Who will the diesel crisis hit first? | The Dip Podcast

For decades, crude oil has been the world's most closely watched commodity. But in today's fragmented global economy, the real bottleneck may be diesel. As wars reshape trade routes, refinery capacity remains constrained, Europe and India are two sides of the same energy coin. India has it's refineries firing on all cylinders, while Europe is sweating the rising prices.

Diesel is becoming a key pressure point for inflation, industry and economic growth. Could the next energy shock come not from oil wells, but from refineries?

The Dip's Kassandra Sundt is joined this week by Jorge León, an energy economist now with Rystad Energy, he previously worked for BP and OPEC; she's also joined by Narendra Taneja, a noted global leader on the geopolitics of energy, he's the Chairman of the Independent Energy Policy Institute and previously worked as a National Spokesperson of the BJP. #dwbusiness #dwdip

Subscribe to the audio podcast in the app of your choice here: https://pod.link/1840373319

Chapters:
00:00 Diesel prices are going vertical
00:49 The fuel that really runs the world
01:37 Why India is fine while europe suffers
03:15 Oil vs Diesel: What's the difference?
04:23 Is a global diesel shortage coming?
06:36 Europe's energy strategy backfires?
08:59 Ukraine's hidden impact on global fuel
10:37 Why Russia still matters despite sanctions
13:04 America's diesel paradox
15:01 Trump's nuclear option: export bans?
17:11 Is Europe giving up its fuel security?
19:04 The truth about the Strait of Hormuz
21:13 Why OPEC is powerless right now
23:01 The inflation threat nobody is talking about
25:23 The best-case scenario for diesel markets
28:13 Prediction: what happens next?
28:29 Thanks for watching

#Diesel #Fuel #War #dwbusiness #dwdip

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