handful of unplaced cargoes triggered a cascade through differentials and spreads.From the collapse in WTI and Forties diffs, to the sudden rebound driven by refiners emerging from maintenance, we map out how liquidity, sanctions headlines, and curve imbalances set the stage for extreme volatility. On the product side, we look at the sharp correction in margins, jittery gasoline demand, and why gasoil remains the key complex to watch heading into winter.With colder weather approaching, shifting refinery capacity, and persistent supply-demand uncertainty, the hosts outline their positioning views—from long TI/Brent boxes to back-end margin plays—and explain what they expect heading into December and beyond.#OilMarkets #CrudeTrading #DatedBrent #EnergyMarkets #CommodityTrading #OilPriceAction #RefiningMargins #BrentSpreads #WTI #GasOil #EnergyTrading #MarketVolatility #OilSanctions #PhysicalCrude #ProductMarkets #WinterDemand #TradingCorner #MacroEnergy #OilAnalytics #CommodityInsights
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