The Only Way Out Is Through | Weekly Roundup
Show notes
Can anything stop oil's run when the SPR is already drained?
This week, we dig into why the oil squeeze is becoming structural, not just a Strait of Hormuz story.
We explore the oil curve trade, the Brent–WTI gap, tightening financial conditions, and crypto's slow bottoming process. Enjoy!
TIMESTAMPS:
00:00 Markets In Turmoil, Round Two
01:25 Bonds Rip As The Nasdaq Drops 3%
02:29 Oil And Bonds Break Up
05:23 Why Nobody Wants The Oil Bull Case
09:45 Reading The Oil Curve
12:38 Ads (Fidelity, DAS London)
13:50 Brent–WTI Gap Hits Wartime Highs
16:33 Diesel, Cracks & Maxed-Out Refineries
20:30 The Only Way Out Is Through
23:13 AI Capex Doubts Meet Tighter Conditions
29:18 Ads (Fidelity, DAS London)
30:36 Midterms, Iran & No Plan
36:07 No SPR Left To Cap Prices
39:56 Do Shipping Costs Cap Oil?
44:19 Is Crypto Bottoming?
54:06 The Midterms Risk For Crypto
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