Calls
1
Amos Haksef
Managing Partner at TWG Global; Former senior adviser and deputy assistant under President Biden
Win Rate
100.0%
return
+0.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 27
$125.41
+0.3%
The speaker states the current situation is the worst energy disruption ever, with 12M bpd of oil already lost, and that the market is "underpricing the current conditions" by pricing only risk, not disruption. The physical loss of supply is severe and the conflict is expected to last longer than the market believes, preventing a swift return of this supply. This fundamental shortage must eventually be reflected in prices. The market's current price level does not account for the true scale and duration of the supply disruption, implying significant upward pressure on crude oil prices. A swift, unexpected diplomatic resolution to the conflict that leads to a rapid reopening of the Strait and restoration of supply.
The speaker states the current situation is the worst energy disruption ever, with 12M bpd of oil already lost, and that the market is "underpricing the current conditions" by pricing only risk, not disruption. The physical loss of supply is severe and the conflict is expected to last longer than the market believes, preventing a swift return of this supply. This fundamental shortage must eventually be reflected in prices. The market's current price level does not account for the true scale and duration of the supply disruption, implying significant upward pressure on crude oil prices. A swift, unexpected diplomatic resolution to the conflict that leads to a rapid reopening of the Strait and restoration of supply.
Commodities
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Amos Haksef has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: BNO.
