The oil crisis nobody's pricing in.
80 mines. Zero carriers. SPR at a 40-year low.
Brent: $80. Our model: $115-135.
Issue #1 called it: "The MOU Won't Hold."
48hrs later, Iran re-closed the strait.
Free issue → https://t.co/tOuVoumyvT
@elonmusk why are you letting museveni disable internet in Uganda? Let the people speak! Very surprised @Starlink is caving to a 40-year dictator instead of letting voices be heard from Uganda as loud as Venezuela and Iran