CEO and CIO of EvE (CTA located in Chicago); currently along with their programs manages a portfolio of systematic crytpo trading managers and AI agent Tokens
@Rory_Johnston The question is the dark shuttle tankers. Oil is in balance now from the flotilla from early july but when that gets sucked up, the only question is Chinese product exports
@Osint613 Footage from Ahvaz, Iran, shows a major fire and thick smoke following U.S. strikes in the area. Reports indicate that several targets were hit, with flames continuing after the wave of attacks ended.
@MahyarTousi The iranians emptied their storage and sold 80 mil barrels of oil in a few weeks. They are all set for plan B, to squeeze the global oil market
@VonburyResearch Im a CTA and I don't buy your explanation. Jawboning doesn't leave tankers unsold off the coast of China. Talk doesn't cause saudi and UAE to sell at a $6 discount. How do you suppose they can manipulate nymex?
@mitchellvii He just explained why the Iranians are winning the war now explain why we kicked the hornets nest knowing their capabilities. Oh ya, israel duped a dumb president!
@Rory_Johnston The term structure is a combination of supply tightness and escalation risk. In this case its 90% escalation risk and has very little to do with supply tightness. In a few weeks when supplies really get tight, crude will be $110