Diesel production capacity is limited and shrinking. Demand is there, albeit sticky (due to certain demand sources that are not easily electronified) and shrinking at a slower pace (due to slowing global economic growth). Rather than discussing a hypothetical blockade of Chinese oil imports, I wish the author would have addressed more probable short term outcomes re: supply/demand shock triggers and possible market plays.

Feel like this was a missed opportunity to look at recent geopolitical events under a more nuanced lens.

My armchair click to robinhood bet conclusion is Calls on petroleum, Puts on cruise liners.