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 For more news go to: http://www.dw.com/en/ Follow DW on social media: ►Instagram:   / dwnews   ►TikTok:   / dwnews   ►Facebook:   / deutschewellenews   ►Twitter:   / dwnews   ►Reddit:   / dwnews   Für Videos in deutscher Sprache besuchen Sie:    / dwdeutsch   Subscribe: https://www.youtube.com/user/deutsche...