Oil Matters Episode 56: Waiting for Godot
The global crude market has been anything but predictable in recent weeks.
Listen to David Fyfe, Chief Economist, break down the forces shaping prices, trade flows, and refining margins - so you can stay ahead of the curve.
In this episode, explore:
- Why futures have softened even as physical markets tell a different story
- How sanctions and supply shifts are reshaping global trade routes
- The tug-of-war between bearish fundamentals and bullish geopolitics
- What tightening diesel cracks signal for the months ahead
Waiting for Godot
This week David contrasts a long-anticipated but so far elusive crude market surplus with ongoing geopolitical risks that are straining global supply chains and providing a floor for prices.
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