The Inversion Investor

The Inversion Investor

The World Refuses to Pay Spot

Peter Pham's avatar
Peter Pham
Mar 30, 2026
∙ Paid

Asian markets tend to challenge traditional free-market pricing, often seeking to undercut or renegotiate benchmark levels rather than simply accept spot.

In energy markets, Asia benefits from more favorable contract structures and pricing from Middle Eastern producers. Driven by sheer import volume and long-term strategic importance.

The West does not r…

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