Diesel and jet fuel most at risk
The case made was that diesel and jet fuel are the most impacted refined products from the conflict, due to the Middle East's role as a major diesel-producing region and Europe's dependency on its jet fuel supply.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.
The story so far
CONTESTED · 27 MENTIONS · 25 EPISODES · 12 SHOWS
4 MAR 2026 — 26 AUG 2026 · YESTERDAY
15 SUPPORT · 2 CHALLENGE · 4 REPEAT · 6 MENTIONED
- GOLDMAN SACHS EXCHANGES: THE MARKETS
- Diesel and jet fuel most at risk · THIS IDEA
18 EPISODES BETWEEN · 19 MENTIONS
- PALISADES GOLD RADIO
- BLOOMBERG SURVEILLANCE
- SMARTERMARKETS
- BLOOMBERG SURVEILLANCE
- CNBC FAST MONEY
- PALISADES GOLD RADIO
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- PALISADES GOLD RADIO
- MARKETPLACE
- BLOOMBERG SURVEILLANCE
- CNBC FAST MONEY
- WSJ WHAT'S NEWS
- BLOOMBERG SURVEILLANCE
- CNBC FAST MONEY
- PALISADES GOLD RADIO · 2 MENTIONS
- THE DERIVATIVE
- MACROVOICES
- THE OPTIONS INSIDER RADIO NETWORK
- MACRO MUSINGS WITH DAVID BECKWORTH · 2 MENTIONS
- CNBC FAST MONEY
- BLOOMBERG SURVEILLANCE
- MONETARY MATTERS WITH JACK FARLEY
- MONETARY MATTERS WITH JACK FARLEY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD