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Both WTI and Brent are indicated down ~6% on decentralized exchanges as of Sunday afternoon. These aren’t a perfect 1:1 read on CME, but they’re a pretty good directional tell ahead of electronic trading tonight…

Thank you to everyone who joined us last week for our extremely timely call on global oil and products market featuring Wall Street Energy legend Doug Terreson. Our webinar went well beyond standard oil‑macro talking…

Full position details within. We will close this one next Friday… I had a bad feeling about the FRMI short last week, but we don’t mess with the quantitative process. The SEI short was controversial…

As Brent is flirting with ~$100, dual chokepoints emerging in Hormuz and the Red Sea, and Brent time-spreads back near their war‑spike highs, we thought it would be helpful to share how we’re currently positioned,…