Tariff Talk: From Methanol to Diesel in a Prolonged Middle East Crisis

OPIS TALKS COAL, METALS & MINING:

The latest Tariff Talk episode of OPIS Talks examines how prolonged disruption in the Middle East is reaching far beyond crude and refined products, affecting the flow of helium, aluminum, sulfur, fertilizers, methanol and LNG—and raising wider questions about food costs, industrial supply chains, European power prices and the global economy. The conversation also explores the potential consequences of U.S. diesel-export restrictions, including possible effects on refining operations, trade flows, the dollar and Treasury yields, as well as the policy and regulatory uncertainty surrounding the upcoming U.S. midterm elections.

Hosted by James Stevenson, the episode features Charles Dayton in a wide-ranging discussion of the commodity, financial-market and geopolitical risks that could shape the months ahead.

Tune in for an analysis of how energy-market disruption can cascade across commodities, economies and policy—and the signals market participants should be watching next.

Have questions or feedback? Please drop us a line at energy-marketing@opisnet.com.

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