The Burst of the Diesel Speculative Bubble-Jan 2020

Leading up to the historic regulation change for global shippers taking effect Jan 1st 2020, many speculative traders saw the Diesel vs HSFO (high sulphur shipping fuel) as the best way to express the impact of the incoming regulations.
In this video we go through how the differential showed all the signs of a bubble and how hedge funds and other financial players were left stranded when the realities of the physical market came to pass...