HeyJaredTrade with Conviction
In-depth analysis of current trends and future expectations for different segments of the oil market, with a focus on understanding both the supply and demand dynamics at play.
- Indexed episodes, last 90 days
- 12
- Latest publication
- Sep 24, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
Episode 112: A diesel ban looms. HOGO reacts. Freight markets in limbo. (opens the original)
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Felipe Elink-Schuurman, June Goh and Michael Ryan unpack the potential US diesel export ban, the Saudi pipeline attack and Russian refinery strikes reshaping crude flows. June covers the diesel, gasoline and crude fallout if the ban lands, while Michael maps the freight rush already underway on TC14 and VLCCs.Try Leonidas AI: https://www.spartacommodities.com/leonidas/?utm_source=spotify&utm_medium=podcast&utm_campaign=leonidas_ai_launch_2026q3 Chapters: (00:31) Trump's diesel ban threat: the ba
Episode 111: Saudi's pipeline is down. Every barrel funnels back through Hormuz. (opens the original)
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Felipe Elink-Schuurman, Jay Maroo, Aaron Kildow and James Noel-Beswick break down the Petroline pipeline strike forcing Saudi crude back through Hormuz, freight rates hitting record highs, and diesel cracks near $100/bbl. The real constraint now is products, not crude, with no clear sign of demand destruction. Try Leonidas AI: https://www.spartacommodities.com/leonidas/?utm_source=spotify&utm_medium=podcast&utm_campaign=leonidas_ai_launch_2026q3 Chapters: (01:40) Petroline strike and the Hormuz
Episode 110: Houthis seize Mocha. Brent breaks $100. What now? (opens the original)
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James Noel-Beswick hosts Nikolas Plonski and Jorge Molinero as Iran-US escalation, Houthi attacks on Mokka and Russian refinery strikes push Brent through $100. They cover record US diesel margins, a widening TI-Brent, gasoline strength in Singapore, an LPG price spike, and a split CPP freight market.Try Leonidas AI: https://www.spartacommodities.com/leonidas/?utm_source=spotify&utm_medium=podcast&utm_campaign=leonidas_ai_launch_2026q3 Chapters: (00:42) Headlines: Iran, Hormuz and the road to $1
Episode 109: Kirishi's hit, Hormuz is live again: diesel has nowhere left to hide (opens the original)
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Felipe Elink Schuurman, Abhishek Kumar, Michael Ryan and Jay Maroo cover the Iran-US escalation and Kirishi refinery strike, then break down a diesel market pulling barrels from Singapore to Houston, a gasoline barge spike to $2.90, TC14 freight jumping 45 points, and three fresh crude trade ideas. Get forward-looking insights straight to your inbox: https://spartacommodities.com/market-outlook-subscribe/?utm_source=spotify&utm_medium=podcast&utm_campaign=marketoutlook_hub&utm_content=podcast Ch
Episode 108: Iran and Oman talk peace. A tanker gets hit anyway. (opens the original)
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Jay Maroo hosts Aaron Kildow and Nikolas Plonski as Hormuz de-escalation talk collides with a fresh tanker strike. Aaron unpacks the US SPR's final barrels and a collapsing TI-Brent spread, while Nikolas breaks down gasoline RINs volatility and a blown-out diesel east-west spread. Get forward-looking insights straight to your inbox: https://spartacommodities.com/market-outlook-subscribe/?utm_source=spotify&utm_medium=podcast&utm_campaign=marketoutlook_hub&utm_content=podcast Chapters: (00:42) Ge
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