Trump's Diesel Export Ban Study Exposes a $12 Brent-WTI Crack Nobody Priced
WTI trades $12 below Brent as Trump advisers study a diesel export ban and Italy calls emergency refinery meetings. The spread isn't Hormuz - here's the…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
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WTI trades $12 below Brent as Trump advisers study a diesel export ban and Italy calls emergency refinery meetings. The spread isn't Hormuz - here's the…
Britain sources ~20% of its diesel from the U.S. A Trump export ban removes that supply with no near-term replacement. Here's the structural math behind…
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